AI filing briefs · archive

8-K filings in September 2026, explained

1,853 material Form 8-K filings that 1,500 companies we cover made with the SEC in September 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).

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208 of 1,853 briefs match

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SMTISanara MedTech Inc. Sep 30, 7:48 PM ET

Sanara MedTech shareholders approve MiMedx merger agreement at special meeting

Neutral m&a Written later 5.078.01

Sanara MedTech shareholders approved the merger agreement with MiMedx Group at a special meeting on September 30, 2026, with 6,372,989 votes for and 1,944 against. Shareholders also approved, on an advisory basis, merger-related compensation for Sanara's named executive officers. The merger still depends on the expiration of the HSR Act waiting period and the satisfaction or waiver of other closing conditions.

  • Proposal No. 1 (merger agreement): 6,372,989 for, 1,944 against, 36,494 abstentions
  • Proposal No. 2 (advisory merger-related executive compensation): 5,841,470 for, 75,247 against, 494,710 abstentions
  • HSR Act waiting period refiled September 15, 2026; expires 11:59 p.m. Eastern Time on October 15, 2026
  • Quorum of 6,411,427 shares, or about 69.78% of 9,188,035 outstanding shares as of the September 1, 2026 record date
Read the filing on SEC.gov ↗
LABSTANDARD BIOTOOLS INC. Sep 30, 5:27 PM ET

Standard BioTools to sell mass cytometry unit to GMT-backed Element for $5.5 million

Positive m&a Written later 1.011.027.01

Standard BioTools ended its agreement to sell its mass cytometry business to Multiplex Bio and agreed to sell it to Element Biosystems, a subsidiary of GMT Venture, for $5.5 million in cash. The company agreed to pay Multiplex Bio a $1.5 million termination fee, of which GMT Venture will pay $1.0 million, and says the Element deal increases its net cash position by about $15 million compared with the Multiplex Bio transaction, which the Treeline merger exchange ratio takes into account. Completion still depends on stockholder approval and the pending Treeline merger.

  • Multiplex Bio purchase agreement terminated on September 30, 2026; the company agreed to pay a $1.5 million termination fee, with GMT Venture paying $1.0 million of it on the company's behalf.
  • Element purchase price is $5.5 million in cash, on a cash-free and debt-free basis, with no financing condition and a GMT Venture equity commitment letter.
  • Closing requires stockholder approval and consummation of the Treeline merger; the company expects the Element deal to close by the end of 2026.
  • If the deal terminates in specified circumstances, the company owes Element a $1.0 million termination fee; expense reimbursements of up to $125,000 each apply if closing misses December 31, 2026 or March 31, 2027.
Read the filing on SEC.gov ↗

Newbury Street II submits draft S-4 for Fort Robotics merger; director Wyatt resigns

Neutral m&a Written later 1.015.028.01

Newbury Street II disclosed a $350,000 advisory engagement with Donerail Group, an affiliate of former director William Zachre Wyatt, who resigned from the board on September 29, 2026 to avoid a conflict of interest. The company also said it and Fort Robotics confidentially submitted a draft Form S-4 for the proposed business combination, which is expected to close in the fourth quarter of 2026 or the first quarter of 2027, subject to approvals and a shareholder vote.

  • Donerail engagement letter dated September 29, 2026: $350,000 cash fee plus expense reimbursement up to $75,000, payable at closing.
  • Sponsor to grant Donerail interests corresponding to about 599,166 Class B ordinary shares upon closing, with an equal amount forfeited by Thomas Bushey.
  • William Zachre Wyatt resigned as a director effective September 29, 2026; Anthony James Vinciquerra is entitled to 50% of Donerail's net economic interests.
  • Draft Form S-4 submitted September 29, 2026; the transaction values Fort Robotics at an enterprise value of about $556.6 million and is expected to provide about $201 million in gross proceeds.
Read the filing on SEC.gov ↗
GRNDGrindr Inc. Sep 30, 5:02 PM ET

Grindr to buy Freddie parent PurposeMed for $250 million plus up to $70 million earnout

Neutral m&a Written later 2.013.027.01

Grindr agreed on September 30, 2026 to acquire PurposeMed Inc., the parent company of the Freddie telehealth PrEP brand, for a base price of $250 million, consisting of $190 million in cash and $60 million in Grindr common stock. The deal also includes an earnout of up to $70 million in cash tied to PurposeMed's fiscal 2027 financial targets. Grindr said the acquisition is expected to have an immaterial impact on its 2026 financial results, and the deal is expected to close in Q4 2026, subject to closing conditions.

  • Base price of $250 million: $190 million in cash and $60 million in stock, or 3,851,684 shares valued at $15.58 per share
  • Earnout of up to $70 million in cash, tied to 2027 performance targets and payable in 2028
  • Freddie expects 2026 revenue of more than $80 million and Adjusted EBITDA of more than $10 million
  • Expected close in Q4 2026; either party may terminate if closing has not occurred by December 30, 2026
Read the filing on SEC.gov ↗
TTMITTM TECHNOLOGIES INC Sep 30, 4:33 PM ET

TTM completes $1.1 billion cash purchase of Epiq Solutions

Mixed m&a Written later 1.012.037.018.01

TTM Technologies completed its acquisition of Epiq Solutions on September 30, 2026, paying approximately $1.1 billion in cash, subject to customary adjustments. The purchase was funded with new term loans under a Third Amended and Restated Credit Agreement and proceeds from the company's 6.750% senior notes due 2034. The company expects the deal to be immediately accretive to adjusted EBITDA, moderately dilutive to non-GAAP diluted EPS in 2027, and accretive to non-GAAP diluted EPS in 2028.

  • Purchase price of approximately $1.1 billion in cash, paid to the seller on September 30, 2026, subject to working capital and other adjustments
  • New incremental facilities of $300 million term loan A and $800 million seven-year term loan B, with JPMorgan Chase Bank, N.A. as administrative agent
  • Company expects immediate accretion to adjusted EBITDA, moderate dilution to non-GAAP diluted EPS in 2027, and accretion in 2028
Read the filing on SEC.gov ↗
INGNInogen Inc Sep 30, 4:10 PM ET

Inogen to sell U.S. oxygen rental business to Rotech for up to $24.8 million

Mixed m&a Written later 1.017.018.01

On September 29, 2026, Inogen agreed to sell substantially all assets of its U.S. oxygen rental business to Rotech Healthcare for an estimated up to $24.8 million, subject to post-closing reconciliation and payable in six installments. The filing also discloses a supply agreement with Rotech and a conditional increase in the share repurchase authorization to $45.0 million, effective only if the sale closes, which matters to shareholders because it removes a business with declining revenue while expanding capital return.

