Each material 8-K filed by an S&P 1500 company, read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (1506 companies, A–Z).
Kontoor Brands completed the sale of its H.D. Lee Company subsidiary to ABG-Storm LLC, an affiliate of Authentic Brands Group, on November 2, 2026. The company received $750 million in cash at closing, subject to post-closing adjustments, plus up to $250 million in earnout payments tied to the Lee business's performance over five years. The filing says the company anticipates using $400 million for accelerated share repurchases and $50 million for open market repurchases.
Closing date: November 2, 2026; cash at closing of $750 million before post-closing adjustments
Pro forma estimate of cash received after adjustments: approximately $698.2 million
Earnout of up to $250 million over five years; estimated fair value at closing of $77.0 million
Planned use of proceeds: $400 million in accelerated share repurchases and $50 million in open market repurchases
Victory Capital filed an 8-K with supplemental disclosures to its proxy statement for the planned acquisition of First Eagle, which it says it made voluntarily to reduce the risk of litigation delaying the deal. Two stockholder lawsuits and a number of demand letters allege the proxy statement was materially incomplete and misleading, and Victory says those claims are without merit. The company states the supplemental disclosures do not change the consideration or the timing of the November 17, 2026 special meeting.
Base purchase price for First Eagle is $7.03 billion, subject to adjustment, including a reduction for First Eagle's funded debt and other debt-like items.
Share consideration is valued at $2 billion based on $116.26 per share and represents 4.9% of Victory's outstanding common stock after issuance.
Two complaints were filed in New York Supreme Court on October 27 and October 28, 2026, and plaintiffs seek to enjoin the deal or seek rescission or damages.
The special meeting of Victory stockholders is scheduled for November 17, 2026, and the board still recommends voting FOR the proposals.
Roku completed its merger with Fox Corporation on November 6, 2026, becoming a wholly owned subsidiary of FOX. Roku stockholders received $95.30 in cash and 0.9799 of a share of FOX Class A common stock per share, and trading of Roku stock on Nasdaq will halt.
The merger became effective on November 6, 2026, resulting in a change in control.
Stockholders are entitled to $95.30 in cash and 0.9799 of a FOX Class A common stock share per share.
Roku requested the removal of its Class A common stock from listing on Nasdaq.
Roku terminated its existing credit agreement dated September 16, 2024.
On November 3, 2026, subsidiary The Andersons Renewables, LLC agreed to acquire Harvestone Low Carbon Partners from Energy Capital Partners for $915 million. The three ethanol plants in North Dakota and Indiana have about 215 million gallons of annual capacity, and the company plans to fund the deal with about $300 million from its revolving credit facility and $615 million of new long-term debt. Closing is expected in the fourth quarter of 2026 or early in the first quarter of 2027, subject to regulatory approvals; the company says the deal is expected to be immediately accretive to earnings per share, but the filing gives no figures for this.
Purchase price of $915 million, with about half attributed to expected 45Z and 45Q tax credit cash flows
Three ethanol plants with about 215 million gallons of annual production capacity, combined platform about 730 million gallons
Financing of about $300 million from the revolving credit facility and $615 million in new long-term debt, with committed financing from U.S. Bank and Farm Credit Mid-America
Expected closing in the fourth quarter of 2026 or early in the first quarter of 2027
Sylvamo entered a put option agreement with Midas Atlantic Partners, backed by The Najafi Companies, for a binding offer to acquire its Europe business. The buyer would take the business with an agreed level of working capital and cash, and Sylvamo would receive 20% of future distributions; no purchase price is stated. The company must complete works council and employee consultations before a final decision, and closing is expected by the end of the first quarter of 2027.
Buyer is Midas Atlantic Partners, in partnership with The Najafi Companies
Sylvamo would receive 20% of future distributions from the business in exchange for the transfer
Final decision follows consultations with works councils and employee representatives
Closing is expected by the end of the first quarter of 2027
ANI Pharmaceuticals entered a 364-day senior bridge credit facility of up to $676 million with JPMorgan Chase Bank, N.A. as administrative agent. The facility will be used to finance its recommended public cash offer for Egetis Therapeutics shares, convertible loan and warrants, valued at about SEK 5.6 billion, or approximately $559.9 million, and to refinance ANI's existing term loans and some Egetis debt, which adds significant borrowing and secured obligations for ANI shareholders.
Facility allows borrowings up to $676 million and matures 364 days after initial funding
Initial margin of 1.75% for ABR loans and 2.75% for adjusted term SOFR loans
Offer price is SEK 11.25 per Egetis share; total value about SEK 5.6 billion, or $559.9 million
Completion requires holders of at least 90% of Egetis shares (fully diluted) to tender and regulatory clearances; undertakings covering 42.2% of shares expire if the offer is not declared unconditional by March 31, 2027
NextEra Energy filed unaudited pro forma combined financial information and Dominion Energy's financial statements for the pending merger, which was agreed on May 15, 2026. The filing estimates total merger consideration at $62.1 billion, based on NEE's $83.71 closing price on October 30, 2026, and shows lower pro forma per-share earnings than NEE's historical figures. The deal still requires several regulatory approvals and other closing conditions, and the company says the pro forma figures are illustrative only.
Each Dominion Energy share converts into $360 million in aggregate cash, plus 0.8138 NEE shares, pro rata
Estimated merger consideration is $62.1 billion, based on about 738 million NEE shares at $83.71
Pro forma nine-month 2026 basic EPS is $4.16, versus NEE's historical $4.84
Closing requires HSR clearance and approvals from FERC, NRC, and the Virginia, North Carolina and South Carolina regulators
Axon Enterprise announced an incremental minority investment of about $1.2 billion in drone maker Skydio, which it expects will raise Axon's fully diluted ownership from about 15% to about 37%. The primary purchase closed on November 5, 2026, and the remaining transactions are expected to close in the fourth quarter of 2026 and first quarter of 2027. The deal adds a large cash outlay and share issuance for Axon, and Axon also becomes Skydio's exclusive public safety distributor in the U.S. and Canada.
Primary purchase closed November 5, 2026: 25,000,000 Series G preferred shares at $10.19617 per share, for about $254.9 million in aggregate.
Total investment is about $1.2 billion, with about $720 million (approximately 60%) expected in cash and the remainder in Axon common stock.
Axon stock issued for the investment is capped at 19.99% of shares outstanding before the primary closing.
Tender offer to begin within ten business days of the primary closing; the Committed Secondary is expected to close in the first quarter of 2027.
On November 2, 2026, American Water, Essential Utilities and certain affiliates filed a Stipulation of Settlement in the New Jersey Board of Public Utilities proceeding on their proposed merger. The stipulation was entered into with all parties, including NJBPU staff and the New Jersey Division of Rate Counsel, and was posted to the NJBPU website as of November 5, 2026. It remains subject to review and approval by the NJBPU, and the filing does not describe the settlement terms.
Merger Agreement with Essential Utilities entered into October 26, 2025, with Essential Utilities surviving as a wholly owned subsidiary of American Water
Stipulation of Settlement filed in the NJBPU proceeding on November 2, 2026, with all parties, including NJBPU staff and the New Jersey Division of Rate Counsel
Stipulation posted to the NJBPU website as of November 5, 2026, and subject to NJBPU review and approval
Five9 entered into a merger agreement on November 5, 2026, to acquire Level AI, with Level AI becoming a wholly owned subsidiary. The cash price is $325.0 million, subject to customary adjustments, and the company says the deal adds AI capabilities and a new way to reach enterprises. Completion depends on customary closing conditions, and the deal is expected to close in 2026.
Aggregate consideration is $325.0 million in cash, subject to adjustments for Level AI's cash, indebtedness, transaction expenses and net working capital at closing.
Stockholders of Level AI holding enough voting power to approve the deal have signed support agreements, so no further Level AI stockholder approval is required.
Either party may terminate if closing has not occurred by February 5, 2027; neither party must pay a termination fee.
Five9 says the deal is expected to close in 2026, and Centerview Partners LLC is its financial advisor.
Dropbox agreed on November 3, 2026 to buy all outstanding equity of Tigris Data Inc., an object storage platform built for AI workloads, for cash consideration of about $350 million, subject to customary price adjustments. The company also launched DBX Agent Cloud, a storage offering that initially provides standalone object storage, and closing is expected in the fourth quarter of 2026 subject to customary conditions.
Cash consideration of approximately $350 million, subject to customary purchase price adjustments
Definitive agreement entered November 3, 2026; closing expected in the fourth quarter of 2026
DBX Agent Cloud starts with S3-compatible object storage; AI features have rolled out to more than 70,000 teams
Initial rollout focuses on eligible Standard and Advanced teams in the US, UK, and Australia; broader availability planned for 2027
DTE Energy agreed on November 1, 2026 to sell all equity interests in its wholly owned subsidiary DTE Vantage to Velocity BidCo LLC for $2,970,672,573, subject to closing adjustments. DTE Vantage holds primarily renewable energy projects and custom energy solutions for industrial, commercial and institutional customers, so the deal changes the company's business mix, and closing requires regulatory approvals and is expected in mid-2027.
Purchase price is $2,970,672,573, subject to adjustments for cash, debt, working capital, capital expenditures and transaction expenses at closing.
DTE's board unanimously approved the transaction on October 30, 2026.
Buyer would pay a $148,533,628.65 termination fee to DTE under specified circumstances.
Closing is currently expected in mid-2027, and either party may terminate if the deal is not completed by August 1, 2027.
