M&A Update – Feb 3

– PKST to be acquired by BAM for $21.00 cash per share, 34.2% premium, $1.2 billion
– NVA / OVV deal closed
– DAY / Thoma Bravo received all required regulatory approvals, closing in the next 5 business days
– RNA announced Feb 12 spinco ex-date
– VTYX / LLY filed DEFM14a, vote Mar 3, filed HSR Jan 23, closing H1 2026
– SEMR vote