Aug. 13 at 8:11 PM
Accelerant Holdings shares surged after the specialty insurance marketplace announced an all-cash take-private deal with Thoma Bravo valued at more than
$4B in enterprise value, alongside record Q2 2026 results. Thoma Bravo will pay
$20.25 per Class A and Class B share, a 49% premium to Accelerant’s Aug. 12 close, with the transaction expected to close in H1 2027 pending shareholder and regulatory approval.
Q2 adjusted EPS came in at
$0.32, double the
$0.16 consensus estimate, while revenue reached
$356.9M, more than 30% above expectations. Net income jumped to
$80M from
$13.1M a year earlier, while gross written premium increased 23% YoY to
$1.32B.
Accelerant shares traded around
$19.52, close to the acquisition price, prompting William Blair to downgrade the stock to Market Perform from Outperform because of limited upside.
$ARX