Hillenbrand has agreed to be acquired by private-equity firm Lone Star Funds for about $2.25 billion. ...

Core Points - Hillenbrand is being acquired by Lone Star Funds for $2.3 billion in cash, leading to a 19% surge in the company's shares during early trading [1] Company Summary - The acquisition price of $2.3 billion indicates a significant valuation for Hillenbrand, reflecting the investment firm's confidence in the industrial equipment maker's future prospects [1] - The 19% increase in share price suggests a positive market reaction to the acquisition news, indicating investor optimism regarding the deal [1]

Core Viewpoint - Hillenbrand, Inc. has entered into a definitive agreement to be acquired by an affiliate of Lone Star Funds for $32.00 per share, resulting in an enterprise value of approximately $3.8 billion [1][2]. Transaction Details - The purchase price represents a premium of approximately 37% over Hillenbrand's unaffected closing share price on August 12, 2025, and a premium of 53% over the volume weighted average price (VWAP) for the 90 days ending August 12, 2025 [2]. - The transaction is expected to close by the end of the first quarter of calendar year 2026, subject to customary closing conditions, including shareholder approval and regulatory approvals [4]. Company Background - Hillenbrand provides highly-engineered processing equipment and solutions through its Advanced Process Solutions and Molding Technology Solutions segments, serving large end markets such as durable plastics, food, and recycling [2][9]. - The company has undergone significant transformation over the past few years, focusing on strategic acquisitions and divestitures to strengthen its portfolio [2][3]. Management Commentary - The Board of Directors of Hillenbrand unanimously approved the transaction, believing it to be in the best interest of the company and its shareholders [3]. - Management expressed confidence in the partnership with Lone Star, highlighting the potential for growth and innovation in the industrial equipment sector [3][10]. Advisors - Evercore is serving as financial advisor, while Skadden, Arps, Slate, Meagher & Flom LLP is providing legal counsel to Hillenbrand. Jefferies LLC and UBS Investment Bank are advising Lone Star, with Kirkland & Ellis as legal counsel [6].

知情人士称，双方关于收购的磋商仍在进行中，这项交易可能推迟或告吹。Lone Star 的代表拒绝置 评。Hillenbrand 未回应多次置评请求。 公开资料显示，Hillenbrand 为汽车、包装、建筑和电子等行业的相关公司生产至关重要的塑料零部件 与相关设备。其官网显示，客户包括陶氏公司(Dow Inc.)和通用磨坊公司(General Mills Inc.)。 近年来，Hillenbrand 加大了重塑资产组合以成为"纯工业"(pure-play industrials)类型塑料产品制造公司的 力度。作为该战略的一部分，公司于2023年出售了其Batesville 棺材业务。同年，该公司以约7.3亿美元 从全球最大规模之一的私募巨头黑石集团(Blackstone Inc.)手中收购了 Schenck Process Food and Performance Materials，从而充实并扩大其加工业务与制造部门。 智通财经APP获悉，据媒体援引知情人士透露的消息报道称，私募股权领军者Lone Star Funds 正在就收 购塑料零部件与设备制造商 Hillenbrand Inc. 展开深入的收购谈判 ...

Group 1 - Middle Coast Investing's third-quarter 2025 investor letter indicates a favorable performance, with its collective portfolio outperforming the S&P 500, returning 9.6% compared to the S&P 500's 7.8% [1] - The Core U.S. portfolios returned 10%, while the Russell 2000 returned 12%, the S&P 600 returned 8.7%, and the Nasdaq generated 11.2% during the same period [1] - European Portfolios appreciated by 5.5% in Q3 2025 [1] Group 2 - Hillenbrand, Inc. (NYSE:HI) is highlighted as a notable stock, with a one-month return of 7.10% and a 52-week gain of 5.16% [2] - As of October 6, 2025, Hillenbrand, Inc. (NYSE:HI) closed at $26.69 per share, with a market capitalization of $1.881 billion [2] - The investor letter mentions that Hillenbrand, Inc. (NYSE:HI) had successful reported deals contributing to its performance [3] Group 3 - Hillenbrand, Inc. (NYSE:HI) was held by 19 hedge fund portfolios at the end of Q2 2025, an increase from 12 in the previous quarter [4] - While acknowledging Hillenbrand's potential, the company suggests that certain AI stocks may offer greater upside potential and less downside risk [4]

Core Viewpoint - Hillenbrand, Inc. (NYSE: HI) has shown a stock return of approximately 20% over the past five months, maintaining a 'Hold' rating since April of this year [1]. Group 1 - The company is characterized as a U.S.-based industrial player with a focus on generating income through investment setups [1]. - The investment strategy involves purchasing undervalued profitable stocks that possess strong balance sheets and minimal debt [1]. - The approach to risk management includes position sizing and the use of trailing stop losses over time [1].

