Last read 19 Oct 2026 · 150 events this week · 150 rows on the tape
What the Field Holds
Standing counts of the populations the Desk keeps under read. Every figure is rounded, on purpose: an estimate reads as an estimate.
What Moved
Dated events on the companies, sponsors, banks and funds the Desk follows, the last seven days first. Each row links to the filing, docket or wire that states it.
Movement — 150 events this week: 88 Form D filings · 32 executive changes · 25 13D filings · 5 acquisitions.
- Executive changeTamboran Resources Corp — officer change (8-K Item 5.02)
Tamboran Resources Corp
Tamboran Resources Corp: Todd Abbott appointed as Managing Director (8-K Item 5.02).
- Executive changeOmnitek Engineering Corp — officer change (8-K Item 5.02)
Omnitek Engineering Corp
Omnitek Engineering Corp: John M. Palumbo departs as directors (8-K Item 5.02).
- Executive changeAVAX ONE TECHNOLOGY LTD. — officer change (8-K Item 5.02)
AVAX ONE TECHNOLOGY LTD.
8-K Item 5.02 filed by AVAX ONE TECHNOLOGY LTD. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeApogee Acquisition Corp — officer change (8-K Item 5.02)
Apogee Acquisition Corp
Apogee Acquisition Corp: Anna Brunelle departs as member of the Board (8-K Item 5.02).
- Executive changeAT&T INC. — officer change (8-K Item 5.02)
AT&T INC.
8-K Item 5.02 filed by AT&T INC. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeTEG OVERSEAS, INC. — officer change (8-K Item 5.02)
TEG OVERSEAS, INC.
8-K Item 5.02 filed by TEG OVERSEAS, INC. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeFOX FACTORY HOLDING CORP — officer change (8-K Item 5.02)
FOX FACTORY HOLDING CORP
8-K Item 5.02 filed by FOX FACTORY HOLDING CORP (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeSCOTTS MIRACLE-GRO CO — officer change (8-K Item 5.02)
SCOTTS MIRACLE-GRO CO
8-K Item 5.02 filed by SCOTTS MIRACLE-GRO CO (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeQuantum Cyber N.V. — officer change (8-K Item 5.02)
Quantum Cyber N.V.
Quantum Cyber N.V.: Major General appointed (8-K Item 5.02).
- Executive changeOCULAR THERAPEUTIX, INC — officer change (8-K Item 5.02)
OCULAR THERAPEUTIX, INC
8-K Item 5.02 filed by OCULAR THERAPEUTIX, INC (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeTOMI Environmental Solutions, Inc. — officer change (8-K Item 5.02)
TOMI Environmental Solutions, Inc.
TOMI Environmental Solutions, Inc.: Niroshan Srirathan appointed (8-K Item 5.02).
- Executive changeBank of New York Mellon Corp — officer change (8-K Item 5.02)
Bank of New York Mellon Corp
Bank of New York Mellon Corp: Vikram Malhotra appointed as independent member (8-K Item 5.02).
- Executive changeALLIANCE ENTERTAINMENT HOLDING CORP — officer change (8-K Item 5.02)
ALLIANCE ENTERTAINMENT HOLDING CORP
8-K Item 5.02 filed by ALLIANCE ENTERTAINMENT HOLDING CORP (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeMobia Medical, Inc. — officer change (8-K Item 5.02)
Mobia Medical, Inc.
8-K Item 5.02 filed by Mobia Medical, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changePost Holdings, Inc. — officer change (8-K Item 5.02)
Post Holdings, Inc.
8-K Item 5.02 filed by Post Holdings, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeCID Holdco, Inc. — officer change (8-K Item 5.02)
CID Holdco, Inc.
8-K Item 5.02 filed by CID Holdco, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeTScan Therapeutics, Inc. — officer change (8-K Item 5.02)
TScan Therapeutics, Inc.
TScan Therapeutics, Inc.: Stephen Biggar appointed (8-K Item 5.02).
- Executive changeCalciMedica, Inc. — officer change (8-K Item 5.02)
CalciMedica, Inc.
8-K Item 5.02 filed by CalciMedica, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeCOSTCO WHOLESALE CORP — officer change (8-K Item 5.02)
COSTCO WHOLESALE CORP
8-K Item 5.02 filed by COSTCO WHOLESALE CORP (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeLaser Photonics Corp — officer change (8-K Item 5.02)
Laser Photonics Corp
Laser Photonics Corp: Dmitri Nikitin appointed as member of the Board (8-K Item 5.02).
