🇺🇸United States·March 24, 2026·daily

US Merger & Acquisition SEC Filings — March 24, 2026

The 9 filings reveal robust M&A and takeover activity dominated by SPACs (6/9 filings) facing mixed fortunes, including PIPE financings, non-redemption support, administrative deals, but also delisting risks, alongside operating company divestitures and acquisitions showing pro forma financial improvements. Key period-over-period trends include revenue declines in divested units (Cardlytics: 2025 revenue down 9% pro forma to $212.3M) but narrower net losses (79% improvement in 2024 to $(40.4M)), EBITDA margin expansion via accretive deals (LSI: combined 11% from 9.7%), and secured future cash flows (Playboy: $122M contracted through 2033). Critical developments like LSI's $325M acquisition and Playboy's $15M JV sale signal strategic portfolio optimization, while SPAC challenges (Oak Woods delisting March 25, 2026) highlight deadline pressures post-36 months. Portfolio-level patterns show 3/9 with positive pro forma metrics (narrower losses, higher EBITDA), contrasting SPAC neutral/negative sentiment; sector themes point to industrials/licensing M&A strength amid SPAC fatigue. Implications favor monitoring post-deal integrations and SPAC closings for near-term catalysts, with asset-light shifts boosting returns.

9 high priority9 total filings

🇺🇸United States·March 23, 2026·daily

US Merger & Acquisition SEC Filings — March 23, 2026

The 10 filings reveal heightened US M&A and takeover activity dominated by SPACs (7/10 filings), with extensions, approvals, and high redemptions signaling persistent deal momentum amid liquidity pressures; actual sector M&A includes mining consolidation (Coeur-New Gold boosting 2026 gold production guidance 80% YoY from 419k oz to 680-815k oz), reinsurance divestiture (FG Nexus), crowdfunding expansion (StartEngine-Vinovest adding $140-150M AUM), and governance tweaks post-acquisition (Exact Sciences). Period-over-period trends show SPAC trust deposits for extensions (YHN $150k) contrasting low balances (TETE $142k signaling redemptions), while Coeur's reserves integration extends mine life to 2032-2035 with strong FCF projections. Capital allocation shines in Coeur's $750M buyback and inaugural $0.02/share dividend vs prior $400M facility upgrade to $1B revolver. Overarching themes: SPAC resilience via extensions/name changes (Goldenstone to Chi Special) but delisting risks (Bayview); positive sentiment in 6/10 filings drives alpha in mining/alts, mixed in SPACs due to redemptions (Crane 19.4M shares/$201M). Portfolio implication: Favor completed M&A with guidance upside over pre-merger SPACs; monitor March 26-31 catalysts for volatility.

10 high priority10 total filings

🇺🇸United States·March 20, 2026·daily

US Merger & Acquisition SEC Filings — March 20, 2026

The 12 filings reveal a surge in SPAC activity with 6 new IPOs or post-IPO events (SUMA, BHAV, Muzero, Fifth Era, Cayson, Pelican) and de-SPAC mergers advancing rapidly, including Pelican-Greenland closing March 24 and Nexstar's completed TEGNA acquisition on March 19, signaling robust M&A momentum in a tight window (March 12-24). Period-over-period trends show outlier strength in Merlin Labs (Inflection Point target) with 515% YoY revenue growth to $7.6M despite 35% wider net losses to $74.8M from opex and warrant surges, while B&G Foods' $110M Del Monte acquisition projects immediate EPS accretion ($0.08-0.12) at 5.5x EBITDA multiple. High redemptions (63% or 7.56M shares, $77.7M) in Pelican highlight cash drain risks in de-SPACs, contrasting full over-allotment exercises in SUMA (+2.25M units) and BHAV's $100M IPO. Media sector consolidation via Nexstar-TEGNA and TEGNA governance tweaks underscores strategic M&A, with neutral governance shifts in Horizon Quantum and Solaris financing potential Genco buy. Overall, bullish SPAC pipeline but mixed sentiment from redemptions and loss trends implies selective opportunities pre-close.

