Material 8-K filings about acquisitions from the ~1,800 small and mid-cap US companies AIR follows, newest first. Each card links to the company's filing timeline and to the filing on SEC EDGAR.
The company states in the filing that it has completed its acquisition of a named business. AIR reads this from the filing text by rule; pending, conditional and partial deals are left out. Filings: 15
Mon 2 Nov
8-K · Item 8.01 — Acquisition completed
Grindr completed acquisition of PurposeMed (Freddie telehealth) for $250M upfront ($190M cash, $60M stock) plus up to $70M earnout. Adds profitable HIV prevention/PrEP business, clinical capabilities, and new revenue stream alongside core app.
Progress is running ahead of attention.
Fri 30 Oct
8-K · Items 1.01, 8.01 — Acquisition completed
Azenta acquired SynPlexity and secured exclusive license to Elegen's cell-free DNA synthesis technology. Investments aim to expand GENEWIZ gene synthesis capabilities, improve speed/quality, enable regional production, and support high-throughput discovery workflows.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
Thu 29 Oct
8-K · Item 8.01 — Acquisition completed
Centrus completed and shipped its first new centrifuge from Oak Ridge manufacturing plant ahead of year-end target, advancing multi-billion-dollar uranium enrichment capacity expansion. Milestone demonstrates secured domestic supply chain for both commercial and national security markets.
No notable change in AIR's read.
Tue 27 Oct
DSGR · Distribution Solutions Group, Inc.
8-K · Item 8.01 — Acquisition completed
DSG completed acquisition of GradeEight Holdings (Winzer and FastServ Supply), an MRO distributor with ~190 associates and 270 franchisees, for $145 million. Funded via existing credit facility and cash. Expands DSG's MRO distribution platform.
No notable change in AIR's read.
Fri 23 Oct
8-K · Item 8.01 — Acquisition completed
Nordson completed acquisition of Contrinex, a Swiss sensor manufacturer with ~$50M annual revenue and 500 employees. Enterprise value ~$168M. Expands industrial automation and sensing portfolio, aligns with Nordson Ascend Strategy.
Progress is running ahead of attention.
The price trend weakened.
Thu 15 Oct
8-K · Item 8.01 — Acquisition completed
Daily Journal Corporation completed acquisition of Revir Technologies, an AI-powered digital evidence management software company for law enforcement and justice agencies. Funded with cash on hand; company states acquisition is not material.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
Tue 6 Oct
NVTS · Navitas Semiconductor Corp
8-K · Item 8.01 — Acquisition completed
Navitas completed acquisition of Claros, adding integrated voltage regulator (IVR) technology for AI data center power delivery. Expected to more than double 2030 SAM to over $8 billion, extending portfolio from grid-to-xPU architecture.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
Thu 1 Oct
8-K · Item 8.01 — Acquisition completed
SpyGlass Pharma acquired Advanced Vision Science (AVS), its existing IOL supplier, for $13M. This secures manufacturing capacity for its Phase 3 BIM-IOL System and enables portfolio expansion into premium lens options while maintaining existing partnerships.
Market attention has faded.
The price trend weakened.
Wed 30 Sep
8-K · Items 1.01, 2.03, 8.01 — Acquisition completed
TTM Technologies completed $1.1B acquisition of Epiq Solutions, a provider of software-defined radios and RF products for aerospace & defense. Funded via $1.1B in new term loans and senior notes. Expected immediately accretive to adjusted EBITDA.
Market attention has faded.
Progress is running ahead of attention.
The price trend strengthened.
Wed 9 Sep
PCOR · Procore Technologies, Inc.
8-K · Item 8.01 — Acquisition completed
Procore completed acquisition of DroneDeploy for approximately $845 million in cash on September 9, 2026. The merger was previously announced on July 27, 2026, and consummated as planned.
No notable change in AIR's read.
Tue 1 Sep
8-K · Item 8.01 — Acquisition completed
Banner Corporation completed its merger with Pacific Financial Corporation on September 1, 2026. Pacific Financial shareholders received 0.2633 Banner shares per share held. Banner issued approximately 2.65 million shares. Bank of the Pacific merged into Banner Bank.
No notable change in AIR's read.
Fri 28 Aug
8-K · Items 1.01, 2.03, 8.01 — Acquisition completed
Karman completed acquisition of Walker Precision Engineering for ~$95M, funded via $100M term loan increase. Walker provides advanced missile seeker and guidance system products across 25+ EU defense programs, establishing European footprint and complementary IP.