Earlier this month — 130 more
- OpenWorld (NASDAQ: OPNW) Signs Definitive Merger Agreement to Acquire Blocksight· Blocksight
- Mullen Group Ltd. Announces Acquisition of Willson International· Willson International
- Dubai Holding Acquires Jumeirah Mallorca Resort in Spain - وزارة الخارجية الإماراتية· Jumeirah Mallorca Resort
- EQT agrees to acquire Stockbridge in real estate expansion - ad-hoc-news.de· Stockbridge
- Proofpoint agrees to acquire Varonis for $6.3 billion - TNGlobal· Varonis
- Waterstone Financial, Inc. — officer change (8-K Item 5.02)· Waterstone Financial, Inc.
- Feel The World, Inc. — officer change (8-K Item 5.02)· Feel The World, Inc.
- Averin Capital Acquisition Corp. — officer change (8-K Item 5.02)· Averin Capital Acquisition Corp.
- Builders FirstSource, Inc. — officer change (8-K Item 5.02)· Builders FirstSource, Inc.
- FARMHOUSE, INC. — officer change (8-K Item 5.02)· FARMHOUSE, INC.
- SILVER BOW MINING CORP. — officer change (8-K Item 5.02)· SILVER BOW MINING CORP.
- TITAN INTERNATIONAL INC — officer change (8-K Item 5.02)· TITAN INTERNATIONAL INC
- LifeStance Health Group, Inc. — officer change (8-K Item 5.02)· LifeStance Health
- OpenWorld, Inc. — officer change (8-K Item 5.02)· OpenWorld, Inc.
- LQR House Inc. — officer change (8-K Item 5.02)· LQR House Inc.
- Bank of Marin Bancorp — officer change (8-K Item 5.02)· Bank of Marin Bancorp
- GBank Financial Holdings Inc. — officer change (8-K Item 5.02)· GBank Financial Holdings Inc.
- D - MD Annapolis 2661 Riva Rd 1000, LLC (0002160149) (Filer)· MD Annapolis 2661 Riva Rd 1000, LLC
- D - Altoona Development Ltd Liability Co (0002160643) (Filer)· Altoona Development Ltd Liability Co
- D - Precision IO Group Inc. (0002081008) (Filer)· Precision IO Group Inc.
- D - Priv8Point Special Opportunities LLC (0002160775) (Filer)· Priv8Point Special Opportunities LLC
- D - FDG Encore Associates, LLC (0002160493) (Filer)· FDG Encore Associates, LLC
- D - Youtopia Marketplace, LLC (0001955989) (Filer)· Youtopia Marketplace, LLC
- D/A - AG Credit Solutions Fund II, L.P. (0001874202) (Filer)· AG Credit Solutions Fund II, L.P.
- D - Nice Robotics, Inc. (0002160687) (Filer)· Nice Robotics, Inc.
- D - C&G Alpine Partners LLC (0002023362) (Filer)· C&G Alpine Partners LLC
- D/A - DFJ Growth Resiliency Select Parallel Fund, LLC (0002140610) (Filer)· DFJ Growth Resiliency Select Parallel Fund, LLC
- D/A - AhuoraXP Fund, LP (0002092690) (Filer)· AhuoraXP Fund, LP
- D - Glows Heavy LLC (0002160602) (Filer)· Glows Heavy LLC
- D - BARKSDALE RESOURCES CORP. (0001019742) (Filer)· BARKSDALE RESOURCES CORP.
- D - Quilla Resources Inc. (0002133521) (Filer)· Quilla Resources Inc.
- D - MyVillage, Inc. (0002047100) (Filer)· MyVillage, Inc.
- D - Wood Road Hospitality Group, LLC (0002157061) (Filer)· Wood Road Hospitality Group, LLC
- D/A - Dynasty Equity LP (0002016097) (Filer)· Dynasty Equity LP
- D/A - Glows Heavy LLC (0002160602) (Filer)· Glows Heavy LLC
- D - Saro Robotics Inc. (0002159788) (Filer)· Saro Robotics Inc.
