$DDI gets taken out at $16.25 cash through a tender. 95% of shares must be tendered for the deal to go through. Can go lower, 90%.
Double U owns 67.05% of co
Hold outs will get acquired through a 2nd step under Korean Commercial Act
$SGRY “amended its take-private deal with HealthSpan Partners, with the acquisition price raised to $25 a
share as company rejects a higher competing offer over concerns about regulatory risks and timing of potential
closing”
Third party offered $28 cash
Bidding war incoming?
$ADT to be acquired by Thrive capital for $10 cash. Funded by former owner Apollo
Go shop period 30 days. Don’t bank one this
Closing 1Q2027
Trían offers $7.35 cash to take $WEN private
Hopefully management understands this is it
$SGRY to be taken private by HealthSpan Partners for $23.50 cash
Bain, owns 39% of co, rolls over its stake
Closing 1Q2027
Watch out for overlaps could run into delays if regulators play hard ball
It’s health!
$QGEN getting acquired by EQT for $52.06. I remember back in 2020/1 when they rejected an offer arguing offer was undervaluing the company. Years ahead price is basically the same.
Another fun fact this merger has an adverse market change. +25% drawdown deal is off
Signs ?
Monday merger !
$SLN to be acquired by Merck (Germany) for $20 cash
Closing 1Q27
130% premium !
Buying some. Spread is decent
Shouldn’t run into regulatory issues
2
623
$VRNS getting a cash offer for $49.75
Closing 1H27
Buyer Proofpoint
Spread is not that good as has been the case for the past months
Interesting to watch on the sidelines
$BMBL rumors were true
Ithaca will acquire it for $6.05 cash
1
6
926
$OPCH to be acquired by CD&R and McKesson for $32.05 in cash
Closing 1H2027
1
618
$PTC to be bought by Schneider for $205 cash
Deal closing 3Q27
Funding mostly through debt
Will monitor this one
Long time to close means lots of regulatory approvals.
550
How have most consumer stocks plunged lately but $SPHR has held on so well?
2
778
