815 material Form 8-K filings that 659 companies we cover made with the SEC in March 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).
Duke Energy's subsidiary Piedmont Natural Gas closed the sale of its Tennessee natural gas distribution business to Spire on March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments. Duke said about $800 million will repay Piedmont debt and the remaining $1.5 billion, net of tax, will help fund its five-year capital plan of $103 billion.
Sale closed March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments.
About $800 million of proceeds will pay down debt at Piedmont Natural Gas; $1.5 billion, net of tax, will help fund a $103 billion five-year capital plan.
The business included nearly 3,800 miles of distribution and transmission pipelines serving more than 200,000 customers, with operations remaining in the Greater Nashville area.
Unaudited pro forma 2025 statements show a $693 million gain on sale, as if the deal had closed January 1, 2025; the filing notes the actual gain will depend on closing book value.
On March 31, 2026, McCormick signed definitive agreements with Unilever under which Unilever's foods business would be separated and combined with McCormick through two mergers. After the mergers, McCormick shareholders would own approximately 35.0% of the combined company's shares, which dilutes their current stake, and the McCormick board would expand to twelve members, including four Unilever designees. Completion depends on McCormick shareholder approval, an effective Form S-4 registration statement, and antitrust and other regulatory clearances.
Agreements dated March 31, 2026 cover the Merger Agreement, a Separation and Distribution Agreement, and an Employee Matters Agreement with Unilever and related entities.
Post-merger ownership: Unilever shareholders approximately 55.1%, McCormick shareholders approximately 35.0%, and DutchCo approximately 9.9%, unless Unilever elects a structure giving Unilever shareholders about 65%.
Closing requires McCormick shareholder approval of the share issuance and charter amendments, an effective Form S-4, and expiry of the Hart-Scott-Rodino waiting period.
The McCormick board would be set at twelve members: eight current directors and four designated by Unilever.
Biogen signed a merger agreement on March 31, 2026 to acquire Apellis Pharmaceuticals through a tender offer. Apellis holders would receive $41.00 per share in cash plus one contingent value right worth up to $4.00 per share in milestone payments, and the deal does not require a financing condition or a stockholder vote. The deal would give Apellis shareholders a cash premium, and a $205 million termination fee applies in certain cases.
Upfront cash of $41.00 per Apellis share, plus one CVR paying up to $4.00 per share on milestones
Tender offer to remain open for 20 business days; the Offer must be completed by September 30, 2026 for either party to terminate
Apellis would owe Biogen a $205,000,000 termination fee in specified circumstances
Support stockholders holding about 14% of Apellis shares agreed to tender their shares
Spire Inc. completed its $2.48 billion cash acquisition of Duke Energy's Piedmont Natural Gas business in Tennessee on March 31, 2026. It funded the deal with $800 million of delayed draw term loans and $825 million of senior notes issued by its subsidiary Spire Tennessee, which adds new debt obligations. The company said the business serves more than 200,000 customers in the Nashville area and expands its regulated utility footprint; the filing does not report any earnings effect.
Purchase price of $2.48 billion in cash, subject to customary purchase price adjustments; transaction completed March 31, 2026
Financing included $800 million of delayed draw senior unsecured term loans, fully drawn March 31, 2026, with a final maturity of March 30, 2027
Spire Tennessee issued $825 million of Series 2026 Senior Notes in five tranches, due April 1, 2029 to April 1, 2038, at interest rates from 4.59% to 5.44%
Spire Tennessee will represent approximately 20% of Spire's capital investment plan through 2030, and more than 200 Piedmont employees transferred to Spire
Oramed said Lifeward Ltd. completed its acquisition of Oratech Pharma, Oramed's wholly owned subsidiary, on March 25, 2026, paying with Lifeward shares, warrants and a revenue-based payment stream. The same day, Oramed closed a $9,000,000 purchase of Lifeward senior secured convertible notes, which the filing describes as previously announced terms being finalized rather than new terms.
Lifeward issued Oramed 1,250,363 ordinary shares, 1,006,113 pre-funded warrants at $0.0001 per share, and warrants for up to 1,296,296 shares at an initial $5.40 exercise price.
Oramed will receive revenue-based payments equal to 4% of Net Revenue from Lifeward's ReWalk Personal Exoskeleton products and related extended warranties, for up to 10 years or until earlier defined limits.
Oramed bought $9,000,000 aggregate principal of Lifeward notes, convertible at an initial $5.40 per share, plus warrants for up to 1,666,666 Lifeward shares.
Both transactions closed on March 25, 2026, under agreements dated January 12, 2026.
BrightSpring Health Services completed the sale of its Community Living business to National Mentor Holdings (Sevita) on March 30, 2026, for $835 million in cash, subject to customary adjustments. The filing also says the company expects to repay $425 million of its first lien term loan after closing, and that Community Living president Robert Barnes resigned effective at closing.
