M&A Update – Nov 4

– MTY.to / Foodtastic announced unsolicited proposal at $43.00 cash per share, 32% premium
– 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

M&A Update – Nov 3

– ACB to be acquired by OGI for $3.75 cash + 3.043x shares, 93.5% premium, $561 million
– KVUE / KMB deal closed
– RAMP / PUB deal closed
– IMXI / WU cleared HSR (again)
– ATH.to / CVE.to filed management information circular, vote Nov 27, closing Dec 3
– SAFT vote

SPAC Update – Nov 3

– RDAC / HZJL deal terminated
– CCXI stockholders approved Agility Robotics deal, 25.5 million shares (61.5%) redeemed, 15.9 million shares remain, NAV $10.287, closing Nov 5
– SVAQ filed S-4/a for EigenQ deal
– HCAC filed S-4/a for REEcycle deal
– KFII extension vote

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