US Merger & Acquisition SEC Filings — October 05, 2026

05-10-2026

Firy Inc. (formerly Skillz Inc.) completed the sale of its entire 10.5% stake in Exit Games for $55 million in cash, a fully realized exit that returned approximately 1.1x its original $50 million investment made in July 2021. The company highlights that this return is about 22 times the average DPI of 2021-vintage U.S. venture funds, which have distributed only 0.05x of paid-in capital at the five-year mark. While the exit provides cash and optionality, the modest 1.1x return underscores the challenging venture environment of that vintage.

• · Transaction closed on Friday, October 2, 2026, with proceeds received in full.
• · Exit Games is based in Hamburg, Germany, and is the developer of Photon multiplayer networking technology.
• · Photon is used in global hits such as Stumble Guys.
• · The 2021-vintage average DPI of 0.05x is the lowest of any vintage after five years since 1997.
• · FIRY's 1.1x return is gross cash proceeds on a single investment, while the vintage DPI is net of fees and carry.
• · The sale was made back to Exit Games, not to a third party.

05-10-2026

Spark I Acquisition Corp. disclosed that shareholders redeemed 609,668 Class A ordinary shares for approximately $7.1 million (about $11.68 per share) from its trust account following an extension vote. Approximately $19.0 million remains in the trust account, and the company now has 6,445,104 Class A ordinary shares outstanding. The extension moves the deadline for its initial business combination from September 29, 2026 to March 29, 2027.

• · The extension was approved at an extraordinary general meeting held on September 25, 2026.
• · The redemption price of $11.68 per share reflects the pro rata portion of the trust account including interest.
• · The company's Class A ordinary shares outstanding consist of 1,627,045 shares from the IPO and 4,000,000 shares converted from Class B shares held by the sponsor.
• · The company is an emerging growth company and has not elected to use the extended transition period for complying with new financial accounting standards.

05-10-2026

Melar Acquisition Corp. I is seeking shareholder approval for its business combination with Everli Global Inc., valued at $180 million plus additional financing proceeds. The deal involves a merger structure where Everli shareholders will receive shares of New Melar common stock valued at $10.00 per share, with Class B shares carrying 30 votes per share (sunsetting after 12 years). While the transaction has secured $11.1 million in bridge financing and up to $10 million from Yorkville, the company faces a $5.635 million loan that matured on September 1, 2026 and is currently in extension negotiations, indicating potential liquidity pressure.

• · The meeting will be held on October 22, 2026 at 8:00 a.m. ET at Ellenoff Grossman & Schole LLP, 1345 Avenue of the Americas, 11th Floor, New York, NY 10105.
• · Melar will domesticate from a Cayman Islands exempted company to a Nevada corporation prior to the merger.
• · Class B common stock carries 30 votes per share, with super voting rights sunsetting 12 years after Closing.
• · 1,500,000 Escrow Shares will be held for 24 months post-Closing, subject to forfeiture upon certain events.
• · Yorkville notes bear interest at 8% per annum, increasing to 18% upon an event of default, with ~18-month maturity from first note issuance.
• · The $5.635 million loan from Everli S.p.A. matured on September 1, 2026 and is currently in extension negotiations, indicating a potential liquidity concern.

05-10-2026

The GEO Group completed the sale of its Adelanto, California ICE Processing Center complex (three facilities totaling 2,644 beds) to the U.S. federal government for $950 million, expecting net proceeds of approximately $705 million after taxes and expenses. Concurrently, the Board increased the share repurchase authorization by $750 million to $1.25 billion, effective through December 31, 2029. The company will continue providing support services under its existing ICE contract through December 2034 and remains engaged in an active process for additional facility sales, though no definitive agreements are in place.

• · GEO expects to continue providing support services under its existing ICE contract for the sold facilities, with a full term through December 19, 2034 (current term ending December 19, 2029 plus a five-year option period).
• · The share repurchase authorization is effective through December 31, 2029 and may be extended, increased, decreased, suspended or terminated by the Board at any time.
• · GEO remains engaged in an active process for the sale of multiple other company-owned facilities to ICE, but there is no definitive agreement or precise timeline for any additional transactions.
• · GEO's worldwide operations include ownership and/or delivery of support services for 97 facilities totaling approximately 76,000 beds, with a workforce of up to approximately 20,000 employees.

