Tag Archives: Southeastern Asset Management

After Dell Pushes Back Record Date for Buyout, Hedge Funds Respond By Buying Dell Shares

Shorter term investors looking for a quick exit now eligible to vote on the Michael Dell/Silver Lake buyout. The much-discussed Dell buyout previous had a record date of June 3, meaning you had to be a stockholder on that day … Continue reading

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Reports of Additional Dell Institutional Shareholders Opposing Proposed Buyout

T. Rowe Price joins Yacktman Asset Management and Pzena Investment Management in voicing opposition. Bloomberg is reporting that T. Rowe Price has joined the chorus of dissent with respect to the proposed Dell buyout, quoting its chairman, Brian Rogers, as … Continue reading

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Dell Responds to Inquiries About Fairness of Proposed LBO; Declares It Awesome

“Upon further reflection, we were right the first time.” Dell Inc. (Dell) responded to inquiries and criticism relating to its proposed going private deal with Silver Lake Partners, Michael Dell, Bank of America, Barclays, Credit Suisse, RBC, and Microsoft participating. Critics, … Continue reading

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Big Shareholder to Dell: “Step off, I’m Doing the Hump. And Your Going Private Offer for Dell is Far Too Low”

Large shareholder objects to LBO price and provides the data. Dell Inc. (Dell) has proposed a going private transacton where Silver Lake Partners and Michael Dell would take the compnay private for $13.65/share.  Bank of America, Barclays, Credit Suisse and … Continue reading

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