M&A Update – July 15

– NUVL / GSK deal closed
– WSR / ARES deal closed
– EEX / APO deal closed
– WBD / PSKY cleared Competition Canada July 9
– ADW/a.to / FFH cleared Competition Canada July 9
– BNT / BN filed Competition Canada July 8
– OGN / SUNP filed Competition Canada July 6
– NSA shareholders approved PSA merger, closing July 22
– ARX.to shareholders approved SHEL merger, closing H2 2026
– VROY.to shareholders approved ELE.to merger

M&A Update – July 14

– XOMA / LGND deal closed
– GTLS / BKR filed delisting notice, closing July 16
– RPAY rejected unsolicited $5.25 proposal from Forager Capital Management
– KSI.to / Thoma Bravo announced ISS and Glass Lewis recommend vote For
– RMAX / REAX cleared HSR
– APGE / ABBV filed DEFM14a, vote Aug 11, closing Q3 2026
– HUN / OLN filed DEFM14a, vote Aug 25, closing H1 2027
– WBD / PSKY / Attorney General Bonta filed lawsuit to block merger
– ARX vote
– NSA vote
– NUVL tender expires, filed delisting notice, closing July 15

SPAC Update – July 14

– TAVI announced LOI for a business combination with Vita Inclinata Technologies
– SCII terminated letter of intent with a payments technology company
– JONEU $200 million IPO
– MTRLU filed S-1 for $200 million IPO
– LPAA stockholders approved deadline extension to Jan 15 2027, 21.2 million shares redeemed, 1.8 million shares remain, NAV $10.83
– ALIS filed S-4/a for GoodVision deal
– BRKHU split

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