  • Purchase price is estimated at up to approximately $24.8 million, payable in six installments and subject to post-closing reconciliation.
  • The rental business generated $24.3 million of revenue in the first half of 2026, down 9.8% year over year.
  • Share repurchase authorization would rise from $30.0 million to $45.0 million and expire June 30, 2028 instead of December 31, 2027, but only upon closing.
  • The transaction is expected to close in the fourth quarter of 2026, and the rental business will be reported as discontinued operations starting with third-quarter 2026 results.
Read the filing on SEC.gov ↗
TPETTrio Petroleum Corp Sep 30, 9:13 AM ET

Trio Petroleum to buy 24 Canadian oil wells from Marlin Resources for CAD$800,000 cash

Neutral m&a Written later 1.017.01

Trio Petroleum's Canadian subsidiary agreed on September 25, 2026 to buy Marlin Resources' interests in 24 oil wells, including four producing wells and 20 shut-in heavy-oil assets, for CAD$800,000 in cash plus the transfer of certain assets and a water disposal arrangement. The company announced the signing on September 30, 2026, and the filing says the agreement is subject to customary closing conditions. The deal matters to shareholders because it would add current production of about 37 barrels of oil per day and a proposed multilateral drilling well, though the filing does not give a closing date or financial results.

  • Agreement dated September 25, 2026, between Trio Petroleum Canada, Corp. and Marlin Resources Ltd.; cash consideration CAD$800,000 plus conveyance of certain Trio assets and interests to Marlin
  • Acquired assets: 24 oil wells, including four producing wells and 20 shut-in heavy-oil assets, in Saskatchewan's Lloydminster region
  • Press release cites about 37 barrels of oil per day of current production and a Cummings multilateral well budget of CDN$1.2 million, plus a CDN$425,000 workover program
  • Purchase price and anticipated development and workover costs to be funded from Trio's cash on hand
Read the filing on SEC.gov ↗
CBNKCapital Bancorp Inc Sep 30, 8:59 AM ET

Capital Bancorp to sell North Riverside, Illinois branch with $123.9 million deposits

Neutral m&a Written later 8.01

Capital Bank, N.A., a subsidiary of Capital Bancorp, signed an agreement on September 29, 2026 to sell its North Riverside, Illinois branch to another financial institution, which will also take certain loans, other assets, and deposit and other liabilities tied to the branch. The Bank would have received a deposit premium of about $3.3 million based on June 30, 2026 deposits, and the transaction is subject to customary closing conditions and regulatory approvals.

  • Branch held about $123.9 million in deposits at June 30, 2026
  • Estimated deposit premium of about $3.3 million, based on June 30, 2026 deposit composition
  • Bank will receive a payment equal to the unpaid principal balance of transferred loans; loans to be purchased are to be determined within 30 days of the agreement
  • Closing requires regulatory approvals; Luse Gorman, PC is legal counsel to the Bank
Read the filing on SEC.gov ↗
CBNKCapital Bancorp Inc Sep 30, 7:03 AM ET

Capital Bancorp agrees to all-stock merger with Peoples Bancorp valued at $728.1 million

Neutral m&a Written later 1.01

On September 29, 2026, Capital Bancorp agreed to merge into Peoples Bancorp in an all-stock deal, with each Capital share converting into 1.11 Peoples shares. The companies put the aggregate transaction value at about $728.1 million, or $43.75 per Capital share, and expect the deal to close in the first half of 2027, subject to regulatory and shareholder approvals. Capital shareholders would hold about 32% of the combined company.

  • Each Capital share converts into 1.11 Peoples shares; aggregate value about $728.1 million, or $43.75 per share, based on Peoples' 20-day volume-weighted average price of $39.41 as of September 29, 2026.
  • Capital must pay Peoples a termination fee of $30.66 million in certain specified circumstances.
  • Former Capital shareholders are expected to own about 32% of Peoples; three Capital directors are expected to join the Peoples board.
  • Closing is expected in the first half of 2027; Capital directors and executive officers signed support agreements to vote in favor of the merger.
Read the filing on SEC.gov ↗
HRLHORMEL FOODS CORP /DE/ Sep 30, 6:45 AM ET

Hormel Foods to buy Brakebush for $1.055 billion in cash

Neutral m&a Written later 1.017.01

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
Read the filing on SEC.gov ↗
MGLDMarygold Companies, Inc. Sep 30, 6:09 AM ET

Marygold agrees to be acquired by Madison Dearborn Partners for $2.00 per share

Neutral m&a Written later 7.01

Marygold Companies said that on September 25, 2026, it signed a merger agreement under which funds managed by Madison Dearborn Partners will acquire all outstanding shares for $2.00 each. Holders of about 75% of the voting power approved the deal by written consent, so the company can no longer respond to or accept alternative acquisition proposals.

  • Merger agreement signed September 25, 2026; funds managed by Madison Dearborn Partners to acquire all outstanding shares at $2.00 per share
  • Holders of approximately 75% of voting power approved the agreement by written consent shortly after signing
  • Special Committee and Board unanimously determined the merger agreement is advisable, fair to and in the interests of the company
  • Full details of the prior sale process will be included in an information statement to be filed with the SEC and mailed to stockholders
Read the filing on SEC.gov ↗
OCLTOceanLight Acquisition Corp Sep 30, 6:02 AM ET

OceanLight SPAC signs $1.0 billion merger agreement with AIRE Inc. home textile company

Neutral m&a Written later 1.017.01

OceanLight Acquisition Corp, a special purpose acquisition company listed on Nasdaq, entered into a merger agreement on September 28, 2026 with AIRE Inc., a Cayman Islands home textile and green sleep technology company. AIRE would become a wholly owned subsidiary of a new publicly traded holding company, with AIRE shareholders receiving shares valued at $1.0 billion. The deal is subject to shareholder approvals, an SEC-effective registration statement and Nasdaq listing approval, so completion is not assured.

