924 material Form 8-K filings that 737 companies we cover made with the SEC in January 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Rayonier closed its merger with PotlatchDeltic on January 30, 2026, converting each PotlatchDeltic share into 1.8185 Rayonier common shares and $0.61 in cash. The Rayonier board was reconstituted to ten directors, and the combined company will keep the Rayonier name and trade under RYN starting February 2, 2026.
Each PotlatchDeltic common share converted into 1.8185 Rayonier common shares plus $0.61 in cash
Rayonier issued approximately 140.9 million common shares in connection with the merger
Eric J. Cremers, former PotlatchDeltic CEO, became Executive Chairman for a two-year term; Scott R. Jones became Lead Independent Director
Mark D. McHugh will serve as President and CEO for a four-year term, with an annual base salary of $950,000
SM Energy completed its all-stock merger with Civitas Resources on January 30, 2026, and the combined company will keep the SM ticker. The company also amended its credit agreement, raising lender commitments and the borrowing base and extending the facility's maturity, and it assumed Civitas's senior notes, which now add to its debt.
Both companies' stockholders approved the merger on January 27, 2026; Beth McDonald became CEO and the board grew to 11 members.
Revolving commitments rose from $2.0 billion to $2.5 billion, the borrowing base rose from $3.0 billion to $5.0 billion, and maturity was extended to January 30, 2031.
The company assumed five series of Civitas senior notes, with coupons from 5.000% to 9.625% and maturities from 2026 to 2033.
The company said it expects $200 million to $300 million in annual synergies and at least $1.0 billion in divestitures over the next year.
Illumina completed its acquisition of SomaLogic and related aptamer-based and functional proteomics assets from Standard BioTools on January 30, 2026, paying $350 million in cash at closing, subject to customary adjustments. The deal adds up to $75 million in potential milestone payments and royalties tied to product and service revenue, and Illumina said it funded the purchase with cash on hand. The filing does not give financial results for the acquired business, which Illumina said it will discuss on its February 5, 2026 earnings call.
Purchase price of $350 million in cash at closing, subject to customary adjustments
Up to $75 million in potential milestone payments to Standard BioTools, plus royalty streams
Transaction completed January 30, 2026; agreement dated June 22, 2025
Illumina will discuss the financial implications on its February 5, 2026 earnings call
On January 23, 2026, Lake Superior Acquisition Corp. entered into a definitive Business Combination Agreement with Openmarkets Group Pty Ltd (OMG), an Australian company, and its seller, BMYG OMG Pty Ltd. The seller would contribute OMG's shares for approximately 30,000,000 Purchaser Shares, with up to 70,000,000 additional shares payable on milestones, which would add substantial new shares for existing holders. Completion depends on Lake Superior shareholder approval, regulatory clearances, and other conditions, and the deal may be terminated if it is not completed by December 31, 2026.
Seller to receive approximately 30,000,000 Purchaser Shares for OMG, each with a deemed value of $10.00, subject to adjustment for net indebtedness, working capital and indemnification.
Up to 70,000,000 additional Purchaser Shares may be issued on milestones: 30,000,000 tied to Australian regulatory approvals and up to 40,000,000 tied to client assets as of December 31, 2028, with performance shares capped at $400,000,000
Closing requires approval by Lake Superior shareholders and governmental and antitrust clearances; either side may terminate if the deal is not completed by December 31, 2026.
Palo Alto Networks completed its previously announced merger with Chronosphere, Inc. on January 29, 2026, and Chronosphere is now a wholly owned subsidiary. The filing does not disclose the purchase price or financial terms, so shareholders cannot assess the deal's size or financial effect from this document alone.
Closing date: January 29, 2026; Merger Sub merged into Chronosphere, which continues as the surviving corporation.
Chronosphere becomes a wholly owned subsidiary of Palo Alto Networks.
Martin Mao, Chronosphere co-founder and CEO, is joining Palo Alto Networks as SVP, GM Observability.
The Chronosphere Telemetry Pipeline remains available as a standalone product, according to the press release.