Company Overview - Hillenbrand (HI) shares increased by 11.4% in the last trading session, closing at $26, with significantly higher trading volume compared to normal sessions. This follows a 9.9% decline over the past four weeks [1][2] - The company is reportedly expecting final bids for its sale this week, with potential buyers including private equity firms such as Apollo Global Management, Lone Star Funds, and Stellex Capital Management, although there has been no official comment from Hillenbrand or the firms mentioned [2] Financial Performance - Hillenbrand is projected to report quarterly earnings of $0.62 per share, reflecting a year-over-year decrease of 38.6%. Revenue is anticipated to be $558.9 million, down 33.3% from the same quarter last year [3] - The consensus EPS estimate for Hillenbrand has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] Industry Context - Hillenbrand is classified within the Zacks Industrial Services industry, which includes other companies such as SiteOne Landscape (SITE). SITE's stock closed 0.6% higher at $129.08 but has seen a return of -11.4% over the past month [6] - SiteOne Landscape's consensus EPS estimate for its upcoming report has also remained unchanged at $1.28, representing a year-over-year increase of 32%. SITE currently holds a Zacks Rank of 1 (Strong Buy) [7]

Group 1 - Hillenbrand (NYSE:HI) experienced a 6.1% increase in stock price following reports that the plastics maker is expected to collect final bids for its sales process next week [2] - Final suitors for Hillenbrand include Apollo Global Management, Lone Star Funds, and Stellex Capital Management [2]

Core Viewpoint - Highland Copper Company has received a non-binding Letter of Interest from the Export-Import Bank of the United States for potential debt financing of up to US$250 million to support the development of its Copperwood Project in Michigan [1][3]. Group 1: Project Details - The Copperwood Project is one of the few U.S. copper projects with all major permits in place and a completed feasibility study, with an estimated initial capital requirement of US$400 million [2]. - The project is positioned for a near-term construction decision as Highland advances detailed engineering [2]. Group 2: Financial Aspects - The potential debt financing from EXIM could cover a significant portion of the project's costs, with a repayment term potentially extending to 11 years [7]. - The financing is contingent upon the submission of a formal application and meeting EXIM's underwriting criteria [7]. Group 3: Strategic Importance - The Copperwood Project is strategically important for strengthening the U.S. supply chain for critical minerals and is expected to provide a reliable domestic source of copper [3]. - The project is aligned with Michigan's stringent environmental standards, supporting the local economy [3]. Group 4: Company Overview - Highland Copper Company is focused on exploring and developing copper projects in the Upper Peninsula of Michigan and owns the Copperwood deposit through long-term mineral leases [4]. - The company has 736,363,619 common shares issued and outstanding, listed on the TSX Venture Exchange under the symbol "HI" and trading on the OTCQB under "HDRSF" [4].

Core Viewpoint - Highland Copper Company has successfully completed its early site work and environmental mitigation program at the Copperwood Project in Michigan, demonstrating a commitment to responsible development and compliance with regulatory standards [1][2]. Environmental Mitigation Program - The early site work was completed safely, within budget, and in compliance with the Michigan Wetlands and Streams Permit, focusing on site preparation and environmental safeguards [2][3]. - The program included significant investments in environmental stewardship, with activities such as wetland creation and revegetation [3][4]. - The environmental mitigation efforts have shown positive impacts, with concurrent reclamation demonstrating that restoration can occur alongside development [3]. Key Activities and Achievements - Approximately 18 acres of compensating wetlands were constructed to offset impacted areas [4]. - Nearly 20,000 native trees, wildflowers, sedges, and rushes were successfully planted in newly created habitats [4]. - A commitment to establish a 717-acre wetland preservation area is underway, with plans for long-term management to ensure permanent protection beyond mining operations [4]. Infrastructure Improvements - The Choate Road crossing over Bluff Creek was improved by replacing culverts with a clear-span bridge to enhance fish passage and stream habitat quality [6]. - Stream restoration efforts in Bluff Creek are designed to improve stream flow properties and habitat quality, with ongoing reconstruction of eroded banks [8]. Company Overview - Highland Copper Company is focused on exploring and developing copper projects in Michigan's Upper Peninsula, owning the Copperwood deposit and a 34% stake in the White Pine North project [9]. - The company has 736,363,619 common shares issued and is listed on the TSX Venture Exchange under the symbol "HI" and on the OTCQB under "HDRSF" [9].