- D/A - Dynasty Equity (B) LP (0002016090) (Filer)· Dynasty Equity (B) LP
- D - Bewater SPV Farmtech 2, LLC (0002146006) (Filer)· Bewater SPV Farmtech 2, LLC
- D - Solfera Inc (0002138218) (Filer)· Solfera Inc
- D/A - AVSF - Corgi 2026, LLC (0002147246) (Filer)· AVSF - Corgi 2026, LLC
- D - APH III Ottawellness Co-Invest LP (0002160298) (Filer)· APH III Ottawellness Co-Invest LP
- D/A - AVSF - Assort Health 2026, LLC (0002145673) (Filer)· AVSF - Assort Health 2026, LLC
- D/A - Alpine Montana Funding 100, LLC (0002088059) (Filer)· Alpine Montana Funding 100, LLC
- D - Mikri Inc. (0002115414) (Filer)· Mikri Inc.
- SCHEDULE 13D/A - CEMENTOS PACASMAYO SAA (0001221029) (Subject)· CEMENTOS PACASMAYO SAA
- SCHEDULE 13D/A - 51Talk Online Education Group (0001659494) (Subject)· 51Talk Online Education Group
- SCHEDULE 13D - AI OKTO Corp. (0002095591) (Subject)· AI OKTO Corp.
- SCHEDULE 13D/A - AEGON LTD. (0000769218) (Subject)· AEGON LTD.
- SCHEDULE 13D/A - Newegg Commerce, Inc. (0001474627) (Subject)· Newegg Commerce, Inc.
- SCHEDULE 13D/A - FIRST MID BANCSHARES, INC. (0000700565) (Subject)· FIRST MID BANCSHARES, INC.
- SCHEDULE 13D - TRex Bio, Inc. (0002139097) (Subject)· TRex Bio, Inc.
- SCHEDULE 13D/A - FreightCar America, Inc. (0001320854) (Subject)· FreightCar America, Inc.
- SCHEDULE 13D/A - NOVAVAX INC (0001000694) (Subject)· NOVAVAX INC
- SCHEDULE 13D/A - VEON Ltd. (0001468091) (Subject)· VEON Ltd.
- SCHEDULE 13D - TRex Bio, Inc. (0002139097) (Subject)· TRex Bio, Inc.
- SCHEDULE 13D/A - DIANA SHIPPING INC. (0001318885) (Subject)· DIANA SHIPPING INC.
- SCHEDULE 13D/A - FrontView REIT, Inc. (0001988494) (Subject)· FrontView REIT, Inc.
- SCHEDULE 13D/A - Silvercrest Asset Management Group Inc. (0001549966) (Subject)· Silvercrest Asset Management Group Inc.
- SCHEDULE 13D/A - XCF Global, Inc. (0002019793) (Subject)· XCF Global, Inc.
- SCHEDULE 13D/A - Clear Channel Outdoor Holdings, Inc. (0001334978) (Subject)· Clear Channel Outdoor Holdings, Inc.
- SCHEDULE 13D/A - Olema Pharmaceuticals, Inc. (0001750284) (Subject)· Olema Pharmaceuticals, Inc.
- SCHEDULE 13D/A - ALKAMI TECHNOLOGY, INC. (0001529274) (Subject)· ALKAMI TECHNOLOGY, INC.
- SCHEDULE 13D/A - Rent the Runway, Inc. (0001468327) (Subject)· Rent the Runway, Inc.
- SCHEDULE 13D/A - Funko, Inc. (0001704711) (Subject)· Funko, Inc.
- SCHEDULE 13D - Linkhome Holdings Inc. (0002017758) (Subject)· Linkhome Holdings Inc.
- SCHEDULE 13D/A - Comstock Inc. (0001120970) (Subject)· Comstock Inc.
- SCHEDULE 13D/A - Clear Channel Outdoor Holdings, Inc. (0001334978) (Subject)· Clear Channel Outdoor Holdings, Inc.
- SCHEDULE 13D/A - ALX ONCOLOGY HOLDINGS INC (0001810182) (Subject)· ALX ONCOLOGY HOLDINGS INC
- SCHEDULE 13D/A - Hilltop Holdings Inc. (0001265131) (Subject)· Hilltop Holdings Inc.