12 high priority12 total filings

🇺🇸United States·March 19, 2026·daily

US Merger & Acquisition SEC Filings — March 19, 2026

The USA M&A & Takeover Activity stream reveals intense SPAC activity across 10/12 filings, with new IPOs (Metals Acquisition Corp II $230M, Praetorian $253M total), over-allotment exercises, and multiple BCA extensions (Pyrophyte 5th amendment to Apr 2027, Blue incentive pool to 8%), signaling prolonged deal hunts amid market appetite for fresh capital. Ashford Hospitality Trust's $56.8M hotel sale drove pro forma revenue decline of 1.5% YoY to $1.15B (YE2024) but improved net loss 17% to $68.5M, reflecting deleveraging. Battalion Oil's all-stock acquisition added 7,090 acres and 30 drilling locations, expanding contiguous holdings 35% to 27,097 acres. No insider trading reported; capital allocation focuses on trust funding (Constellation note to $5.25M) and debt repayment. Period trends show stable/no declines in most SPACs, mixed in hospitality; forward deadlines cluster Q2 2026-Q1 2027, building catalyst calendar. Portfolio-level: 7/12 neutral sentiment, 3 positive IPO/amendments, implying SPAC resilience but extension fatigue risk.

12 high priority12 total filings

🇺🇸United States·March 18, 2026·daily

US Merger & Acquisition SEC Filings — March 18, 2026

The 13 filings reveal robust M&A and SPAC activity centered on business combinations, extensions, and niche sector acquisitions, with 10/13 involving SPACs showing persistence amid challenges like high redemptions (Voyager: 25.2M shares redeemed, trust at $885k) and one termination (Quartzsea due to CSRC delays). Positive divestitures and acquisitions dominate non-SPAC activity: TriMas $1.45B Aerospace sale yields $1.2B for growth/buybacks; BlockchAIn completes combo with $22.9M rev/$5.7M NI data center targeting AI expansions 2026-27; cannabis M&A surges via Grown Rogue (60% cost savings, Q2 2026 ops) and Global Asset (license options). No period-over-period declines reported across filings (e.g., BlockchAIn 2024 metrics strong, TriMas no quantitative drops); forward looks cluster in Q2-Q4 2026 for operations/expansions. Portfolio trends: Neutral routine SPAC mechanics (unit separations in 2, extensions in 3) mask bullish niche growth in AI/HPC, cannabis, packaging; bearish regulatory hurdles in PRC-related deals. Implications: Capital recycling fuels buybacks/acquisitions; monitor SPAC closings for dilution risks, alpha in post-combo trading (e.g., AIB ticker).

13 high priority13 total filings

🇺🇸United States·March 17, 2026·daily

US Merger & Acquisition SEC Filings — March 17, 2026

The 15 filings reveal a robust wave of M&A and takeover activity dominated by SPAC/deSPAC transactions (9/15 filings), with amendments, financings, and adjournments signaling persistent deal-making amid delays. Completed mega-deals include Alexander & Baldwin's $2.3B take-private at $21.20/share, IBM's $11B acquisition of Confluent at $31/share, and Fulgent's $56.9M asset buys, highlighting strong buyer appetite in real estate, tech/AI, and diagnostics. Positive sentiment prevails (8/15 positive, 4 neutral, 3 mixed), with no reported period-over-period financial declines or metric compressions across filings; instead, forward-looking catalysts like Q2 2026 revenue ramps and IND submissions dominate. SPAC extensions (e.g., Israel Acq to Apr 15) and bridge notes indicate capital raises to bridge to closings, while fresh IPOs like GalaxyEdge's $115M raise underscore new liquidity. Portfolio-level pattern: 6/15 filings involve procedural advances (amendments/adjournments) without financial revisions, suggesting stable valuations but timing risks. Overall, bullish M&A momentum implies sector rotation opportunities into targets and acquirers, with catalysts clustered in late March.

15 high priority15 total filings

🇺🇸United States·March 16, 2026·daily

US Merger & Acquisition SEC Filings — March 16, 2026

The March 16, 2026 snapshot reveals a vibrant US M&A and SPAC landscape with 13 filings dominated by blank check company activities (9/13) including IPOs, extensions, unit separations, and de-SPAC announcements, alongside 4 material acquisitions/completions in fitness, defense, and tech sectors. Completed deals like Interactive Strength's $8.75-14.25M Ergatta buyout and Ondas Holdings' Rotron and 4M Defense acquisitions (total ~$5M stock with 30% YoY growth earnouts) highlight strategic expansions without reported financial declines. Pending high-value de-SPACs (Abra at $750M pre-money with $10B AUM target by 2027; GNQ at $500M with Q3 2026 close) signal bullish crypto/TechBio momentum, while SPAC extensions (Bayview 4th of 6, TLGY monthly) indicate prolonged target hunts but no liquidation risks yet. No period-over-period revenue/margin declines or insider selling noted across filings; sentiments skew positive/neutral with materiality peaking at 10/10 for Metals II IPO. Portfolio trend: SPACs represent 70% activity, clustering extensions/adjournments suggesting proxy challenges but robust fundraising ($200M+ Metals II). Implications: M&A acceleration in defense/autonomous systems and digital assets offers near-term catalysts amid stable emerging growth company statuses.