  • Agreement signed September 28, 2026; AIRE shareholders to receive 100,000,000 Purchaser ordinary shares valued at $10.00 per share, based on a $1.0 billion Company net value
  • Post-closing board of Purchaser expected to have five directors, all designated by AIRE, three of them independent under Nasdaq rules
  • Either party may terminate if closing has not occurred by August 10, 2027; a $500,000 break-up fee applies in certain termination circumstances
  • Closing requires approval by both OceanLight and AIRE shareholders, effectiveness of a Form F-4 registration statement and Nasdaq listing approval
Read the filing on SEC.gov ↗
ONENONE Nuclear Energy Inc. Sep 29, 5:30 PM ET

ONE Nuclear completes $1.0 billion all-stock merger with HVII on September 23, 2026

Negative m&a Written later 1.012.013.023.035.015.025.035.055.068.01

ONE Nuclear Energy completed its business combination with Hennessy Capital Investment Corp. VII (HVII) on September 23, 2026, and is no longer a shell company. The unaudited June 30, 2026 financials show a six-month net loss of $1,802,923, a working capital deficit of $2,736,205, and management's conclusion that substantial doubt exists about the company's ability to continue as a going concern, which matters to shareholders given the company's limited cash and reliance on financing.

  • Business combination with HVII consummated September 23, 2026; aggregate consideration of $1.0 billion payable to ONE Nuclear's equityholders in newly issued common stock
  • Net loss of $1,802,923 for the six months ended June 30, 2026; cash of $2,588 at June 30, 2026
  • Management determined substantial doubt exists about the company's ability to continue as a going concern
  • B. Riley fee of $12.0 million ($4.0 million in stock, $8.0 million in cash after closing); B. Riley note maturity extended to December 31, 2026
Read the filing on SEC.gov ↗

SVAQ Files Form S-4 for Proposed EigenQ Business Combination

Neutral m&a Written later 8.01

Silicon Valley Acquisition Corp. (SVAQ) and quantum technology company EigenQ announced that a Form S-4 registration statement for their proposed business combination has been filed with the SEC. The registration statement has not yet been declared effective, and completion depends on SEC effectiveness, shareholder approvals and Nasdaq listing requirements, with closing currently expected in the fourth quarter of 2026.

  • Registration statement on Form S-4 publicly filed with the SEC, announced September 28, 2026; the Business Combination was first announced June 17, 2026.
  • Post-closing, SVAQ is expected to domesticate as a Delaware corporation and be renamed EigenQ Holdings, Inc.; proposed Nasdaq tickers are EIGQ and EIGQW.
  • EigenQ recently secured approximately $45 million in a convertible financing, with about half already funded.
  • Closing is currently expected in the fourth quarter of 2026, subject to SEC effectiveness and shareholder approval.
Read the filing on SEC.gov ↗
FNGRFingerMotion, Inc. Sep 29, 4:45 PM ET

FingerMotion to buy Newbit for $2.3 million to secure 9.9 MW Alberta power site

Neutral m&a Written later 1.018.01

FingerMotion agreed on September 23, 2026 to buy 100% of Newbit Technology Inc. for $2.3 million in cash, on a cash-free, debt-free basis, to acquire the Brooks Campus #1 site in Alberta. The company says closing is targeted on or before October 29, 2026, and the filing states the deal does not by itself create operating generation or contracted compute revenue.

  • Purchase price of $2.3 million in cash: $230,000 deposit already paid and held in trust, a further $230,000 due on signing, and about $1.84 million at closing
  • Closing targeted on or before October 29, 2026, conditional on a new gas supply agreement with Pivotal Energy Partners and written consent of the Eastern Irrigation District
  • Vendors' general representation claims subject to a $125,000 deductible and a $460,000 cap (20% of the purchase price); no indemnity holdback or escrow
  • Acquired assets include a surface lease, County of Newell Development Permit 2022055 and pipeline infrastructure; generating equipment is excluded and must be removed before closing
Read the filing on SEC.gov ↗

Harvard Ave Acquisition agrees to merge with OAG International in $300 million deal

Neutral m&a Written later 1.017.01

Harvard Ave Acquisition Corporation, a blank check company (SPAC) listed on Nasdaq as HAVA, signed a business combination agreement on September 25, 2026 with OAG International Ltd, a provider of pipeline construction and integrity services. Under the deal, HAVA and OAG would each become wholly-owned subsidiaries of a newly formed holding company, PubCo, and HAVA shareholders would receive PubCo ordinary shares. The deal is subject to shareholder and regulatory approvals, and the filing states there is no assurance it will be completed.

  • Total merger consideration is $300 million, based on OAG's valuation after an OAG restructuring
  • HAVA and OAG must use reasonable best efforts to identify $30 million of equity financing within nine months after the second closing
  • Closing requires HAVA and OAG shareholder approval, a minimum $10 million of trust account cash net of redemptions and transaction expenses, and Nasdaq listing approval for PubCo
  • PubCo ordinary shares are expected to be listed on Nasdaq after closing
Read the filing on SEC.gov ↗
LXEOLexeo Therapeutics, Inc. Sep 29, 4:20 PM ET

Lexeo completes Mantle Therapeutics acquisition for $5.3 million cash plus stock

Neutral m&a Written later 2.013.02

Lexeo Therapeutics completed its merger with Mantle Therapeutics, under a merger agreement dated September 16, 2026. Mantle shareholders received $5.3 million in cash, subject to adjustments, and $3 million in Lexeo common stock, and the stock was issued without SEC registration. Additional contingent payments of $1 million in cash and up to $12 million in milestone payments may never become payable.

  • Upfront consideration: $5.3 million in cash, subject to certain adjustments, plus $3 million in Lexeo common stock
  • Lexeo common stock issued in the merger was not registered and relied on Section 4(a)(2) and/or Regulation D exemptions
  • Contingent payments: a one-time $1 million cash payment and up to $12 million in development and regulatory milestone payments over a 12-year term
  • Merger agreement dated September 16, 2026, among Lexeo, Mantle Therapeutics Inc., Magma Merger Sub Inc. and Shareholder Representative Services LLC
Read the filing on SEC.gov ↗
CNTYCENTURY CASINOS INC /CO/ Sep 29, 4:08 PM ET

Century Casinos agrees to sell Alberta racetracks for $16.4 million

Neutral m&a Written later 1.017.01

Century Casinos agreed on September 24, 2026 to sell the racing and gaming operations of Century Mile in Edmonton and Century Downs in Calgary to Highfield Investment Group for about $16.4 million, subject to a working capital adjustment at closing. The removal of these properties from the company's VICI master lease will reduce its annual rent by about $7.5 million, and the company intends to use the proceeds to reduce indebtedness.

