M&A Update – Oct 19

– SLN to be acquired by Merck KGaA for $20.00 cash per ADS, 130.4% premium, $1.1 billion
– ATKR / PRY deal closed
– ACVA / CPRT deal closed
– PERF shareholders approved buyout by Ms. Alice H. Chang, filed delisting notice, closing Oct 23
– SYNA / ON filed DEFM14a, vote Nov 17

SPAC Update – Oct 19

– TCGX announced a business combination with TriGemX Bio
– ATII stockholders approved Forge Nano deal, no redemption figures given
– QSEA stockholders approved deadline extension to Feb 19 2027, 3.3 million shares redeemed, 3.7 million shares remain, NAV $10.71
– SSAC filed S-4/a for Mobilewalla deal
– JACS filed PRE14a to extend deadline
– ASPC extension vote
– TVA extension vote
– CHAR extension vote
– SSEA extension vote

M&A Update – Oct 16

– VRNS to be acquired by Proofpoint, Inc. (Thoma Bravo) for $49.75 cash per share, 52.1% premium, $6.3 billion
– MG / H.I.G. Capital filed PREM14a, filed HSR Oct 1, closing late 2026 or early 2027
– ROOT.to / Marquee Brands obtained court order, closing Oct 2026
– LCII / PATK filed S-4/a, votes Nov 18, closing H1 2027
– SUPN / INDV shareholders approved merger
– SMTI / MDXG received second request from FTC
– VREX HSR expires

SPAC Update – Oct 16

– TCXB $100 million IPO
– OACC postponed extension vote to Oct 23
– BIII filed F-4 for Astrum Space deal
– ATII deal vote
– OACC extension vote
– BEAG redemption

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