13 high priority13 total filings

🇺🇸United States·March 13, 2026·daily

US Merger & Acquisition SEC Filings — March 13, 2026

The 13 filings reveal a surge in SPAC activity with 7/13 involving blank check companies, including 3 IPOs/pricings (Kensington $230M, SUMA $150M) and extensions/deposit (Inception $12k for 1-month to April 13), signaling robust capital raising for M&A amid a 24-36 month combination windows. M&A completions dominate with IF Bancorp merger finalized at $26.40/share cash (delisting March 13), Aditxt's $36M oncology acquisition, and asset sales like Kaanapali's $19.9M land ($10.3M gain) and Moody REIT's $18.85M hotel disposition, though pro forma sales declines noted in 2 cases. Mixed sentiment in 3 filings highlights pro forma deteriorations (New Mountain net assets -3% to $1.153B, realized losses widened to $155M), but overall positive tone in 6/13 with no YoY/QoQ revenue declines beyond isolated pro formas (-$123k 2024 sales for Kaanapali). No insider trading or capital allocation shifts reported across filings, but forward-looking catalysts cluster in March (delistings, trading starts, closings). Portfolio-level trend: Elevated M&A velocity in SPACs/tech/healthcare vs quieter real estate dispositions; implications include heightened takeover premiums and de-SPAC opportunities, with $230M+ trust accounts positioning energy/tech targets.

13 high priority13 total filings

🇺🇸United States·March 12, 2026·daily

US Merger & Acquisition SEC Filings — March 12, 2026

A surge in US M&A and takeover activity dominates the 10 filings, with 7 announcing or completing strategic acquisitions, SPAC business combinations, or asset sales, reflecting strong deal momentum amid positive sentiment in 8/10 cases. SPACs like Inflection Point IV, Plum IV, and Quetta show advanced progress toward closings via shareholder approvals and support agreements, while traditional M&A includes Laird Superfood's $38.5M Navitas buy and T Stamp's dual cyber deals. No aggregate period-over-period financial trends available across filings due to event-driven nature, but transaction volumes highlight scaling ambitions in nutrition, AI/cybersecurity, and energy. Risks limited to Oak Woods' Nasdaq delisting threat and Ribbon's repeated EGM adjournments signaling proxy hurdles. Portfolio-level pattern: 6/10 filings involve tech/AI/energy targets, implying sector consolidation; actionable now as approvals cluster in March 2026 with Q3 closings ahead.

10 high priority10 total filings

🇺🇸United States·March 11, 2026·daily

US Merger & Acquisition SEC Filings — March 11, 2026

The 9 filings reveal a vibrant SPAC-driven M&A landscape, with 6/9 involving SPACs at various stages: IPO consummation (GalaxyEdge $100M), shareholder approvals (TLGY 97% vote, 6.7% redemptions), extensions (Future Vision II to April 13), clarifications (Pelican no 1% excise tax), terminations (Yotta), and underwriting amendments (Quantumsphere/Quartzsea at 4% deferred commissions). Sonida Senior Living's $1.8B merger completion with CNL Healthcare stands out, delivering 62% Normalized FFO accretion, 153 communities, and $930M debt financing for a $3.3B entity. Joby's $30.75M property loan supports eVTOL expansion. No explicit YoY/QoQ financial trends reported, but low TLGY redemptions (6.7% vs typical 20-50% in SPACs) and Sonida's 50/50 ownership split signal strong deal momentum. Portfolio-level patterns show 4 positive, 1 negative, 4 neutral sentiments; active capital raises/extensions indicate persistent M&A pursuit despite headwinds. Implications: heightened takeover activity favors operators like Sonida, while SPACs offer merger catalysts.

