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Glossary

Freeze-out

A controlling-shareholder-led transaction that eliminates the minority's equity interest, typically via merger.

Also called: freeze-out merger, freeze-out transaction, controller buyout

Definition

A freeze-out is a transaction in which a controlling shareholder uses its control to take the company private, eliminating the minority’s equity. Common structures:

  • Long-form merger by the controller — requires majority-of-minority approval and judicial fair-price scrutiny
  • Tender offer + back-end merger — controller commences a tender for the minority shares, then squeezes out via §253 or §251(h)

Why it matters

Freeze-outs face heightened judicial scrutiny because of the inherent conflict of interest: the controller is on both sides. Delaware courts apply different standards depending on structure:

  • Tender offer freeze-out — under MFW, can qualify for business-judgment review if the controller commits upfront to majority-of-minority approval and an independent special committee
  • Merger freeze-out — entire-fairness review unless MFW conditions are met

Distinction

Squeeze-out is the mechanical act of cashing out minorities; freeze-out is the broader transaction (often controller-driven) that uses a squeeze-out as one step.

Related terms