  • Purchase price is about $16.4 million (CAD 23.2 million), subject to working capital adjustment at closing.
  • Annual rent under the VICI master lease will fall by about $7.5 million once the properties are removed.
  • Closing is subject to gaming regulatory approvals and is expected in the fourth quarter of 2026 or the first quarter of 2027.
  • Either party may terminate if closing has not occurred within 365 days of the agreement date.
Read the filing on SEC.gov ↗
FOXFFOX FACTORY HOLDING CORP Sep 29, 4:07 PM ET

Fox Factory sells Marucci baseball bat unit to investor group for $225 million enterprise value

Mixed m&a Written later 1.012.01

Fox Factory Holding Corp. completed the sale of Wheelhouse Holdings, parent of baseball bat maker Marucci Sports, to Squared Up Holdings, an investor group led by Marucci senior management, on September 25, 2026. The Company received $200 million in cash, which it used to reduce borrowings under its credit facility, plus a $25 million subordinated note due December 31, 2026. The unaudited pro forma financial information filed with the 8-K shows a $120.1 million loss on the disposal, which weighs on shareholders even as it reduces debt.

  • Enterprise value of $225 million, paid as $200 million in cash and a $25 million subordinated convertible note
  • Note matures December 31, 2026; if unpaid, principal increases by $2.5 million and interest rises to 10% per year
  • Pro forma loss on disposal of $120.1 million and approximately $7.5 million in transaction costs
  • Pro forma six-month net sales fell to $647.6 million from $726.8 million historical
Read the filing on SEC.gov ↗
SSTISOUNDTHINKING, INC. Sep 29, 7:45 AM ET

SoundThinking to be acquired by Transom for $8.00 per share in cash plus CVR

Positive m&a Written later 1.015.027.01

SoundThinking agreed on September 28, 2026 to be acquired by Transom Capital Group through a tender offer for $8.00 per share in cash plus one non-transferable contingent value right worth up to $3.00 per share. The up-front price is a 46% premium to the September 28, 2026 closing price, and holders of about 33% of the outstanding shares have already agreed to tender, so the deal would give shareholders a cash exit if completed.

  • Up-front cash of $8.00 per share, plus a CVR paying up to $3.00 per share tied to 2027 revenue milestones for ShotSpotter and SafePointe
  • Implied enterprise value of about $114 million on up-front consideration, or about $159 million with the maximum CVR payment
  • Veradace Partners (about 16%) and Gary M. Lauder and affiliates (about 17%) agreed to tender their shares; the offer requires more than 50% of outstanding shares to be tendered
  • Closing is expected in the fourth quarter of 2026; the deal has no financing condition, and shares will stop trading on Nasdaq once completed
Read the filing on SEC.gov ↗
FLWS1 800 FLOWERS COM INC Sep 29, 7:05 AM ET

1-800-FLOWERS agrees to sell Personalization Businesses to PlanetArt for $45.0 million

Neutral m&a Written later 1.017.01

1-800-FLOWERS.COM signed an asset purchase agreement on September 26, 2026, to sell its Personalization Mall, Things Remembered and Personalization Universe businesses to PlanetArt, LLC for $45.0 million in cash, subject to working capital and other adjustments. The company said the deal is targeted to close within the coming weeks and that its fiscal 2027 guidance did not include the transaction, with an update expected alongside its first quarter fiscal 2027 earnings release.

  • Purchase price is $45.0 million in cash, subject to working capital and other adjustments
  • Agreement signed September 26, 2026; announced in a press release dated September 29, 2026
  • Closing is subject to customary conditions and specified third party consents; a commercial agreement and transition services agreement are contemplated
  • Fiscal 2027 guidance given September 10, 2026 excludes the transaction; update expected with first quarter fiscal 2027 results
Read the filing on SEC.gov ↗
BYSIBeyondSpring Inc. Sep 29, 7:03 AM ET

BeyondSpring to sell China unit to Biolin for DUBLIN-4 funding; sets 9.2M-share ATM

Mixed m&a Written later 1.018.01

BeyondSpring agreed to sell its Chinese holding subsidiary, BeyondSpring Ltd., to Biolin Investment Limited. In exchange, Biolin's non-cash consideration is to fund the China portion of the Phase 3 DUBLIN-4 trial, and no cash is payable at closing. The company also set up an at-the-market program to sell up to 9,200,000 ordinary shares, which could dilute existing shareholders, and announced FDA Fast Track designation for Plinabulin.

  • Sale of BeyondSpring Ltd. to Biolin under a Share Purchase and Collaboration Agreement dated September 28, 2026; no cash paid to the company at closing
  • If Bulin misses the Target Enrollment within three years after closing, the investor must return part or all of the equity interests, with 100% returned if the shortfall is 90% or greater
  • ATM program with Citizens JMP Securities for up to 9,200,000 ordinary shares, with commission of up to 3.0% of gross proceeds
  • FDA granted Fast Track designation to Plinabulin and docetaxel for post-ICI non-squamous NSCLC; DUBLIN-4 plans approximately 442 patients with an interim analysis at 221 PFS events
Read the filing on SEC.gov ↗
SWRDStewards, Inc. Sep 29, 6:02 AM ET

Stewards closes $90.0M Envy Pompano Beach purchase, issues 14.3M shares

Mixed m&a Written later 1.012.012.033.02

Stewards completed its acquisition of Envy Pompano Beach, a 214-unit apartment and mixed-use property in Florida, on September 23, 2026, with a contractual price of $90.0 million paid partly in 14,263,025 newly issued common shares. The company must make $3.0 million monthly cash payments to sellers from October 2026 through April 2027, while 7,000,000 escrowed shares are cancelled over that period, and it took on a $47.7 million mortgage loan, which adds share dilution and cash obligations for shareholders.

  • Closed September 23, 2026; contractual price of $90.0 million, including 14,263,025 shares at a $3.00 contractual value per share and $44,557,435.93 of refinanced property debt
  • 7,000,000 shares placed in escrow; $3.0 million cash payments due monthly from October 5, 2026 through April 5, 2027, with 1,000,000 escrowed shares cancelled per payment
  • $47.7 million LoanCore mortgage loan at one-month Term SOFR (3.35% floor) plus 3.60%, interest-only, maturing October 9, 2028
  • If shares are delisted from Nasdaq and not relisted within 120 days, the company must pay sellers $5.5 million per payment, subject to a $33.0 million aggregate cap
Read the filing on SEC.gov ↗
FWACFuturewave Acquisition Corp Sep 28, 9:25 PM ET

Futurewave Acquisition signs merger deal with Olympian Group, a Hong Kong chip component firm

Neutral m&a Written later 1.017.01

Futurewave Acquisition Corp (FWAC), a Nasdaq-listed special purpose acquisition company, signed a merger agreement with Olympian Group Inc., a Cayman Islands holding company of Hong Kong-based HK Shang Ge Industrial Limited, which provides integrated chip and electronic component solutions. Olympian shareholders would receive 40,000,000 Purchaser ordinary shares valued at $10.00 per share, based on a Company Net Value of $400,000,000, and the combined company is expected to be Nasdaq-listed, subject to shareholder and regulatory approvals. The deal is not yet completed and the filing sets a closing deadline of June 26, 2027, unless extended.

