M&A Update – Nov 5

– WEN rejected $7.35 proposal from Trian Partners-led group
– HUN / OLN cleared Competition Canada Oct 29
– LGN.to / OVV.to filed Competition Canada Oct 27
– RXO / CHRW filed Competition Canada Oct 28
– BWMN shareholders approved Bernhard Capital Partners buyout
– LFCR / Webster Equity Partners cleared HSR

SPAC Update – Nov 5

– BHAV announced a business combination with Nemi
– AACI announced a business combination with Brains Bioceutical
– CCXI / AGLT deal closed
– CXIVU filed S-1 for $300 million IPO
– KACQ/U filed S-1 for $300 million IPO
– SVCC stockholders approved deadline extension to July 31 2027, no redemption figures given
– FACT postponed extension vote to Nov 17
– GTERA redemption

M&A Update – Nov 4

– SHLS to be acquired by ARRY for 1.6931x shares, -7.2% discount, $1.5 billion
– HELE received unsolicited proposal from SPB / Oaktree at $37.00 cash per share, 25.3% premium
– MTY.to / Foodtastic announced unsolicited proposal at $43.00 cash per share, 32% premium
– LXFR shareholders approved Wynnchurch Capital buyout, closing by end of Nov 2026
– HZO / Safe Harbor Marinas (Blackstone Infrastructure) obtained all regulatory approvals and clearances required, closing by year end 2026
– RM.to / SSRM.to set Dec 16 vote
– SAFT shareholders approved Mapfre S.A. merger
– BOW / American Family Mutual Insurance Company filed DEFM14a, vote Nov 13
– PTC / SU filed PREM14a, closing Q3 2027
– BWMN vote
– BWIN HSR expires

SPAC Update – Nov 4

– GPAT announced a business combination with Dronamics
– NTWO stockholders approved deadline extension to Feb 4 2027, 14.2 million shares redeemed, 3.0 million shares remain, NAV $10.85

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