Neogen said it expects regulatory review of its planned sale of its global Genomics business to Zoetis to conclude in early 2027. The deal, first announced March 2, 2026, remains subject to customary closing conditions and regulatory approvals, and Zoetis has offered to divest certain Australian assets to help clear the review. The filing gives no purchase price or financial impact, so shareholders face a longer timeline before the transaction can close.
Neogen agreed on March 2, 2026 to sell its global Genomics business to Zoetis Inc.
The Australian Competition and Consumer Commission and New Zealand Commerce Commission are continuing reviews of the transaction.
Zoetis has offered to divest certain assets in Australia to assist the clearance process.
Neogen expects regulatory review to conclude in early 2027.
Penguin Solutions agreed on November 3, 2026, to sell its Cree LED business, which makes up its Optimized LED segment, to an affiliate of Transom Capital Group in an all-cash deal, with closing expected in the first calendar quarter of 2027. The company said the sale will let it concentrate on data center AI infrastructure and memory, and it reaffirmed its fiscal 2027 outlook, which includes a full year of Cree LED results.
Cree LED is expected to represent approximately 10% of the company's total projected fiscal 2027 net sales.
The filing does not disclose the purchase price.
The company reaffirmed its fiscal 2027 outlook from its October 6, 2026, earnings release and expects to update it after the sale closes.
Joseph Clark, President of Optimized LED, will cease to be an executive officer at closing but is expected to continue working for the business.
MarineMax said that, as of October 31, 2026, all regulatory approvals and clearances needed for its previously announced merger with affiliates of Safe Harbor Marinas have been obtained and waiting periods have expired or ended. Completion still depends on shareholder approval at a November 11, 2026 special meeting and other closing conditions, and the company expects the deal to close by the end of 2026, which matters because shareholders will receive the deal terms only if the merger closes.
All required regulatory approvals obtained and waiting periods expired or terminated, as of October 31, 2026
Shareholder vote on the Merger Agreement scheduled for November 11, 2026
Closing expected by end of calendar 2026 and may not occur before December 7, 2026 without Parent's written consent
Parent and Merger Sub are affiliates of Safe Harbor Marinas, LLC, a portfolio company of Blackstone Infrastructure Partners L.P.
CVR Energy filed exhibits with historical financial statements of the Marathon refineries it has agreed to acquire, plus unaudited pro forma combined information. The deal has not closed and still requires regulatory approvals, so the filing shows what the assets reported but does not change CVR's results. For shareholders, it gives the first detailed look at the business being bought.
The target business, Marathon's Saint Paul Park, Minnesota and Mandan, North Dakota refineries, reported 2025 total revenues and other income of $7.7 billion, up from $7.8 billion in 2024? No: 2025 was $7,738 million versus $7,779 million i
The target reported 2025 net income of $289 million, compared with a net loss of $27 million in 2024.
The two refineries have a combined crude oil refining capacity of approximately 177,000 barrels per calendar day.
The acquisition has not been completed and remains subject to closing conditions, including required regulatory approvals; the filing states no assurance it will close on the contemplated terms or at all.
Western Union disclosed that the U.S. antitrust waiting period under the HSR Act for its proposed merger with International Money Express expired at 11:59 p.m. Eastern Time on November 2, 2026. The merger still requires reinstatement of a suspended approval from the California Department of Financial Protection and Innovation and satisfaction of other closing conditions, so completion is not assured by this filing.
HSR waiting period expired at 11:59 p.m. Eastern Time on November 2, 2026
Companies filed new HSR notification forms on October 2, 2026
Merger still needs California DFPI approval reinstated and other closing conditions met
LXP Industrial Trust completed its acquisition by Brookfield Asset Management and Canada Pension Plan Investment Board in an all-cash transaction valued at approximately $5.2 billion. Common shareholders received $61.20 per share in cash, resulting in the delisting of the company's shares from the New York Stock Exchange and its transition to a privately held company.
Common shareholders received $61.20 per share in cash upon the completion of the merger on November 2, 2026.
The transaction values LXP at approximately $5.2 billion, including net debt and preferred equity.
LXP requested the delisting of its common and preferred shares from the New York Stock Exchange.
LiveRamp Holdings, Inc. completed its merger, converting each share of common stock into the right to receive $38.50 in cash. As a result of the acquisition, the company became a wholly owned subsidiary of Parent, its shares were delisted from the New York Stock Exchange on November 2, 2026, and all previous directors and executive officers resigned.
Common stock was converted into the right to receive $38.50 in cash per share at the effective time of the merger.
Trading of company common stock on the NYSE was halted and removed prior to market open on November 2, 2026.
Chief Product Officer Matt Karasick received an approved retention award totaling $1,625,000.
All members of the board of directors and executive officers resigned effectively at the effective time of the merger.
onsemi said its subsidiary agreed on November 2, 2026 to acquire Ferric, Inc., an integrated voltage regulator technology company, through a merger in which Ferric becomes a wholly-owned subsidiary. The deal is funded with cash on hand and is expected to close in the fourth quarter of 2026, subject to closing conditions including U.S. antitrust review. onsemi also raised its 2030 AI data center revenue target by $500 million, to greater than $3 billion, and said it expects no meaningful near-term financial impact from the transaction.
Cash consideration of $600 million at closing, subject to customary purchase price adjustments
Up to $175 million in additional cash payable on achievement of specified revenue milestones
2030 AI data center revenue target raised by $500 million to greater than $3 billion
Expected to close in the fourth quarter of 2026; onsemi expects no meaningful near-term financial impact
Supernus Pharmaceuticals completed a merger on November 2, 2026, and asked Nasdaq to suspend trading in its common stock before the market opened that day. The company will be removed from Nasdaq and will stop being a publicly listed stock, so shares will no longer trade on any national securities exchange.
Merger consummated November 2, 2026; trading in Supernus common stock suspended before market open that day
Company requested Nasdaq file a Form 25 to delist the stock and deregister it under Section 12(b)
After Form 25 takes effect, company intends to file Form 15 to deregister under Section 12(g) and suspend SEC reporting obligations
Kenvue Inc. announced the completion of its merger with K-C, resulting in a change of control and the conversion of Kenvue common stock into the right to receive K-C common stock and cash. Common shareholders have ceased to have ongoing rights as Kenvue shareholders, and the company has requested the delisting and deregistration of its shares on the New York Stock Exchange. Additionally, the company's previous credit agreement and certain incentive plans were terminated.
Each share of Kenvue common stock was converted into 0.14625 shares of K-C common stock plus $3.50 in cash.
The company notified the NYSE to suspend trading of Kenvue common stock and file for delisting and deregistration.
All members of Kenvue's board of directors resigned from their positions effective as of the First Effective Time.
Supernus Pharmaceuticals has completed its merger with Indivior Pharmaceuticals, forming a combined entity operating as Supernus, Inc. Under the terms of the agreement, Supernus stockholders received 1.5401 shares of Indivior common stock for each share owned, resulting in former Indivior stockholders owning approximately 56.5% and former Supernus stockholders owning approximately 43.5% of the combined company. The company also entered into a $650 million senior secured term loan facility to help fund a $1.0 billion special cash dividend to legacy Indivior stockholders.
The merger was completed on November 2, 2026, combining Supernus Pharmaceuticals and Indivior Pharmaceuticals into Supernus, Inc.
Supernus stockholders received 1.5401 shares of Indivior common stock for each share of Supernus common stock owned.
The combined company secured a $650 million term loan facility with Citibank, N.A. to help finance a $1.0 billion aggregate special cash dividend to legacy Indivior stockholders.
Former Indivior stockholders own approximately 56.5% and former Supernus stockholders own approximately 43.5% of the combined company on a fully diluted basis.
Indivior and Supernus Pharmaceuticals completed their merger on November 2, 2026, forming a combined central nervous system biopharmaceutical company operating as Supernus, Inc. Legacy Indivior stockholders own approximately 56.5% of the combined company, and former Supernus stockholders own about 43.5%. The combined entity entered into a $650 million senior secured term loan facility to help fund a $1.0 billion aggregate special cash dividend to Indivior stockholders.
The merger was completed on November 2, 2026, creating a combined company that will trade under the ticker symbol SUPN starting November 3, 2026.
The combined company entered into a $650 million senior secured term loan facility with Citibank, N.A. on November 2, 2026.
Legacy Indivior stockholders own approximately 56.5% and former Supernus stockholders own approximately 43.5% of the combined company on a fully diluted basis.
Jack Khattar serves as President and CEO, and Tony Kingsley serves as Board Chair of the combined company.
Axcelis and Veeco said the previously announced all-stock merger is now expected to close by the end of the first quarter of 2027, subject to closing conditions. The timing depends on pending Chinese regulatory approval from SAMR and a new HSR Act filing after the current antitrust clearance expires, and the companies gave no assurance the closing will occur on that timeline. Veeco shareholders would receive 0.3575 Axcelis shares for each Veeco share at closing.
Expected closing: by the end of the first quarter of 2027, with no assurance of that timing
Pending approval from China's State Administration for Market Regulation (SAMR) is a closing condition
Current HSR Act clearance is set to expire; the parties plan to promptly make a new submission
Each Veeco common share converts into 0.3575 Axcelis shares at closing
Marvell Technology, Inc. entered into a definitive merger agreement with Lumentum Holdings Inc. on November 1, 2026. Under the terms of the agreement, Lumentum will merge into a subsidiary of Marvell, with Lumentum stockholders receiving 4.500 shares of Marvell common stock for each share of Lumentum common stock.
On November 1, 2026, Marvell entered into a merger agreement with Lumentum Holdings Inc.
Lumentum common stock will be converted into the right to receive 4.500 shares of Marvell common stock.