  • Olympian shareholders to receive 40,000,000 Purchaser ordinary shares valued at $10.00 each, based on a $400,000,000 Company Net Value
  • Board of the combined company to have five directors, one appointed by Futurewave and four by Olympian
  • Either party may terminate if closing has not occurred by June 26, 2027, subject to extension and exceptions
  • Closing requires Futurewave and Olympian shareholder approvals, an effective Form F-4 registration statement, and HSR or other antitrust clearance
Read the filing on SEC.gov ↗
AIRAAR CORP Sep 28, 9:13 PM ET

AAR agrees to buy 65% of MRO Holdings for $4.0 billion implied enterprise value

Mixed m&a Written later 1.013.027.01

On September 28, 2026, AAR agreed to acquire a 65% controlling interest in MRO Holdings, an aircraft maintenance provider, for an estimated cash price of $1,819,174,310 plus Series A preferred stock with an agreed value of $780,825,690, subject to adjustments and closing conditions including regulatory approvals. The deal is expected to close in AAR's fiscal third quarter ending February 2027 and is to be funded partly by about $2.1 billion of new debt, which AAR expects to take net leverage to about 3.6x at closing. The filing also notes that a private investment in public equity offering may dilute existing stockholders, and the company's fiscal 2026 adjusted EBITDA was $401.1 million, up from $324.2 million.

  • Estimated cash purchase price of $1,819,174,310 and Series A preferred stock with an agreed value of $780,825,690, plus a $22,500,000 escrow deposit
  • Implied enterprise value of $4.0 billion; AAR expects about $2.1 billion of new debt financing and net leverage of about 3.6x at closing
  • Expected close in fiscal third quarter ending February 2027, subject to regulatory approvals; termination fee of $100,000,000 ($150,000,000 if the outside date is extended) applies if competition approvals fail
  • Press release shows fiscal 2026 net income of $187.7 million versus $12.5 million in fiscal 2025, and adjusted EBITDA of $401.1 million versus $324.2 million
Read the filing on SEC.gov ↗

National Healthcare Properties: buyer's termination rights end on $531 million sale

Neutral m&a Written later 1.01

National Healthcare Properties said that on September 25, 2026, the purchaser's termination rights under a July 15, 2026 agreement to sell its 40 outpatient medical facilities for approximately $531 million ended. The company expects the sale to close in the fourth quarter of 2026, subject to customary closing conditions. For shareholders, the filing confirms the pending sale is moving toward closing but does not describe its effect on earnings or future results.

  • Sale of 40 outpatient medical facilities for approximately $531 million, before transaction expenses, prorations and adjustments
  • Purchaser's termination rights terminated on September 25, 2026, under the purchase and sale agreement dated July 15, 2026
  • Closing expected in the fourth quarter of 2026, subject to customary closing conditions
  • Full agreement to be filed as an exhibit to the Form 10-Q for the quarter ended September 30, 2026, with some portions possibly omitted
Read the filing on SEC.gov ↗
CWENClearway Energy, Inc. Sep 28, 5:28 PM ET

Clearway Energy to buy Swan Solar stake for about $230 million in cash

Neutral m&a Written later 1.01

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
Read the filing on SEC.gov ↗

NorthStar to trade as NSTR on NYSE American after Viking SPAC business combination

Neutral m&a Written later 7.01

Viking Acquisition Corp. I, a special purpose acquisition company, said it expects to complete its business combination with NorthStar Earth & Space Inc. on September 30, 2026. The combined company is expected to begin trading as NorthStar Earth & Space Enterprises, Inc. on NYSE American on October 1, 2026, which matters to shareholders because it changes the company's listing venue and ticker.

  • Expected closing of the business combination: Wednesday, September 30, 2026, subject to customary closing conditions
  • Expected first day of trading on NYSE American: Thursday, October 1, 2026, under NSTR for common shares and NSTR.WS for public warrants
  • Viking will transfer its listing from the New York Stock Exchange to NYSE American in connection with the closing
Read the filing on SEC.gov ↗
IQSTiQSTEL Inc Sep 28, 4:02 PM ET

IQSTEL Agrees to Pay $500,000 in Cash Instead of Shares for GlobeTopper Stake

Negative m&a Written later 1.012.037.01

On September 16, 2026, IQSTEL amended its 2025 agreement to acquire 51% of GlobeTopper, LLC, replacing a $500,000 payment originally due in restricted common stock with $500,000 in cash. The company must pay $80,000 within five business days, then $70,000 on the first business day of each of six following months, and the payments are secured by its GlobeTopper interest. If the company fails to cure a missed payment, the seller could seek to rescind the deal and take back the 51% interest, which would end the related earn-out obligations.

  • September 16, 2026: amendment replaces $500,000 in buyer shares with a $500,000 cash payment; the company has no further obligation to issue those shares
  • Payment schedule: $80,000 within five business days, then $70,000 on the first business day of each of six consecutive months
  • Missed payments not cured within 30 days after notice are an Event of Default; the seller may accelerate, foreclose on the collateral, or rescind and reclaim the 51% GlobeTopper interest
Read the filing on SEC.gov ↗
MGLDMarygold Companies, Inc. Sep 28, 1:06 PM ET

Marygold agrees to all-cash sale at $2.00 per share to Madison Dearborn-backed buyer

Positive m&a Written later 1.015.037.01

The Marygold Companies agreed on September 25, 2026 to be acquired by funds managed by Madison Dearborn Partners, with stockholders to receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price. Stockholders holding about 75% of the voting power have already approved the merger by written consent, and the company's common stock will be delisted from NYSE American once the deal closes, which is expected in the first half of 2027 or earlier.