Unitil signed Amendment No. 1 to its Purchase and Sale Agreement with Aquarion Water Authority and South Central Connecticut Regional Water Authority on January 23, 2026. The amendment moves the agreement's termination date from January 23, 2026 to February 23, 2026, and the filing says the rest of the agreement is unchanged. The filing does not state the purchase price, so shareholders can only see that the deadline for the pending acquisition has been extended by one month.
Amendment dated January 23, 2026 replaces January 23, 2026 with February 23, 2026 as the Termination Date in Section 8.1(d).
Original Purchase Agreement dated May 6, 2025 covers all issued and outstanding shares of Aquarion Water Company of Massachusetts, Aquarion Water Company of New Hampshire and Abenaki Water Co., Inc.
Except for the termination date change, the Purchase Agreement remains unchanged, according to the filing.
Gentherm entered definitive agreements on January 29, 2026, to combine with Modine's Performance Technologies business through a Reverse Morris Trust transaction. After the spin-off and merger, Gentherm's existing shareholders would own about 60.0% of the combined company and former SpinCo shareholders about 40.0%, on a fully diluted basis. The deal requires Gentherm shareholder approval and other conditions, so shareholders will have to weigh the terms once the filing is complete.
Modine will spin off its Performance Technologies business as SpinCo, which will then merge with a Gentherm subsidiary.
Gentherm shareholders would own about 60.0% and former SpinCo shareholders about 40.0% of Gentherm common stock, on a fully diluted basis.
SpinCo will pay Modine $210 million in cash before the distribution, subject to adjustment.
Closing requires Gentherm shareholder approval and a 364-day bridge loan facility is expected to be replaced with permanent financing.
Kadant Inc. has agreed to buy voestalpine BÖHLER Profil, an Austrian maker of tailor-made special profiles and industrial knives, for approximately 157.0 million Euros in cash, subject to customary adjustments. The deal is expected to close in the first quarter of 2026, pending certain Austrian regulatory approvals, and will be financed primarily through borrowings under Kadant's revolving credit facility, according to the press release. The target reported revenue of 51.5 million Euros for the fiscal year ended March 31, 2025.
Purchase price is approximately 157.0 million Euros in cash, subject to customary adjustments
Expected closing in the first quarter of 2026; no financing condition in the agreement
Target had about 150 employees and revenue of 51.5 million Euros for the fiscal year ended March 31, 2025
Conference call and webcast on February 3, 2026 at 11:00 a.m. Eastern Time
On January 27, 2026, Prosperity Bancshares agreed to merge with Stellar Bancorp, with Stellar shareholders receiving 0.3803 Prosperity shares plus $11.36 in cash for each Stellar share. The Stellar board unanimously approved the deal, and directors holding about 8.8% of Stellar's shares have agreed to vote in favor, but the merger requires Stellar shareholder approval, regulatory approvals, and other customary conditions before closing.
Each Stellar common share converts into 0.3803 Prosperity common shares plus $11.36 in cash, with cash paid in lieu of fractional shares.
Stellar Bank will merge into Prosperity Bank, and two Stellar or Stellar Bank directors will join the Prosperity board and the Prosperity Bank board.
Stellar will pay Prosperity a $78 million termination fee under certain circumstances.
Closing requires Stellar shareholder approval and approval or waiver from the Federal Reserve, FDIC and Texas Department of Banking, among other conditions.
MSCI and its subsidiary MSCI Limited amended their index license agreements with BlackRock Fund Advisors for exchange-traded funds, extending the term to March 31, 2035, with auto-renewals of three years thereafter unless notice is given. The amendment revises license fees for certain funds starting January 1, 2026, with further changes effective January 1, 2027, and the filing says it does not otherwise make material changes to the existing fee structure.
Amendment dated January 27, 2026 extends the Existing ETF Agreements to March 31, 2035
After 2035, each agreement auto-renews for successive three-year periods unless either party gives written notice of termination before the term ends
License fees for certain funds change starting January 1, 2026, with additional changes effective January 1, 2027, based on each fund's expense ratio and assets under management
Hecla Mining agreed to sell its Hecla Quebec subsidiary, which owns the Casa Berardi operation and a portfolio of exploration properties in Quebec, to Orezone Gold for up to $593 million in total consideration. The deal is expected to close in the first quarter of 2026, subject to conditions, and Hecla says the cash proceeds will go toward debt reduction as it focuses on its silver assets.
