The facts block is sourced from a single SEC filing: an 8-K filed with SEC EDGAR and published on September 8, 2025. The deal's current status is pending regulatory approval.
On the financial advisory side, Barclays acted as financial advisor to Skyward Specialty, the acquirer, and also provided committed financing for the transaction, with no lead designation specified. On the target side, Evercore acted as lead financial advisor to Apollo, with Howden Capital Markets & Advisory serving as an additional financial advisor to Apollo without a lead designation.
Legal counsel was also disclosed for both sides. RPC acted as legal counsel to Skyward Specialty, the acquirer. Willkie Farr & Gallagher LLP acted as legal counsel to Apollo, the target.
Beyond the cash-and-stock characterization of the consideration and the disclosed $555,000,000 deal value, the facts block does not specify the precise split between the cash and stock components.
Several facts are not disclosed in the source material. The facts block does not give the specific cash/stock split of the consideration, nor does it disclose the amount of committed financing provided by Barclays. No expected closing date is given for the transaction.