  • Stockholders will receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price.
  • Written stockholder consent from holders of about 75% of voting power was delivered on September 25, 2026, satisfying the stockholder approval condition.
  • Common stock will stop trading on NYSE American after closing; the company will become privately held.
  • A termination fee of approximately $2.6 million may be payable by the company in certain circumstances; the Termination Date is June 7, 2027.
Read the filing on SEC.gov ↗
PAACProem Acquisition Corp. I Sep 28, 9:24 AM ET

Proem Acquisition Corp I agrees to merge with Astro Digital in $525 million deal

Neutral m&a Written later 1.013.027.01

Proem Acquisition Corp I (Nasdaq: PAAC), a blank check company, entered a merger agreement dated September 26, 2026 with Astro Digital US, Inc., an aerospace company that provides modular satellite technology infrastructure and mission support services. The deal would move Proem from the Cayman Islands to Delaware and combine it with Astro Digital, with Proem shareholders asked to approve it and closing anticipated in the first quarter of 2027. For shareholders, the outcome depends on the shareholder vote, the minimum cash condition, and how many shares are redeemed.

  • Merger agreement dated September 26, 2026 with Astro Digital US, Inc.; Proem would domesticate to Delaware and be renamed, with a name to be mutually agreed.
  • Base purchase price of $525,000,000 plus the aggregate exercise price, paid in Parent common shares valued at $10.00 each.
  • Parent to use 20% of the gross proceeds of the PIPE investment to repurchase shares from selling Astro Digital stockholders at $10.00 per share after the Second Effective Time.
  • Closing anticipated in the first quarter of 2027, subject to Proem shareholder approval and a minimum cash condition of $30 million; Proem Asset Management and affiliates committed $25 million of a roughly $50 million PIPE.
Read the filing on SEC.gov ↗
GRNQGreenpro Capital Corp. Sep 28, 9:10 AM ET

Greenpro Capital completes sale of F&A Entities to director Chen Yanhong

Mixed m&a Written later 2.01

Greenpro Capital Corp. completed the sale of six subsidiaries, collectively the F&A Entities, to Ms. Chen Yanhong on September 28, 2026, for cash consideration of HK$3,500,000, or about US$446,486. The filing says the F&A Entities are reported as discontinued operations and that the company estimates a $130,679 loss on the sale, so shareholders will see a smaller continuing business with a one-time loss.

  • Sale completed September 28, 2026, for HK$3,500,000 (about US$446,486) in cash to Ms. Chen Yanhong.
  • The buyer is a director of four of the sold entities and holds 14 shares of Greenpro common stock.
  • The company estimates a $130,679 loss on the sale and a $5,303,075 reduction in additional paid-in capital from waived intercompany balances.
  • Pro forma six-month 2026 revenue from continuing operations was $431,828, versus $707,553 historically; the F&A Entities principally provided corporate advisory and company-secretarial services.
Read the filing on SEC.gov ↗
GTYGETTY REALTY CORP /MD/ Sep 28, 9:00 AM ET

Getty Realty closes $260.9 million sale leaseback of 41 convenience stores with Refuel

Neutral m&a Written later 1.017.01

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
Read the filing on SEC.gov ↗

Bold Eagle agrees to merge with REDLattice at $1.25 billion pre-money value

Neutral m&a Written later 1.013.027.01

Bold Eagle Acquisition Corp. signed a Business Combination Agreement on September 25, 2026, under which it will become a Delaware corporation and REDLattice, a provider of cyber intelligence services to government customers, will become its wholly-owned subsidiary. The filing says the transaction values REDLattice at a pre-money enterprise value of $1.25 billion and could bring up to approximately $610 million of gross proceeds, but closing depends on Bold Eagle shareholder approval and other conditions.

  • Agreement signed September 25, 2026; PubCo to trade on Nasdaq under the ticker REDL upon closing, expected around year-end 2026.
  • Up to approximately $610 million of gross proceeds, including $335 million of committed capital and up to approximately $275 million from Bold Eagle's trust account assuming no redemptions.
  • Closing requires approval by Bold Eagle shareholders and effectiveness of a registration statement to be filed with the SEC.
  • REDLattice generated $267 million of revenue for the twelve months ended June 30, 2026, representing 29% year-over-year growth, per the press release.
Read the filing on SEC.gov ↗
BRXBrixmor Property Group Inc. Sep 28, 7:08 AM ET

Brixmor and Everview agree to acquire Slate Grocery REIT for $2.34 billion

Neutral m&a Written later 1.015.027.018.01

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.
Read the filing on SEC.gov ↗
FIPFTAI Infrastructure Inc. Sep 28, 6:46 AM ET

FTAI Infrastructure agrees to buy DRUbit for $255 million enterprise value

Neutral m&a Written later 1.017.01

On September 27, 2026, the company's subsidiary Drub LLC agreed to buy all membership interests of DRUbit LLC from DRUbit Holdings LLC for an enterprise value of $255 million, subject to adjustments. A September 28 press release from the company's Jefferson Energy unit says the deal covers the Port Arthur Terminal in Texas and a 50% interest in the Hardisty, Alberta Diluent Recovery Unit, and that the acquired assets are expected to generate about $50 million of annual EBITDA over the next twelve months. Closing is expected in the fourth quarter of 2026, subject to regulatory approvals.

  • Enterprise value of $255 million, adjusted for cash, indebtedness, net working capital and transaction expenses; purchase price reduced by DRUbit's term debt of about $190 million as of September 27, 2026, which is expected to remain outsta
  • Barclays Bank PLC provided a debt commitment of $72 million to fund the remaining portion of the purchase price, subject to customary conditions.
  • Company expects approximately $50 million of annual EBITDA from the acquired assets over the next twelve months; closing expected in the fourth quarter of 2026.
  • Buyer would pay a $15.3 million termination fee if it breaches its obligations, and either party may terminate if closing has not occurred within five months of signing.
Read the filing on SEC.gov ↗

Crown Reserve Acquisition Corp. I amends Carvix merger deal, extends outside date to Feb. 10, 2027

Neutral m&a Written later 1.01

Crown Reserve Acquisition Corp. I (CRAC) and Carvix, Inc. signed a second amendment to their business combination agreement on September 23, 2026. The amendment moves the deadline after which either party may terminate the deal to the later of February 10, 2027 or the date required under the company's organizational documents, up from September 30, 2026. Shareholders should note that the deal timeline has been extended, and the transaction remains subject to shareholder approval and other closing conditions.

  • Second Amendment to Business Combination Agreement signed September 23, 2026, following a First Amendment dated August 26, 2026.
  • Outside Date extended to the later of February 10, 2027 and the date required under the company's pre-domestication organizational documents; previously September 30, 2026.
  • Except as amended, the original business combination agreement dated March 30, 2026 remains in effect.
Read the filing on SEC.gov ↗

United States 12 Month Natural Gas Fund: parent TMC agrees to all-cash buyout by MDP

Neutral m&a Written later 1.01

The Marygold Companies, Inc. (TMC), parent of the fund's general partner, agreed to sell itself to Madison Dearborn Partners (MDP) in an all-cash transaction, becoming a privately held company. The filing says the deal is expected to close in the first half of 2027 or earlier, subject to conditions including TMC stockholder approval, regulatory approvals and change-of-control approvals, and that there is no guarantee it will be completed.

