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908 Devices expands with RedWave acquisition

EditorEmilio Ghigini
Published 30/04/2024, 13:00
MASS
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BOSTON - 908 Devices Inc. (NASDAQ:MASS), known for its specialized analytical devices, has finalized the acquisition of RedWave Technology, a company recognized for its portable FTIR spectroscopic analyzers. This acquisition, announced today, is set to enhance 908 Devices' portfolio of chemical analysis equipment used in various fields, including forensics and industrial quality control.

The transaction, which closed on Monday, involved an initial payment of $53.5 million, combining $45.0 million in cash and 1.5 million shares of common stock. Additionally, the agreement includes up to four million shares of contingent consideration, dependent on achieving specific revenue and product booking milestones within the next two years.

RedWave Technology, founded in 2016 and based in Danbury, Connecticut, boasts a significant global footprint with over 700 portable analyzers in more than 20 countries.

The company has demonstrated robust financial health with a 20% revenue growth to $13.7 million in 2023, alongside impressive gross and operating margins. RedWave is projected to contribute $11 million to 908 Devices' revenue for 2024, representing eight months post-acquisition.

Kevin J. Knopp, CEO and Co-founder of 908 Devices, expressed enthusiasm for the acquisition, highlighting the complementary nature of the companies' technologies. Jon Frattaroli, CEO of RedWave Technology and now VP of Strategy at 908 Devices, echoed this sentiment, emphasizing the shared commitment to innovation and customer service.

The acquisition aims to bolster 908 Devices' offerings in the point-of-need chemical analysis market, providing tools for first responders and safety personnel to rapidly identify chemical threats.

Financial advisory services for the transaction were provided by Perella Weinberg Partners LP and Goodwin Procter LLP for 908 Devices, and Diamond Capital Advisors and Benesch, Friedlander, Coplan & Aronoff LLP for RedWave Technology.

Further details regarding the acquisition will be discussed during a conference call scheduled for today, in conjunction with 908 Devices' first quarter 2024 financial results.

The information in this article is based on a press release statement.

InvestingPro Insights

As 908 Devices Inc. (NASDAQ:MASS) expands its portfolio with the strategic acquisition of RedWave Technology, financial metrics and analyst insights become crucial for investors evaluating the company's current position and future prospects. Recent data from InvestingPro reveals several key indicators:

  • The company holds a market capitalization of $189.82 million, reflecting its standing in the market post-acquisition.
  • With a Price to Earnings (P/E) ratio of -5.16 and an adjusted P/E ratio for the last twelve months as of Q4 2023 at -5.22, the company's earnings do not currently support its share price, which could be a concern for value-oriented investors.
  • Revenue growth for the last twelve months as of Q4 2023 stood at 7.21%, indicating a moderate increase in sales that could potentially synergize with the newly acquired RedWave Technology's offerings.

Among the InvestingPro Tips for 908 Devices, it's noted that the company holds more cash than debt on its balance sheet, which is a positive sign for financial stability and operational flexibility. Moreover, the company has a high shareholder yield, which could be attractive to investors looking for returns in forms other than dividends, especially since the company does not pay a dividend.

However, it is important for investors to consider that analysts do not expect 908 Devices to be profitable this year, and net income is anticipated to drop. These factors, coupled with the recent poor performance of the stock over the last month, with a price total return of -23.77%, may influence investment decisions.

For those interested in a deeper analysis, there are additional InvestingPro Tips available, which could provide further insights into 908 Devices' financial health and market potential. To explore these insights and make more informed investment decisions, consider using the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription at InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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