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Glossary

Termination fee

A fee payable upon termination of the merger agreement under defined triggers; can flow either direction depending on which party terminates.

Also called: breakup fee, reverse termination fee

Definition

Termination fee is the umbrella term covering both break-up fees (payable by target to bidder) and reverse termination fees (payable by bidder to target). Each is triggered by specific termination events spelled out in the merger agreement.

Common triggers (target → bidder)

  • Target accepts a superior competing proposal
  • Target board changes its recommendation
  • Target shareholders vote down the deal (in deals requiring vote)
  • Target breaches a no-shop or related covenant

Common triggers (bidder → target)

  • Bidder fails to obtain financing (in financing-condition deals)
  • Bidder fails to obtain required regulatory clearance
  • Bidder repudiates the deal

Magnitude

Bidder-payable reverse termination fees in PE deals often substantially exceed the break-up fee — sometimes 8–10% of deal value — reflecting the asymmetric risk of bidder walk-aways.

Related terms