- D/A - Marshall Wace Funds LP - MW Alpha Plus (US) Fund II (0001951129) (Filer)· Marshall Wace Funds LP - MW Alpha Plus (US) Fund II
- D/A - Moraine Fund, Ltd (0001719788) (Filer)· Moraine Fund, Ltd
- D - Global Atomic Corp (0001716410) (Filer)· Global Atomic Corp
- D/A - Invesco Real Estate Income Trust Inc. (0001756761) (Filer)· Invesco Real Estate Income Trust Inc.
- D/A - Challenger Trade Finance Segregated Portfolio of the South Africa Alpha SPC (0001685475) (Filer)· Challenger Trade Finance Segregated Portfolio of the South Africa Alpha SPC
- D/A - Ancora Impact Fund LP (0001740270) (Filer)· Ancora Impact Fund LP
- D - Tuckahoe Holdings, LLC (0001989152) (Filer)· Tuckahoe Holdings, LLC
- D - Eden X LLC (0002160555) (Filer)· Eden X LLC
- D - Motaris Inc. (0002160028) (Filer)· Motaris Inc.
- D/A - Meridian Real Estate Income Fund LLC (0001950969) (Filer)· Meridian Real Estate Income Fund LLC
- D - Rochefort Ventures LP (0002043796) (Filer)· Rochefort Ventures LP
- D/A - Two Sigma Beacon Access LLC (0002091374) (Filer)· Two Sigma Beacon Access LLC
- D/A - Polt AI, Inc. (0002150777) (Filer)· Polt AI, Inc.
- D/A - ABS Emerging Markets MA Fund, L.P. (0001874527) (Filer)· ABS Emerging Markets MA Fund, L.P.
- D/A - Heron Ventures - East Africa Growth Fund, LP (0002014347) (Filer)· Heron Ventures - East Africa Growth Fund, LP
- D/A - CL3 Capital LLC (0002066602) (Filer)· CL3 Capital LLC
- D/A - Legacy Ventures Kingdom Capital Fund, LP (0001756362) (Filer)· Legacy Ventures Kingdom Capital Fund, LP
- D/A - NorthwoodsMHP LLC (0002093184) (Filer)· NorthwoodsMHP LLC
- D/A - SunsetMHP LLC (0002093181) (Filer)· SunsetMHP LLC
- D/A - ZoraMHP LLC (0002093179) (Filer)· ZoraMHP LLC
- D/A - Axonic Coinvest II, LP (0002038443) (Filer)· Axonic Coinvest II, LP
- D - LMR Multi-Strategy Access Offshore Ltd (0002157168) (Filer)· LMR Multi-Strategy Access Offshore Ltd
- D/A - Torquem Technologies Ltd. (0002133874) (Filer)· Torquem Technologies Ltd.
- D - FL Deland 472, LLC (0002159145) (Filer)· FL Deland 472, LLC
- D - VIM-SKPY SPV I LLC (0002159875) (Filer)· VIM-SKPY SPV I LLC
- D/A - AGIA PD Fund, L.P. (0002079117) (Filer)· AGIA PD Fund, L.P.
- D - Sculptor Asset Based Finance Fund III, LP (0002157065) (Filer)· Sculptor Asset Based Finance Fund III, LP
- D/A - Valkyrie X LLC, Series I USDAE (0002064145) (Filer)· Valkyrie X LLC, Series I USDAE
- D - Sculptor Asset Based Finance Fund III-A, LP (0002156964) (Filer)· Sculptor Asset Based Finance Fund III-A, LP
- D - Fincera Capital Management I LLC (0002157183) (Filer)· Fincera Capital Management I LLC
- D/A - MILLENNIUM SMC II LP (0001720837) (Filer)· MILLENNIUM SMC II LP
- D - North Elam Ambulatory Surgery Center, LLC (0002130338) (Filer)· North Elam Ambulatory Surgery Center, LLC
- D - North Elam Ambulatory Surgery Center, LLC (0002130338) (Filer)· North Elam Ambulatory Surgery Center, LLC
- D/A - 405 SSTV V Ltd (0001996943) (Filer)· 405 SSTV V Ltd
- D - Abundance Circle Fund of Funds, LP (0002160473) (Filer)· Abundance Circle Fund of Funds, LP
- D/A - 272 Capital Fund LP (0001828944) (Filer)· 272 Capital Fund LP
- D/A - FT Vest Hedged Equity Income Fund: Series A3 (0002025933) (Filer)· FT Vest Hedged Equity Income Fund: Series A3
- D/A - Industry Ventures Secondary XI, L.P. (0002125892) (Filer)· Industry Ventures Secondary XI, L.P.