Aggregate cash consideration at closing: $835 million, subject to working capital and other customary adjustments
Closing date: March 30, 2026; the company issued a press release on March 31, 2026
Expected repayment of $425 million of the first lien term loan after closing
Robert Barnes resigned as President, ResCare Community Living; accelerated vesting of 15,540 RSUs and 5,640 stock options, with no severance
On March 30, 2026, Sysco agreed to acquire JRD Unico and Warehouse Realty, which operate as Jetro Restaurant Depot, for $21.6 billion in cash plus 91.5 million shares of a new holding company, HoldCo, which would replace Sysco as the public parent. The deal requires conditions such as expiration of the Hart-Scott-Rodino waiting period and can be terminated if not completed by September 30, 2027, and Sysco has a $22 billion bridge loan commitment to help fund the cash portion.
Cash consideration of $21.6 billion, subject to customary adjustments, plus 91.5 million HoldCo shares
Jetro Restaurant Depot equityholders expected to hold about 16% of HoldCo common stock
Sysco would pay a $1.164 billion termination fee in certain cases if the deal fails on antitrust approval
Financing plan: $21 billion of new debt and hybrid debt plus $1 billion of cash, equity or equity-linked securities, backed by a $22 billion bridge loan commitment
On March 27, 2026, Aimco and Aimco OP L.P. completed the sale of seven apartment properties with 1,495 units in Chicago to LaTerra Capital Management, LLC, which is not affiliated with the company, for a gross price of $455 million. The buyer also assumed $282.5 million of non-recourse property debt. The filing includes unaudited pro forma financials showing the effect of the sale, and the company will report the portfolio as a discontinued operation starting with its first-quarter 2026 Form 10-Q.
Sale closed March 27, 2026; buyer is LaTerra Capital Management, LLC, unaffiliated with the seller
Gross price $455 million for seven properties with 1,495 units; $282.5 million of non-recourse property debt assumed by the buyer
Filing estimates net cash proceeds of $152.1 million after transaction costs and a working capital adjustment
Pro forma 2025 rental revenue would have been $92.6 million versus $138.5 million as reported; pro forma net income attributable to Aimco from continuing operations would have been $20.6 million versus $26.6 million
NexPoint Diversified Real Estate Trust sold 100% of the membership interests in NHT Bradenton, LLC, which owns the Bradenton Hampton Inn & Suites property, to OSL Bradenton Downtown, LLC for approximately $26.3 million in cash, subject to customary closing adjustments. The deal closed on March 24, 2026, and the company said it intends to use the net proceeds for short-term liquidity needs. The buyer may be deemed an affiliate of the company's adviser, and the Audit Committee approved the deal under the related party transaction policy.
Sale price: approximately $26.3 million in cash, subject to customary closing adjustments
Agreement signed and closed on March 24, 2026
Buyer, OSL Bradenton Downtown, LLC, may be deemed an affiliate of the company's adviser through common beneficial ownership
Audit Committee reviewed and approved the transaction under the related party transaction policy
On March 28, 2026, Spire agreed to sell Spire Marketing Inc., its gas marketing business, to Boardwalk Pipelines, LP for $215 million in cash, with closing expected in fiscal third quarter 2026. Spire lowered its fiscal 2027 adjusted EPS guidance to $5.40–$5.60 from $5.65–$5.85, citing the sale, and said fiscal 2026 guidance will be revised on its May earnings call. Proceeds are expected to partly fund the Piedmont Natural Gas Tennessee acquisition.
Cash purchase price of $215 million, subject to customary adjustments; Boardwalk would pay Spire a $12.9 million termination fee if the deal ends due to failed Hart-Scott-Rodino clearance
Fiscal 2027 adjusted EPS guidance lowered to $5.40–$5.60 from $5.65–$5.85; fiscal 2026 guidance of $5.25–$5.45 not updated
Sale expected to close in fiscal third quarter 2026; Spire Inc. guarantees the seller's obligations
Spire reaffirmed long-term adjusted EPS growth of 5–7% using the original fiscal 2027 midpoint of $5.75 as a base
Sysco agreed to acquire Jetro Restaurant Depot in a deal with a total enterprise value of approximately $29.1 billion, paid with $21.6 billion in cash and 91.5 million Sysco shares. To fund the cash portion, Sysco plans $21 billion of new debt and hybrid debt and $1 billion from cash on hand, equity or equity-linked securities, and it has paused its share repurchase program to reduce leverage. Sysco also reaffirmed its fiscal 2026 guidance, which matters to shareholders because the deal adds significant debt and dilution while the company keeps its outlook unchanged.
Total enterprise value is approximately $29.1 billion, or 14.6x Jetro Restaurant Depot's operating income, based on calendar 2025 figures.
Sysco will issue about 19.1% of its outstanding shares to Jetro Restaurant Depot shareholders, who are expected to own about 16% of the combined common stock.
Sysco plans to reduce net leverage by at least 1.0x within 24 months after closing and expects the deal to close by the third quarter of fiscal 2027.
Sysco reaffirmed fiscal 2026 sales growth of 3% to 5% and adjusted EPS at the high end of $4.50 to $4.60, and expects to release third quarter results on April 28, 2026.
Leidos completed its acquisition of ENTRUST, a provider of engineering and infrastructure services, on March 27, 2026, paying $2.4 billion in cash, subject to customary adjustments for cash, debt, transaction expenses and net working capital. The company says the deal expands its energy infrastructure business and adds more than 3,100 professionals, but the filing does not disclose ENTRUST's financial results or the deal's effect on Leidos' earnings.
