Stock Markets June 9, 2026 08:43 AM

Novanta to Raise $300M in Private Placement to Fund $1.2B Riverpoint Medical Purchase

Deal increases medical revenue concentration and raises near-term leverage; shares fell in premarket trading

By Avery Klein
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Novanta Inc. announced a $300 million private placement and an agreement to acquire Riverpoint Medical for $1.2 billion plus a $250 million milestone, triggering a 6.3% premarket share decline. The company expects the deal to be immediately accretive to adjusted diluted EPS in 2026 and to roughly double recurring medical consumables revenue, while net leverage rises to about 2.7x post-close before declining in 2027.

Novanta to Raise $300M in Private Placement to Fund $1.2B Riverpoint Medical Purchase
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Key Points

  • Novanta is raising $300 million through a private placement of 2,142,857 common shares at $140.00 per share to finance part of a $1.2 billion acquisition of Riverpoint Medical.
  • The transaction includes a $1.2 billion upfront payment plus a $250 million milestone in Q1 2027; Novanta expects the deal to be immediately accretive to Adjusted Diluted EPS in 2026 and to increase medical revenue concentration to ~60%.
  • Post-close net leverage is expected to reach about 2.7x and to fall below 2.3x by year-end 2027; recurring medical consumables revenue is expected to double to roughly $300 million.

Novanta Inc. (NASDAQ: NOVT) said it will sell 2,142,857 common shares at $140.00 apiece to institutional and accredited investors in a private placement totaling $300 million, and separately agreed to acquire Riverpoint Medical from Arlington Capital Partners for an upfront cash consideration of $1.2 billion plus a $250 million milestone payment scheduled for the first quarter of 2027. The financing and acquisition announcements coincided with a 6.3% decline in Novanta shares in premarket trading on Tuesday.

The securities purchase agreement calls for the private placement to close on or about June 11, 2026, subject to customary closing conditions. Novanta plans to fund the Riverpoint acquisition using the private placement proceeds in combination with existing cash and its available credit facility. The acquisition itself is expected to close in the third quarter of 2026, subject to regulatory approvals.

Riverpoint Medical develops and manufactures medical devices centered on advanced surgical fibers and related technologies used in minimally invasive procedures across sports medicine, trauma and cardiovascular surgery. Under Novanta's ownership, Riverpoint is projected to generate approximately $80 million in Adjusted EBITDA in 2027.

The upfront purchase price equates to roughly 19 times Riverpoint's estimated 2026 Adjusted EBITDA before synergies, according to Novanta's disclosures. The company also stated that it expects the transaction to be immediately accretive to Adjusted Diluted Earnings Per Share in 2026.

Management anticipates that the deal will double Novanta's recurring medical consumables revenue to about $300 million and increase the company's medical end-market concentration to roughly 60% of total revenue. Revenue for Riverpoint is expected to continue expanding at an annual rate of 12% to 15%.

On balance sheet metrics, Novanta said its net leverage ratio should rise to approximately 2.7x after the close of the transaction, with an expectation that leverage will decline to under 2.3x by the end of 2027. The company confirmed its previously issued second quarter and full year 2026 guidance for the standalone business.


Contextual notes - The private placement is targeted at institutional and accredited investors and is contingent on customary closing conditions. The acquisition includes both an upfront cash payment and a contingent milestone, with the latter due in Q1 2027. Regulatory approvals are a stated condition for the transaction's completion in Q3 2026.

Risks

  • The acquisition is subject to regulatory approvals and customary closing conditions, presenting the risk that the transaction may not close as scheduled - impacting the healthcare and medical devices sectors.
  • The deal increases Novanta's medical end-market concentration to about 60% of revenue, raising exposure risk to the medical devices market if demand shifts.
  • Net leverage is projected to rise to approximately 2.7x after closing, creating short-term balance sheet pressure until the company reduces leverage toward the sub-2.3x target by year-end 2027 - a financial markets and corporate credit consideration.

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