M&A Update – Aug 13

– ARX to be acquired by Thoma Bravo for $20.25 cash per share, 48.8% premium, $4.0 billion
– MDV / GNL deal closed
– AVB / EQR filed delisting notice, closing Aug 17
– ADW/a.to / FFH received court approval, closing Aug 14
– IRDM / RKLB filed S-4, cleared HSR, filed FCC Aug 10
– TALK / UHS obtained all required approvals, closing Aug 17

SPAC Update – Aug 13

– TBCVU $261 million IPO
– AACB to liquidate
– VACI filed 424b3 for NorthStar deal, vote Sept 2, NAV $10.28
– WTG filed S-4/a for KIKA Technology deal
– MKLY filed S-4 for Space-Eyes deal
– SSAC filed S-4 for Mobilewalla deal
– YHNA filed PRE14a to extend deadline to to June 19 2027, vote Sept 14

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
– APGE shareholders approved ABBV merger
– JWEL.to / Kirin Holdings set Sept 30 vote
– CZR / Fertitta Entertainment filed PREM14a, pulled and refiled HSR Aug 12
– PFLC vote

SPAC Update – Aug 12

– IPEX extension vote, filed DEFM14a for GOWell deal, vote Sept 3, NAV $10.54
– RFAI extension vote
– DAAQ redemption

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