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J.M. Smucker to acquire Hostess Brands for $34.25 per share, or $5.6B

The J. M. Smucker Co. (SJM) announced the signing of a definitive agreement to acquire Hostess Brands (TWNK) for $34.25 per share in a cash and stock transaction, representing a total enterprise value of approximately $5.6B, which includes approximately $900M of net debt. This represents an adjusted EBITDA multiple of approximately 17.2x based on the company’s estimate of Hostess Brands full year 2023 results, and an approximate 13.2x multiple when including anticipated run rate synergies of $100M. The acquisition expands the company’s offering of beloved brands in growing categories and accelerates its focus on convenient consumer occasions. The transaction is anticipated to close in the third quarter of the company’s current fiscal year ending April 30, 2024. The transaction has been unanimously approved by the boards of directors of both The J.M. Smucker Co. and Hostess Brands.

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