M&A Update – Nov 9

– BWMN / Bernhard Capital Partners deal closed
– AXTA / AZKA cleared EC, closing early 2027
– LFCR HSR expires

SPAC Update – Nov 9

– NMP filed DEF14a to extend deadline to July 31 2027, vote Dec 8, NAV $10.48
– APCDU filed S-1 for $100 million IPO
– GTERA extension vote

M&A Update – Nov 6

– ROKU / FOXA deal closed
– AGA.to / BNKR.to deal closed
– BWMN filed delisting notice, closing Nov 6
– BIP / BIPC received all required approvals, closing Nov 19
– VRNS / Proofpoint, Inc. (Thoma Bravo) filed PREM14a, filed HSR Oct 19, closing H1 2027
– LXFR vote

SPAC Update – Nov 6

– KFII stockholders approved deadline extension to Feb 7 2028, 22.3 million shares redeemed, 6.4 million shares remain, NAV $10.75
– IPXG filed 424b3 for Elroy Air deal, moved vote to Nov 25, NAV $10.26
– COPL stockholders approved deadline extension to Nov 2 2027, 12.9 million shares redeemed, 4.4 million shares remain, NAV $10.63
– BIII filed F-4/a for Astrum Space deal
– LEDRU split

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