- D - Brookwood International Place II Investors, L.P. (0002160452) (Filer)· Brookwood International Place II Investors, L.P.
- D/A - Alkeon Growth Offshore Fund II, Ltd. (0001503462) (Filer)· Alkeon Growth Offshore Fund II, Ltd.
- D/A - Industry Ventures Secondary XI (Feeder), L.P. (0002126009) (Filer)· Industry Ventures Secondary XI (Feeder), L.P.
- D - Brookwood International Place II Offshore Investors, L.P. (0002160455) (Filer)· Brookwood International Place II Offshore Investors, L.P.
- D/A - Berry Street Enhanced Fund LP (0002090521) (Filer)· Berry Street Enhanced Fund LP
- D - Brookwood International Place II Onshore Investors, L.P. (0002160461) (Filer)· Brookwood International Place II Onshore Investors, L.P.
- D - Immorta Bio, Inc. (0002102665) (Filer)· Immorta Bio, Inc.
- D/A - Thresher Partners, L.P. (0000948249) (Filer)· Thresher Partners, L.P.
- D/A - Valkyrie X LLC, Series II Anduril (0002064144) (Filer)· Valkyrie X LLC, Series II Anduril
- D/A - DVLP Investors 1 Mar 2026 a Series of CGF2021 LLC (0002127334) (Filer)· DVLP Investors 1 Mar 2026 a Series of CGF2021 LLC
- D/A - Valkyrie X LLC, Series IV ABTC (0002071887) (Filer)· Valkyrie X LLC, Series IV ABTC
- D/A - Brightline Capital Partners II, LP (0001962101) (Filer)· Brightline Capital Partners II, LP
- D - Longwood Fund VII, L.P. (0002049254) (Filer)· Longwood Fund VII, L.P.
- D/A - Brightline Capital Partners, LP (0001334107) (Filer)· Brightline, Inc.
- D/A - HIVE Equity Fund, an open-ended sub-fund of HIVE Investment Funds ILP (0001997732) (Filer)· HIVE Equity Fund, an open-ended sub-fund of HIVE Investment Funds ILP
- D/A - Alkeon Growth Offshore Fund, Ltd. (0001278837) (Filer)· Alkeon Growth Offshore Fund, Ltd.
- D/A - Burnwater Casimir SPV Feb 2026 a Series of CGF2021 LLC (0002121583) (Filer)· Burnwater Casimir SPV Feb 2026 a Series of CGF2021 LLC
- D - Dimora Capital Fund I, LP (0002159708) (Filer)· Dimora Capital Fund I, LP
- D/A - Hancock Timberland & Farmland Access Fund, LP (0001959548) (Filer)· Hancock Timberland & Farmland Access Fund, LP
- D/A - River Partners CV1 Opportunity, LLC (0002042195) (Filer)· River Partners CV1 Opportunity, LLC
- D - HSAM Marina Fund I, LP (0002156388) (Filer)· HSAM Marina Fund I, LP
- D/A - Greenland Global Fund II, L.P. (0001774692) (Filer)· Greenland Global Fund II, L.P.
- D - Equitybee 22-84626 a Series of Equitybee cFund Master LLC (0002160479) (Filer)· Equitybee 22-84626 a Series of Equitybee cFund Master LLC
Who Bought, Who Sold, Who Advised
Announced transactions, with the buyer, the seller and the advisers as the wire named them. Amounts are printed only where the source printed them.
Deals — 60 transactions this week.
- Deal
- Deal
- Deal
- Deal
- DealProofpoint
$6.3 billion
- Deal
- DealProofpoint
$6.3bn
- Deal
- DealProofpoint
$6.3B
- Deal
Earlier this month — 50 more
- BorboletaPro
- Parkview Health
- GTCR and Elliott· $4.6bn
- Proofpoint· $6.3 billion
- Greybull Stewardship
- Copart
- Wheeler Machinery Co.