Cash consideration of $160 million due at closing, plus about 65.7 million Orezone common shares currently valued at about $112 million
Deferred cash of $80 million ($30 million at 18 months, $50 million at 30 months) and contingent consideration of up to $241 million
Expected closing in the first quarter of 2026, subject to conditions being satisfied
Alamo Group Inc. completed its acquisition of Petersen Industries, a maker of truck-mounted grapple loader equipment, on January 26, 2026. The total consideration was approximately $166.5 million on a cash-free, debt-free basis, subject to certain closing adjustments. The deal was first agreed on December 10, 2025, and the filing does not provide Petersen's revenue or earnings.
Total consideration paid was approximately $166,500,000, cash-free and debt-free, subject to closing adjustments
Agreement to acquire 100% of Petersen Industries signed December 10, 2025; closed January 26, 2026
Petersen manufactures truck-mounted grapple loader equipment for municipal and industrial customers
Acquisition was made through wholly-owned subsidiary Alamo Group (USA) Inc.
BioMarin estimated unaudited 2025 total revenues of about $3.2 billion and cash, equivalents and investments of about $2.1 billion as of December 31, 2025, ahead of full results due in February 2026. It also announced plans for an $850 million senior unsecured notes offering and a new $2 billion senior secured term loan B, which it says will help fund its pending acquisition of Amicus Therapeutics, adding substantial new debt for shareholders to weigh.
Preliminary 2025 total revenues of about $3.2 billion, including about $920 million from VOXZOGO sales (unaudited)
Cash, cash equivalents and investments of about $2.1 billion as of December 31, 2025 (unaudited)
Planned $850 million senior unsecured notes due 2034 in a private placement; gross proceeds to be held in escrow pending the Amicus acquisition
Amicus holders to receive $14.50 per share in cash; aggregate transaction value of about $5,235.0 million; notes must be redeemed if the deal is not completed by December 19, 2026
Leidos agreed on January 23, 2026 to buy ENTRUST Solutions Group, an engineering and design firm serving utilities, for a base price of $2.4 billion in cash, subject to customary adjustments. The company expects the deal to close in the second quarter of 2026 and says it will be immediately accretive to revenue growth and adjusted EBITDA margin, and accretive to non-GAAP diluted EPS in 2027.
Base purchase price of $2.4 billion in cash, adjusted for ENTRUST's cash, debt, transaction expenses and net working capital
Financing includes a $1.4 billion 364-day bridge facility from Citigroup, with the company also citing $500 million of cash on hand and $500 million of commercial paper in its investor presentation
Closing expected in Q2 2026, subject to HSR antitrust waiting period and other conditions; either party may terminate if the deal is not closed by August 14, 2026
Investor presentation shows pro forma gross leverage of 2.6x at close
International Paper completed the sale of its Global Cellulose Fibers business to funds affiliated with American Industrial Partners on January 23, 2026, for $1.5 billion, which includes preferred stock of the buyer's parent with an aggregate initial liquidation preference of $190 million. The filing says the sale covers the company's entire GCF business and was made under a securities purchase agreement dated August 20, 2025.
Purchase price of $1.5 billion, including preferred stock with an aggregate initial liquidation preference of $190 million
Sale agreement dated August 20, 2025, as amended; closing completed January 23, 2026
The business sold generated approximately $2.3 billion in revenue in 2024, excluding closed mills
GCF has 3,300 employees globally and nine manufacturing facilities
Capital One Financial Corporation signed a merger agreement on January 22, 2026 to acquire Brex Inc., a business payments and spend management software company, for $5.15 billion in aggregate consideration. The deal is paid with about $2.75 billion in cash and about 10.6 million shares of Capital One common stock, and it is expected to close in the middle of calendar 2026 subject to closing conditions, including regulatory approvals. The filing does not state the expected effect on Capital One's earnings or share count beyond the shares to be issued.
Total consideration is $5.15 billion, subject to adjustments in the Merger Agreement.