Marvell will be required to pay Lumentum a termination fee equal to $5.8 billion under certain specified termination circumstances.
Veeco and Axcelis said the previously announced all-stock merger is now expected to close by the end of the first quarter of 2027, subject to satisfying or waiving all closing conditions, and that there can be no assurance the closing will occur on this timeline. Closing still depends on pending regulatory approval from China's State Administration for Market Regulation and a new Hart-Scott-Rodino Act submission, because current clearance is set to expire. Each Veeco share will convert into 0.3575 Axcelis shares at closing.
Expected closing: by the end of the first quarter of 2027, subject to all closing conditions
Pending approval from China's State Administration for Market Regulation (SAMR); parties continue to work with SAMR
Current HSR Act clearance is pending expiry; parties plan to promptly make a new HSR submission
Exchange terms: each Veeco common share converts into 0.3575 Axcelis shares at closing
Tripadvisor completed the sale of its European online restaurant reservation and management platform, TheFork, to American Express Travel Related Services Company for $700 million in cash. Under a transition services agreement, Tripadvisor will provide services to the buyer for 12 months.
The transaction closed on November 1, 2026.
The purchase price was $700 million in an all-cash transaction, subject to adjustments.
Tripadvisor and the buyer entered into a transition services agreement lasting for 12 months.
First Hawaiian stockholders approved issuing common stock as merger consideration to TriCo Bancshares shareholders at a virtual special meeting on October 29, 2026. The vote was 95,918,417 for and 118,718 against, so no adjournment was needed. Completion still depends on remaining customary closing conditions, and the companies expect the transaction to close later in 2026.
Arch Insurance North America, part of Arch Capital Group, agreed on October 30, 2026 to acquire Premier Dealer Holding Corp., a Dublin, Ohio provider of automotive finance and insurance products. The filing does not disclose the purchase price, and the deal is expected to close by the end of 2026 subject to regulatory approvals and other customary conditions.
Agreement announced October 30, 2026 by Arch Insurance North America to acquire Premier Dealer Holding Corp. and its subsidiaries, including Premier Dealer Services (PDS)
Target is a Dublin, Ohio-based provider of automotive Finance and Insurance (F&I) products and services
Transaction expected to close by the end of 2026, subject to regulatory approvals and other customary closing conditions
After closing, PDS is expected to operate as a standalone business within Arch Insurance's Consumer Division; the filing gives no purchase price
On October 28, 2026, Azenta entered a license agreement and a supply agreement with Elegen Corp. for cell-free DNA synthesis technology, and acquired all outstanding stock of SynPlexity Inc., a DNA assembly technology company. The company expects aggregate capital deployment under the Elegen agreements of approximately $32 million to $71 million, depending on future equipment purchases and whether it converts the license to a perpetual one. The filing gives no revenue, profit, or guidance figures, so its direct effect on results is not quantified.
Elegen license is exclusive and royalty-free for specified gene synthesis products, with an initial term of five years.
Azenta has an option, exercisable 12 to 18 months after execution, to convert the license to a perpetual exclusive one for $25 million plus any unpaid license fees.
Expected aggregate capital deployment under the Elegen agreements is approximately $32 million to $71 million.
SynPlexity acquisition closed concurrently with signing on October 28, 2026; the filing does not state the purchase price.
LCI Industries' board unanimously determined that Monomoy Capital Partners' unsolicited, non-binding $101-per-share cash proposal is not a superior proposal and is not reasonably likely to lead to one. The board reiterated its support for the pending merger with Patrick Industries, which it expects to complete in the first half of 2027. Shareholders are asked to vote in favor of the Patrick merger at a special meeting scheduled for November 18, 2026.
Monomoy Capital Partners proposed $101 per share in cash for all LCI shares, announced October 28, 2026
LCI board says its standalone discounted cash flow value is in excess of $150 per share
Merger with Patrick expected to yield approximately $150 million in net run-rate cost synergies within three years of closing
Special shareholder meeting on the Patrick merger scheduled for November 18, 2026
Valero Energy agreed to acquire LYB Houston Hub Holdings, which owns an approximately 700-acre facility next to Valero's Houston refinery, from a LyondellBasell subsidiary for $320.5 million, subject to closing adjustments. Valero expects to initially restart 165,000 barrels per day of light sweet crude processing capacity by year-end 2027, and the deal is expected to close by the end of 2026.
Purchase price is $320.5 million, subject to closing adjustments; agreement signed October 29, 2026
Closing depends on customary conditions, including expiration or termination of the Hart-Scott-Rodino antitrust waiting period
Valero expects to initially restart 165,000 barrels per day of light sweet crude capacity by year-end 2027
Company says the acquisition may later support investment in high-complexity, heavy sour crude processing
ADT Inc. agreed on October 29, 2026 to merge with Abode Parent, LLC, and its subsidiary Abode Merger Sub, Inc., in a deal where each common and Class B share would be converted into $10.00 in cash. The merger requires stockholder approval and other customary conditions, and the company's board unanimously approved the agreement. Shareholders would receive cash for their shares if the deal closes, and the agreement includes a 'go-shop' period that allows ADT to seek rival offers until November 29, 2026.
Merger consideration is $10.00 per share in cash for Common Stock and Class B Common Stock, without interest.
Go-shop period runs until November 29, 2026, with an extension to December 8, 2026 for certain excluded parties.
ADT would pay a termination fee of $227 million, or $114 million if it switches to a superior proposal during the go-shop period or extension; Parent would pay ADT a $473 million termination fee in certain cases.
Either party may terminate if the merger is not completed by July 29, 2027; Apollo Funds provided equity, preferred equity and debt financing commitments.
On October 28, 2026, DoorDash agreed to acquire Instacart (Maplebear Inc.) in a deal valued at about $17 billion, or $65.00 per Instacart share. Instacart stockholders can elect cash, DoorDash stock, or a mix, with stock capped at 25% of the aggregate consideration, so the deal is at least 75% cash. The transaction is expected to close in late 2027 or the first half of 2028, subject to Instacart stockholder approval and regulatory clearances.
Instacart holders can elect $65.00 in cash, 0.3372 DoorDash Class A shares, or $48.75 in cash plus 0.0843 shares; the $65.00 value is a 26% premium to Instacart's October 22, 2026 close
Instacart must pay a $650 million termination fee in specified circumstances; DoorDash must pay $1.25 billion if antitrust issues block the deal after the Outside Date
DoorDash plans to fund the cash portion with cash on hand and debt, backed by a 364-day bridge loan commitment from JPMorgan Chase Bank, N.A.; the deal has no financing condition
Stockholders holding about 19% of Instacart's outstanding shares have agreed to vote in favor; the deal requires HSR, Canadian and Israeli approvals
On October 28, 2026, the European Commission closed its preliminary review of AES's pending merger with Horizon Parent, L.P. under the EU Foreign Subsidies Regulation. The clearance is one condition to closing, which still requires certain additional regulatory approvals and customary closing conditions.
European Commission closed its preliminary review on October 28, 2026 under Article 10(4) of Regulation (EU) 2022/2560
The EU Foreign Subsidies Regulation approval is a condition to closing, but the merger remains subject to other regulatory approvals
After closing, AES would be jointly owned by investment vehicles affiliated with Global Infrastructure Management, LLC and the EQT Infrastructure VI fund, among other investors
Enerpac Tool Group completed its acquisition of Specialized Fabrication Equipment Group (SFE Group) on October 28, 2026, for about $452 million in cash plus about $20 million in restricted stock units. The company said the deal was funded with cash on hand, an expanded $300 million term loan and borrowings under a new $550 million revolving credit facility, and estimated post-closing net debt-to-adjusted EBITDA at about 2.3 times. Shareholders will see the deal's larger debt load and integration costs, with the company expecting the acquisition to be accretive to fiscal 2027 adjusted EPS.
Cash consideration of about $452 million, subject to customary adjustments, plus about $20 million in equity awards granted in lieu of transaction bonuses
SFE Group had about $170 million of sales and about $44 million of adjusted EBITDA for the twelve months ended March 31, 2026
Purchase price represents 10.6 times SFE Group's trailing adjusted EBITDA; estimated integration costs of $10 million to $14 million
Fourth quarter fiscal 2026 earnings release and investor call are scheduled for October 28 and October 29, 2026
Franklin Electric agreed on October 27, 2026 to acquire all outstanding shares of Challenge Pumps Holdings, an Australian maker of underground mine dewatering pumps, for about $181 million in cash plus up to AUD $20.0 million in earnout payments. The deal is expected to close in 2026, subject to the target's annual audit and customary conditions, and the company expects it to be accretive to Adjusted EPS in 2027.
Cash consideration of approximately AUD $259 million (about $181 million USD), subject to adjustment; earnout of up to AUD $20.0 million tied to targets through July 2027
Challenge Pumps generated about $52 million in FY2026 revenue and about $18 million in EBITDA, a margin of about 35%
More than 55% of Challenge Pumps' revenue over the last three years came from parts and services
Franklin Electric expects net leverage of about 1.8x after closing and plans to fund the deal with cash on hand and existing credit facility borrowings
LCI Industries confirmed it received an unsolicited, non-binding proposal from Monomoy Capital Partners to acquire the company for $101 per share in cash. The company said its existing all-stock merger agreement with Patrick Industries remains in place and its board continues to recommend that transaction, and it will evaluate the Monomoy proposal and update shareholders in due course.
Monomoy Capital Partners proposed $101 per share in cash for LCI Industries; the proposal is unsolicited and non-binding.