Leidos purchased all outstanding shares of KENE Parent, Inc. (ENTRUST) from KENE Holdings, L.P. for $2.4 billion in cash, closing on March 27, 2026
The purchase agreement is dated January 23, 2026; the price is subject to adjustments for ENTRUST's cash, debt, transaction expenses and net working capital
Leidos says ENTRUST brings more than 3,100 professionals and effectively doubles its presence in the energy infrastructure market
Leidos reported annual revenue of approximately $17.2 billion for the fiscal year ended January 2, 2026
Corebridge Financial and Equitable Holdings signed a merger agreement on March 26, 2026, to combine in an all-stock deal that the companies value at about $22 billion for the combined company. Corebridge shareholders would own about 51% of the new parent and Equitable shareholders about 49%, so the deal changes the ownership and management structure of both companies' shares.
Each Corebridge common share would convert into 1.0 share of the new parent company, HoldCo, and each Equitable common share into 1.55516 HoldCo shares.
The deal is expected to close by year-end 2026, subject to regulatory approvals and shareholder votes at both companies; the outside date is December 26, 2026.
Marc Costantini, Corebridge's CEO, would become CEO of the combined company, Mark Pearson would be Executive Chair, and the combined company would be headquartered in Houston, Texas.
Both boards unanimously approved the agreement; the combined company would trade on the NYSE under the EQH ticker.
Equitable Holdings and Corebridge Financial agreed on March 26, 2026 to combine in an all-stock merger under a new parent company that will be named Equitable Holdings, Inc. Equitable shareholders would receive 1.55516 new shares for each Equitable share, and Equitable shareholders would own about 49% of the combined company, so existing Equitable holders would give up control to Corebridge holders, who would own about 51%.
Exchange ratio: 1.55516 HoldCo shares per Equitable common share; 1.000 HoldCo share per Corebridge common share
Combined company valued at about $22 billion based on March 25, 2026 closing prices, with $1.5 trillion in assets under management and administration
Closing expected by year-end 2026, subject to regulatory approvals and shareholder votes at both companies; outside date is December 26, 2026
Combined company expects more than $500 million of run-rate expense synergies by the end of 2028
Hecla completed the sale of Hecla Quebec Inc., which owns the Casa Berardi mine, to an affiliate of Orezone Gold, receiving $160 million in cash and about 65.8 million Orezone common shares at closing. The company also gave notice to redeem its remaining $263 million 7.25% Senior Notes due 2028 on or about April 9, 2026, funded by the sale proceeds and cash on hand, which management says will improve financial flexibility.
Closing received $160 million in cash and approximately 65.8 million Orezone common shares
Hecla is also entitled to deferred cash and contingent cash payments of up to $321 million, subject to conditions and milestones
Remaining $263 million 7.25% Senior Notes due 2028 to be redeemed at 100% of principal plus accrued interest on or about April 9, 2026
Redemption to be funded with sale proceeds and cash on hand
Saba Capital Income & Opportunities Fund (BRW) and Saba Capital Income & Opportunities Fund II (SABA) announced that their previously approved reorganization has been terminated. Management recommended the change due to current market conditions, and the funds plan to reevaluate alternatives in the future, while each fund's existing share repurchase program stays in effect.
Previously approved reorganization of BRW and SABA has been terminated
Each fund's Board based the decision on management's recommendation due to current market conditions
The funds plan to reevaluate alternatives in the future
Each fund's previously approved share repurchase program will continue in effect
Fresh Del Monte Produce Inc. (NYSE: FDP), the filer, which is not the ticker DMC named in the request, completed on March 19, 2026 its acquisition of select prepared and packaged foods assets from Del Monte Foods for approximately $285 million plus certain assumed liabilities, funded with cash on hand and its revolving credit facility. The deal includes global ownership of the Del Monte brand, subject to existing licenses, plus facilities in the US, Mexico and Venezuela. The filing gives no financial results or earnings effect, and the company says it is still evaluating the acquisition's significance.
Closed March 19, 2026, for approximately $285 million plus certain assumed liabilities, funded by cash on hand and the revolving credit facility
Acquired canned vegetable, tomato and refrigerated fruit business assets, four US facilities, two in Mexico and one in Venezuela, plus global ownership of the Del Monte brand subject to existing licensing arrangements
Amendment No. 1 to the asset purchase agreement, dated March 19, 2026, revised contract schedules, employee terms, assumed liabilities and obligations tied to a pre-closing cybersecurity incident
Financial statements and pro forma information will be filed by amendment only if the company determines they are required
Sandisk's subsidiary agreed to buy roughly 139 million shares of Taiwan-listed Nanya Technology for about $1.0 billion, a stake of approximately 3.9% on a fully diluted basis, at a 15% discount to Nanya's 30-day average trading price. The companies also signed a multi-year strategic arrangement under which Nanya will supply Sandisk with DRAM products, which the company says supports its long-term DRAM sourcing strategy.
