Unconventional Capital Wisdom
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Platform Specialty Products: Outliers Preparing World's Next Greatest Industrial Company

(Editors' note 2/28: This article has been revised since original publication regarding references to Martin Franklin's background and of PAH's listing transfer.)

Executive summary:

  • Board members Martin Franklin and Nicolas Berggruen add significant deal making value.
  • MacDermid acquisition provides high quality business, management and company culture.
  • Management is unconventional and incentivized to outperform the market and peers.
  • Currently trades for roughly $2.1 billion and future acquisitions provide a catalyst to unlock shareholder value.

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Platform Specialty Products History

Platform Specialty Products (NYSE:PAH) started as a blank check holding company called Platform Acquisition Corp formed by Martin E Franklin and Nicolas Berggruen and was listed on the London Stock Exchange. Shares were suspended from trading upon the company's announcement...

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