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Merger & Integration

Allegiant / Sun Country

2026 Year-to-Date Report

As of March 18, 2026

Editor’s Note: This Merger & Integration report is based solely on publicly available regulatory, company, and union-source information as of the report date. It should not be interpreted as investment advice or as a prediction of any specific merger outcome. CrewSignal distinguishes carefully between commercial partnerships, operational integrations, closed mergers, and representation-level single-carrier considerations when evaluating airline consolidation signals.

Status Summary

Allegiant’s proposed acquisition of Sun Country moved from announcement into early regulatory execution during the first quarter of 2026. The merger agreement was signed on January 11, 2026. Under the announced terms, Sun Country shareholders would receive $4.10 in cash and 0.1557 shares of Allegiant common stock for each Sun Country share, implying $18.89 per share at announcement and an approximate $1.5 billion transaction value inclusive of Sun Country net debt. The companies also projected approximately $140 million in annual synergies by year three post-close and a post-close ownership split of roughly 67 percent for Allegiant shareholders and 33 percent for Sun Country shareholders.

The deal has cleared a major antitrust step but is not yet closed. On March 16, 2026, the companies disclosed early termination of the Hart-Scott-Rodino waiting period and said the expected closing window moved to the second or third quarter of 2026. As of March 18, 2026, the transaction still remains subject to U.S. Department of Transportation approval of an interim exemption application, approval by both shareholder bases, and the future effectiveness of the Form S-4 / joint proxy statement-prospectus, which public filings still describe as forthcoming.

Public integration messaging so far emphasizes continuity before legal close and phased consolidation after close. The public parent company is expected to continue under the Allegiant name, with Gregory C. Anderson as Chief Executive Officer, Robert Neal as President and Chief Financial Officer, Maury Gallagher as Chairman, and Jude Bricker plus two additional Sun Country designees joining the board. The companies have said the airlines will continue operating separately until the FAA single operating certificate process is complete, and filed employee communications also say the long-term plan is one Allegiant brand while both brands will continue operating for the foreseeable future in the interim.

For CrewSignal purposes, the labor and representation layer is already a primary integration issue. Sun Country’s public filings identify flight attendants as IBT-represented, and Allegiant’s 2025 Form 10-K says its flight attendants are covered by a TWU agreement that becomes amendable in 2029. Allegiant’s same 10-K also says pre-merger represented groups may require joint collective bargaining agreements after a single post-merger representative is certified by the National Mediation Board where necessary, while the transaction site says existing collective bargaining agreements remain in effect during the transition.

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CrewSignal Watch Points

Notable Public References

Weekly Reports

Weekly reporting is scheduled to begin Friday, March 20, 2026.