AI English summary of an SEC filing — figures as filed
McKesson said it entered into a definitive agreement with CD&R to acquire Option Care Health for $32.05 per share, reflecting a total enterprise value of approximately $5.8 billion, announced on October 6, 2026. At closing, CD&R will hold a majority interest and McKesson will hold a minority interest.
Key points
AI summaryMcKesson said it entered into a definitive agreement with CD&R to acquire Option Care Health for $32.05 per share, reflecting a total enterprise value of approximately $5.8 billion, announced on October 6, 2026. At closing, CD&R will hold a majority interest and McKesson will hold a minority interest.
The company said CD&R will hold approximately 51% of Option Care Health and McKesson will invest approximately $1.4 billion for a minority interest of approximately 49%. It said the transaction value represents a premium of approximately 37% to Option Care Health's closing share price on October 5, 2026.
McKesson said that following closing, it intends to account for its minority interest in Option Care Health using the equity method of accounting, recording its share of Option Care Health's net income or loss in Other Income, net. The company added that the transaction establishes a framework for McKesson's future acquisition of CD&R's interest in Option Care Health, subject to specified conditions and regulatory approvals.
McKesson said the transaction is expected to close in the first half of calendar year 2027, subject to customary closing conditions, including approval by Option Care Health's stockholders and the receipt of required regulatory approvals. The company said Option Care Health will withdraw its previously disclosed financial guidance and will become a privately held company upon completion of the transaction.
Summary
AI-writtenAnalysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.
CD&R and McKesson Agree to Acquire Option Care Health
McKesson said it entered into a definitive agreement with CD&R to acquire Option Care Health for $32.05 per share, reflecting a total enterprise value of approximately $5.8 billion, announced on October 6, 2026. At closing, CD&R will hold a majority interest and McKesson will hold a minority interest.
Source · Based on the filing body and exhibits
Ownership Structure and McKesson's Investment
The company said CD&R will hold approximately 51% of Option Care Health and McKesson will invest approximately $1.4 billion for a minority interest of approximately 49%. It said the transaction value represents a premium of approximately 37% to Option Care Health's closing share price on October 5, 2026.
Source · Based on the filing body and exhibits
Equity Method Accounting and Future Acquisition Framework
McKesson said that following closing, it intends to account for its minority interest in Option Care Health using the equity method of accounting, recording its share of Option Care Health's net income or loss in Other Income, net. The company added that the transaction establishes a framework for McKesson's future acquisition of CD&R's interest in Option Care Health, subject to specified conditions and regulatory approvals.
Source · Based on the filing body and exhibits
Closing Timeline, Conditions and Withdrawal of Guidance
McKesson said the transaction is expected to close in the first half of calendar year 2027, subject to customary closing conditions, including approval by Option Care Health's stockholders and the receipt of required regulatory approvals. The company said Option Care Health will withdraw its previously disclosed financial guidance and will become a privately held company upon completion of the transaction.
Source · Based on the filing body and exhibits
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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