M&A Update – Aug 12

– RNW to be acquired by CCPIB / Sumant Sinha (Founder) for $7.02 cash per share, 12.5% premium, $10.2 billion
– KSI.to / Thoma Bravo deal closed
– PAYO / Nuvei filed DEFM14a, vote Sept 14, closing mid 2027
– ADW/a.to shareholders approved FFH buyout, closing Aug 14
– JWEL.to / Kirin Holdings set Sept 30 vote
– PFLC vote

M&A Update – Aug 11

– HR-U.to to be acquired by GO/u.to and consortium for $4.28 cash + 0.5688x units, 13.1% premium, $6.7 billion
– MDV shareholders approved GNL merger, closing Aug 12
– TBPH / ZYME filed PREM14a, cleared HSR Aug 4, closing H2 2026
– TECH / MRK filed PREM14a, filed HSR July 16, closing late 2026 or early 2027
– LCII / PATK filed HSR
– APGE vote

SPAC Update – Aug 11

– GDOZU filed S-1 for $312 million IPO
– GIA/U filed S-1 for $220 million IPO
– CCAQ stockholders approved deadline extension to Aug 8 2027, 12.9 million shares redeemed, 1.5 million shares remain, NAV $10.51
– NHIC filed DEFM14a for newcleo deal, vote Sept 17, NAV $10.58
– VACI filed F-4/a for NorthStar deal
– SBXD extension vote

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