CompoSecure (CMPO) announced a proposed business combination with Husky Technologies, valued at approximately \(4.976 billion, creating a diversified industrial platform. The implied Pro Forma Enterprise Value is about \)7.4 billion, based on 11.6x estimated 2026 Net Adjusted EBITDA of $635 million.
Financially, the deal is expected to be over 20% accretive to earnings in the first full year post-close. Pro Forma 2026 estimates include $2.23 billion in revenue, a 29% Net Adjusted EBITDA Margin, and an implied Year 1 Free Cash Flow Yield of 7.5%. The combined entity trades at a discount (~11.6x)
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