M&A Update – Mar 18

– PERF received unsolicited proposal from CyberLink International / CEO for $1.95 cash per share, 44.4% premium
– TPH / Sumitomo Forestry filed DEFM14a, filed HSR Mar 17, vote Apr 16, closing Q2 2026
– STKL / Refresco filed management information circular, vote Apr 16
– DVS / CTGO shareholders approved merger
– GLDD HSR expires

SPAC Update – Mar 18

– DMYY stockholders approved Horizon Quantum deal
– PELI deal vote adjourned to Mar 19
– CAPN extension vote
– XSLLU split

M&A Update – Mar 17

– JHG / VCTR increased proposal to $40.00 cash + 0.250x shares (worth $56.84), 16% premium to Train deal
– CFLT / IBM deal closed
– LNSR / ALC deal terminated as FTC was going to sue to block
– WBD / PSKY filed PREM14a, closing by end of Q3 2026
– UBFO / CWBC attained regulatory approvals, closing Q2 2026
– TWO / UWMC vote adjourned to Mar 24
– DVS / CTGO votes

SPAC Update – Mar 17

– IBAC announced a business combination with GNQ
– BACQ / MRLN deal closed
– APMCU filed S-1 for $125 million IPO
– VCIC filed DEFM14a for CoinShares deal, vote Mar 27, NAV $10.68
– RIBB amendment vote adjourned to Apr 13
– DMYY deal vote
– CHAC redemption
– UYSC redemption

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