The June 30, 2026 all-stock merger agreement with Patrick Industries remains in place, and the board continues to recommend it.
LCI shareholders are advised to take no action on the Monomoy proposal at this time.
Perella Weinberg Partners LP is financial advisor and Kirkland & Ellis LLP is legal advisor to LCI.
Enerpac Tool Group signed a First Amendment on October 27, 2026 to its July 7, 2026 merger agreement to acquire Specialized Fabrication Equipment Group LLC. The amendment moves restricted stock unit awards for SFE Group key personnel, issued in place of cash transaction bonuses, to a newly adopted Inducement Award Plan, and adds related closing conditions and clarifications on the merger consideration adjustment. The filing gives no deal value or financial impact figures, so the change is administrative in nature for shareholders.
Amendment dated October 27, 2026 to the Agreement and Plan of Merger dated July 7, 2026
Key SFE Group personnel RSU awards, in place of cash transaction bonuses, move from the 2017 Omnibus Incentive Plan to the new Inducement Award Plan
Adds a covenant and closing conditions requiring key personnel to sign award agreements under the Inducement Plan
Renasant agreed to merge with Commercial Holding Company, parent of Commercial Bank & Trust, with Commercial shareholders receiving 0.8798 Renasant shares for each Commercial share, about 2.64 million shares in total. Including a $35.7 million pre-closing special cash dividend, the filing puts the aggregate transaction value at about $142 million, based on a $40.29 10-day average RNST price. The deal is expected to close in the first quarter of 2027, subject to regulatory approvals and Commercial shareholder approval, and would add Commercial Bank's roughly $1.1 billion in assets to Renasant's West Tennessee presence.
Commercial shareholders to receive 0.8798 Renasant shares per share, about 2.64 million shares in aggregate
Aggregate transaction value about $142 million, including a $35.7 million special cash dividend
Commercial to pay a $7,000,000 termination fee under certain circumstances
Expected closing in the first quarter of 2027, subject to regulatory and Commercial shareholder approvals
EnerSys agreed to acquire Ultralife through a tender offer followed by a merger, at $16.00 per share in cash, with a total enterprise value of about $320 million. The deal will be funded from cash on hand and is expected to close in the first quarter of calendar 2027, subject to conditions including regulatory clearances.
Offer price is $16.00 per Ultralife share in cash, a 166% premium to the unaffected closing price on October 26, 2026
Enterprise value of approximately $320 million, funded through cash on hand
EnerSys expects $15 million to $20 million in annual run-rate cost synergies within the first 18 months
Ultralife would pay a $10,300,000 termination fee in specified circumstances; the outside date is April 27, 2027
On October 26, 2026, MSG Knickerbockers Corp., formerly Madison Square Garden Sports Corp., distributed all shares of MSG Rangers Corp., which holds the New York Rangers business, to its stockholders. Going forward, the company will no longer include the Rangers' results in its own financial reporting, so shareholders will hold stock in two separate public companies. The filing's pro forma figures show how the company would have looked without the Rangers, but they are illustrative only and are not actual results.
Distribution completed October 26, 2026: one MSG Rangers Class A share for every two Class A shares held at the October 20, 2026 record date, with Class B shares distributed on the same ratio.
Pro forma revenue for the fiscal year ended June 30, 2026 was $816.6 million, compared with $1,153.8 million historically; pro forma diluted EPS was $1.09, compared with $0.32 historically.
James L. Dolan, Executive Chairman and CEO, received a one-time $10,000,000 cash award for the Distribution, paid October 26, 2026.
The company was renamed MSG Knickerbockers Corp. effective 11:59 p.m. on October 26, 2026, and the NHL Transfer Consent Agreement requires NHL consent for future transfers of the Rangers.
Alamo Group Inc. completed its acquisition of Econ Engineering Group Limited, a UK manufacturer of roadway maintenance trucks and equipment, on October 27, 2026, for approximately £120 million, or about $158.7 million, subject to post-closing adjustments. The purchase was funded through the company's revolving credit facility, and Econ becomes part of the Industrial Equipment Division. The filing does not provide Alamo Group's own financial results or the deal's expected effect on its earnings.
Purchase price: approximately £120 million, or about $158.7 million, subject to post-closing adjustments.
Closing date: October 27, 2026, the same day the purchase agreement was announced.
Econ's fiscal year ended March 31, 2026: approximately $88 million of net sales and $38.5 million of Adjusted EBITDA.
Funding: Alamo Group's revolving credit facility; D.A. Davidson MCF International was financial advisor.
UMB Financial Corporation agreed on October 27, 2026 to acquire El Dorado Savings Bank, F.S.B. in a transaction valued at approximately $506 million, paid 52% in cash and 48% in stock. El Dorado will merge into UMB Bank, and the deal is expected to close in the first quarter of 2027, subject to regulatory and El Dorado shareholder approvals.
Transaction valued at approximately $506 million, consisting of 52% cash and 48% stock.
Each El Dorado share would receive 13.553 UMBF common shares plus $1,958.88 in cash; former El Dorado shareholders are expected to own about 2% of the combined company.
El Dorado had $2.4 billion in assets, $2.1 billion in total deposits and $0.5 billion in total loans as of September 30, 2026.
Deal adds 31 California branches and four Nevada branches, bringing UMB's network to 227 branches across 15 states; expected close is the first quarter of 2027.
Guidewire agreed on October 27, 2026 to acquire Hyperexponential Ltd, a London-based AI underwriting software provider, for a base cash price of $1.7 billion, subject to adjustments, plus up to $400 million in contingent payments tied to recurring revenue targets. The company plans to fund the deal with a $1.0 billion term loan from Bank of America and Citibank and cash on hand, and says the deal will not affect its first quarter fiscal 2027 guidance.
Base purchase price of $1.7 billion in cash, subject to adjustments, plus up to $400 million in contingent consideration based on specified recurring revenue targets
Funding: $1.0 billion senior secured term loan A commitment from Bank of America, N.A. and Citibank, N.A., maturing December 2, 2029, plus existing cash on hand
Expected to close in the second quarter of fiscal 2027; the company says the acquisition will add at least 650 basis points to fiscal 2027 ARR growth on an inorganic basis
No impact on first quarter fiscal 2027 guidance; second quarter guidance and updated full year guidance to come on the December 2026 earnings call
Applied Materials entered into an accelerated share purchase agreement on October 26, 2026, to buy more shares of BE Semiconductor Industries (Besi). Including its existing holding, Applied would own about 20% of Besi's outstanding shares. Delivery of the shares depends on the expiration or termination of the HSR Act waiting period, and the filing gives no purchase price or financial impact.
Post-purchase ownership would be about 20% of Besi's outstanding common stock, including Applied's existing shares.
Applied first invested in Besi in April 2025 and says the stake is long term.
Share delivery is subject to the expiration or termination of the HSR Act waiting period.
Applied says it has no current intention to go above 20% and does not intend to seek a Besi board seat.
Range Resources agreed on October 25, 2026 to merge with EQT Corporation in an all-stock transaction. Each Range share would convert into 0.987 EQT shares, and Range's stockholders would own about 27% of the combined company, with EQT's holders owning about 73%.
Exchange ratio: 0.987 EQT common shares for each share of Range common stock, with cash paid instead of fractional shares.
Termination fees: Range would pay EQT $423 million, and EQT would pay Range $1,148 million, in certain circumstances.
Board: EQT will expand its board to 12 members and add Dennis L. Degner and one other Range-selected director.
Closing requires Range and EQT shareholder approvals and regulatory clearances; the press release expects closing in the first quarter of 2027.
Ovintiv agreed to acquire Montney oil producer Logan Energy Corp. in an all-cash deal valued at about $890 million (C$1.26 billion) including assumed net debt, subject to Logan shareholder, court and regulatory approvals. The deal is expected to close early in the first quarter of 2027 and is described by Ovintiv as accretive, with Ovintiv saying its shareholder returns plan is unchanged.
Price of C$1.40 per Logan common share in cash; total value about $890 million (C$1.26 billion) including net debt
Acquisition expected to add about 266,000 net acres and about 20 MBOE/d of production in the Montney
Ovintiv expects about $60 million in annual cost synergies and about 5% Non-GAAP Cash Flow per Share accretion in 2027
Expected close early in Q1 2027; either party may terminate if the deal has not closed by February 26, 2027, subject to extensions; Logan would pay a C$44 million termination fee in certain circumstances
Valaris and Transocean filed a joint proxy statement on October 14, 2026 for the planned Transocean acquisition of Valaris, under which each Valaris share would be exchanged for 15.235 Transocean shares. Valaris and Transocean shareholder meetings are scheduled for November 24, 2026, and a Bermuda court sanction hearing is set for November 26, 2026, with completion anticipated on or about December 1, 2026. The filing gives no financial results, and completion still depends on shareholder and court approvals and other conditions.
Exchange ratio: 15.235 Transocean shares for each Valaris share under a Bermuda scheme of arrangement
Valaris Court Meeting and Transocean Meeting both scheduled for November 24, 2026
Bermuda Supreme Court sanction hearing scheduled for November 26, 2026; closing anticipated on or about December 1, 2026
MarketAxess filed supplemental disclosures to its definitive proxy statement for its proposed merger with Intercontinental Exchange, which stockholders will vote on at a special meeting on October 29, 2026. The company made the additions to address three state court complaints and 15 stockholder demand letters alleging the proxy was incomplete or misleading, while denying the claims and saying no further disclosure is required.
Three stockholder complaints were filed in New York state courts between October 6 and October 15, 2026, seeking to block the merger until more disclosure is made.