No notable change in AIR's read.
Thu 27 Aug
8-K · Item 8.01 — Acquisition completed
Diodes completed acquisition of ElevATE Semiconductor for $250M in all-cash. ElevATE is a fabless ATE semiconductor company expected to contribute ~$50M revenue in first 12 months and be immediately accretive to revenue, gross margin, and EPS.
No notable change in AIR's read.
Mon 24 Aug
BAH · Booz Allen Hamilton Holding Corp
8-K · Item 8.01 — Acquisition completed
Booz Allen Hamilton closed its previously announced acquisition of Ultra Electronics Advanced Tactical Systems, Inc. on August 24, 2026, expanding its defense and intelligence capabilities through this strategic combination.
No notable change in AIR's read.
Fri 14 Aug
CORZ · Core Scientific, Inc./tx
8-K · Item 8.01 — Acquisition completed
Core Scientific completed acquisition of Polaris DS LLC for ~$444.3M cash on August 13, 2026. Purchase price may increase by $40M if 40MW of firm electric capacity becomes available by year-end 2026.
No notable change in AIR's read.
8-K Item 2.01 (completion of an acquisition or disposition of assets) and Item 5.01 (changes in control of the company). A filing here can report a sale as well as a purchase. Filings: 89
Tue 3 Nov
RARE · Ultragenyx Pharmaceutical Inc.
8-K · Items 2.01, 2.02, 2.05 — Acquisition or disposal of assets
Ultragenyx completed sale of PRV for $210M but announced 20% workforce reduction (~200 employees), ~$25M restructuring charges, termination of UX701 program, and wind-down of GTX-102 studies despite reaffirming 2027 profitability guidance.
The gap narrowed as the filings read less positively.
8-K · Items 1.01, 2.01 — Material agreement
No notable change in AIR's read.
Mon 2 Nov
SUPN · Supernus Pharmaceuticals, Inc.
8-K · Items 1.01, 2.01, 2.03, 3.03, 5.01 — Material agreement
Supernus Pharmaceuticals completed merger with Indivior Pharmaceuticals on November 2, 2026, creating a diversified CNS biopharmaceutical leader with 11-product portfolio, enhanced scale, and improved financial flexibility. Combined entity operates as Supernus, Inc.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
WTTR · Select Water Solutions, Inc.
8-K · Items 1.02, 2.01, 2.03, 3.02, 8.01 — Material agreement terminated
Select Water Solutions completed acquisition of Pilot Water Solutions for ~$700M ($600M cash + 5.1M shares). Pilot Water is a Delaware Basin water midstream company with produced water disposal and pipeline infrastructure. Strengthens Select's position as leading water midstream provider.
The filings read more positively.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02, 8.01 — Acquisition or disposal of assets
LXP Industrial Trust completed acquisition by Brookfield and CPP Investments for $61.20/share in all-cash transaction valued at ~$5.2B. Company delisted from NYSE and is now privately held.
The filings read less positively.
8-K · Item 2.01 — Acquisition or disposal of assets
Bank7 Corp. completed merger with Century Financial Services Corporation effective November 1, 2026. Combined entity expands footprint to 21 branches across Oklahoma, Texas, Kansas, and New Mexico, pairing Bank7's high-performing operations with Century's core deposit franchise.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 2.01 — Acquisition or disposal of assets
TripAdvisor completed sale of TheFork restaurant reservation platform to American Express for $700 million in all-cash transaction on November 1, 2026. Company will provide transition services for 12 months.
The filings read less positively.
The gap closed as the filings read less positively.
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 8.01 — Material agreement terminated
CBIZ completed acquisition by Grant Thornton Advisors for $5 billion enterprise value ($55/share cash). Company became wholly owned subsidiary, stock delisted from NYSE, all directors/officers departed, credit facility repaid in full.
The filings read less positively.
8-K · Items 1.01, 2.01, 3.01, 3.03, 5.01 — Material agreement
Navient Corporation completed a tax-free reorganization on October 28, 2026, merging into Navient LLC (subsidiary of newly formed Navient Holdings, Inc.). Each share of Navient common stock converted 1:1 into Navient Holdings common stock. Operations and assets remain materially unchanged.
No notable change in AIR's read.