Consideration includes about $2.75 billion in cash and about 10.6 million shares of Capital One common stock.
Closing is expected in the middle of calendar year 2026, subject to customary conditions and required regulatory approvals.
Brex founder and CEO Pedro Franceschi will continue to lead Brex as part of Capital One.
Assured Guaranty's UK subsidiary closed its purchase of Warwick Company (UK) Limited on January 21, 2026, for approximately $158 million in cash, subject to post-closing adjustments. The Bermuda-based reinsurer, renamed Assured Life Reinsurance Ltd., gives the company an entry into the annuity reinsurance market. The filing does not report financial results of the acquired business, so its effect on earnings is not quantified.
Purchase price of approximately $158 million in cash, subject to post-closing adjustments; part held by an escrow agent pending a final book value based on the December 31, 2025 balance sheet
Acquired Warwick Re Limited, a Bermuda Class E life reinsurer, and renamed it Assured Life Reinsurance Ltd.
Dan Bevill named President of Assured Life Re, which plans to reinsure fixed-term and pension risk transfer annuities
Pursuit Attractions and Hospitality agreed on January 21, 2026 to sell its Flyover flying theater attractions business to Flyover Attractions B.V. for $78.4 million in cash, subject to post-closing adjustments. Closing depends on customary conditions, including required regulatory approvals, and either party may terminate if closing has not occurred by May 21, 2026.
Purchase price is $78.4 million in cash, subject to post-closing adjustments for debt, cash, working capital and certain unpaid expenses
Company would receive a $10.0 million termination fee from the Buyer if the Buyer fails to close in specified circumstances
Outside termination date is May 21, 2026; the Buyer has obtained a representations and warranties insurance policy
Full Purchase Agreement will be filed as an exhibit to the Form 10-K for the year ended December 31, 2025
Verizon said on January 20, 2026 that it completed its previously announced acquisition of Frontier Communications Parent, Inc. under a merger agreement dated September 4, 2024. Frontier became a wholly owned Verizon subsidiary, and each outstanding Frontier share was converted into the right to receive $38.50 in cash. For Verizon shareholders, the filing confirms closing of a large deal but does not disclose its financial terms beyond the per-share price paid to Frontier holders.
Acquisition completed January 20, 2026 under a merger agreement dated September 4, 2024
Frontier common stock converted into the right to receive $38.50 per share in cash
Frontier survives the merger as a wholly owned subsidiary of Verizon
Shares owned by Verizon, Frontier or Merger Sub were cancelled for no consideration
Netflix and Warner Bros. Discovery amended their pending merger agreement so that the $27.75 per share consideration will be paid entirely in cash instead of a mix of cash and Netflix stock. The companies say the change gives WBD stockholders more certainty of value and speeds the path to a stockholder vote, which they expect by April 2026.
Merger consideration of $27.75 per WBD share is now fully cash, versus a prior mix of cash and Netflix common stock
WBD stockholder vote expected by April 2026; WBD filed a preliminary proxy statement on January 20, 2026
Specified Amount of SpinCo net debt set at $17.0 billion as of June 30, 2026, reduced by $260 million from the original agreement
Closing remains subject to the Discovery Global separation, regulatory approvals and WBD stockholder approval
Worthington Enterprises' Building Products segment completed its acquisition of LSI Group, LLC from Baker Group Holdings on January 16, 2026, for approximately $205 million, subject to closing adjustments. The filing says the deal adds a maker of standing-seam metal roof clips and retrofit components to the company's building envelope business, funded mainly from existing cash and revolving credit borrowings.
Purchase price of approximately $205 million, subject to closing adjustments, plus a possible tax equalization payment of up to $3 million
Acquisition closed January 16, 2026; funded primarily from existing cash and revolving credit facility borrowings
LSI includes BPD, Logan Stampings, LSI Metal Fabrication and Roof Hugger, based in Logansport, Indiana
Chemours, through its Taiwan subsidiary, signed four real estate purchase agreements on January 15, 2026, to sell ten parcels of land in Kuan Yin, Taiwan, for a total price of approximately $360 million. The company plans to use the proceeds to reduce its debt, and closings are expected by mid-year 2026, subject to closing conditions and local regulatory approval including environmental conditions.
