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Glossary

Scheme of arrangement

A court-approved corporate procedure (UK / Commonwealth) used as an alternative to a tender offer for friendly acquisitions.

Also called: scheme, court-approved scheme, UK scheme

Definition

A scheme of arrangement is a court-approved corporate procedure used in the UK and many Commonwealth jurisdictions (Australia, Hong Kong, Singapore, etc.) as an alternative to a tender offer for friendly acquisitions. The target proposes the scheme; if approved by the requisite shareholder majorities and sanctioned by the court, the scheme binds all shareholders.

Approval requirements (typical UK pattern)

  • Majority by number of shareholders voting (50%+1)
  • 75% by value of shares voted
  • Court sanction at a sanction hearing

Why it matters

Schemes are used in friendly deals because they:

  • Typically have lower acceptance thresholds than tender offers
  • Are binding on all shareholders once approved (no straggler problem)
  • Are simpler than running a takeover bid plus compulsory acquisition

Distinction

A takeover bid (tender offer) requires individual shareholder action; a scheme is a single corporate procedure that binds everyone.

Related terms