  • TMC announced a definitive agreement with MDP on September 25, 2026.
  • TMC is the sole shareholder of USCF Investments, Inc., which is the sole member of United States Commodity Funds LLC, the fund's general partner.
  • Expected closing: first half of 2027 or earlier, subject to customary conditions.
  • Upon closing, TMC's common stock will no longer be listed on the New York Stock Exchange.
Read the filing on SEC.gov ↗

USCI sponsor parent agrees to all-cash sale to Madison Dearborn Partners

Neutral m&a Written later 1.01

The Marygold Companies, parent of USCF Investments and sponsor USCF of the USCI funds, agreed on September 25, 2026 to be acquired in an all-cash deal by private equity firm Madison Dearborn Partners and become a privately held company. Closing is expected in the first half of 2027 or earlier, subject to TMC stockholder approval, regulatory approvals and change-of-control approvals, and the filing says there is no guarantee the deal will be completed.

  • Definitive agreement with Madison Dearborn Partners announced September 25, 2026, for an all-cash transaction
  • Expected to close during the first half of 2027 or earlier, after customary closing conditions are met
  • TMC common stock would stop trading on the New York Stock Exchange after the deal closes
  • After closing, TMC and MDP plan to carry out TMC's previously announced strategy to refocus USCF's business
Read the filing on SEC.gov ↗

United States 12 Month Oil Fund parent agrees to all-cash sale to MDP

Neutral m&a Written later 1.01

On September 25, 2026, The Marygold Companies, Inc. (TMC), which indirectly owns the general partner of this fund, agreed to be acquired by Madison Dearborn Partners in an all-cash transaction that would take TMC private. The deal is expected to close in the first half of 2027 or earlier, but it depends on TMC stockholder, regulatory and change-of-control approvals, and the filing says it may not be completed. TMC and MDP plan to refocus the general partner's business after closing.

  • On September 25, 2026, TMC announced a definitive agreement with Madison Dearborn Partners for an all-cash transaction.
  • TMC owns USCF Investments, Inc., which is the sole member of United States Commodity Funds LLC, the general partner of the fund.
  • Expected close is the first half of 2027 or earlier, subject to TMC stockholder, regulatory and change-of-control approvals.
  • After completion, TMC common stock would no longer be listed on the New York Stock Exchange.
Read the filing on SEC.gov ↗

United States Gasoline Fund: parent TMC agrees to all-cash sale to Madison Dearborn Partners

Mixed m&a Written later 1.01

The Marygold Companies (TMC), which indirectly owns United States Commodity Funds LLC, the general partner of United States Gasoline Fund (UGA), agreed on September 25, 2026 to be acquired by private equity firm Madison Dearborn Partners in an all-cash transaction. The deal would take TMC private and delist its stock from the New York Stock Exchange, and the filing says the deal may not be completed.

  • Agreement announced September 25, 2026 with Madison Dearborn Partners, a Chicago-based private equity firm
  • Transaction is expected to close in the first half of 2027 or earlier, subject to conditions
  • Closing requires approval of TMC stockholders, regulatory approvals and certain change-of-control approvals
  • TMC common stock will no longer be listed on the New York Stock Exchange after closing; the filing says there is no guarantee the deal will close
Read the filing on SEC.gov ↗
USOUnited States Oil Fund, LP Sep 25, 5:27 PM ET

United States Oil Fund: Parent Marygold to go private in all-cash deal with MDP

Neutral m&a Written later 1.01

The Marygold Companies, Inc. (TMC), which indirectly owns the general partner of United States Oil Fund, LP, announced a definitive agreement to be acquired by Madison Dearborn Partners in an all-cash transaction. TMC would become privately held and its stock would stop trading on the New York Stock Exchange, but the filing says the deal may not be completed within the expected time frame or at all.

  • Announced September 25, 2026: TMC to be acquired by Madison Dearborn Partners (MDP) in an all-cash transaction
  • TMC owns USCF Investments, Inc., the holding company of United States Commodity Funds LLC, the general partner of USO
  • Expected to close in the first half of 2027 or earlier, subject to TMC stockholder approval, regulatory approvals and change-of-control approvals
  • After closing, TMC's common stock would no longer be listed on the NYSE
Read the filing on SEC.gov ↗

United States Brent Oil Fund: parent TMC agrees to all-cash sale to Madison Dearborn

Neutral m&a Written later 1.01

The Marygold Companies (TMC), which owns the general partner of United States Brent Oil Fund, agreed on September 25, 2026 to be acquired by private equity firm Madison Dearborn Partners in an all-cash deal that would make TMC privately held. The transaction is expected to close in the first half of 2027 or earlier, but the filing states there is no guarantee it will be completed on that timeline or at all.

  • Deal is an all-cash transaction with Madison Dearborn Partners, announced September 25, 2026
  • Expected close: first half of 2027 or earlier, subject to TMC stockholder approval, regulatory approvals and change-of-control approvals
  • TMC common stock would no longer be listed on the New York Stock Exchange after closing
  • TMC and MDP indicate that TMC's transformation strategy to refocus USCF's business will be pursued after closing
Read the filing on SEC.gov ↗

Creative Medical Technology Holdings buys 80% of BioDefense from affiliate CAC

Neutral m&a Written later 1.013.02

Creative Medical Technology Holdings (CELZ) agreed on September 24, 2026 to buy 4,000,000 BioDefense common shares from Creative Acquisition Corp. (CAC), a company controlled by CEO Timothy Warbington. The company paid $200,000 in cash and 1,000,000 of its own common shares, raising its stake in BioDefense to 80%, which is a related-party transaction shareholders should weigh.