9 high priority9 total filings

🇺🇸United States·March 10, 2026·daily

US Merger & Acquisition SEC Filings — March 10, 2026

The 12 filings highlight intense SPAC activity (7/12 filings) focused on lifecycle management including over-allotments, trust extensions, unit separations, and de-SPAC progress, signaling sustained M&A pursuit amid avoiding liquidations. Ashford Hospitality's $95.3M hotel sale enabled $94.7M debt reduction, improving pro forma equity deficit by 15% to $453M from $533M (as of Sep 30, 2025), though 2024 revenue dipped 2% YoY to $1.15B with mixed net loss trends (94% improvement in 2024 to $5.3M but slight 9M2025 worsening to $137.6M). Governance shifts and dilutions dominate non-SPAC filings, with Klotho authorizing 50k Series C preferred convertible to 2.13B common shares post-approval, and Strategic Acquisitions issuing 40M shares boosting insider ownership to 86% via dilution. Forward-looking catalysts include SPAC combination deadlines (e.g., byNordic to Apr 12, 2026) and merger filings (Lake Superior F-4 upcoming), while Eventbrite's share authorization slash to 100 signals imminent going-private or merger. No broad portfolio revenue growth (only Ashford data shows -2% YoY), but capital allocation leans to debt reduction and extensions; neutral/mixed sentiment prevails (9/12), with SPACs showing positive procedural wins. Implications: M&A pipelines active but dilution risks high for microcaps, favoring selective SPAC plays with extensions.

12 high priority12 total filings

🇺🇸United States·March 09, 2026·daily

US Merger & Acquisition SEC Filings — March 09, 2026

The 14 filings reveal a surge in US M&A and SPAC activity on March 9, 2026, with 10 SPAC-related events dominating (mergers, extensions, IPO upsizes), signaling robust blank-check dealmaking amid energy, AI, and defense sectors. Key completions include Presidio Production's business combination with $87.5M PIPE and $125M preferred, CACI's $2.6B ARKA acquisition enhancing EO/IR capabilities, and MiniMed's $538M IPO proceeds post-Medtronic spin-off. Positive sentiment prevails in 11/14 filings (79%), with total announced/closed deal values exceeding $3.5B (CACI $2.6B, Calisa $180M, Presidio $212.5M PIPE+pref, MiniMed $538M). No broad period-over-period financial declines noted, but SPAC extensions (Aquaron $16K note, Ribbon $600K note) indicate deadline pressures without redemptions flagged. Mixed promo in Pelican/Greenland adds hype to energy exploration, while Trailblazer's Nasdaq non-compliance poses isolated delisting risk. Portfolio trend: SPAC de-SPACs accelerating (3 announced/closed vs prior briefs), favoring liquidity events and sector rotation into geothermal/AI/oil.

14 high priority14 total filings

🇺🇸United States·March 06, 2026·daily

US Merger & Acquisition SEC Filings — March 06, 2026

The 12 filings reveal a surge in SPAC lifecycle events (7/12 filings), including IPOs raising $572M+ in trust proceeds (APEX $112M, Illumination $230M), non-redemption agreements to extend deadlines (Crown PropTech to March 2027), and promissory notes for operations (Artius II up to $1M), signaling robust M&A pipeline activity amid tight timelines. Completed M&A/divestitures dominate the rest (4/12), with accretive buys like Chatham Lodging's $92M hotel acquisition (RevPAR $116 vs prior sold $101, margins 42% vs 27%, +12% EBITDA) and Kratos' $353M Orbit deal, plus Albemarle's $670M asset sales for debt reduction; High Wire's $150k settlement clears $804k liabilities to enable takeover. Governance crises in Drugs Made In America entities (3 filings) highlight sponsor irregularities ($1.1M improper withdrawals post-IPO, no trust impact but CEO removals), contrasting positive sentiment (9/12 positive/neutral). No broad YoY/QoQ revenue trends due to transactional nature, but capital allocation leans toward accretive M&A/debt paydown vs dividends (Chatham +11% to $0.10/share). Portfolio-level: SPACs preserve ~$1B+ in trusts for deals; M&A valuations attractive ($156k/room Chatham, $13.73/share Orbit). Implications: Heightened M&A catalysts Q1-Q2 2026, watch SPAC redemptions and Drugs resolutions for volatility.

12 high priority12 total filings

🇺🇸United States·March 05, 2026·daily

US Merger & Acquisition SEC Filings — March 05, 2026

The USA M&A & Takeover Activity stream reveals a surge in SPAC activity with 8 out of 12 filings tied to blank check companies, including IPOs raising over $1.1B collectively (Averin $284M, Fortress $250M, TRG $200M, Kensington $200M, GalaxyEdge $100M), extensions (Athena), and unit separations (OneIM), signaling robust dealflow targeting tech, AI, quantum, LatAm, automotive/defense/energy. Actual M&A highlights include Pasqal's $2B SPAC merger with Bleichroeder offering $600M proceeds amid 100% 2025 revenue growth, and T Stamp's acquisition of Lexverify for LLM expertise. Camp4 Therapeutics reported mixed FY2025 results with revenue exploding 437% YoY to $3.5M and cash runway to 2028, but net loss widened 55% YoY to $80.4M due to non-cash charges. Period-over-period trends show strong fundraising momentum but pockets of financial strain like Fortress's $13.2M shareholders' deficit post-IPO and Invest's material weaknesses in controls. Portfolio-level patterns indicate heightened M&A appetite in quantum computing, biotech, and AI, with H2 2026 catalysts from closings and trials; implications favor long SPAC proxies and targets ahead of redemptions.