05-10-2026

Harrow, Inc. closed its acquisition of TYRVAYA® (varenicline solution) nasal spray 0.03 mg from Viatris Inc., securing worldwide rights except Japan, where Viatris retains commercialization and will pay Harrow royalties. Harrow paid $30 million in cash at closing, with up to $70 million in contingent milestone payments tied to net sales, for potential total consideration of up to $100 million. The deal adds the first FDA-approved nasal spray for dry eye disease to Harrow's portfolio, complementing its existing VEVYE® product, and is expected to contribute more than $30 million in revenue in 2027.

• · TYRVAYA is approved in the U.S., China, and Taiwan, with marketing applications pending in additional markets.
• · TYRVAYA is fully stocked in wholesale distribution channels including McKesson, Cardinal, and Cencora, and can be shipped to retail pharmacies generally within 24 hours.
• · Harrow expects to onboard approximately 40 Viatris personnel during Q4 2026.
• · TYRVAYA has an established prescription base and physician awareness, with years of real-world clinical experience.
• · VEVYE and TYRVAYA will be supported by a single Ocular Surface commercial organization to leverage shared infrastructure.
• · TYRVAYA prescriptions can be sent via EMR software directly to PhilRx or to any retail pharmacy.

05-10-2026

Matador Resources Company closed the acquisition of Paloma Permian LLC from EnCap Investments for $1.255 billion in cash, adding over 156 net drilling locations and approximately 16,500 net undeveloped acres in the Delaware Basin. The acquired production has outperformed underwriting estimates by about 10% since June 1, 2026. However, the company expects to pay down its credit facility by $350-400 million in Q4 2026, indicating significant debt was used to fund the deal, and the Ridge Runner acquisition has not yet closed.

• · The acquisition adds 59 approved drilling permits on Paloma acreage.
• · Matador expects to commence drilling on up to 25 wells associated with Paloma acreage by year-end 2027.
• · The majority of the acquired 16,500 net acres is held by production.
• · Matador's net acreage position will increase by almost 20% from 203,000 net acres in October 2025 to approximately 240,000 net acres in Q4 2026.
• · The Ridge Runner acquisition is expected to close later in October 2026.
• · Matador plans to pay down its reserves-based lending credit facility by $350-400 million in Q4 2026, depending on commodity prices.
• · Matador owns 51% of the San Mateo Midstream system.

05-10-2026

SIM Acquisition Corp. I (SIMAU) entered into a binding Letter of Intent on October 2, 2026, to acquire 100% of American Industrial Technologies, Inc. (AIT) in a business combination. Under the terms, SIM will issue approximately 50,000,000 shares of common stock to AIT equity holders, and AIT CEO John Chiorando will become CEO and Chairman of the combined company. The deal includes a $5,000,000 termination fee payable by AIT if it walks away, and the parties have extended exclusivity through December 31, 2026. The transaction is subject to due diligence, definitive documentation, and shareholder approvals.

• · The Binding LOI replaces and supersedes the non-binding LOI dated April 26, 2026.
• · AIT will merge with a newly formed, wholly-owned subsidiary of SIM and become the surviving company.
• · SIM will domesticate from the Cayman Islands to Nevada.
• · Closing conditions include completion of due diligence, execution of definitive documents, and approvals by shareholders and boards of both parties.
• · SIM can terminate and collect the $5,000,000 fee if due diligence is not completed to its satisfaction, if AIT fails to deliver audited/reviewed financials by November 15, 2026, or if definitive documents are not executed by December 31, 2026.
• · Exclusivity period extended through December 31, 2026.

05-10-2026

Oxley Bridge Acquisition Ltd announced the resignation of CFO Gary Chan effective September 29, 2026, with no disagreement with the company. He will remain as a financial consultant. The Board appointed Jingjing (Jessie) Yan as the new CFO, who will continue to serve as President. This is a routine leadership change with no financial impact disclosed.

• · Gary Chan's resignation was not due to any disagreement with the company on operations, policies, or practices.
• · Jingjing Yan will serve as both CFO and President.
• · The company is a blank check company (SPAC) incorporated in the Cayman Islands with executive offices in Vancouver, Canada.
• · The company's securities trade on Nasdaq under symbols OBAWU (units), OBA (ordinary shares), and OBAWW (warrants).

05-10-2026

INNOVATE Corp. (VATE) completed the sale of its DBM Global subsidiary to IES Holdings (IESC) for total consideration of approximately $559 million, comprising $413 million in cash and 430,974 shares of IES common stock valued at ~$146 million. The company intends to use all net proceeds to reduce outstanding debt, strengthening its balance sheet and financial flexibility as it focuses on its remaining Life Sciences and Spectrum businesses.