- REDARC
- Proofpoint· $6.3 Billion
- Daily Journal Corporation
- ORS Nasco
- Miller Thomson
- Miller Thomson
- Shinhan· $516 Million
- Proofpoint
- Fengate Private Equity
- Activate Learning
- Simplicity Group
- Sunbound
- GHK Capital Partners LP
- Palatine
- Altas Partners and L Catterton acquires HGGC and Snapdragon
- EQT
- STA Jets
- Gulf Islamic Investments
- Fairfax· $5.56 billion
- Agilent Technologies
- Capital Machine acquires Fabrication Equipment Into Turnkey Robotic Automation
- CGS Partners
- Recur Software
- Crédit Agricole
- Atlantic Ridge Capital· $900 Million
- Distribution Solutions Group
- One Equity Partners
- Galderma· $1.5 Billion
- One Equity Partners
- Navara
- Shinhan Financial· $518 mn
- Ensorcia
- Asterion Industrial Partners acquires Benefit Street
- ORS Nasco
- Shinhan Financial
- Atlantic Ridge Capital· $900 Million
- Shinhan Financial
- Fengate Private Equity
- EQT acquires L1 Group
- Accordion
- Grafine Partners and Atlantic Ridge Capital
- Mesh
- AppWork
Who Was Retained, and for What
Retention applications from the court dockets: the bank, the counsel or the adviser, the case, and the fee as the application states it.
Mandates — 1 retention this week: 1 advisor.
- AdvisorProvince, LLC
Hughes Satellite Systems Corporation · United States Bankruptcy Court, S.D. Texas
Earlier this quarter — 39 more
- Greenhill· Hughes Satellite Systems Corporation
- Cassel Salpeter· American Health Associates Holdings, Inc.
- Ducera· LIV Golf New Jersey LLC
- Armory Securities· Vineburg, LLC
- Triple P· Linqto Texas, LLC
- Jefferies· Linqto Texas, LLC
- Greenberg Traurig· Inspired Healthcare Capital Holdings, LLC
- PJT Partners· Spirit Aviation Holdings, Inc.
- Riveron· Leisure Investments Holdings LLC
- Pachulski Stang· CITI CONNECT, LLC
- Porter Hedges· Republic National Distributing Company, LLC
- Kirkland & Ellis· Republic National Distributing Company, LLC
- Berkeley Research Group· Vi-Jon, LLC
- Houlihan Lokey· Vi-Jon, LLC
- Ankura· Inspired Healthcare Capital Holdings, LLC
- Lazard· Searles Valley Minerals Inc.
- SSG Advisors· BFG Supply Co., LLC
- Accordion Partners· Trajector Holdings, LLC
- Foley & Lardner· Trajector Holdings, LLC
- Young Conaway· BioXcel Therapeutics, Inc.
- Reed Smith· And Go Concepts, LLC
- Greenhill· Leisure Investments Holdings LLC
- Kirkland & Ellis· GoHealth, Inc.
- Willkie Farr· Camp Mystic, LLC and Natural Fountains Properties, Inc.
- Greenberg Traurig· RAD Diversified REIT, Inc.
- Kirkland & Ellis· Hughes Satellite Systems Corporation
- White & Case· Hughes Satellite Systems Corporation
- FTI Consulting· Hughes Satellite Systems Corporation
- Triple P· Bitcoin Depot Inc.
- Ducera· First Brands Group, LLC and WEM US Co.
- Gellert· EXCELL Auto Group, Inc.
- Kirkland & Ellis· Hughes Satellite Systems Corporation
- Porter Hedges· Lurin Real Estate Holdings XXI, LLC
- Kirkland & Ellis· Republic National Distributing Company, LLC
- Porter Hedges· Republic National Distributing Company, LLC
- Lazard· Republic National Distributing Company, LLC
- GLC Advisors· Spanish Broadcasting System, Inc.
- Houlihan Lokey· Simply Interior Homes, LLC
- Houlihan Lokey· Pacifica of the Valley Corporation
Who Moved Where
Senior moves across the banks, sponsors and companies the Desk follows, as published. Names appear exactly as the source printed them.
Personnel — 39 moves this week: 1 Biotechnology · 1 Other Technology · 37 without a stated sector.
- MoveTodd Abbott · Managing Director
To Tamboran Resources Corp
- MoveJohn M. Palumbo · directors
from Omnitek Engineering Corp
- MoveAnna Brunelle · member of the Board
from Apogee Acquisition Corp
- MoveMajor General
To Quantum Cyber N.V.