Purchase of about 139 million Nanya shares for an aggregate of about $1.0 billion, roughly 3.9% of Nanya's fully diluted common stock
Purchase price reflects a 15% discount to Nanya's 30-day average trading price
Shares carry a three-year statutory lock-up after delivery; the deal requires post-closing filings with Taiwan regulators
Concurrent multi-year agreement with Nanya to supply DRAM products to Sandisk
Thermo Fisher said it closed its acquisition of Clario Holdings, a provider of endpoint data solutions for clinical trials, for $8.875 billion in cash plus possible earn-out and other payments. The company expects the deal to contribute $0.45 of adjusted earnings per share in the first year after close, with details to come on its first-quarter earnings call.
Purchase price: $8.875 billion in cash at closing, plus $125 million due in January 2027 and up to $400 million in earn-out payments tied to 2026 and 2027 performance
Expected contribution: $0.45 adjusted EPS in the first year after close
Synergy target: approximately $175 million of adjusted operating income by year 5 after close
Clario will be part of the Laboratory Products and Biopharma Services segment
Harmonic Inc. signed an Asset Purchase Agreement on March 20, 2026, to sell its Video Business to Leone Media Inc. (d/b/a MediaKind) for $145 million in cash, subject to adjustment for net working capital, cash and debt, and selling expenses. The sale is expected to close in the second quarter of 2026, subject to customary regulatory approvals and other closing conditions. The filing does not include financial results for the business, so its effect on Harmonic's earnings is not stated.
Purchase price of $145 million in cash, subject to adjustment at closing
Put Option exercised March 16, 2026, after French works council consultation completed March 12, 2026; APA executed March 20, 2026
Closing expected in the second quarter of 2026; either party may terminate if conditions are unmet by June 8, 2026, extendable to September 8, 2026
Harmonic agrees not to compete with the business for three years after closing
On March 22, 2026, Everest Underwriting Group (Ireland) Limited agreed to sell Everest Insurance Company of Canada, which holds the company's Canadian Retail Insurance operations, to The Wawanesa Mutual Insurance Company for CAD 410 million, subject to adjustment. The company describes the sale as a step in its plan to exit Commercial Retail Insurance and focus on Reinsurance and Global Wholesale and Specialty Insurance, and expects the deal to close in the second half of 2026. The filing does not state the sale's effect on earnings or book value.
Buyer is The Wawanesa Mutual Insurance Company; purchase price is CAD 410 million, subject to adjustment
Agreement signed March 22, 2026 and announced in a March 23, 2026 press release
Closing requires Canadian antitrust approval from the Commissioner of Competition and insurance approval from the Minister of Finance
Everest Reinsurance Company (Canadian Branch) will reinsure certain pre-closing liabilities of the unit under a loss portfolio transfer
Abbott Laboratories completed its acquisition of Exact Sciences on March 23, 2026, under a merger agreement dated November 19, 2025. Exact Sciences shareholders received $105.00 in cash per share, and Exact Sciences is now a wholly owned Abbott subsidiary, so shareholders of both companies should watch how the combined business is integrated.
Each Exact Sciences common share was converted into the right to receive $105.00 in cash, without interest, less applicable withholding taxes.
March 20, 2026 was the last day Exact Sciences shares traded on the Nasdaq Stock Market.
Exact Sciences survives the merger as a direct, wholly owned subsidiary of Abbott.
Abbott says the deal adds Cologuard, Oncotype DX, Oncodetect and Cancerguard to its diagnostics portfolio.
Coeur Mining completed its acquisition of New Gold on March 20, 2026, issuing about 393 million Coeur common shares to New Gold shareholders and entering a new $1.0 billion revolving credit facility. The company also announced an expanded $750 million share repurchase program, an inaugural $0.02 per share semiannual dividend policy, and consolidated 2026 guidance that includes nine months of New Afton and Rainy River production, which means the larger share count and capital return plans both affect shareholders.
The arrangement closed on March 20, 2026; each New Gold share was exchanged for 0.4959 Coeur shares, and about 393 million Coeur shares were issued.
Authorized Coeur common stock was increased from 900 million to 1.3 billion shares effective March 19, 2026.
The $750 million repurchase program replaces the prior $75 million program; the first $0.02 per share dividend is expected in the second quarter of 2026.
2026 consolidated gold production guidance is 680,000 to 815,000 ounces, with nine months of contribution from New Afton and Rainy River.
On March 16, 2026, Solaris Energy Infrastructure acquired 100% of Focus Genco Cayman Ltd. (Genco) for 4,182,772 Class A common shares and about $81 million in cash, subject to post-closing adjustments. The company also took on a $300 million senior secured term loan and a $148.61 million Stonebriar term loan, and it terminated its Bank of America asset-based lending facility, so shareholders face new share issuance and higher secured debt.
Acquired all outstanding Genco shares on March 16, 2026, for 4,182,772 Class A common shares plus about $81 million in cash.
Sellers have a 90-day lockup on the shares received, and the company agreed to register those shares for resale.
Entered a $300 million senior secured term loan with Goldman Sachs Bank USA, maturing March 15, 2027, at Term SOFR plus 3.00%.
Stonebriar Commercial Finance provided a $148.61 million term loan maturing April 1, 2032, guaranteed by OpCo; the bank facility with Bank of America was terminated with no outstanding borrowings.
