M&A Update – July 31

– SKYT / IONQ deal closed
– ORLA / EQX deal closed
– EA / PIF / Silver Lake / Affinity Partners obtained all required regulatory approvals, closing Aug 4
– AES / GIP / EQT / CalPERS / QIA cleared China SAMR
– KSI.to shareholders approved Thoma Bravo buyout
– ALOT HSR expires

SPAC Update – July 31

– MKLY announced a business combination with Space-Eyes
– XIIIU $300 million IPO
– EWAVU $100 million IPO
– LCCC stockholders approved deadline extension to Aug 1 2027, 5.1 million shares redeemed, 1.8 million shares remain
– POLE filed DEF14a to extend deadline to Sept 9 2027, vote Aug 28, NAV $10.83
– DAAQ postponed deal vote to Aug 14
– NCOOU split
– FWACU split
– CCAQ redemption

M&A Update – July 30

– MKTX to be acquired by ICE for $167.00 cash per share, 32.8% premium, $5.7 billion
– SMTI to be acquired by MDXG for $33.00 cash + 0.4735x shares, 15.7% premium, $350 million
– SKYT / IONQ filed delisting notice, closing July 31
– KSI vote
– EQH / CRBG votes
– SLP HSR expires

SPAC Update – July 30

– BCAR stockholders approved Exascale Labs deal, 26.9 million shares (96.0%) redeemed, 1.1 million shares remain
– ALCY 2026 filed DEF14a to extend deadline to Sep 9 2027, vote Sept 1
– RENEF extension vote
– ISNRU split

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