secwatch.observer — SEC 8-K summary
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Issuer:     MCKESSON CORP (MCK)
CIK:        0000927653
Form:       8-K
Filed at:   2026-10-06T12:03:53+00:00
Accession:  0000927653-26-000253
Event type: m_and_a
Sentiment:  positive
Materiality: 0.90
Item codes: 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

CD&R and McKesson agree to acquire Option Care Health for $32.05/share, $5.8B enterprise value
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- CD&R and McKesson entered a definitive agreement to acquire Option Care Health at $32.05 per share, a total enterprise value of about $5.8 billion.
- CD&R will hold ~51% and McKesson will invest ~$1.4 billion for ~49%, with Option Care Health remaining a separate company led by existing management.
- The $32.05 per-share price represents a ~37% premium to Option Care Health's October 5, 2026 closing share price; closing expected in first half of 2027.
- Option Care Health will withdraw its 2026 guidance and not host a Q3 earnings call; it expects to report Q3 2026 results on November 4, 2026.
- McKesson will account for its minority interest using the equity method; a framework allows McKesson's future acquisition of CD&R's interest, subject to approvals.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/927653/000092765326000253/0000927653-26-000253-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/927653/000092765326000253/mck-20261006.htm
  HTML page:      https://secwatch.observer/filing/0000927653-26-000253

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