Ecolab agreed to acquire CoolIT Systems, a maker of liquid cooling systems for AI data centers, for about $4.75 billion in cash, funded with new transaction debt and expected to close in the third quarter of 2026. The company said the deal is expected to add 1% to Ecolab's total organic sales growth rate and to be accretive to adjusted diluted EPS in 2028, while leverage rises to about 3x at closing. Ecolab also set first-quarter 2026 adjusted EPS guidance of $1.69 to $1.71 and kept its full-year 2026 outlook, excluding CoolIT, at $8.43 to $8.63.
Purchase price of approximately $4.75 billion in cash at closing, subject to customary adjustments; 29x and 24x estimated next 12-month and 2027 adjusted EBITDA
Expected to close in the third quarter of 2026, subject to regulatory approvals; financed with new transaction debt, with pro forma net debt to adjusted EBITDA of about 3x at close, returning to 2x by the end of the second year
Q1 2026 adjusted diluted EPS expected at $1.69 to $1.71, up 13% to 14% from $1.50 a year earlier
Full-year 2026 adjusted diluted EPS outlook of $8.43 to $8.63, excluding CoolIT, up 12% to 15% from $7.53 in 2025
On March 19, 2026, Nexstar completed its acquisition of TEGNA under the August 18, 2025 merger agreement, after FCC and DOJ approval. To fund part of the cash consideration, NMI took on new debt, including a bridge facility of up to $2,390 million and term loans totaling $2,900 million, and the company agreed to FCC commitments that include divesting six television stations within two years.
TEGNA shareholders receive $22.00 per share in cash, under the merger agreement signed August 18, 2025
NMI established a bridge facility of up to $2,390 million, maturing on the first anniversary of the closing date
Term loans of $150 million (Term A) and $2,750 million (Term B) were drawn, with $200 million of bridge borrowings also used for cash consideration, TEGNA debt repayment and transaction expenses
FCC commitments include divesting six television stations within two years, subject to a waiver condition
On March 19, 2026, Prestige Consumer Healthcare's subsidiary agreed to acquire Breathe Right and other over-the-counter brands from Foundation for $1.045 billion in cash. The company plans to fund the deal with cash on hand and a new term loan, and expects pro-forma bank-defined net leverage of about 4.0x at closing, with a return below 3.0x targeted in fiscal 2028. Closing is expected in the first half of fiscal 2027 and remains subject to closing conditions, including Hart-Scott-Rodino clearance.
Purchase price is $1.045 billion in cash, or about $900 million net of anticipated tax benefits valued at $150 million.
The acquired portfolio generated about $200 million of revenue and $95 million of EBITDA for the twelve months ended December 31, 2025, a price of about 11.0x EBITDA.
Expected pro-forma bank-defined net leverage is about 4.0x at close, with a target of below 3.0x in fiscal 2028.
Either party may terminate if the deal has not closed by July 20, 2026, subject to exceptions.
Collegium Pharmaceutical agreed to acquire the AZSTARYS ADHD medicine business from Corium Therapeutics for $650 million in cash, with up to $135 million more in milestone payments. The deal is expected to close in the second quarter of 2026 and will be funded with cash on hand and a $300 million delayed draw term loan. The company expects the deal to be immediately accretive to adjusted EBITDA and net leverage of about two times at closing, so shareholders will face a large cash outlay and new debt tied to the company's projections.
Purchase price of $650 million in cash at closing, plus up to $135 million in milestone payments tied to commercial and regulatory goals
Funded by existing cash on hand and a $300 million delayed draw term loan at SOFR plus 3.25% at closing
AZSTARYS expected to generate over $50 million in second half 2026 pro forma net revenue, per the press release
Closing expected in the second quarter of 2026; Collegium would pay a $24 million termination fee in specified circumstances
Public Storage entered into a merger agreement on March 16, 2026 under which National Storage Affiliates Trust would merge into a Public Storage subsidiary. Each NSA common share would convert into 0.1400 of a Public Storage common share, and the filing describes support agreements from certain NSA holders to vote for the deal. Completion depends on customary conditions, including approval by NSA shareholders and limited partners, so shareholders would receive Public Storage stock if the deal closes.
Merger agreement dated March 16, 2026 among Public Storage, its operating partnership, National Storage Affiliates Trust and NSA OP, LP
Each NSA common share converts into 0.1400 of a Public Storage common share, plus cash in lieu of fractional shares
NSA 6.000% Series A and Series B preferred shares convert into materially similar Public Storage preferred shares
Closing requires approval by a majority of NSA common shares entitled to vote; a separate dropdown joint venture financing is part of the transaction structure
New Providence Acquisition Corp. III, a special purpose acquisition company, signed a business combination agreement with Abra Financial Holdings, Inc., a digital asset wealth management platform. The deal would re-domicile the SPAC to Delaware and merge Abra into a SPAC subsidiary, with Abra stockholders receiving SPAC shares based on a $750 million pre-money equity value. The transaction is subject to shareholder approvals, an SEC registration statement and customary closing conditions, so it may not be completed.
Abra's pre-money equity value is $750 million, with existing Abra stockholders rolling 100% of their interests into the combined company
Up to $300 million of cash held in trust is expected, subject to reductions for redemptions by New Providence public shareholders
Combined company is expected to trade on Nasdaq under ticker ABRX; Abra equity holders are expected to hold a majority of shares after closing
Abra must deliver audited financials no later than 45 days after the agreement date
WisdomTree agreed on March 13, 2026 to acquire Atlantic House Holdings Limited, a London-based derivatives and systematic investment manager with about £4.1 billion (about $5.5 billion) in assets under management. The deal is expected to close in the second quarter of 2026, subject to regulatory approvals, financing and other customary conditions, and the company says it is modestly accretive in 2026.