Total purchase price is approximately $360 million, stated as gross cash proceeds before customary taxes and fees.
Four buyers include Century Wind Power, Century Iron and Steel Industrial, Century Huaxin Wind Energy and Mr. Lai Wen-Hsiang.
Closings are expected to occur by mid-year 2026 and require local regulatory approval.
The filing states the transaction was negotiated on an arms-length basis and that no other material relationship exists with the buyers.
On January 14, 2026, Boston Scientific entered a Merger Agreement under which Penumbra will merge into a Boston Scientific subsidiary and become a wholly owned subsidiary. Penumbra stockholders can elect $374.00 in cash or 3.8721 Boston Scientific shares per share, subject to proration that sets 73.26% of shares for cash and 26.74% for stock. Completion depends on Penumbra stockholder approval, antitrust and other regulatory clearances, and other conditions, and the filing excerpt ends before the full termination terms are described.
Cash election: $374.00 per Penumbra share; stock election: 3.8721 Boston Scientific shares per Penumbra share
Proration: 73.26% of Penumbra shares receive cash and 26.74% receive Boston Scientific stock
Penumbra equity awards: $274.00 in cash plus 1.0353 Boston Scientific shares, measured against a 10-day average trading price
Penumbra would pay Boston Scientific a $525,000,000 termination fee in specified circumstances
Talen Energy agreed to acquire the Lawrenceburg, Waterford and Darby gas-fired plants, about 2.6 gigawatts of capacity in Ohio and Indiana, from Energy Capital Partners for $3.45 billion. The price is about $2.55 billion in cash, which Talen expects to fund with new debt, plus 2.4 million new Talen shares to ECP. The deal is expected to close early in the second half of 2026, subject to regulatory approvals, and the company says it will be accretive to adjusted free cash flow per share.
Purchase price of $3.45 billion: about $2.55 billion in cash and about $900 million in Talen stock (2.4 million shares)
ECP would own about 5% of pro forma combined Talen equity, per the company's estimate
Expected close early in the second half of 2026; requires HSR waiting period expiration and approvals from FERC and the Indiana Utility Regulatory Commission
Resale of the new shares is to be covered by a registration rights agreement, with 90-day and 180-day lock-ups
Allegiant agreed on January 11, 2026 to merge with Sun Country Airlines, with Sun Country becoming a wholly owned subsidiary. Sun Country holders would receive $4.10 in cash and 0.1557 Allegiant shares per share, and the companies say the deal values Sun Country at about $1.5 billion including $0.4 billion of net debt. The deal requires stockholder, regulatory and other approvals and is expected to close in the second half of 2026, with Allegiant shareholders owning about 67% of the combined company.
Sun Country holders would receive $4.10 in cash plus 0.1557 Allegiant shares per share, an implied $18.89 per share, a 19.8% premium to the $15.77 closing price on January 9, 2026.
Allegiant shareholders would own about 67% of the combined company and Sun Country shareholders about 33%, on a fully diluted basis.
Allegiant expects $140 million in annual synergies within three years of closing and says the deal should be accretive to earnings per share one year after closing.
Termination fees range from $30 million to $52.23 million depending on the circumstances, and the agreement can be terminated if the merger is not completed by January 11, 2027.
TransMedics entered a lease on January 8, 2026 for about 498,286 square feet at 188 Assembly Park Drive in Somerville, Massachusetts, to serve as its new headquarters beginning on or before January 1, 2028, replacing its Andover site. The filing also discloses initial annual base rent of about $23.9 million, an $18 million letter of credit security deposit, and the purchase of two adjacent parcels for $15.0 million each.
Lease covers about 498,286 square feet; base rent initially about $23.9 million per year, rising 2% annually
Lease initial term is 192 months from the Rent Commencement Date, with two ten-year extension options
Security deposit delivered as a letter of credit of about $18 million
On January 8, 2026, the company bought two adjacent Somerville parcels for $15.0 million each, plus related costs
FIS completed its acquisition of Global Payments' Issuer Solutions business on January 9, 2026, paying approximately $7.7 billion in cash and exchanging its Worldpay stake for the business. The company says the deal adds a credit issuing processing business and expects it to add $500 million in incremental Adjusted Free Cash Flow in 2026 and $700 million by 2028, though the filing includes no reported financial results for the acquired business.