- MoveNiroshan Srirathan
To TOMI Environmental Solutions, Inc.
- MoveVikram Malhotra · independent member
To Bank of New York Mellon Corp
- MoveStephen Biggar
To TScan Therapeutics, Inc.
- MoveDmitri Nikitin · member of the Board
To Laser Photonics Corp
- MoveDerek L. Tyus
from Waterstone Financial, Inc.
- MoveHeidi Huntington · Chief Financial Officer
from Feel The World, Inc.
Earlier this month — 30 more
- Mary Szela· from Averin Capital Acquisition Corp.
- Mike Hiller· to Builders FirstSource, Inc.
- Scott Greenberg · member of the Board· from OpenWorld, Inc.
- Sean Dollinger · Chief Executive Officer· from LQR House Inc.
- Jeffrey Newgard· to GBank Financial Holdings Inc.
- Esther Song · Vice President· from SYNAPTICS Inc
- Joseph P. Baratta· from Medline Inc.
- Bill Werner· to BJ's Wholesale Club Holdings, Inc.
- David C. Hernandez · member of the Board· to HALLIBURTON CO
- Ali Mohammad Ahmad Alabedin · director· to NEONC TECHNOLOGIES HOLDINGS, INC.
- Vijaye Raji · Class III director· to Amplitude, Inc.
- Wendy Wilson· from Datavault AI Inc.
- Matthew Cornell · Senior Vice President· to HYSTER-YALE, INC.
- James D. Dee · Senior Vice President· from CARPENTER TECHNOLOGY CORP
- Gorjan Hrustanovic· from Olema Pharmaceuticals, Inc.
- Nick Stead · succeed Mr· to Lemonade, Inc.
- Patricia Ferrari· to HAIN CELESTIAL GROUP INC
- Robert Hochberg · member of the Board· to Cantor Equity Partners V, Inc.
- Greg Hiatrides CEO · founder moves to chairman· to Bow River Capital
- Nataliya Agafonova · Chief Medical Officer· from Longeveron Inc.
- James Bahrenburg · Chief Technology Officer· from Sprouts Farmers Market, Inc.
- Amy Pugh · General Counsel· from GREEN DOT CORP
- Donald C. Templin · new director· to Jackson Financial Inc.
- Jeffrey Farrow · Class III member· to LISATA THERAPEUTICS, INC.
- Kristine Ball · Class II director· to Enliven Therapeutics, Inc.
- Daniel DePaoli· to Andersen Group Inc.
- Investcorp's Sebastian Inger · partner· to Searchlight Capital
- Joseph R. Hinrichs · Class I director· to HERTZ GLOBAL HOLDINGS, INC
- Graycliff's Taylor Catarozoli · expand aerospace and defense focus· to IGP
- Girish D. Rishi· to CISCO SYSTEMS, INC.
What Drops Next
The reports and series due in the next 60 days from the publishers the Desk reads, with the month each is expected.
Where Money Is Priced
The published Federal Reserve series the Desk reads, with the change over the last 30 days. Figures are copied from the series as published.
What the Tape Taught
The reading rules the Desk keeps, each one learned from a document and kept with the document that taught it.
Lessons — no lessons in the last seven days.
Earlier this quarter — 18 more
- KKR's $5.1B Gen II buy sets new fund-admin valuation bar· KKR's $5.1B take-private of Gen II marks a record multiple for fund administration, signaling sponsor appetite for fee-generating back-office platforms. The size resets valuation benchmarks for fund services assets, a comp family offices and credit desks will price against in secondary and co-investment discussions.
- Family-office capital consolidates biomass platform in renewable push· Family-office capital is consolidating niche renewable platforms, signaling continued appetite for biomass as a baseload clean asset class. The deal's structure—acquiring a platform with multiple plants—shows how private capital is aggregating fragmented generation assets to achieve scale.
- Morrisons-Sainsbury's talks show PE exits shifting to strategic mergers· US PE owners of UK grocers are testing exit routes via consolidation rather than IPOs, given debt loads and buyer scarcity. Merger talks signal that distressed retail assets may find liquidity through strategic tie-ups, not sponsor-to-sponsor sales.
- H.I.G. takes MISTRAS private at $20.35 cash, $866M EV· All-cash take-private at $20.35/share with $866M EV shows H.I.G. paying a control premium for a niche industrial-services platform. The disclosed EV/price multiple gives a benchmark for similar asset-integrity and testing roll-ups in the lower-middle market.
