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強気は、42億ドルの取引でSirisからEquinitiを買収する意向だ。

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-- 暗号資産プラットフォームのBullish(BLSH)は火曜日、トークン化証券のインフラ構築を目指し、プライベートエクイティファンドのSirisから証券代行会社Equinitiを約42億ドル相当の全額株式交換で買収することに合意した。 Bullishは声明で、この取引はEquinitiの負債18億5000万ドルと、1株あたり38.48ドルで約23億5000万ドル相当のBullish株で構成されると発表した。Bullish株は直近のプレマーケット取引で1.9%上昇した。 この買収により、BullishのブロックチェーンインフラとEquinitiの証券代行サービスが統合され、トークン化証券をサポートするグローバルな証券代行プラットフォームが構築される見込みだ。 「トークン化は、資本市場の運営方法における世代に一度の変革です」とBullishのCEO、トム・ファーリー氏は述べた。「機関投資家規模での広範な普及には、エンドツーエンドのトークン化サービス、単一の統合台帳、そして大規模かつ広範な優良発行体との関係という3つの要素が必要です。」 「この統合により、3つの要素すべてが実現し、トークン化証券への移行をリードする独自の地位を確立できると確信しています」とファーリー氏は付け加えた。 規制当局の承認が必要なこの取引は、1月に完了する見込みだ。完了後、EquinitiはBullish ExchangeおよびCoinDeskとともにBullishグループ傘下で事業を展開する。 プロフォーマベースでは、統合後の会社は2026年に調整後売上高約13億ドル、金利・税金・減価償却費・償却費控除前利益(EBITDA)5億ドル以上(設備投資控除前)を計上すると見込まれている。Bullishは、この取引により2027年から2029年にかけて売上高が年率6~8%増加すると予測しており、トークン化およびブロックチェーンサービスによる売上高増加分は20%を見込んでいる。 「この取引により、市場の進化に合わせて顧客をサポートする能力が強化されるとともに、Equinitiが顧客に期待する安定性、サービス、信頼を維持できる」とEquinitiのCEO、ダン・クレイマー氏は述べた。クレイマー氏は引き続き、同社の日常業務と顧客関係を担当する。 2021年にエクイニティを買収したシリスは、今回の取引の一環としてエクイニティの取締役2名分の議席を獲得する。また、エクイニティの中核事業以外の事業部門を買収するオプションも保有する。

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