As of October 23, 2026, the company had received 15 stockholder demand letters making similar allegations.
The filing discloses that on May 27, 2026, Intercontinental Exchange proposed $175.00 per share in cash, a premium of about 33.6% to the May 27 closing price of $130.94.
On October 22, 2026, BancFirst Corporation acquired Spirit BankCorp, Inc. and its SpiritBank unit, a privately held community bank based in Tulsa, Oklahoma. Spirit was merged into BancFirst upon closing. The filing reports Spirit's size but does not state the purchase price or any effect on BancFirst's financial results.
Acquisition completed October 22, 2026; Spirit merged into BancFirst at closing
Spirit reported about $866.8 million in total assets, $584.6 million in loans and $776.4 million in deposits
Spirit operates six banking locations: four in Tulsa, one in Sapulpa and one in Bristow, Oklahoma
Arcosa, Inc. completed its merger, and each outstanding common share was converted into the right to receive $150.00 in cash, without interest. The company became a wholly-owned subsidiary of Parent, its directors and officers resigned, and its common stock is being removed from listing on the NYSE and NYSE Texas, so public shareholders no longer hold shares in the company.
Merger Consideration of $150.00 per share in cash, less applicable withholding taxes
Aggregate cash consideration for common stock and cash-settled equity awards was approximately $7.5 billion
Trading on the NYSE and NYSE Texas was halted before the open on October 23, 2026, with delisting requested
Credit Agreement terminated after repayment of approximately $450.1 million in principal, accrued interest and other amounts
CRH announced on October 23, 2026 that it has completed its acquisition of Arcosa, Inc., a U.S. aggregates and critical infrastructure provider, for a total enterprise value of approximately $8.5 billion. The company said it will provide updated full-year 2026 guidance reflecting the deal with its third-quarter results on October 29.
Total enterprise value of approximately $8.5 billion, as stated in the press release.
Agreement to acquire Arcosa was first announced on June 22, 2026.
CRH will issue updated full-year 2026 guidance reflecting the acquisition with third-quarter results on October 29.
The filing furnishes the press release as Exhibit 99.1 under Item 7.01 and does not include new financial results.
Nordson announced on October 23, 2026 that its subsidiary Nordson London Limited completed its purchase of Contrinex Holding SA, a Swiss manufacturer of position and measurement sensors, for an enterprise value of approximately $168 million. Contrinex generates approximately $50 million in annual revenue and will be integrated into Nordson's Advanced Technology Solutions segment, which the company says adds to its factory automation and control offerings.
Acquisition completed October 23, 2026, under a Share Purchase Agreement dated the same day with seller Annette Heimlicher
Enterprise value of approximately $168 million USD
Contrinex generates approximately $50 million in annual revenue and has nearly 500 employees
Contrinex will be integrated into the Advanced Technology Solutions segment
Integer Holdings' stockholders voted at a special meeting on October 21, 2026, to adopt the Merger Agreement with Armstrong Parent, Inc., an affiliate of investment funds managed by Kohlberg Kravis Roberts & Co. L.P. The company said the transaction is expected to close by the end of 2026, subject to customary closing conditions, including required regulatory approvals. The filing does not state the per-share price, so shareholders' payment terms are not described here.
First Proposal (adopt the Merger Agreement and Merger): 26,065,335 votes for, 10,513 against, 1,993 abstentions; about 99.95% of votes cast were in favor.
Quorum: 26,077,841 shares, about 76.70% of the 33,997,068 shares outstanding on the September 8, 2026 record date, were present.
Second Proposal (advisory vote on merger-related executive pay): 23,859,897 for, 2,172,522 against, 45,422 abstentions; approved.
Third Proposal (adjournment) was not voted on because it was not needed.
Group 1 Automotive completed its acquisition of 10 Atlanta-area dealerships and one collision center from Hennessy Automobile Companies on October 19, 2026, for approximately $1.3 billion, subject to post-closing adjustments. The deal was funded with proceeds from $1.25 billion of senior notes issued earlier, plus cash on hand, which adds significant scale and debt to the company's balance sheet.
Acquisition closed October 19, 2026; aggregate consideration approximately $1.3 billion, subject to post-closing adjustments including a true-up within 90 days
$80.0 million of the purchase price placed in an indemnity escrow, released in stages at three, nine and 18 months after closing
Funded by $625 million of 6.250% senior notes due 2032 and $625 million of 6.625% senior notes due 2035, plus cash on hand
Financial statements and pro forma information for the acquisition will be filed later, within 71 calendar days of the required filing date
CBRE Group announced a definitive agreement to acquire Onnec Group Limited, a data center infrastructure services provider in Europe and Asia Pacific, for an initial cash price of £460 million (approximately $610 million), plus a multi-year earnout of up to £300 million (approximately $400 million) tied to growth thresholds. The company says the deal is immediately accretive to core earnings per share, and completion is expected around the end of 2026, subject to customary regulatory approvals.
Initial cash purchase price of £460 million (approximately $610 million), with an earnout of up to £300 million (approximately $400 million) subject to Onnec meeting growth thresholds
Onnec expected to generate approximately £370 million ($498 million) in revenue and more than £50 million ($67 million) of core EBITDA in 2027
Onnec will join the Critical Infrastructure Services business line, which CBRE expects to generate nearly $4.5 billion of total revenue in 2027, including Onnec
Transaction expected to be completed around the end of the year, subject to customary regulatory approvals
Salesforce agreed to acquire Braze, a customer engagement platform listed on Nasdaq, for approximately $5.66 billion in enterprise value, paying $47.50 per share in cash to Braze Class A holders. Closing is expected in Salesforce's fiscal 2028, subject to Braze shareholder approval and regulatory clearances, and Salesforce said there is no anticipated change to its FY27 guidance. For shareholders, this is a large cash acquisition whose financial effects are not yet quantified beyond the statements in the filing.
Price: $47.50 in cash per share of Braze Class A common stock; about $5.66 billion in enterprise value.
Expected close: Salesforce fiscal year 2028, subject to Braze shareholder approval and required regulatory approvals.
Salesforce says there is no anticipated change to FY27 guidance and has not guided FY28.
Webinar slides cite growth accretion balanced by near-term profitability dilution, and say the deal will be funded with cash.
Dime Commercial Bancshares and ES Bancshares, parent of Empire State Bank, signed a merger agreement on October 19, 2026, under which ES Bancshares will merge into Dime. Based on Dime's 10-day volume-weighted average price of $38.55, the deal is valued at about $58 million, or $8.39 per ES Bancshares share, and is expected to close in the first quarter of 2027 subject to shareholder and regulatory approvals. Dime's press release projects about 3.5% EPS accretion and about 2% tangible book value dilution, and the filing states that Dime will issue 720,000 shares and $30.0 million in cash, with elections subject to proration.
Consideration is $30.0 million in cash and 720,000 Dime common shares, with holder elections subject to proration; transaction value is about $58 million or $8.39 per ES Bancshares share
ES Bancshares had total assets of about $596 million and total deposits of $491 million as of September 30, 2026
ES Bancshares would pay a $2.363 million termination fee in certain circumstances
Closing is expected in the first quarter of 2027, subject to ES Bancshares shareholder approval and regulatory approvals including the Federal Reserve and the New York Department of Financial Services
Prudential Financial agreed to sell 100% of its equity interests in Prudential do Brasil Seguros and Prudential Seguros Mexico to CNP Assurances for an aggregate $4.025 billion in cash, subject to certain closing adjustments. The company expects the sale to close in the second half of 2027, subject to regulatory approvals, and says it will continue narrowing its geographic footprint by exiting emerging markets. The filing does not state the sale's effect on earnings, and the company says the proceeds will support its capital allocation priorities.
Aggregate purchase price of $4.025 billion in cash, subject to certain closing adjustments
Expected closing in the second half of 2027, subject to regulatory approvals and customary closing conditions
Follows the October 13 closing of the ICEA LION sale in Kenya and announced sales of stakes in Indonesia and South Africa
Proceeds to support capital allocation priorities and growth in retirement, asset management and select protection businesses in the U.S., Japan and select European markets
On October 17, 2026, Silgan and its subsidiary Silgan Holdings LLC agreed to form a partnership with A-VL Holdco, LP, an investment vehicle affiliated with funds managed by AIP, LLC, in which Silgan's Metal Containers and Closures Business would be contributed to a new entity, MetalCo. The partnership is also linked to MetalCo's proposed purchase of Trivium Packaging B.V., which the filing describes as subject to a put option and consultation processes. The closing is subject to conditions, including the concurrent Trivium closing, so shareholders will not see a completed transaction until those conditions are met.
A-VL Investor will contribute $1.025 billion in cash to MetalCo for 40% of its Class A voting units; Silgan will receive 60% of those units and a distribution of $2.263 billion, less any New Silgan Debt amount.
Silgan may incur up to $1.0 billion of new debt before the closing, which MetalCo would assume.
MetalCo has a put option to buy 100% of Trivium shares for a cash payment of approximately $327.5 million, plus assumption of approximately $3.1 billion of Trivium debt, exercisable after required consultations with an outside date of nine
The Transaction Agreement can be terminated if closing has not occurred by October 15, 2027.
LXP Industrial Trust filed supplemental disclosures to its definitive proxy statement for its pending merger with Leopard REIT LLC, which was agreed on July 19, 2026. The company said it made the additions voluntarily to reduce litigation costs and provide more information to shareholders, while denying all allegations and stating that no supplement was required. Shareholders vote at a special meeting on October 26, 2026.
One complaint, Garfield v. Eglin (N.Y. Sup. Ct., filed October 9, 2026), seeks to block the shareholder vote and the merger until corrective disclosures are made.
