Aussie/Kiwi M&A/Events

Aussie/Kiwi M&A/Events

FleetPartners (FPR AU): Mitsubishi Motors' Register Raid Foreshadows An Offer

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Quiddity Research
Sep 18, 2025
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  • Mitsubishi Motors (7211 JP) has aggressively built a 19.93% position in FleetPartners (FPR AU), an Aussie provider of fleet leasing services, paying up to $3.10/share for a ~15% stake.

  • Earlier this year, Sydney PE outfit Pacific Equity Partners privatised Sg Fleet (SGF AU), one of FleetPartners key competitors.

  • MMC said it has no current intention to acquire control or a make a takeover offer. Mmm. I wouldn't be so sure.

The Trade:

  • There is as yet, no firm Offer.

  • I highly doubt MMC will simply sit on its 19.93% position.

  • $3.10/share sets the scene.

  • I'd be a buyer here and on weakness.

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