31 December 2025

Dell Special Committee Rejects Revised Bid

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The latest, and reported final, proposal from Michael Dell and private equity firm Silver Lake was rejected by Dell’s special committee.  

The offer would have raised their offer from $13.65 per share to $13.75 per share in exchange for a voting rules change that would have excluded all abstentions , which currently count as "no" votes.

Instead, the special committee offered Mr. Dell and Silver Lake have two options: First, proceed with the shareholder vote this Friday at $13.65 per share, or establish a new shareholder record date on a vote at $13.75 per share.

The move by the committee is seen as a way to get Mr. Dell and Silver Lake to raise their bid. The second option allows Mr. Dell the time he may need to secure the votes in favor of the raised bid.

There is no word from Mr. Dell or Silver Lake on what option they will likely choose. The second option likely gives them the best chance to secure the needed votes, however.

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