Added to YB: 2026-06-01
Pitch date: 2026-05-28
RAMP [neutral]
LiveRamp Holdings, Inc.
Author Info
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Company Info
LiveRamp Holdings, Inc., a technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally.
Market Cap
$2.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.71
P/E
16.86
EV/Sales
2.34
Sector
Software
Category
special_situation
$RAMP: a clean cash deal where CFIUS is the only real variable
RAMP (overview): Merger-arb on $38.50 all-cash Publicis buyout (~$2.5B equity, 29.8% premium). Single strategic bidder, no financing condition, ~2.3% spread, est. YE2026 close. Sole real risk: CFIUS scrutiny of French buyer absorbing US identity-data asset. Pays ~2% to risk ~20% downside to ~$29-30 unaffected.
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