M&A Update – Nov 2

– ARX / Thoma Bravo filed PREM14a, closing H1 2027
– PRTH / Chairman and CEO Thomas Priore filed PREM14a, closing H1 2027
– HLF.to / Umios Corporation set Dec 15 vote
– FNWD vote
– MG HSR expires

M&A Update – Oct 30

– PCRX / VTRS launched tender offer, expires Nov 16, cleared HSR Oct 29
– TCKB / FHB shareholders approved merger, closing later in 2026
– LCII determined that unsolicited proposal from Monomoy Capital Partners does not constitute a superior proposal
– RAMP / PUB filed delisting notice, closing Nov 2
– KVUE / KMB filed delisting notice, closing Nov 2
– VREX shareholders approved TDY merger
– HZO HSR expires
– LGN.to / OVV.to set Jan 4 vote
– MKTX shareholders approved ICE merger, closing Q1 2027
– DV shareholders approved Nielsen Holdings merger

SPAC Update – Oct 30

– DYNC to liquidate Oct 29, NAV $10.71
– Redwoods Acquisition II (no symbol) filed S-1 for $75 million IPO
– IPFX filed 424b3 for Quantum Space deal, vote Nov 20, NAV $10.07
– IPXG filed S-4/a for Elroy Air deal, vote Nov 23, NAV $10.23
– KFII redemption

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