The deal:
- Applovin to buy Unity in an all-stock deal worth $20B or $58.85 ps (18% premium)
- John Riccitiello to be the CEO and Adam Foroughi to be COO of the combined company
- If U x APP happens U x IS should be terminated

My thoughts on the deal
- The proposal was result of U x IS
- The premium of 18% is low
- Devaluing standalone business

Conclusion
- The deal looks good from the strategic point of view
- From a financial point of view, the deal isn’t as attractive for a Unity shareholder

Read full article: [https://investorfromnepal.substack.com/unity-x-applovin-24](https://investorfromnepal.substack.com/unity-x-applovin-24)
(Feel free to subscribe while you are there)

APP wouldn’t be buying U. APP just made the proposal. U shareholders would own 55% of the combined company so it’d be U buying APP. 

Steve Matt

https://investorfromnepal.substack.com/unity-x-applovin-24

Unity x Applovin? 😳 | #24

U x APP

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