• · The stock consideration is subject to a maximum 60-day lock-up period following the closing.
• · The purchase price remains subject to finalization after a post-closing statement and potential dispute resolution.
• · Other DBMG stockholders (holding ~8.79%) will receive their pro rata share entirely in cash.
• · INNOVATE's remaining businesses are in the Life Sciences and Spectrum markets.

05-10-2026

Qorvo, Inc. filed an 8-K on October 5, 2026, reporting the termination of a material agreement and the formation of a new Delaware LLC, Comet Acquisition II, LLC, on October 24, 2025. The filing includes multiple items (1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 9.01) and exhibits, indicating significant corporate restructuring or a potential acquisition vehicle. However, no financial details, transaction values, or performance metrics are disclosed in this filing.

• · The filing includes items 1.02 (Termination of a Material Definitive Agreement), 2.01 (Completion of Acquisition or Disposition of Assets), 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), 3.03 (Material Modification to Rights of Security Holders), 5.01 (Changes in Control of Registrant), 5.02 (Departure of Directors or Certain Officers), 5.03 (Amendments to Articles of Incorporation or Bylaws), and 9.01 (Financial Statements and Exhibits).
• · Comet Acquisition II, LLC was formed on October 24, 2025, under Delaware law, with a registered agent at Corporation Service Company.
• · No financial figures, transaction amounts, or performance metrics are provided in the filing.

05-10-2026

Skyworks Solutions has completed its combination with Qorvo, creating a U.S.-based global leader in high-performance RF, power management, and analog/mixed-signal semiconductor solutions. The deal is expected to deliver $500 million or more in annual cost synergies within 24-36 months and be immediately accretive to non-GAAP EPS. Legacy Skyworks shareholders own approximately 63% of the combined company, while legacy Qorvo shareholders own approximately 37%.

• · The combined company has approximately 8,000 engineers and more than 12,000 issued and pending patents.
• · Skyworks will provide financial guidance on its fiscal fourth-quarter earnings call on Nov. 3.
• · The company will continue to operate as Skyworks and trade under the SWKS ticker symbol on NASDAQ.
• · Bob Bruggeworth, Richard Clemmer and Chris Koopmans have joined the Skyworks Board of Directors.

05-10-2026

Valuence Merger Corp. I (VMCUF) filed an 8-K on October 5, 2026, disclosing that its board approved a one-month extension of the deadline to complete an initial business combination, moving it from October 3, 2026 to November 3, 2026. A deposit of $13,897.14 was made into the trust account to support the extension. This is the sixth of ten possible monthly extensions, with the ultimate deadline set for March 3, 2027. No material financial or operational changes were reported.

• · The board resolution extends the business combination deadline from October 3, 2026 to November 3, 2026.
• · This is the sixth of ten potential one-month extensions available to the company.
• · The ultimate extended deadline is March 3, 2027.

05-10-2026

Armada Acquisition Corp. II filed an 8-K on October 5, 2026, reporting an amendment to its Warrant Agreement to align with its IPO prospectus, setting warrant exercisability to the later of the completion of a business combination or 12 months after the IPO closing. The filing also confirms that a registration statement for the business combination with Evernorth Holdings Inc. was declared effective on August 27, 2026, and the definitive proxy statement/prospectus was mailed to shareholders. No financial results or performance metrics are disclosed in this filing.

• · The Warrant Amendment was entered into on October 5, 2026, to conform the Warrant Agreement to the IPO prospectus description.
• · Warrants become exercisable on the later of the date of completion of a business combination or 12 months from the IPO closing date.
• · The registration statement on Form S-4 for the business combination was declared effective on August 27, 2026.
• · The definitive Proxy Statement/Prospectus was mailed to shareholders as of the record date of August 20, 2026.
• · The filing does not contain any financial results or performance metrics.

05-10-2026

Chiron Real Estate Inc. (formerly Global Medical REIT Inc.) completed the acquisition of The Pinnacle North Bethesda, a senior housing community in North Bethesda, Maryland, for $173.2 million on October 1, 2026. The acquisition was funded through one or more subsidiaries, and pro forma financial information will be filed by amendment within 71 days. No negative or flat metrics were reported in this filing.

• · The acquisition closed on October 1, 2026, with the 8-K filed on October 5, 2026.
• · The property is a senior housing community located in North Bethesda, Maryland.
• · Pro forma financial information will be filed by amendment no later than 71 days after the initial 8-K filing date.

