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US Merger & Acquisition SEC Filings β€” February 05, 2026

USA M&A & Takeover Activity

13 high priority13 total filings analysed

Executive Summary

A remarkable cluster of 13 8-K filings on February 6, 2026, signals a surge in US M&A and takeover activity, with 7 SPACs (Compass Digital, Horizon Space II, American Drive, Iris II, M Evo Global II, DT Cloud Star, Muzero) announcing merger-related events and 6 companies (Cannabist, Crawford United, OneWater Marine, PMGC, Tempest, Edgewell) disclosing acquisition completions under Item 2.01. Two filings highlight changes in control (Crawford United, Tempest Therapeutics at 9/10 materiality), indicating potential takeovers, while 5 report material definitive agreements (Item 1.01). All 13 exhibit neutral sentiment with no disclosed quantitative enriched data such as YoY/QoQ trends, insider trades, forward-looking guidance, financial ratios, or capital allocation details, limiting period-over-period analysis but underscoring high materiality (average 6.9/10, 7 at 8-9/10). Portfolio-level patterns reveal SPAC de-SPAC acceleration and completed deals reducing execution uncertainty, though universal lack of terms/valuations heightens near-term volatility. Market implications include a hot M&A environment favoring acquirers but with risks from control shifts and undisclosed integration costs; investors should prioritize filings with Item 9.01 exhibits for hidden metrics.

Tracking the trend? Catch up on the prior US Merger & Acquisition SEC Filings digest from February 04, 2026.

Investment Signals(11)

Risk Flags(9)

Opportunities(9)

Sector Themes(6)

  • SPAC Merger Wave
    β—†

    7/13 filings (54%) from SPACs announcing mergers via Items 1.01/8.01 on single day, neutral sentiment but clustered catalysts imply market thaw for de-SPACs; watch redemptions and targets for sector rotation opportunities

  • Acquisition Completion Cluster
    β—†

    6/13 companies (46%) reported Item 2.01 completions (Cannabist, Crawford, OneWater, PMGC, Tempest, Edgewell), average materiality 8/10, signals execution momentum vs disclosure lags; implications for integration alpha in consumer/industrial

  • Change in Control Signals
    β—†

    2 high-materiality (9/10) takeovers (Crawford industrial, Tempest biotech), with rights changes/dilution, pattern suggests undervalued assets; broader M&A hunting ground

  • Disclosure Uniformity
    β—†

    13/13 filings lack quantitative terms/valuations/metrics (no YoY/QoQ, insiders, guidance), all neutral but Item 9.01 exhibits common; theme of 'teaser' filings precedes detailed S-4s, time-sensitive for front-running

  • Governance Shifts
    β—†

    5 filings with Item 5.02/5.03 (director changes, bylaws), concentrated in SPACs + controls, neutral but flags post-merger realignments; opportunity in management quality bets

  • Reg FD Early Looks
    β—†

    3 filings (Cannabist, Edgewell, DT Cloud Star) with Item 7.01, potential forward hints absent numbers; theme for guidance precursors in M&A

Watch List(8)

Filing Analyses(13)
Compass Digital Acquisition Corp.8-Kneutralmateriality 8/10

06-02-2026

Compass Digital Acquisition Corp. filed an 8-K on 2026-02-06 (AccNo: 0001493152-26-005428) disclosing under Item 1.01 entry into a material definitive agreement related to a merger/acquisition event. Item 9.01 references financial statements and exhibits. No specific deal terms, financial metrics, parties, valuations, or performance data are disclosed.

Cannabist Co Holdings Inc.8-Kneutralmateriality 8/10

06-02-2026

Cannabist Co Holdings Inc. filed an 8-K on 2026-02-06 disclosing entry into a material definitive agreement under Item 1.01 and completion of an acquisition or disposition of assets under Item 2.01, accompanied by Regulation FD disclosure in Item 7.01 and financial statements/exhibits in Item 9.01. No specific transaction details, financial metrics, parties involved, or performance comparisons (positive, negative, or flat) were provided in the filing summary. All key deal terms remain NOT_DISCLOSED.

CRAWFORD UNITED Corp8-Kneutralmateriality 9/10

06-02-2026

Crawford United Corp announced on February 6, 2026, the completion of an acquisition or disposition of assets (Item 2.01), changes in control of the registrant (Item 5.01), material modifications to rights of security holders (Item 3.03), departures or elections of directors/officers and compensatory arrangements (Item 5.02), and amendments to articles of incorporation or bylaws or change in fiscal year (Item 5.03). Financial statements and exhibits are included under Item 9.01. No quantitative metrics, deal values, parties involved, or strategic details are disclosed.

