InPost, the European out-of-home delivery provider known for its parcel locker network, is set to be acquired in a €7.8 billion transaction. A newly formed consortium led by Advent, FedEx, A&R (founded by InPost CEO Rafał Brzoska), and PPF has reached a conditional agreement on a recommended all-cash public offer for all outstanding shares.
The consortium is offering €15.60 per share (cum dividend), representing a 50% premium to InPost’s undisturbed share price as of 2 January 2026 and a 53% premium to the three-month volume-weighted average price. The transaction is expected to close in the second half of 2026, pending customary approvals.
Following settlement, consortium ownership will be structured as follows: Advent 37%, FedEx 37%, A&R 16%, and PPF 10%. PPF will tender its entire existing stake and reinvest part of the proceeds to join as a minority shareholder.
Strategic direction
InPost will continue to operate as a standalone company, retaining its brand, leadership team and headquarters in Poland. CEO and founder Rafał Brzoska will maintain his stake via A&R and remain at the helm.
Brzoska said: “Building on our success in Poland, this transaction will support our next phase of growth as we continue to grow across Europe. By partnering with the long‐term financial and strategic investors of the Consortium who know our business and the industry well, we benefit from the expertise, stability and resources needed to capitalise on the strong tailwinds including increasing ecommerce penetration, rising consumer demand for speed and convenience and the shift towards more sustainable delivery solutions.
He added: “Together, we will strengthen our network and reach more consumers with enhanced fast and flexible delivery options as we continue our objective of redefining the European ecommerce sector. I remain fully committed to leading InPost in the years ahead.”
Strengthening Europe’s out‑of‑home delivery infrastructure
InPost has grown rapidly in recent years, meeting consumer demand for convenient, low-cost out-of-home parcel collection, and delivering a record Q4 2025 performance. Its automated locker network is now one of Europe’s most widely used alternatives to home delivery, providing retailers and carriers with a profitable B2C delivery model.
The consortium says the transaction will “unlock growth, consumer choice and value creation” in Europe’s parcel delivery ecosystem. FedEx brings global logistics scale and advanced technology expertise, while Advent adds long‑term strategic investment capability in high‑growth infrastructure.
In a statement, InPost’s Boards said a special committee, supported by external advisors, conducted a detailed review before unanimously recommending that shareholders tender their shares. The offer has already secured support from shareholders representing 48% of all outstanding shares.
Commitments and continuity
The consortium has secured financing to ensure certainty of funds and has agreed to a set of non-financial covenants following settlement. These include maintaining current business operations and ensuring that InPost’s headquarters remains in Poland.
The offer now enters its next phase, with completion targeted for the second half of 2026.
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