Purchase price is £150.0 million (about $200.0 million) in cash payable at closing, plus working capital loan consideration and customary post-closing adjustments
Expected to close in Q2 2026; the agreement terminates if closing has not occurred by June 13, 2026, unless extended
If the financing condition is not met within 20 business days of the later of other conditions being satisfied and May 4, 2026, sellers may terminate and receive £5.0 million (about $6.7 million)
Following closing, WisdomTree expects to manage about $163 billion in assets, compared with about $157 billion currently
UniFirst and Cintas entered into a merger agreement on March 10, 2026, under which Cintas will acquire UniFirst for $155.00 in cash and 0.7720 Cintas shares per UniFirst share, a combined value of $310.00 per share based on Cintas' March 9, 2026 closing price. The implied enterprise value is about $5.5 billion, and closing is expected in the second half of calendar 2026, subject to a two-thirds UniFirst shareholder vote and regulatory approvals. The stock portion of the price will move with Cintas' share price, and UniFirst does not intend to hold quarterly conference calls or provide guidance going forward.
Per UniFirst share: $155.00 in cash plus 0.7720 Cintas shares, valued at $310.00 based on Cintas' $200.77 closing price on March 9, 2026
Implied enterprise value of about $5.5 billion, or 8.0x run-rate trailing 12-month EBITDA including about $375 million of operating cost synergies
Croatti family entities, which control about two thirds of the voting power, agreed to vote in favor of the transaction
UniFirst would pay Cintas a termination fee of $213.3 million in specified circumstances; Cintas would pay UniFirst $350 million in specified circumstances
On March 10, 2026, Cintas entered a merger agreement to acquire UniFirst at an implied enterprise value of about $5.5 billion. UniFirst shareholders would receive $155 in cash and 0.7720 Cintas shares per share, a combined $310 based on Cintas's March 9, 2026 closing price of $200.77, and the deal is expected to close in the second half of calendar 2026. The deal adds new cash and share obligations for Cintas shareholders, while Cintas also reported preliminary fiscal third-quarter 2026 revenue growth of 8.9%.
Consideration: $155 in cash and 0.7720 Cintas shares per UniFirst share, a combined $310 based on Cintas's $200.77 close on March 9, 2026
Termination fees: $213.3 million payable by UniFirst to Cintas and $350 million payable by Cintas to UniFirst in specified circumstances
Cintas expects approximately $375 million of operating cost synergies within four years and EPS accretion by the end of the second full year after closing
Cintas preliminary fiscal Q3 2026 revenue was $2.84 billion, up 8.9% from $2.61 billion; full results are due March 25, 2026
Lake Superior Acquisition Corp. furnished an investor presentation under Regulation FD, to be used with Openmarkets Group Pty Ltd for the business combination described in a previously announced Business Combination Agreement. The filing states that the presentation is furnished, not filed, and does not include financial results or deal terms in the text provided, so shareholders would need to review Exhibit 99.1 and the registration statement when available.
Investor presentation attached as Exhibit 99.1 (Form of Investor Presentation), dated March 10, 2026 filing
Business Combination Agreement is with Openmarkets Group Pty Ltd, an Australian proprietary limited company, and BMYG OMG Pty Ltd (the Seller)
Purchaser will file a Form F-4 registration statement including a preliminary proxy statement of Lake Superior
Lake Superior's IPO prospectus is dated October 7, 2025
Worthington Steel GmbH, a wholly owned indirect subsidiary of Worthington Steel, amended its voluntary cash takeover offer for Klöckner & Co SE by lowering the minimum acceptance threshold from at least 65% to at least 57.5% of Kloeckner shares and extending the acceptance period to March 26, 2026. As of March 9, 2026, the company said it had secured approximately 56.9% of Kloeckner's issued share capital, so completion still depends on reaching the lower threshold. The company said it will not increase the €11.00 per share offer price or make further changes to the offer.
Minimum acceptance threshold reduced from at least 65% to at least 57.5% of Kloeckner shares.
Acceptance period, originally expiring March 12, 2026, now expires March 26, 2026, subject to possible further extension.
As of March 9, 2026, Worthington Steel had secured approximately 56.9% of Kloeckner's issued share capital.
Offer is €11.00 in cash per share, described as a 98% premium to Kloeckner's undisturbed three-month volume-weighted average share price on December 5, 2025.
CACI completed its $2.6 billion all-cash acquisition of ARKA Group, L.P. on March 9, 2026, after signing the purchase agreement on December 19, 2025. The company also amended its Term Loan B credit agreement to add an $800 million tranche of incremental term loans maturing in 2033, which helped fund the deal along with revolver borrowings and cash on hand. The filing does not disclose ARKA's revenue or earnings, so shareholders cannot yet assess the acquisition's financial effect.
