Priority Technology Holdings: Strategic Moves and a Pivotal Buyout Bid

Priority US74275G1076

Priority Technology Holdings finds itself at a critical juncture. As the company advances its operational footprint through strategic alliances, investor attention is firmly fixed on a potential management-led buyout. The central question for the market is whether the share price can sustain a position above the six-dollar threshold.

Hovering over the company's daily operations is a significant proposal from its top executive. Thomas Priore, the Chief Executive Officer, has presented a non-binding offer to acquire the company. To evaluate this and other strategic options, a special committee of independent board directors was formed in November 2025. The key terms of Priore's proposal include:

• Offer Price: A cash bid of $6.00 to $6.15 per share.
• Scope: The acquisition of all outstanding common shares not already owned by Priore.
• Process: The special committee is concurrently assessing other potential strategic alternatives to ensure maximum value for shareholders.

Operational Momentum Through Partnerships

Amidst the buyout deliberations, Priority continues to execute its growth strategy. The company's operational expansion was recently underscored by a new client win for its subsidiary, Priority Rollfi. On February 3, Axos Bank selected Priority Rollfi's solutions to streamline its back-office processes for payroll and benefits administration.

Furthermore, the integration of Dealer Merchant Services (DMS), acquired in 2025, into the corporate platform is progressing. DMS made its first exhibition appearance under Priority's ownership at the National Automobile Dealers Association (NADA) Show, highlighting the payment provider's deepening reach within specialized financial service verticals.

Awaiting Definitive 2025 Financials

Upcoming financial disclosures are anticipated to provide crucial context for the company's valuation. The release of the fourth quarter and full-year 2025 results, expected in March 2026, will be closely scrutinized.

The most recent quarterly report for Q3 2025 showed positive momentum: revenue increased by 6.3% to $241.4 million, while adjusted earnings per share (EPS) climbed an impressive 56% to $0.28. For the full 2025 year, management has previously guided for revenue in the range of $965 million to $1 billion. Achieving results at the upper end of this forecast could potentially strengthen the special committee's negotiating stance regarding the CEO's offer.