As of October 16, 2026, the company had received 14 demand letters from law firms making similar disclosure claims.
The supplemental disclosures add revised financial advisor analysis, including updated comparable company and precedent transaction multiples from BofA Securities.
The special meeting is scheduled for October 26, 2026, at 9:00 a.m. Eastern Time, in a virtual format.
AES disclosed that the European Commission unconditionally approved its pending merger on October 15, 2026, and the New York Public Service Commission ruled on October 19, 2026 that no further review is required under New York Public Service Law Section 70. Both are conditions to closing, which still depends on other regulatory approvals and customary conditions, and after closing AES would be jointly owned by investment vehicles linked to Global Infrastructure Management and EQT Infrastructure VI.
European Commission unconditionally approved the merger on October 15, 2026.
New York Public Service Commission issued a declaratory ruling on October 19, 2026 that no further review is required under Section 70.
Closing remains subject to certain additional regulatory approvals and other customary conditions.
Merger agreement with Horizon Parent, L.P. was entered into on March 1, 2026.
H.B. Fuller's board unanimously rejected a second unsolicited, non-binding proposal from Ancora Holdings Group to buy its Building Adhesive Solutions business for between $1.2 billion and $1.4 billion in cash. The board said the modest price increase did not capture the business's value and that the offer's terms were highly conditional. The company will run a market check of select market segments and product lines, with proceeds intended for deleveraging, and expects to complete it by year end 2026.
Ancora's second non-binding proposal priced the Building Adhesive Solutions business at $1.2 billion to $1.4 billion in cash
Board unanimously rejected the proposal, citing value and highly conditional terms
Market check covers segments and product lines less integral to the portfolio, with completion expected by year end 2026
MKS Inc. has agreed to sell its Ophir Optics business to TTM Technologies for $650 million in cash, subject to customary closing adjustments. The company says the proceeds will help strengthen its balance sheet, and the deal is expected to close in the second quarter of 2027, subject to regulatory approvals and governmental consents.
Purchase price is $650 million in cash, subject to customary closing adjustments
The price is an estimated multiple of over 18x projected FY 2026 Adjusted EBITDA for Ophir Optics
Excludes the Ophir Instruments laser characterization business and the Ophir brand
Expected to close in the second quarter of 2027; J.P. Morgan is exclusive financial advisor
TTM Technologies agreed to acquire the Ophir Optics business from MKS Inc. for approximately $650 million in an all-cash deal, subject to customary closing adjustments. The company expects the deal to close in the second quarter of 2027, subject to regulatory approvals, and expects it to be immediately accretive to its Adjusted EBITDA Margin and Non-GAAP Diluted EPS.
Purchase price is approximately $650 million, all cash, with funding from cash on hand, future cash flow and its existing revolving credit facility.
The transaction multiple is estimated at roughly 10.3x expected FY 2027 Adjusted EBITDA of Ophir Optics, without synergies.
Expected close is the second quarter of 2027, subject to regulatory approvals and governmental consents and permits.
Excludes MKS's Ophir Instruments laser characterization business and the Ophir brand.
Centrus Energy Corp. bought 100% of Westerman Holdings, LLC on October 16, 2026, from the trustee of the Westerman Employee Stock Ownership Trust for approximately $116.0 million. Westerman already makes centrifuge casings and other major components for Centrus, and the company says the deal secures that supply chain and diversifies its revenue into non-nuclear markets. Centrus expects the acquisition to be accretive to adjusted earnings per share in the first year after closing, and it issued $21.0 million of Class A common stock as part of the price.
Purchase price of approximately $116.0 million, including $95.0 million in cash and $21.0 million in Class A common stock, closed October 16, 2026.
About $31.5 million went to Westerman subordinated noteholders and $12.7 million to its term loan lender, paid out of the purchase price.
Centrus expects the deal to be accretive to adjusted EPS in the first year after closing; the price is subject to a customary working capital adjustment.
Westerman has about 400 employees and four facilities in Ohio, Oklahoma and Wyoming, and Centrus plans to file a shelf registration for the stock issued.
Enova International and Grasshopper Bancorp mutually terminated their December 2025 merger agreement on October 16, 2026. Enova made a $4,000,000 cash payment to Grasshopper, and neither party owes other fees or liabilities related to the agreement.
Merger agreement dated December 10, 2025, amended December 18, 2025, is now terminated effective October 16, 2026
Enova paid Grasshopper a $4,000,000 cash payment under the Mutual Termination Agreement and Release
No other fees or liabilities are owed by either party related to the merger agreement
Termination agreement is filed as Exhibit 10.1; General Counsel Sean Rahilly signed the report
Copart completed its acquisition of ACV Auctions on October 16, 2026, through a merger that followed a tender offer at $10.50 per share in cash. ACV shares have stopped trading on the New York Stock Exchange, and ACV will operate as an independent Copart subsidiary led by its existing leadership team. The filing does not disclose the total deal value or any financial effect on Copart.
Tender offer price was $10.50 per share in cash, subject to withholding taxes.
116,818,409 ACV shares were validly tendered, about 68.43% of shares outstanding, when the offer expired at 5:00 p.m. Eastern Time on October 15, 2026.
Remaining ACV shares were converted into the right to receive the same $10.50 cash price in the merger completed October 16, 2026.
ACV shares have ceased trading on the New York Stock Exchange.
Gibraltar Industries agreed on October 14, 2026 to sell its D.S. Brown infrastructure business to a subsidiary of Saint-Gobain for $208.0 million in cash, subject to customary adjustments. The company said it plans to use the proceeds to reduce debt, and it will update its 2026 outlook for the sale with its third quarter 2026 report.
Purchase price is $208.0 million in cash, subject to adjustments for working capital, indebtedness, cash and transaction expenses
Closing is expected in the fourth quarter of 2026, subject to regulatory approvals; either party may terminate if closing has not occurred by January 31, 2027
Gibraltar says proceeds will be used to accelerate debt reduction; no stockholder vote is required
2026 outlook will be updated for the sale in the third quarter 2026 report
Penske Automotive Group entered into a merger agreement under which Penske Corporation and Mitsui & Co. would acquire the company through Motown Acquisition Corp. Holders other than the investor group would receive $212.00 per share in cash, valuing the company at an enterprise value of approximately $16.3 billion, and shares would no longer trade on the New York Stock Exchange after closing.
Merger consideration is $212.00 per share in cash, an 8.84% premium to the October 14, 2026 closing price
Enterprise value is approximately $16.3 billion; post-closing ownership would be about 64% Penske and 36% Mitsui
Closing is expected in the first quarter of 2027, subject to regulatory approvals and stockholder votes, including a majority of votes cast by unaffiliated stockholders
Third quarter 2026 results will be released October 28, 2026, with no earnings conference call
STERIS, through subsidiary STERIS Corporation, agreed on October 11, 2026 to acquire Xodus Medical, a Pennsylvania specialty surgical products business, for $2.1 billion in cash at closing, with up to $150 million more tied to calendar 2028 performance targets. The deal is expected to be financed mainly with debt, backed by a $2.0 billion bridge financing commitment, and is expected to close by December 31, 2026, subject to regulatory approvals.
Cash price: $2.1 billion at closing, subject to customary adjustments, plus up to $150 million in earnout tied to calendar 2028 targets
Financing: expected to be funded primarily with debt; $2.0 billion senior unsecured bridge facility from JPMorgan Chase Bank and Goldman Sachs Bank USA
Timing: expected to close by December 31, 2026; either party may terminate if not closed by July 12, 2027, extendable to January 11, 2028
Viatris signed a merger agreement on October 8, 2026 to acquire Pacira BioSciences through a cash tender offer at $36.50 per share, an aggregate equity value of $1.65 billion. Viatris said it expects to fund the deal primarily from excess cash, with the rest from short-term borrowings, and expects it to be immediately accretive to its financial guidance metrics and to close by the end of 2026. The deal is a large acquisition that would add Pacira's marketed EXPAREL and ZILRETTA products to Viatris.
Offer price of $36.50 per share in cash; aggregate equity value of $1.65 billion per the joint press release.
Pacira generated approximately $746 million in total revenue and $177 million in adjusted EBITDA for the twelve months ended June 30, 2026.
Completion requires a majority of Pacira shares tendered; the offer is open for 10 business days, and the merger agreement's outside date is April 8, 2027.
Pacira would pay Viatris a $62 million termination fee under specified circumstances, including a Superior Offer.
Vylor Inc. became an independent public company on October 1, 2026, when Corteva's Pioneer Hi-Bred unit was contributed to it in the Separation and Corteva shares were distributed. Vylor issued 667,302,930 shares to EIDP, a Corteva subsidiary, and paid EIDP an aggregate cash distribution of about $761 million, subject to adjustments. The filing also reconstitutes the board and management team and changes the independent auditor, which shareholders will need to follow in future filings.
On October 1, 2026, Vylor issued 667,302,930 common shares to EIDP, Inc., a wholly owned subsidiary of Corteva, in exchange for Pioneer Hi-Bred and a cash distribution of about $761 million.
Pioneer Hi-Bred borrowed $1,578 million under a five-year revolving credit facility and $1,500 million under a 364-day revolving credit facility, using the proceeds to repay $3,078 million under a bilateral loan.
Seven directors were appointed effective at the Effective Time, and Charles V. Magro was named Chief Executive Officer; Judd M. O'Connor ceased serving as President.
PricewaterhouseCoopers LLP was appointed as independent registered public accounting firm to audit the fiscal year ending December 31, 2026.