Purchase price of $2.6 billion in cash, subject to a customary post-closing working capital adjustment
New $800 million Incremental Term B-2 Loans maturing March 9, 2033, at a floating rate based on Term SOFR or a base rate, plus a margin
Funding came from the term loans, revolving credit facility borrowings and cash on hand, and the loans are secured by substantially all assets of the company and its material domestic subsidiaries
ARKA adds about 1,100 employees, according to CEO John Mengucci, and expands CACI's space-based sensor and geospatial intelligence offerings
Kratos Defense & Security Solutions completed its merger with Orbit Technologies on March 2, 2026, making Orbit an indirect wholly owned subsidiary. The purchase price was approximately $352.7 million in cash, funded from Kratos's balance sheet cash, at $13.725 per Orbit ordinary share. The filing does not report Orbit's financial results or the deal's effect on Kratos's earnings.
Merger completed March 2, 2026; Orbit ceased public trading on the Tel Aviv Stock Exchange
Purchase price of approximately $352.7 million in cash for 100 percent of Orbit's ordinary shares
Merger consideration of $13.725 per Orbit ordinary share, as set out in the November 4, 2025 merger agreement
Outstanding Orbit options were fully vested and cashed out at the merger consideration less exercise price
On March 2, 2026, Albemarle completed the sale of its 51% interest in Ketjen to an affiliate of KPS Capital Partners, and expects to receive about $547 million in cash, including $22 million of cash held in Ketjen. Including the earlier Eurecat joint venture sale, combined pre-tax proceeds total $670 million, which Albemarle expects to use for debt reduction and general corporate purposes. The same day, Albemarle also announced tender offers for up to $500 million of its senior notes and the redemption of $650 million of 2027 notes.
Ketjen sale completed March 2, 2026; expected cash of about $547 million, including $22 million of cash held in Ketjen
Combined pre-tax proceeds with the Eurecat sale, completed January 2026, total $670 million
Albemarle keeps a 49% stake in Ketjen and 100% of Performance Catalyst Solutions
Tender offers capped at $500 million expire March 30, 2026; $650 million of 4.650% 2027 notes to be redeemed March 12, 2026
Six Flags signed an Equity Purchase Agreement to sell six U.S. parks and related assets to EPR Properties and its operator affiliate for $318,885,000 in cash, and a separate subsidiary agreement covers Six Flags La Ronde in Montreal, for a combined $331 million across seven parks. The parks generated approximately $260 million in net revenue and $45 million in Adjusted EBITDA for 2025, and the company says proceeds will pay down debt, with closing expected by the end of the first quarter or early in the second quarter of 2026.
Buyer is EPR Properties (NYSE: EPR); the 8-K lists six parks, and the press release adds Six Flags La Ronde, for seven parks total
Press release cites $331 million total cash consideration, subject to purchase price adjustments; the 8-K states $318,885,000 for the Transaction
Parks collectively had about 4.5 million guests, $260 million in net revenue and $45 million in Adjusted EBITDA for the year ended Dec. 31, 2025
Ten percent of the purchase price goes into escrow at closing, with a three-year non-compete in favor of the buyer
On March 4, 2026, Azenta's UK subsidiary acquired UK Biocentre Limited, a UK provider of sample management and storage services, for GBP 20.5 million net of cash, including up to GBP 1.8 million in milestone-based contingent consideration. Azenta expects the deal to reduce its 2026 Adjusted EBITDA margin on a pro forma basis, while adding to its 2027 and 2028 organic revenue growth and margin expansion expectations.
Total consideration of GBP 20.5 million, net of cash, including up to GBP 1.8 million contingent on milestones
UK Biocentre generated about GBP 15.3 million in revenue for the twelve months ended September 30, 2025
Expected to be dilutive to 2026 Adjusted EBITDA margin by about 35 basis points on a pro forma fiscal-year basis
Expected to be accretive to 2027 and 2028 organic revenue growth and Adjusted EBITDA margin expansion expectations
Ziff Davis said it signed a Securities Purchase Agreement on March 2, 2026, to sell its Connectivity division to Accenture Inc. for $1.2 billion in cash, subject to customary adjustments. The deal has been unanimously approved by the company's Board and is expected to close in the coming months, subject to closing conditions. Shareholders will see the company's remaining business change once the sale closes, though the filing does not state the financial effect of the sale.
Purchase price is $1.2 billion in cash, subject to customary adjustments set out in the agreement.
Agreement signed March 2, 2026, between Ziff Davis, Ziff Davis, LLC and Accenture Inc.
Deal can be terminated if it has not closed by December 2, 2026, which may be automatically extended to March 2, 2027.
At closing, Ziff Davis will provide transition services to Accenture under a Transition Services Agreement.
On March 3, 2026, in connection with the First Closing, Duke Energy's subsidiaries and an unnamed investor entered an amended and restated operating agreement for Florida Progress, LLC. The agreement gives the investor limited governance rights tied to its anticipated 19.7% ownership and sets out investor protections, including approval rights over certain major decisions and a right to require Progress Energy to buy the investor's interests under specified circumstances.
