M&A Update – Sept 22

– MTSR to be acquired by PFE for $47.50 cash per share + CVR worth up to $22.50, 42.6% premium, $4.9 billion
– HOUS to be acquired by COMP for 1.436x shares, 90.0% premium, $4.4 billion
– PRO to be acquired by Thoma Bravo for $23.25 cash per share, 41.7% premium, $1.4 billion
– ODP to be acquired by Atlas Holdings for $28.00 cash per share, 34.5% premium, $1.0 billion
– PINC to be acquired by Patient Square Capital for $28.25 cash per share, 9.7% premium, $2.6 billion
– SMLR to be acquired by ASST for 21.05x shares, 210.2% premium, $1.34 billion
– SPTN / C&S Wholesale Grocers filed delisting notice, closing Sept 22
– BASE / Haveli Investments filed delisting notice, closing Sept 24
– KLG shareholders approved The Ferrero Group merger, closing Sept 26
– STAA / ALC window shop period expired, Yunqi Capital (5.1% holder) announced intention to vote Against
– VTLE / CRGY filed S-4, closing by year end 2025
– HBI / GIL filed F-4, filed HSR Sept 18, closing late 2025 or early 2026
– SCPH / MNKD cleared HSR
– PKI.to / SUN cleared HSR, closing Q4 2025
– COOP declared $2.00 dividend, ex-date Sept 29
– VBTX vote
– RCG vote
– PHLT HSR expires
– MLNK HSR expires