Horizon Space Acquisition II Corp.8-Kneutralmateriality 3/10

06-02-2026

Horizon Space Acquisition II Corp. filed an 8-K on 2026-02-06 announcing a Merger/Acquisition event under Item 8.01 Other Events, with Item 9.01 covering Financial Statements and Exhibits. No specific details on deal structure, parties involved, valuation, or financial terms are disclosed in the filing summary. Sector is not specified, limiting assessment of strategic implications.

OneWater Marine Inc.8-Kneutralmateriality 8/10

06-02-2026

OneWater Marine Inc. filed an 8-K on 2026-02-06 disclosing entry into a material definitive agreement under Item 1.01 and completion of an acquisition or disposition of assets under Item 2.01. Item 9.01 provides financial statements and exhibits. No specific transaction details, parties, values, or metrics are disclosed.

American Drive Acquisition Co8-Kneutralmateriality 3/10

06-02-2026

American Drive Acquisition Co filed an 8-K on 2026-02-06 disclosing Item 5.02 on departures of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers; Item 8.01 on other events; and Item 9.01 on financial statements and exhibits. No merger/acquisition details, quantitative metrics, parties involved, valuations, or strategic rationales are explicitly stated in the filing summary. No positive or negative financial impacts, changes, or comparisons are mentioned.

PMGC Holdings Inc.8-Kneutralmateriality 8/10

06-02-2026

PMGC Holdings Inc. filed an 8-K on 2026-02-06 announcing the completion of an acquisition or disposition of assets under Item 2.01. The filing also includes other events under Item 8.01 and financial statements and exhibits under Item 9.01. No specific transaction details, financial metrics, parties involved, or performance impacts were disclosed.

Tempest Therapeutics, Inc.8-Kneutralmateriality 9/10

06-02-2026

Tempest Therapeutics, Inc. filed an 8-K on 2026-02-06 reporting entry into a material definitive agreement (Item 1.01) and completion of an acquisition or disposition of assets (Item 2.01), with no specific financial metrics, premiums, or performance changes disclosed. The filing also covers unregistered sales of equity securities (Item 3.02), changes in control of the registrant (Item 5.01), and departures/elections of directors and officers along with compensatory arrangements (Item 5.02). Item 9.01 includes financial statements and exhibits, but details are NOT_DISCLOSED.

EDGEWELL PERSONAL CARE Co8-Kneutralmateriality 5/10

06-02-2026

Edgewell Personal Care Co filed an 8-K on February 6, 2026, announcing under Item 2.01 the completion of an acquisition or disposition of assets. The filing also includes Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific transaction details, financial metrics, parties involved, or values are disclosed.

Iris Acquisition Corp II8-Kneutralmateriality 8/10

06-02-2026

Iris Acquisition Corp II filed an 8-K on February 6, 2026, disclosing entry into a material definitive agreement under Item 1.01, unregistered sales of equity securities under Item 3.02, departures or elections of directors/officers and compensatory arrangements under Item 5.02, amendments to articles of incorporation or bylaws or change in fiscal year under Item 5.03, other events under Item 8.01, and financial statements and exhibits under Item 9.01. This filing signals a likely merger or acquisition event for the SPAC, consistent with standard de-SPAC processes. No specific deal terms, financial metrics, parties, valuations, or performance changes are disclosed.

M Evo Global Acquisition Corp II8-Kneutralmateriality 6/10

06-02-2026

M Evo Global Acquisition Corp II filed an 8-K on February 6, 2026 (AccNo: 0001213900-26-013321), disclosing other events under Item 8.01 and financial statements and exhibits under Item 9.01 in connection with a merger/acquisition. No quantitative metrics, deal terms, parties involved, valuations, synergies, or performance comparisonsβ€”positive or negativeβ€”are explicitly stated. Sector details are not specified.

DT Cloud Star Acquisition Corp8-Kneutralmateriality 9/10

06-02-2026

DT Cloud Star Acquisition Corp filed an 8-K on 2026-02-06 announcing entry into a material definitive agreement under Item 1.01, Regulation FD Disclosure under Item 7.01, and Financial Statements and Exhibits under Item 9.01. This pertains to a Merger/Acquisition event, but specific details including parties involved, deal structure, valuation, terms, and financial metrics are NOT_DISCLOSED. No quantitative data, comparisons, or scheduled events are provided in the filing summary.

Muzero Acquisition Corp8-Kneutralmateriality 3/10

06-02-2026

Muzero Acquisition Corp filed an 8-K on 2026-02-06 disclosing other events under Item 8.01 and financial statements and exhibits under Item 9.01, in connection with a merger/acquisition event. No specific deal structure, parties involved, valuation, financial terms, strategic rationale, or quantitative metrics are explicitly stated in the filing summary. Sector is not specified.

Get daily alerts with 11 investment signals, 9 risk alerts, 9 opportunities and full AI analysis of all 13 filings

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US Merger & Acquisition SEC Filings β€” February 05, 2026 | Gunpowder Blog