Closed January 9, 2026; FIS paid approximately $7.7 billion in cash, subject to customary post-closing adjustments.
Issuer Solutions valued at a $13.5 billion enterprise value; Worldpay valued at a $24.25 billion enterprise value.
FIS expects an additional $500 million in Adjusted Free Cash Flow in 2026 and $700 million by 2028.
Financial statements for the acquired business and pro forma information will be filed by amendment within 71 calendar days.
Global Payments said on January 12, 2026 that it completed its acquisition of Worldpay from FIS and GTCR and sold its Issuer Solutions business to FIS. The filing also issued stock to GTCR, which now holds approximately 15.45% of Global Payments common stock, and set lock-up, standstill and registration terms for those shares. Shareholders face a larger share count and a new ownership stake, and the company said it expects to reduce adjusted net leverage to 3.0x within 18 to 24 months.
Acquisition of Worldpay and divestiture of Issuer Solutions to FIS completed, announced January 12, 2026
Stock Consideration issued to GTCR on January 9, 2026; GTCR now holds approximately 15.45% of outstanding common stock
Lock-up: 35% of GTCR's shares released 12 months after closing, 15% at 15 months, remainder at 18 months
Company expects to reduce adjusted net leverage to 3.0x within 18 to 24 months and plans to invest over $1 billion annually
Acushnet Cayman, a subsidiary of Acushnet Holdings, signed a Subscription and Shareholders' Agreement on January 6, 2026 to form ACL FootJoy Pte. Ltd. with Myre Overseas Corp. The joint venture will source materials for and contract manufacturing of footwear in Vietnam, with Acushnet holding the sole right to purchase and distribute the output. The filing discloses no dollar amounts, so the financial effect on shareholders is not quantified.
Acushnet Cayman owns 40% and Myre Overseas Corp. owns 60% of ACL FootJoy Pte. Ltd.
Acushnet Cayman appoints three of up to six board directors and the board chair, who holds a casting vote
Acushnet Cayman and its designees have sole rights to buy, distribute and sell all products made at the Footwear Factories
Constellation Energy completed its acquisition of Calpine Corporation on January 7, 2026, and Calpine's senior notes and CCFC term loan remain outstanding obligations of its subsidiaries. Former Calpine stockholders who received Constellation shares obtained registration rights, and half of those shares are locked up until June 30, 2026, with the rest locked up until June 30, 2027, which could affect share supply in 2026 and 2027.
Acquisition of Calpine from Energy Capital Partners closed January 7, 2026; the combined company cites 55 gigawatts of capacity and 2.5 million retail and business customers
Calpine remains issuer of $1,400 million 5.125% Senior Notes due 2028 and $1,250 million 4.500% Senior Secured Notes due 2028, among other notes
CCFC term loan, originally dated December 15, 2017, remains in place; the notional principal was increased to $1.875 billion in September 2024
Company must file a Form S-3 registration statement on the closing date to register resale of shares issued to former Calpine holders
Atmus Filtration Technologies completed its acquisition of Koch Filter Corporation for approximately $450 million in cash, subject to customary adjustments, and entered an amended credit agreement providing a $1.0 billion term loan and a $500 million revolving credit facility maturing January 7, 2031. The new debt replaces the prior $600 million term loan, of which about $570 million was outstanding, and funds part of the acquisition, so shareholders will see higher borrowing and a new Industrial Solutions segment.
Koch Filter acquisition closed January 7, 2026, for approximately $450 million in cash, subject to purchase price adjustments.
Credit facilities total $1.5 billion: $1.0 billion term loan and $500 million revolver, both maturing January 7, 2031.
Term loan will be fully drawn to refinance the prior term loan (about $570 million outstanding), help fund the acquisition and cover fees.