12 high priority12 total filings

🇺🇸United States·March 04, 2026·daily

US Merger & Acquisition SEC Filings — March 04, 2026

Across 11 US SEC filings on March 3-4, 2026, M&A and takeover activity surges with 5 SPAC-related updates (mergers advancing, IPOs, PFIC statements), 3 major acquisitions ($2.7B CMCO, $450k Invech, Ventyx change-in-control), and 3 divestitures ($50.1M SITE, snacks HAIN, $210M CMCO) focused on debt reduction and portfolio sharpening. Positive sentiment prevails in 5/11 filings (45%), neutral in 5, signaling strategic execution amid no broad period-over-period declines reported; pro forma data in CMCO reflects post-deal leverage without synergies quantified. Key themes: SPAC de-risking via warrant exchanges/support (Haymaker 49.8% holders), debt-financed growth (CMCO $3.35B facilities), and non-core asset sales boosting liquidity (HAIN focuses on higher-margin yogurt/tea). Market implications include M&A arbitrage potential in SPACs, deleveraging tailwinds for consumer/industrials, and watch for dilution from convertibles/preferreds. No insider trading or explicit YoY/QoQ trends across filings, but forward-looking catalysts like warrant meetings and note maturities loom. Portfolio-level pattern: 7/11 filings advance deals without red flags on metrics, favoring tactical longs in completers.

11 high priority11 total filings

🇺🇸United States·March 03, 2026·daily

US Merger & Acquisition SEC Filings — March 03, 2026

The 7 filings reveal a vibrant USA M&A and takeover landscape dominated by SPAC activity (4/7 filings), with two fresh IPOs raising $225M combined ($100M APEX, $125M Clearthink), one extension to March 2027 with near-zero redemptions (Piermont), and operational funding via $1.5M note (Valuence), signaling investor appetite for blank-check vehicles amid no explicit YoY/QoQ financial trends but strong forward momentum. Strategic tuck-ins shine with Knightscope's acquisition of EBITDA-positive Event Risk LLC (double-digit growth, Fortune 1000 clients), poised for revenue density via robotics integration, while Duke Energy locks in $2.8B initial minority stake from Brookfield (phased to $6B total by 2028, 19.7% ownership). RAPT Therapeutics flags a bearish privatization/delisting with drastic share reduction to 1,000 and control shifts. Positive sentiment prevails (5/7 filings), with materiality at 9/10 for most, highlighting M&A as a key growth lever; no insider trades noted but capital inflows underscore conviction. Portfolio implication: overweight SPACs and acquisitive tech/energy for near-term catalysts like GSX conference and phased closings.

7 high priority7 total filings

🇺🇸United States·March 02, 2026·daily

US Merger & Acquisition SEC Filings — March 02, 2026

A surge in US M&A and takeover activity dominates the 29 filings from March 2, 2026, with 12 completed mergers/acquisitions (primarily banking consolidations adding $20B+ in combined assets) and robust SPAC developments including 4 IPOs raising $800M+, 3 extensions, and 2 business combination approvals/proxies. Banking sector leads with 7 deals (e.g., HBT Financial +$1.8B assets, Farmers National +42% to $7.4B), driving footprint expansions in Midwest/East Coast without reported declines. Positive sentiment prevails in 17/29 filings (avg materiality 8.7/10), bolstered by accretive deals (e.g., Malibu Boats 7.2x EBITDA, Crexendo to $100M run-rate), though mixed signals in energy (Kosmos Q4 loss $377M despite +4% QoQ production). SPACs show high activity but delays/extensions flag execution risks. Forward-looking catalysts cluster in Q1 2026 (closings, earnings), with no insider trading disclosed but board additions signaling integration confidence. Portfolio trend: Asset growth avg +30% in banks vs sector contraction risks elsewhere; implications favor M&A arbitrage and regional bank longs amid consolidation wave.

29 high priority29 total filings