M&A Update – Aug 3

– EA / PIF / Silver Lake / Affinity Partners filed delisting notice, closing Aug 4
– PAYO / Nuvei filed PREM14a, cleared HSR July 28, closing mid 2027
– CRNX / VRTX filed DEFM14a, vote Aug 28, closing Q3 2026
– ALOT / Arcline Investment Management filed DEFM14a, vote Aug 25
– GBTG vote
– TSX closed

SPAC Update – Aug 3

– ANSC to liquidate Aug 13, NAV $11.47
– RFAI filed DEF14a to extend deadline to Feb 15 2027, vote Aug 12, NAV $11.07
– CAPN filed F-4/a for Mango Financial deal
– VACI filed F-4/a for NorthStar deal
– BBCQ filed F-4/a for Pasqal deal
– OCACU split

M&A Update – July 31

– SKYT / IONQ deal closed
– ORLA / EQX deal closed
– EA / PIF / Silver Lake / Affinity Partners obtained all required regulatory approvals, closing Aug 4
– AES / GIP / EQT / CalPERS / QIA cleared China SAMR
– KSI.to shareholders approved Thoma Bravo buyout
– ALOT HSR expires

SPAC Update – July 31

– MKLY announced a business combination with Space-Eyes
– XIIIU $300 million IPO
– EWAVU $100 million IPO
– LCCC stockholders approved deadline extension to Aug 1 2027, 5.1 million shares redeemed, 1.8 million shares remain
– POLE filed DEF14a to extend deadline to Sept 9 2027, vote Aug 28, NAV $10.83
– DAAQ postponed deal vote to Aug 14
– NCOOU split
– FWACU split
– CCAQ redemption

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