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Paine Schwartz Partners-led consortium (with Driscoll's and BCI) → Costa Group

completed
Deal announced2023-09-22
BuyerPaine Schwartz Partners-led consortium (with Driscoll's and BCI)
SellerCosta Group
SectorAgriculture
ValueA$2.5B
Deal typePE

A consortium led by US agri-focused PE firm Paine Schwartz Partners, with berry grower Driscoll's and Canadian pension manager BCI, signed a scheme implementation agreement to acquire ASX-listed fruit and vegetable grower Costa Group at A$3.20 cash per share, an enterprise value of approximately A$2.46 billion. Completed 26 February 2024.

Why the buyer wanted it

Paine Schwartz and Driscoll's, an existing Costa shareholder, sought to take full control of a leading Australian fresh produce grower and expand their global berry and produce supply chain.

Why the seller agreed

Costa's board recommended the offer after unfavourable growing conditions led to a $30 million write-down and a reduced offer price, judging it the best available outcome for shareholders.

Stock reaction

Costa shares rose roughly 9% when Paine Schwartz first disclosed its ~13.78% stake in October 2022; specific share-price reaction to the September 2023 binding scheme agreement was not confirmed in sourcing.

Deal mechanics

Buyer's advisors

Allens (legal, to Paine Schwartz-led consortium)

Deal structure

Scheme of arrangement — A$3.20 cash per share

Regulatory approval

Federal Court of Australia approval and Costa shareholder approval

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