- New Mexico’s largest electric provider, private equity firm propose revised merger terms - finance.yahoo.com· The item is a placeholder with no actual deal content, numbers, or structural detail. Without a real transaction to analyze, there is no lesson to extract.
- KPS exits Metra at €645M to Polish listed buyer — a rare large-cap CEE realization· A €645 million exit to a Warsaw-listed strategic buyer marks a rare large-cap private equity realization in the Polish mid-market, signaling that Eastern European industrials can absorb sponsor-backed assets at scale. For sponsors, it confirms that listing on the WSE can serve as a credible exit path for portfolio companies in the region.
- Apollo's ~$20bn DePuy talks set a medtech carve-out benchmark· A ~$20bn carve-out of a medtech unit from a strategic seller signals the scale at which private equity can now absorb corporate divestitures. The price point sets a benchmark for large-cap healthcare buyouts and tests sponsor appetite for regulated, capital-intensive assets.
- $138bn buyout debt pipeline to test CLO bid depth· A $138bn pipeline of buyout debt signals a heavy refinancing and dividend-recapitalization wave ahead, which will test CLO bid depth and pricing discipline. Sponsors should expect tighter execution windows and more selective lender appetite as this volume clears.
- Main Capital's UK entry flags cross-border software PE momentum· Main Capital's first UK platform investment signals continued cross-border expansion by mid-market software PE into the UK. For sponsors tracking sector consolidation, this adds a data point on UK workforce-management software as an active M&A pocket.
- EQT's $2bn McGill stake sets MGA valuation benchmark· A $2bn majority buyout of a specialty insurance broker at this scale sets a new pricing benchmark for MGA/platform assets, signaling sponsor appetite for fee-based distribution businesses. The size and structure imply a valuation multiple that private-credit and co-investment desks can reference in adjacent insurance-services deals.
- PE's $2B bet on McGill shows niche underwriting scale· A $2 billion majority stake signals a strategic bet on specialty underwriting, but the real lesson is how PE firms value recurring fee streams in niche insurance markets.
- EQT buys McGill & Partners; founders reinvest for alignment· EQT's acquisition of McGill and Partners shows how PE firms use founder reinvestment to align incentives and retain key talent in a services roll-up.
- New Stamford adviser debuts with $435M and private fund focus· A new SEC-registered adviser with $435M RAUM and private funds signals early-stage institutional growth, but the real test is whether assets and strategy scale beyond the initial filing.
- New RIA with private funds: watch the 7.B flag· A newly registered adviser with a small AUM and private-fund focus signals early-stage positioning, but the real structural cue is the Item 7.B flag—it tells you the firm's revenue model depends on performance fees, not just management fees.
- $1B Nestle VMS carve-out sets consumer-health benchmark· A $1.0B carve-out of Nestle's VMS platform, anchored by the #2 brand Nature's Bounty, sets a valuation benchmark for consumer-health brand deals and signals sponsor appetite for scaled, category-leading assets in the supplements space.
- EQT-Coller tie-up: secondaries go mainstream as volume tops $120bn· EQT's acquisition of Coller Capital signals continued consolidation of specialist secondaries platforms into large multi-asset managers, as the market's $120bn+ volume draws strategic buyers. For sponsors, this validates secondaries as a core allocation rather than a niche, and may compress pricing as more capital chases the same deals.
- Saudi fund's $55B EA buyout sets new gaming M&A benchmark· A $55 billion take-private of a marquee gaming publisher by a sovereign fund resets the ceiling for large-cap sponsor-led deals in the sector, and signals continued Gulf capital rotation into hard-IP consumer assets. The price becomes the benchmark for any comparable gaming platform sale, and the structure — a sovereign-led consortium — is the template for future mega-buyouts where traditional LBO leverage is constrained.
- SCP pivots to defense tech via in-kind share issuance, rebrands as VANEA· The acquisition via capital increases in kind is a non-cash structure that lets a listed vehicle pivot strategy without a liquidity event. The name change signals a full rebrand to the target's identity, which can be a template for how small-cap vehicles execute thematic pivots.
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Your Own Market, Read for You
This page shows the public record. On a mandate, the Desk reads the companies in your own market from the same kinds of document, and shows you what changed.