Financial covenants require a Total Leverage Ratio of no more than 4.00 to 1.00 and an Interest Coverage Ratio of at least 3.00 to 1.00.
National Bank Holdings Corp completed its acquisition of Vista Bancshares, Inc. on January 7, 2026, merging Vista into NBHC and combining Vista Bank with NBH Bank. The company says the deal gives it about $12.6 billion in pro forma assets and $10.7 billion in pro forma deposits, and Vista shareholders will own about 16% of NBHC on a fully diluted basis.
Vista shareholders receive 3.1161 NBHC Class A shares plus $31.62 cash per share, with a $151.68 merger consideration value used for options and warrants.
About $84.8 million of cash consideration goes to Vista shareholders, pending adjustment; $9.5 million is held in escrow until the tangible common equity adjustment is final.
Total transaction value is about $377.4 million based on the January 6, 2026 NBHC closing price.
Board size rose to 10 with the appointment of Kirk A. McLaughlin, former Vista director; CEO Tim Laney and President Aldis Birkans received restricted stock awards.
Crane Company completed its purchase of Precision Sensors & Instrumentation (PSI) from Baker Hughes on January 1, 2026, under a purchase agreement dated June 6, 2025. The filing states a purchase price of $1,060 million, before contractual adjustments for working capital, cash acquired and certain transaction costs. Crane said it will discuss the acquisition on its fourth quarter 2025 earnings call on January 27, 2026.
Acquisition completed January 1, 2026; the Company acquired 100% of PSI through Panametrics, LLC
Purchase price of $1,060 million, after adjusting for expected tax benefits with a net present value of approximately $90 million
Sellers were Baker Hughes Holdings LLC and Bently Nevada, LLC
Fourth quarter 2025 earnings release set for January 26, 2026; teleconference January 27, 2026 at 10:00 AM Eastern
On December 31, 2025, Vistra agreed to buy Cogentrix Energy's roughly 5,500 MW of natural gas generation, with a net purchase price of about $4.0 billion. Consideration includes about $2.3 billion in cash, 5,000,000 new Vistra common shares valued at $185 per share, and assumption of about $1.5 billion of Cogentrix debt. The company expects the deal to close in mid-to-late 2026, subject to regulatory approvals, and the 5 million shares would be issued to the seller.
Cash consideration of about $2.3 billion plus 5,000,000 Vistra shares at $185 per share (about $0.9 billion), with a net purchase price of about $4.0 billion
Portfolio of 10 facilities totaling about 5,500 MW; closing expected mid-to-late 2026, subject to FERC, Hart-Scott-Rodino and state approvals
Vistra expects mid-single-digit Ongoing Operations AFCFbG per share accretion in 2027, a management projection
Reverse termination fees of $77,839,364 (Purchase Agreement) and $72,160,636 (Merger Agreement); Termination Date is after December 31, 2026, subject to extensions
Ingevity completed the sale of its North Charleston crude tall oil refinery and most of its Industrial Specialties product line to Mainstream Pine Products, LLC on January 1, 2026, and announced the closing on January 5, 2026. The company says the sale is a step in simplifying its portfolio toward specialty applications in activated carbon and pavement technologies, but the filing does not disclose the effect on financial results.
Closing payment of $110 million in cash, plus contingent consideration of $0 to $19 million tied to future performance milestones
Buyer is Mainstream Pine Products, LLC; transaction completed January 1, 2026
Ingevity retains its Pavement Technologies business and lignin-based dispersant products
A January 1, 2026 amendment excluded non-lignin dispersant products sold to existing customers for agricultural chemical applications from the transferred assets
PROG Holdings completed its acquisition of Purchasing Power, a voluntary employee benefit program, on January 2, 2026, for approximately $420 million in cash, subject to customary adjustments. The deal was funded with cash on hand and debt, including a $125 million incremental term loan and $135 million of revolving borrowings under an amended credit agreement that raises the permitted leverage covenant to 3.25x for fiscal 2026. The filing does not disclose the acquired business's revenue or earnings.