Healthcare Services Group agreed on October 6, 2026 to buy NexDine, LLC and Xendella, LLC (together NEXDINE Hospitality) for an aggregate price of approximately $93.5 million, plus contingent payments tied to performance conditions. The company paid the cash due at closing from cash on hand, and its press release says the business is expected to contribute over $150 million in annual revenue. The deal expands the company's presence in senior living and hospitality services, but the filing does not disclose the acquired business's profit.
Purchase Agreement dated October 6, 2026 with Real Artisan Brands, LLC and other seller parties
Aggregate price of approximately $93.5 million, subject to customary adjustments, plus contingent consideration
Funded with cash on hand; press release says NEXDINE is expected to contribute over $150 million in annual revenue
NEXDINE will remain a wholly-owned subsidiary headquartered in Mansfield, Massachusetts, led by Founder and CEO David Lanci
Clearway Energy subsidiary Honeycomb 2 Purchaser LLC agreed on October 1, 2026 to acquire interests in three battery energy storage projects in Utah from an affiliate of Clearway Energy Group for a base price of about $119 million in cash, subject to adjustments. The projects, about 210 megawatts in total, are still in development, and closing is expected in the fourth quarter of 2027, subject to conditions.
Base purchase price of approximately $119 million in cash, subject to adjustments tied to a financial model with minimum economic thresholds.
Three battery storage projects (Escalante BESS II, Escalante BESS III, Granite Mountain BESS West) totaling about 210 megawatts in Beaver and Iron counties, Utah.
Closing expected during the fourth quarter of 2027, subject to customary conditions and third-party actions.
Filing does not include financial results or earnings impact of the transaction.
IES Holdings closed its acquisition of DBM Global, a structural steel fabrication and construction services company, for total consideration of approximately $691 million in cash and stock. The company also amended its credit agreement to increase borrowing capacity to $700 million, and it funded the cash portion partly with $525 million of borrowings. The filing does not give DBM Global's earnings, so shareholders cannot yet assess the deal's effect on profit.
Total consideration of approximately $691 million: about $545 million in cash and 430,974 shares valued at about $146 million
Credit facility increased to $700 million, including a $200 million term loan and $500 million revolving credit facility
DBM Global generated revenue of approximately $1.5 billion for the twelve months ended June 30, 2026, and has about 4,000 employees
Financial statements and pro forma information for the acquisition will be filed by amendment later
Repligen said on October 6, 2026 that it completed its acquisition of BioLife Solutions, under a merger agreement dated July 21, 2026. BioLife shareholders received $11.25 in cash and 0.1442 Repligen common shares for each BioLife share, and BioLife's stock is set to stop trading and be removed from Nasdaq. Repligen has not yet quantified the deal's expected effect on its 2026 outlook and plans to address it on its third quarter 2026 earnings call.
Each BioLife share converted into 0.1442 Repligen common shares plus $11.25 in cash, per the filing.
The Mergers closed on October 6, 2026; BioLife notified Nasdaq of the closing that day.
BioLife common stock was to be halted after the after-market session on October 5, 2026, and suspended as of the close on October 6, 2026.
Repligen will provide details on the transaction's expected impact on its 2026 outlook on its third quarter 2026 earnings call.
BioLife Solutions became a wholly owned subsidiary of Repligen after the two companies closed their merger on October 6, 2026. Each BioLife share was converted into 0.1442 Repligen shares plus $11.25 in cash, and BioLife stock is set to be suspended from Nasdaq and deregistered, so shareholders no longer hold a public BioLife stake.
Each BioLife share converted into 0.1442 Repligen common shares plus $11.25 in cash, without interest.
Mergers closed on October 6, 2026; BioLife stock to be suspended from Nasdaq at the close of business that day.
Stockholders adopted the merger agreement at the October 5, 2026 special meeting: 40,910,337 for, 83,451 against, 807 abstaining.
All BioLife directors and five named executive officers resigned effective at the First Merger Effective Time.
McKesson and CD&R agreed to acquire Option Care Health for $32.05 per share, a total enterprise value of approximately $5.8 billion. McKesson will invest approximately $1.4 billion for a minority stake of approximately 49%, while CD&R will hold approximately 51%, and the filing describes a framework for McKesson to later acquire CD&R's interest.
Price of $32.05 per share, a premium of approximately 37% to Option Care Health's October 5, 2026 closing price
McKesson to invest approximately $1.4 billion for a minority stake of approximately 49%; CD&R to hold approximately 51%
Expected to close in the first half of calendar 2027, subject to Option Care Health stockholder approval and regulatory approvals
Clean Harbors completed its acquisitions of EnviroServe and ES&H for a combined purchase price of $775 million, funded through available cash and a $600 million senior notes offering. The company said the two businesses are expected to generate combined annual revenues of about $340 million and post-synergy Adjusted EBITDA of about $87 million, a multiple of 8.9 times Adjusted EBITDA.
Clean Harbors issued $600.0 million of 6.250% senior notes due September 30, 2034, on October 1, 2026
$470 million of the note proceeds financed the EnviroServe purchase; the remainder is to repay revolver borrowings used for ES&H
ES&H acquisition closed September 18, 2026; EnviroServe acquisition closed October 2, 2026
Combined expected annual revenue of about $340 million and post-synergy Adjusted EBITDA of about $87 million
Qorvo became a wholly owned subsidiary of Skyworks on October 5, 2026, when the mergers closed. Each outstanding Qorvo common share was converted into 0.960 Skyworks common shares plus $32.50 in cash, and Qorvo stock stopped trading on Nasdaq before the October 5 open, with delisting expected the same day. Qorvo also terminated its credit agreement with Bank of America, with no borrowings outstanding.
Each Qorvo common share converted into 0.960 Skyworks common shares plus $32.50 in cash, without interest
Trading of Qorvo common stock on Nasdaq halted before the open on October 5, 2026; Nasdaq expected to file Form 25 that day
Credit Agreement dated April 23, 2024 with Bank of America terminated at closing; no borrowings were outstanding
All members of Qorvo's board resigned at closing, and Qorvo intends to file Form 15 to end SEC reporting
Leidos said on October 5, 2026 that it had completed a joint venture with investment firm Altaris that combines its Security Enterprise Solutions business with Analogic under the Analogic brand. Under the new JV agreement, the AHP Investor will appoint a majority of the board, while Leidos keeps a minority board position, minority protective rights and a significant minority ownership stake. The filing does not disclose a purchase price or the financial results of the businesses.
JV closed on October 5, 2026, and the amended and restated LLC agreement was signed on the closing date.
The AHP Investor will appoint a majority of the JV board and hold majority voting power; Leidos will initially designate a minority of board seats.
No JV member, including Leidos, must make further capital contributions after closing; distributions are made at least once a year as the board determines.
After the seventh anniversary of the JV closing, Leidos has certain liquidity demand exit rights, subject to limitations in the agreement.
RXO entered into a merger agreement under which C.H. Robinson Worldwide will acquire RXO, with RXO becoming a wholly owned subsidiary. RXO stockholders can elect cash, stock or a standard mix, with an implied total consideration of $30.25 per share, and the deal is expected to close in the first half of 2027 subject to stockholder and regulatory approvals.
Implied total consideration of $30.25 per RXO share, based on C.H. Robinson's 16-day VWAP of $151.88 as of October 2, 2026, and a 29% premium to RXO's October 2, 2026 closing price.
Standard consideration is $17.25 in cash plus 0.0856 C.H. Robinson shares; all-cash option is $30.25; all-stock option is 0.1992 shares; overall mix is about 57% cash and 43% stock.
RXO must pay a $175 million termination fee in certain circumstances; outside date is July 4, 2027, extendable twice by three months.
MFN Partners LP, which holds about 17% of RXO, agreed to vote in favor of the transaction.
Advanced Drainage Systems agreed on October 1, 2026 to acquire StormTrap Investments, a stormwater solutions maker, for approximately $530 million, or about $450 million after adjusting for the present value of expected tax benefits. The deal is funded with cash on hand and existing credit facility capacity and is expected to close in the fourth quarter of calendar 2026, subject to regulatory approvals.
Purchase price of approximately $530 million, or approximately $450 million adjusted for the present value of expected tax benefits, subject to purchase price adjustments
StormTrap generated approximately $165 million in revenue and approximately $40 million in adjusted EBITDA for the twelve months ending July 2026, per the press release
Funded by cash on hand and the existing credit facility; the company expects the deal to be accretive to adjusted EPS in the first year
Expected to close in the fourth quarter of calendar 2026; the company has obtained a representations and warranties insurance policy
GEO Group sold three Adelanto, California facilities totaling 2,644 beds to the Department of Homeland Security for $950 million, and expects about $705 million in net proceeds after taxes and fees. Its board also raised the share repurchase authorization by $750 million to $1.25 billion, and the company plans to use the proceeds to reduce debt, repurchase shares and for general corporate purposes, which matters to shareholders because it changes how capital will be deployed.
Adelanto West (1,280 beds), Adelanto East (660 beds) and Desert View Annex (704 beds) sold for $950 million; the sale was completed concurrently with the October 2, 2026 agreement.
Company anticipates about $705 million in net proceeds after federal and state taxes and transaction fees and expenses.
GEO expects to keep providing support services under its ICE contract, which runs through December 19, 2034, including the current term ending December 19, 2029 and a five-year option period; ICE can terminate for non-appropriation or conve
Repurchase authorization increased from $500 million to $1.25 billion, effective through December 31, 2029; no definitive agreement or timeline exists for other facility sales to ICE.
