Stock Markets February 2, 2026

Auction Technology Group Shares Slide After FitzWalter Abandons Takeover Bid

ATG stock drops following FitzWalter Capital's decision to stop pursuit after board refused due diligence access

By Avery Klein
Auction Technology Group Shares Slide After FitzWalter Abandons Takeover Bid

Shares of Auction Technology Group PLC fell sharply after FitzWalter Capital said it would not proceed with its previously announced 400 pence per share takeover proposal. The private equity firm cited the board's refusal to grant due diligence access and noted regulatory limits that bar a repeat offer for six months except under specified conditions.

Key Points

  • ATG shares fell 8.2% after FitzWalter Capital dropped its 400 pence per share takeover bid.
  • FitzWalter cited ATG's board refusal to allow due diligence as a principal factor in withdrawing the offer.
  • UK takeover rules prevent FitzWalter from making another offer for six months unless a narrow set of exceptions applies.

Shares of Auction Technology Group PLC fell 8.2% on Monday after FitzWalter Capital confirmed it would no longer press its takeover attempt. FitzWalter, speaking on behalf of funds and investment vehicles it manages or advises, said it was abandoning the bid that valued ATG at 400 pence per share.

The private equity group linked the decision to ATG's board rejecting the offer on January 29, 2026, and specifically pointed to the board's refusal to permit due diligence access as a central reason for withdrawing. FitzWalter framed its announcement under Rule 2.8 of the UK Takeover Code and indicated it retains certain rights to revisit an offer, but only within the constraints established by the code.

Under the Takeover Code, a bidder who withdraws an offer faces restrictions on making a subsequent approach. In FitzWalter's case, that limitation means it cannot table another offer for ATG for six months, unless one of the exceptions applies. Those exceptions are limited and explicitly defined - they include gaining the board's agreement to a renewed approach, responding to a rival bid, or encountering a material change in circumstances that would justify reopening negotiations.

ATG operates a group of online marketplaces that facilitate auctions and sales across several categories, including industrial and commercial equipment as well as art, antiques and collectibles. FitzWalter had sought control of that auction technology platform provider but has stepped back for the time being.

FitzWalter is led by Andrew Gray. In its public notice, the firm followed the disclosure and procedural requirements set out by the Takeover Code when it announced the withdrawal. The firm also reserved the ability to revive an offer under the specific regulatory scenarios outlined in the code.

The abandoned bid represents a clear pause in takeover activity for ATG. Market participants now face a statutory waiting period before a renewed approach from FitzWalter can be made, unless an approved exception is triggered. That pause leaves ATG on the open market with its shares trading below their pre-announcement level following the fall.


Regulatory note - FitzWalter's announcement cited Rule 2.8 of the Takeover Code and the firm acknowledged that its future actions are constrained by the code's six-month restriction on repeat offers absent board consent, a competing bid, or a material change in circumstances.

Risks

  • A six-month restriction under the Takeover Code limits the immediacy of potential M&A activity for ATG - this affects M&A deal flow in the auction technology sector and investor sentiment for affected equities.
  • The board's refusal to allow due diligence increases uncertainty about future negotiations and prolongs the period of potential strategic indecision for ATG - this impacts corporate governance dynamics and market perception in the FTSE-listed technology and marketplace segments.
  • If no competing offer emerges, FitzWalter may not return within the statutory window, leaving ATG's shareholders exposed to near-term price volatility - this presents a market risk for investors in auction marketplaces and related equities.

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