AcquisitionThe acquisition by Thoma Bravo is expected to strengthen the HCM product suite, including AI, and optimize the cost structure.
Shareholder BenefitThe proposed transaction is a good outcome for shareholders, as it should enable Dayforce to work through this demand 'airpocket' dynamic out of the public eye.
ValuationThe $70 offer values the shares at a ~32% premium to the unaffected stock price.