M&A Update – Sept 2

– NCSM / WFRD deal closed
– ARX.to / SHEL expected close
– TCBK / FHB filed S-4, filed FDIC Aug 9, filed Fed Aug 10, filed Hawaii DFI and California DFPI Aug 10

M&A Update – Sept 1

– PFLC / BANR deal closed
– CRNX / VRTX deal closed
– SES.to / GFL.to deal closed
– ROKU / FOXA filed DEFM14a, votes Oct 14, closing H1 2027
– NSTS / Brookfield Bancshares filed PREM14a, vote Sept 29, closing Q4 2026
– CRNX / VRTX filed delisting notice, closing Sept 1
– DSGR / LKCM Headwater Investments filed PREM14a, cleared HSR Aug 20, closing in Q4
– PSNL / TEM filed S-4, pulled and refiled HSR Sept 2, cleared UK CMA, closing late 2026 or early 2027

SPAC Update – Sept 1

– TLACU $100 million IPO
– RRCKU filed S-1 for $150 million IPO
– SPKL filed DEF14a to extend deadline to Mar 29 2027, vote Sept 25, NAV $11.60
– ALCY extension vote

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