05-10-2026

American Resources Corporation (ARC) acquired certain real property, structures, fixtures, and equipment from Wyoming County Coal LLC (WCC) for a $40.0 million settlement of litigation. The assets include real estate, mineral rights, and refuse-pile materials, but ARC is not assuming WCC's mining permits, liabilities, or asset retirement obligations. ARC plans to evaluate the assets for critical-mineral feedstock recovery, though no specific financial metrics or performance comparisons are provided.

• · The acquisition does not include WCC's mining permits, licenses, or historical liabilities (including AROs).
• · The deed conveying real property is to be executed within 60 days of the effective date (by November 28, 2026).
• · ARC has the right to assign the real property to a subsidiary before deed execution.
• · The acquired property includes rights to valuable elements and minerals in refuse piles.
• · The Asset Purchase Agreement includes mutual releases and indemnification by WCC for breaches.

05-10-2026

Southport Acquisition Corp. II, a blank check company, priced its $200 million initial public offering of 20 million units at $10.00 per unit, with units expected to begin trading on the NYSE on October 1, 2026. The offering includes an underwriter over-allotment option for up to 3 million additional units. The company is formed to pursue a merger or business combination, but has not yet identified a target, and the offering's closing is subject to customary conditions.

• · The company is a blank check company with no specific business combination target identified yet.
• · The management team is led by Jeb Spencer (CEO and Chairman) and Griffith Gates (President and COO).
• · The underwriters have a 45-day option to purchase up to an additional 3,000,000 units to cover over-allotments.
• · The registration statement was declared effective by the SEC on September 30, 2026.
• · The offering is being made only by means of a prospectus, and copies can be obtained from Cohen & Company Capital Markets.

05-10-2026

Launch Two Acquisition Corp. (LPBBU) postponed its extraordinary general meeting from October 6 to October 7, 2026, to vote on an amendment extending the deadline to complete an initial business combination from October 9, 2026 to April 9, 2027 (up to six monthly extensions). The redemption deadline for shareholders was also extended to October 5, 2026 at 5:00 p.m. ET. The filing does not disclose any financial results or deal progress, only procedural changes to the meeting schedule.

• · The meeting was postponed by one day, from October 6 to October 7, 2026.
• · The extension sought would allow the company to push its business combination deadline from October 9, 2026 to as late as April 9, 2027.
• · Shareholder redemption rights deadline was extended to October 5, 2026 at 5:00 p.m. ET (two business days before the meeting).
• · The proxy statement was filed with the SEC and mailed to shareholders of record as of September 9, 2026.
• · The company is an emerging growth company and has elected not to use the extended transition period for new accounting standards.

05-10-2026

Corteva, Inc. has entered into a Separation and Distribution Agreement dated September 29, 2026, to spin off a new entity, Vylor Inc. (SpinCo), via a pro-rata distribution of SpinCo common stock to Corteva stockholders. The agreement details the allocation of assets, liabilities, and ongoing obligations between Corteva (RemainCo) and SpinCo, including non-competition covenants, indemnification provisions, and management of legacy liabilities. The transaction is subject to customary conditions and is intended to be tax-free for U.S. federal income tax purposes.

• · The distribution is subject to conditions including the filing and effectiveness of a Form 10 registration statement with the SEC.
• · The agreement includes detailed non-competition provisions restricting both RemainCo and SpinCo from engaging in certain businesses for a defined period.
• · The agreement provides for the allocation of legacy liabilities, including environmental liabilities, between the two companies.
• · The agreement includes provisions for the management and defense of third-party claims and indemnification obligations.
• · The agreement includes provisions for the preservation and access to corporate records and confidential information.

05-10-2026

Duos Technologies Group, Inc. (DUOT) completed the sale of its GPU-as-a-Service entity to Axe Compute (AGPU) for $42.9 million in monthly payments over 60 months, removing approximately $98.1 million of prospective equipment debt. The transaction sharpens Duos into a pure-play AI colocation landlord, freeing capital for new modular data center sites. Duos maintains its Columbus customer under a revised five-year agreement with improved terms and expects full-year 2026 revenue above $50 million with positive adjusted EBITDA.

• · Transaction closed on September 30, 2026.
• · Duos will lease GPU compute capacity from Axe Compute under a capacity supply arrangement rather than owning the equipment.
• · Duos continues to own and operate the colocation facility in Columbus, Georgia.
• · Revised five-year agreement with the Columbus customer is expected to increase revenue over the life of the contract.
• · Duos is now singularly focused on developing and operating 10 to 30 MW modular colocation sites across the United States.