On October 1, 2026, ESCO Technologies completed its purchase of all shares of Megger Group Limited from TBG AG for about $2.3 billion, paid in $922 million cash and 5.10 million shares of common stock. The company funded the cash portion and refinancing with about $1.0 billion borrowed under a new credit agreement, which replaced its existing credit agreement. Shareholders face higher debt and dilution from the new shares, and the seller gains a board seat right while it holds at least 50% of the consideration shares.
Purchase price of about $2.3 billion: $922 million in cash and 5.10 million shares of common stock, subject to a cash post-closing adjustment for net debt and working capital
New $1.5 billion credit facilities (revolver, Term Loan A and Term Loan B, $500 million each) became effective on the closing date, with about $1.0 billion borrowed
Existing credit agreement, scheduled to mature August 30, 2028, was terminated on the closing date
Board increased from eight to nine members; Jeremy P. Abson elected as a director effective October 1, 2026
Synaptics and onsemi signed an amended and restated merger agreement on October 1, 2026, after an unsolicited competing proposal received September 2, 2026. Synaptics shareholders would receive $123 per share in cash instead of onsemi stock, and the Synaptics board unanimously approved the revised deal. The transaction is expected to close by mid-2027, subject to Synaptics shareholder approval and regulatory approvals.
Merger consideration is $123 per share in cash, without interest; the deal is valued at approximately $5.7 billion, compared with approximately $7 billion under the prior agreement.
The transaction is expected to close by mid-2027, subject to Synaptics shareholder approval, required regulatory approvals and other customary conditions.
The Federal Trade Commission has approved the transaction, and regulators in other jurisdictions are reviewing it; the Hart-Scott-Rodino approval has already been obtained.
onsemi will fund the deal with cash on hand and committed debt financing from Morgan Stanley, and the agreement has no financing condition.
Gentherm completed its combination with Modine's Performance Technologies business on October 1, 2026, in a Reverse Morris Trust transaction. Modine shareholders own about 43.62% of the combined company, and Gentherm shareholders own about 56.38%. The filing also discloses a $250.0 million term loan, guaranteed by Gentherm and secured by substantially all of its assets, plus a $2.07 per share special dividend payable October 7, 2026.
Modine shareholders received 0.44619 Gentherm shares for each Modine share held at the September 28, 2026 record date, with cash in lieu of fractional shares.
Gentherm declared a special dividend of $2.07 per share, payable October 7, 2026 to shareholders of record as of September 28, 2026.
SpinCo borrowed $250.0 million of term loans under a senior secured delayed draw facility with Bank of America, N.A. as administrative agent; Gentherm guarantees the obligations.
Paul Mascarenas was appointed to the board effective October 1, 2026, increasing its size from 9 to 10 members; Katrin Schatz was named Interim President of Modine Performance Technologies.
H2O America said its Texas subsidiary completed the purchase of substantially all assets of Quadvest's water and sewer utility businesses on October 1, 2026, for a base price of $540 million, subject to customary adjustments. The company says the deal more than doubles its Texas water and wastewater connections and expects Texas to represent 26% of its customer base by 2029, up from 8%.
Base purchase price of $540 million, subject to customary purchase price adjustments
Deal covers the regulated and wholesale water and sewer businesses of Quadvest, with closing on October 1, 2026
H2O America expects Texas to be 26% of its customer base by 2029, versus 8% before October 1
Financial statements and pro forma information will be filed by amendment later
Liquidity Services completed its acquisition of Auction Holdings, Inc., which operates the Invaluable, AuctionZip and RFC Auction Systems online marketplaces, for a base purchase price of $80 million in cash funded with cash on hand. The company expects the deal to be accretive to GAAP and Non-GAAP Adjusted Diluted EPS in fiscal 2027, but it did not provide a reconciliation and said acquisition-related items could materially affect GAAP results. The filing does not report financial results for the acquired businesses beyond their gross merchandise sales for fiscal 2025.
Base purchase price of $80 million in cash, on a debt-free, cash-free basis, subject to customary adjustments, funded with cash on hand
$9.4 million of cash consideration deposited in escrow for indemnification and downward purchase-price adjustments, with portions scheduled for release after 12 months and three years
Company expects accretion to GAAP and Non-GAAP Adjusted Diluted EPS in fiscal 2027, without a GAAP reconciliation
Acquired businesses processed more than $500 million of gross merchandise sales for the fiscal year ended December 31, 2025, and Invaluable's leadership is expected to remain
National Fuel Gas Company completed its acquisition of CenterPoint Energy's Ohio natural gas utility, Vectren Energy Delivery of Ohio, on October 1, 2026, paying $1.42 billion in cash and a $1.20 billion promissory note to the seller. The note bears 6.5% interest, matures September 30, 2027, and carries covenants including a debt-to-capitalization ceiling of 0.65. The company says the deal adds about 335,000 customers and doubles its utility rate base, but the filing does not quantify the earnings effect.
Purchase price of $2.62 billion: $1.42 billion in cash plus a $1.20 billion promissory note issued to the seller
Seller note carries a 6.5% rate and matures September 30, 2027; covenants include a debt-to-capitalization ratio of no more than 0.65
Acquired utility serves about 335,000 customers in 16 counties near Dayton, Ohio, and about 200 employees are joining the company
CenterPoint Energy completed the sale of Vectren Energy Delivery of Ohio, its Ohio natural gas distribution business, to National Fuel Gas Company on October 1, 2026, for $2.62 billion, subject to adjustments. The price includes $1.42 billion in cash paid at closing and a $1.20 billion promissory note from the buyer, which CenterPoint will hold as a seller note at 6.50% interest. CEO Jason Wells said the proceeds will help fund the company's $66.7 billion, 10-year capital plan.
Sale closed October 1, 2026; buyer is National Fuel Gas Company (NYSE: NFG)
Purchase price of $2.62 billion: $1.42 billion in cash plus a $1.20 billion promissory note, subject to adjustments
Seller note bears 6.50% interest and matures September 30, 2027
Business includes about 5,900 miles of gas pipeline serving about 335,000 metered customers in West Central Ohio
Hormel Foods agreed on September 29, 2026 to acquire all outstanding membership interests of Brakebush Brothers, LLC, a value-added chicken company, for a base price of $1.055 billion in cash, subject to customary adjustments. The deal is expected to close in the first quarter of Hormel's fiscal 2027, subject to antitrust waiting periods and other closing conditions, and the company expects it to be accretive to adjusted earnings per share beginning in fiscal 2028.
Base purchase price of $1.055 billion in cash, subject to customary adjustments
Brakebush generated approximately $1.2 billion in net sales over the last 12 months, per the press release
Expected closing in the first quarter of fiscal 2027; either party may terminate if not completed by March 29, 2027, with a possible three-month extension
Company plans to finance the deal with a combination of cash on hand and long-term debt and expects run-rate cost synergies of about $20 million by the end of fiscal 2028
Clearway Energy subsidiary Swan Purchaser LLC agreed on September 23, 2026 to buy membership interests in Swan TargetCo LLC from an affiliate of Clearway Energy Group for a base price of about $230 million in cash, subject to adjustments. Swan TargetCo will indirectly own Swan Solar, which is developing a 650-megawatt solar facility in Bates County, Missouri, and the deal is expected to close in the third quarter of 2028 subject to conditions.
Base purchase price of approximately $230 million in cash, subject to adjustments tied to a financial model with minimum economic thresholds
Swan Solar is developing and constructing a solar photovoltaic facility with about 650 megawatts of installed capacity in Bates County, Missouri
Closing expected during the third quarter of 2028, subject to customary conditions and third-party actions
Seller is Swan CE Seller LLC, an affiliate of Clearway Energy Group LLC; Purchaser will hold 100% of Target Company class A units at closing
Getty Realty said its subsidiary bought a portfolio of 41 convenience store properties in Mississippi, North Carolina, South Carolina and Texas from Refuel affiliates for approximately $260.9 million, with the acquisition closing at the same time as the agreement was signed. The properties were leased back to Refuel under four 20-year triple net leases, and the company plans to fund the deal mainly with forward equity sales, a new unsecured term loan and property dispositions.
Purchase price of approximately $260.9 million for 41 convenience store properties, signed and closed on September 22, 2026
Refuel becomes the company's third largest tenant, representing approximately 7.7% of annualized base rent, pro forma for the transaction and other activity after June 30, 2026
Planned funding includes about $100.0 million from forward equity sales and about $100.0 million from a $200.0 million unsecured term loan expected to close in October 2026
Year-to-date investment reached approximately $455.2 million at a 7.1% initial cash yield, including this transaction
Brixmor and Everview Partners agreed to acquire Slate Grocery REIT, a Toronto-listed trust with U.S. shopping centers, in a transaction valued at $2.34 billion. Brixmor would effectively acquire 23 grocery-anchored centers for $636 million, and a joint venture with Everview would acquire the other 92 assets for $1.71 billion, with Brixmor holding a 20% stake and committing about $174 million in preferred equity. The deal requires Slate unitholder approval and is expected to close in the first quarter of 2027.
Total transaction valued at $2.34 billion: $636 million for Brixmor's 23-center portfolio and $1.71 billion for the 92-asset joint venture portfolio.
Slate unitholders would receive $13.00 cash per unit, with a ticking fee of about $150,000 per day after January 20, 2027.
Brixmor would hold 20% of the joint venture and Everview 80%, with Brixmor making a preferred equity investment of about $174 million at a 9% dividend.
Closing requires approval by Slate unitholders; the outside date is March 27, 2027, and the JV purchaser would owe Slate a $62,856,450 termination fee in certain cases.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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