Investor's anticipated ownership of Florida Progress is 19.7%
Board of Florida Progress will have 11 managers: two nominated by the investor and nine by Progress Energy
Investor can require Progress Energy to acquire its membership interests in certain circumstances, subject to minimum ownership thresholds
Full agreement filed as Exhibit 10.1, dated March 3, 2026
Intuitive Surgical said it completed on March 1, 2026, its acquisition of the da Vinci and Ion distribution business run by ab medica, Abex, Excelencia Robótica and their affiliates, making the business wholly owned and bringing direct operations to Italy, Spain, Portugal, Malta and San Marino. The filing does not disclose the purchase price or any financial effect, so shareholders can see the structural change but not its size.
Acquisition completed March 1, 2026; announced in a press release dated March 2, 2026
Business covers Italy, Spain, Portugal, Malta, San Marino and associated territories
About 250 employees are joining Intuitive; combined installed base of more than 470 da Vinci systems in Italy, Spain and Portugal as of December 31, 2025
Newbridge Acquisition Limited and Starcoin Group Limited, a Hong Kong-listed company, entered into a memorandum of understanding on February 27, 2026 to explore a possible de-SPAC transaction involving Starcoin and/or its assets or businesses. The MOU is not legally binding, and the filing states the transaction may or may not proceed, so shareholders face uncertainty about whether a deal will be reached.
MOU dated February 27, 2026 between Newbridge Acquisition and Starcoin Group to explore a potential de-SPAC transaction
MOU is not legally binding and is subject to definitive agreements and due diligence
MOU terminates on the earlier of signing definitive agreements or 180 days after the MOU date, unless otherwise agreed
On March 2, 2026, Charles Schwab said it has completed its acquisition of Forge Global Holdings, Inc., a provider of access to pre-IPO company shares. The filing does not disclose the deal's total value or any financial effect on Schwab, so shareholder impact is not yet quantified.
Acquisition closed March 2, 2026; the deal was first announced in November
Forge shareholders received $45 cash per outstanding common share
Forge will keep operating its business while Schwab integrates it and plans to offer its products to more individual investors and RIAs over time
Virtus Investment Partners completed its acquisition of 56% of the equity of Keystone National Group, a private credit manager, effective March 1, 2026. The filing says the purchase price includes $200 million in cash at closing, with further cash payments of $65 million and $30 million due on the first and second anniversaries, plus up to $75 million of contingent payments tied to Keystone revenue targets. Virtus said it financed the deal from existing balance sheet resources and may acquire up to an additional 19% of Keystone through put and call options.
Closed March 1, 2026; Virtus acquired 56% of Keystone's equity under a Purchase Agreement dated December 5, 2025
Cash at closing of $200 million, subject to customary adjustments, plus $65 million on the first anniversary and $30 million on the second anniversary
Up to $75 million of contingent cash consideration over two to three years, tied to specified Keystone revenue targets
Keystone managed $2.5 billion as of December 31, 2025; Virtus may acquire up to an additional 19% of equity through options
ITT Inc. closed its acquisition of SPX FLOW on March 2, 2026. After purchase price adjustments, the net merger consideration was estimated at about $3.0 billion, paid as about $2.3 billion in cash and $0.7 billion in ITT common stock, and ITT agreed to register that stock for the seller, which adds potential future share supply for shareholders.
Net merger consideration estimated at about $3.0 billion: about $2.3 billion in cash and $0.7 billion in ITT shares, as of the Purchase Agreement date
Total consideration was previously announced in December 2025 as $4.775 billion
SPX FLOW reported 2025 revenue of more than $1.3 billion and organic orders growth of 14%
ITT must file a shelf registration statement for the stock consideration no later than 90 days after closing
Paramount Skydance Corporation (NASDAQ: PSKY) signed a merger agreement on February 27, 2026 to acquire Warner Bros. Discovery (WBD), with WBD becoming a wholly owned subsidiary. The filing values WBD at $81 billion in equity value and $110 billion in enterprise value, and the deal is backed by $47 billion of new equity and $54 billion of debt commitments, so it carries large financing and share issuance for Paramount shareholders. The filer is named in the filing as Paramount Skydance Corporation (PSKY), not Skydance Corp (SKYD) as the request stated.
WBD common stockholders would receive $31.00 in cash per share, plus a ticking consideration if closing occurs after September 30, 2026
Paramount plans to issue $47 billion of new Class B shares at $16.02 per share, backed by the Ellison Family and RedBird Capital Partners
The deal is backed by $54 billion of debt commitments from Bank of America, Citigroup, and Apollo
Closing is expected in Q3 2026, subject to regulatory clearances and approval by WBD shareholders
AES Corporation entered into a merger agreement on March 1, 2026, under which a consortium led by Global Infrastructure Partners and EQT would acquire the company for $15.00 per share in cash, an equity value of about $10.7 billion. Upon closing, AES common stock would stop trading on the NYSE, so shareholders would receive cash in place of continuing ownership. The deal is expected to close in late 2026 or early 2027, subject to stockholder and regulatory approvals.
Merger consideration is $15.00 per share in cash, a 40.3% premium to the 30-day VWAP before July 8, 2025
Termination fees: up to $588 million payable to AES in certain circumstances; approximately $321 million payable by AES in others
Juan Ignacio Rubiolo named EVP and COO and President of Energy Infrastructure, and Ricardo Falú named President, both effective March 2, 2026; CEO Andrés Gluski remains CEO
Expected close in late 2026 or early 2027; outside date June 1, 2027
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.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.