  • Purchase of 4,000,000 BioDefense shares from CAC for $200,000 in cash plus 1,000,000 CELZ common shares
  • After the deal, CELZ owns 16,000,000 BioDefense shares (80%) and CAC owns 4,000,000 (20%)
  • CEO Timothy Warbington is Chairman and CEO of CAC and indirectly owns all of its shares
  • The 1,000,000 CELZ shares were issued to CAC in a private placement under Section 4(a)(2) of the Securities Act
Read the filing on SEC.gov ↗
NMPNMP Acquisition Corp. Sep 25, 5:00 PM ET

NMP Acquisition Corp. amends GTS merger deal, extends audit delivery to Oct. 9, 2026

Neutral m&a Written later 1.01

On September 22, 2026, NMP Acquisition Corp. entered into Amendment No. 1 to its Business Combination Agreement with GTS Holdings, extending to October 9, 2026 the deadline for GTS and Pubco to deliver audited financials to NMP. NMP may further extend the deadline at its sole discretion, and the amendment confirms that the Registration Statement is due five business days after the audit delivery date.

  • Amendment dated September 22, 2026 extends the audited financials delivery deadline to October 9, 2026
  • NMP may extend the delivery date further, on one or more occasions, by written notice without consent of other parties
  • Registration Statement must be filed within five business days after the Audit Delivery Date
  • Missed audited financials delivery before the amendment is not a breach or termination basis under the agreement
Read the filing on SEC.gov ↗
TWITITAN INTERNATIONAL INC Sep 25, 4:50 PM ET

Titan to sell ITM undercarriage unit to USCO for $207 million in cash

Neutral m&a Written later 1.015.027.01

On September 21, 2026, Titan subsidiaries agreed to sell all equity of Italtractor ITM S.p.A. to USCO S.p.A. for $207 million in cash, plus up to $6 million in earnout tied to ITM's 2026 performance. The deal is expected to close in January 2027, subject to regulatory approvals, and Titan intends to use the proceeds to reduce debt and strengthen its balance sheet. The filing does not disclose ITM's financial results, and the same day Chief Operating Officer Max Narancich announced his resignation effective October 9, 2026.

  • Purchase price of $207 million in cash, plus up to $6 million in earnout based on ITM's 2026 performance criteria
  • Closing expected in January 2027, subject to antitrust and foreign direct investment approvals
  • Titan intends to use a portion of the proceeds to reduce existing debt
  • Max Narancich resigns as Chief Operating Officer - Titan Specialty, effective October 9, 2026
Read the filing on SEC.gov ↗
MARAMARA Holdings, Inc. Sep 25, 4:30 PM ET

MARA amends $600 million Texas site purchase, adds $100 million security deposit

Mixed m&a Written later 1.01

On September 21, 2026, MARA's subsidiary Volt Texas LLC amended its July 2, 2026 agreement to acquire MAT 1177 LLC, which holds land rights and a site for a planned data center project in Texas. The amendment requires a $100.0 million security deposit to the Electric Utility Company, which Buyer may withdraw at its discretion subject to a sale process, and restructures milestone payments while keeping the aggregate purchase price at $600 million if all milestones are achieved. The filing also replaces the provision allowing the membership interests to be returned to the seller with a process to market the project for sale to a third party, with the seller holding a right of first offer.

  • Amendment dated September 21, 2026 to the Membership Interest Purchase Agreement originally dated July 2, 2026
  • Buyer posted a $100.0 million security deposit with the Electric Utility Company for power capacity for the Site
  • Aggregate purchase price remains $600 million if all milestones are achieved
  • Reconveyance provisions replaced by a process to market the project for sale, with a seller right of first offer in certain trigger events
Read the filing on SEC.gov ↗
FTHMFathom Holdings Inc. Sep 25, 8:38 AM ET

Fathom Holdings and NXH agree to explore alternative deal replacing June merger

Mixed m&a Written later 8.01

Fathom Holdings and Neighborhood Intelligence (NXH) said on September 24, 2026, that they agreed to explore an alternative transaction in place of the merger agreement signed June 16, 2026. Under the proposal, NXH would contribute digital assets, led by its stake in tZERO, in exchange for newly issued Fathom shares, and would keep a controlling interest in Fathom. For shareholders, the original share exchange would be replaced by a deal that could change Fathom's ownership and control, and the companies say there is no assurance it will be completed.

  • The Original Merger Agreement, dated June 16, 2026, would be terminated once definitive documents are signed.
  • NXH's digital assets would be ascribed no less than $130 million in value, driven mainly by its approximately 38.8% direct and indirect stake in tZERO, subject to Fathom's validation.
  • NXH expects to keep a controlling interest in Fathom, and the final share count will be set in definitive agreements.
  • The deal remains subject to definitive agreements, Fathom and NXH board and Fathom stockholder approvals, an independent fairness opinion, and regulatory approvals.
Read the filing on SEC.gov ↗

Blue Acquisition Corp. Updated Deal Deck Cites $2.8 Billion CoreWeave Lease

Neutral m&a Written later 7.01

Blue Acquisition Corp. furnished an updated September 2026 investor presentation for its pending business combination with Blockfusion, which follows a Sixth Amendment to the Business Combination Agreement dated September 21, 2026. The presentation highlights a 15-year anchor lease with CoreWeave for 85MW of critical IT load, with anticipated revenue of about $2.8 billion over the initial lease terms, and notes that Blockfusion's financial information is unaudited while a PCAOB audit is underway.

  • Sixth Amendment to the Business Combination Agreement dated September 21, 2026; earlier amendments ran from March 19, 2026 to September 2, 2026
  • CoreWeave 15-year anchor lease covers 85MW take-or-pay critical IT load; anticipated revenue about $2.8 billion over initial terms, about $5.4 billion if all renewal options are exercised
  • CoreWeave committed $50 million of capital in a non-recurring charge and $30 million through purchase of a warrant
  • Blockfusion's financial information is unaudited and subject to change pending the PCAOB audit process
Read the filing on SEC.gov ↗
UYSCUY Scuti Acquisition Corp. Sep 24, 5:00 PM ET

UY Scuti Acquisition amends Isdera merger deal, sets Company Net Value at $920 million

Neutral m&a Written later 1.01

UY Scuti Acquisition Corp. (UYSC) signed a joinder agreement and a First Amendment to its July 18, 2025 merger agreement with Isdera Group Limited on September 22, 2026. The amendment revises the definition of "Company Net Value" to $920 million and changes how closing consideration is allocated among Isdera Group's shareholders, which affects how the deal's terms apply to the parties.

  • The First Amendment and the Joinder Agreement were both dated September 22, 2026.
  • The Merger Agreement was originally entered into on July 18, 2025, with Isdera Group Limited and related parties.
  • Company Net Value is revised to $920,000,000; the amendment also corrects a technical error in the definition of "Purchaser Rights."
  • The Joinder Agreement made Isdera Inc and Isdera Technology Limited parties to the Merger Agreement.
Read the filing on SEC.gov ↗

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.