$BMBL · Bumble Inc.

Bumble Inc. entered into a definitive merger agreement on October 12, 2026, to be acquired by Ithaca Holdco, Inc. in an all-cash transaction. Class A shareholders will receive $6.05 per share, while Class B shares get $0.000001 per share. Founder/CEO Whitney Wolfe Herd is rolling over her equity via a rollover agreement rather than cashing out. Stockholder approval was secured immediately via written consent from Principal Stockholders. The deal is expected to close by July 12, 2027 (the End Date), subject to regulatory approvals and other customary conditions.

Stock surged +49.61% to $3.80 in the regular session following the announcement, reflecting the market's view that the $6.05 takeout price is credible despite the wide spread. The remaining ~59% gap to the deal price suggests meaningful deal-close uncertainty or time-value discount.

A 138% take-private premium for a fallen consumer-tech name, with the founder rolling equity — signaling conviction in the private future while public shareholders get a cash exit.

Bumble joins a wave of take-private deals in the consumer-tech/dating space, where public-market valuations have compressed. The $6.05/share price is well below Bumble's 2021 IPO price of $43, reflecting the sector's multi-year de-rating.

$102M parent termination fee payable by Ithaca if it breaches or fails to close; $29M reverse termination fee from Bumble under certain pre-consent scenarios. Regulatory approvals (HSR, other jurisdictions) and no material adverse effect on Bumble are closing conditions. All outstanding options are