Purchase price: approximately $420 million in cash, plus about $330 million of non-recourse funding debt that remained in place after closing
Funding: $125 million incremental term loan, $135 million revolving borrowings and cash on hand
Credit agreement fourth amendment dated January 2, 2026; term loan matures November 15, 2029
Maximum total net leverage covenant raised to 3.25x in fiscal 2026, 3.00x in 2027 and 2.50x thereafter
QuinStreet completed its acquisition of all equity securities of SIREN GROUP AG, doing business as HomeBuddy, on January 2, 2026, under a Share Purchase Agreement dated November 30, 2025. The company also entered a new $150 million senior secured revolving credit facility, which it says will partly fund the deal and may be used for working capital and general corporate purposes.
Cash paid at closing: $115.0 million, subject to adjustments in the Purchase Agreement
Additional post-closing payments owed: $75.0 million, payable in equal annual installments over four years
New $150 million revolving credit facility with MUFG Bank, LTD. as administrative agent, maturing January 2, 2031
Facility secured by first-priority liens on substantially all assets of the borrower and certain subsidiaries; interest at SOFR-based rate plus up to 2.75% or base rate plus up to 1.75%
On January 2, 2026, Cactus, Inc. announced it completed its acquisition of a 65% controlling interest in Baker Hughes Company's Surface Pressure Control business, through a joint venture with Baker Hughes' indirect subsidiary. The filing sets an exit option from the second anniversary of closing, with a price based on six times Adjusted EBITDA, capped at a $660 million maximum valuation and a $530 million minimum if Cactus elects to buy. Cactus said formal financial guidance for the business will come later in the first quarter of 2026, so its effect on results is not yet quantified.
Closing announced January 2, 2026; Cactus holds a 65% controlling interest in the Surface Pressure Control business
Exit option begins at the second anniversary of closing; exit price is six times Adjusted EBITDA, with a $660 million maximum and $530 million minimum valuation if Cactus elects to buy
Formal financial guidance for the business to be provided later in the first quarter of 2026
Historical and pro forma financial statements to be filed by amendment within 71 days after the filing deadline
Allison Transmission completed its acquisition of Dana Incorporated's off-highway drive and motion systems business on January 1, 2026, for a purchase price of $2.732 billion, subject to adjustments. The company amended its credit agreement to increase its revolving credit facility to $1 billion and add a $1.2 billion incremental term loan to help fund the deal, adding substantial new debt for shareholders to weigh against the expanded business.
Acquisition completed January 1, 2026; purchase price $2.732 billion, subject to adjustments
Revolving credit facility increased from $750 million to $1 billion and extended to January 2, 2031
New $1.2 billion incremental term loan matures January 2, 2033
Craig M. Price named President and Business Unit Leader of Allison Off-Highway Drive and Motion Systems effective January 1, 2026
First Financial Bancorp completed its merger with Chicago-based BankFinancial Corporation on January 1, 2026, and merged BankFinancial's bank into First Financial Bank. Each BankFinancial share was converted into 0.480 of a First Financial common share, and the company says the combined business will have $22 billion in assets and 18 Chicago-area financial centers from BankFinancial. The filing gives no financial results or purchase price for the deal, so its effect on earnings is not stated.
Merger completed January 1, 2026; First Financial Bank is the surviving bank in the bank merger
Exchange ratio: 0.480 of a First Financial common share for each BankFinancial share
BankFinancial brings 18 financial centers in the Chicago area; combined assets to be $22 billion
BankFinancial branches keep their name until the systems conversion, anticipated in June 2026
Commerce Bancshares said on January 1, 2026 that it closed its previously announced acquisition of FineMark Holdings, parent of FineMark National Bank & Trust. The filing says the deal adds private banking and wealth management locations in Arizona and South Carolina, and that Commerce has approximately $36 billion of assets and $90 billion of assets under administration on a pro forma basis.
Closing announced January 1, 2026, under a merger agreement dated June 16, 2025
Pro forma assets of approximately $36 billion and $90 billion of assets under administration, using September 30, 2025 data
FineMark National Bank & Trust merged into Commerce Bank and will operate as FineMark Bank & Trust, a division; systems conversion planned for the second half of 2026
The forward-looking statements section cites dilution from Commerce's issuance of common stock in connection with the acquisition
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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