Wed 28 Oct
EPAC · Enerpac Tool Group Corp
8-K · Items 2.01, 8.01 — Acquisition or disposal of assets
Enerpac completed acquisition of SFE Group for ~$472M (~10.6x trailing adjusted EBITDA). SFE generated $170M sales and $44M adjusted EBITDA in TTM ended March 2026. Expected accretive to fiscal 2027 adjusted EPS with $4-6M synergies by year three.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Tue 27 Oct
8-K · Items 1.01, 2.01 — Material agreement
Alamo Group acquired Econ Engineering Group Limited for approximately $158.7 million, expanding its Industrial Equipment portfolio in the UK. Econ generated ~$88M in sales and $38.5M Adjusted EBITDA in FY2026, with a leading market position in roadway maintenance equipment.
The filings read more positively.
Progress is running ahead of attention.
MANH · Manhattan Associates Inc
8-K · Items 2.01, 3.03, 5.02 — Acquisition or disposal of assets
Manhattan Associates reported Q3 2026 revenue of $306.2M (+11% YoY), with cloud revenue up 28% and RPO up 25%. GAAP EPS $1.04 vs $0.96 prior year; adjusted EPS $1.55 vs $1.36. Company maintained 2026 guidance.
The filings read more positively.
Progress is running ahead of attention.
MSGS · Madison Square Garden Sports Corp.
8-K · Items 1.01, 2.01, 5.02 — Material agreement
MSG Knickerbockers Corp. completed spinoff of New York Rangers business (MSG Rangers Corp.) on October 26, 2026. Company renamed from Madison Square Garden Sports Corp. NHL consent agreement executed. Pro forma financials show continuing operations revenue of $816.6M with $26.3M net income.
No notable change in AIR's read.
Mon 26 Oct
8-K · Items 1.01, 1.02, 2.01 — Material agreement
Maine Natural Gas Corporation issued $40M in 5.95% senior unsecured notes due 2031 to refinance existing debt. Unitil simultaneously repaid all outstanding amounts under its $86M/$50M credit facility without penalty, eliminating near-term debt maturities.
The gap narrowed as the filings read less positively.
PDLB · Ponce Financial Group, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
Q3 2026 net income of $18.2M (up 115% QoQ, 180% YoY). Net interest income grew 34.6% YoY to $34.0M. Loan portfolio expanded 18.5% to $3.08B; deposits up 15.7% to $2.37B. Non-performing assets improved to 50bps.
No notable change in AIR's read.
WEAV · Weave Communications, Inc.
8-K · Items 1.01, 1.02, 2.01, 2.03, 3.01, 3.03, 5.01, 5.02, 8.01 — Material agreement
Francisco Partners completed acquisition of Weave for $7.40/share (~$650M). Company delisted from NYSE, became private subsidiary. New $240M credit facility established; prior credit facility repaid and terminated.
No notable change in AIR's read.
Fri 23 Oct
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02 — Material agreement terminated
Arcosa completed its acquisition by CRH Americas for $150/share ($7.5B aggregate consideration) on October 23, 2026. Company became wholly-owned subsidiary; stock delisted from NYSE; all directors and officers departed.
No notable change in AIR's read.
8-K · Items 1.01, 2.01, 3.02, 8.01 — Material agreement
UMAC completed acquisition of Upgrade Energy (DroneNX LLC), a U.S. drone battery manufacturer. Consideration: 1.79M shares (~$25M), $1M cash, plus up to $26M earn-out. Expands product portfolio into batteries; scaling production at Torrance facility and planning Orlando operations.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
Wed 21 Oct
8-K · Items 5.01, 8.01 — Change in control
Executive Chairman Matthew Missad retiring December 31, 2026, receiving $5M severance over three years. Board approved retirement benefits below maximum range discussed at 2011 CEO appointment. Missad remains Chairman post-retirement. Dividend increased 3% to $0.36/share.
No notable change in AIR's read.
SWBI · Smith & Wesson Brands, Inc.
8-K · Items 1.01, 2.01, 3.02, 5.02 — Material agreement
Smith & Wesson completed acquisition of Savage Arms for ~$164.9M ($160M base + adjustments), combining two iconic firearms manufacturers. Deal expected immediately accretive to EPS by ~$0.04-$0.07 (full year), with $18M incremental EBITDA and $2.5M synergies. JDH Capital becomes largest shareholder (16.7%) with board seat.
The filings read more positively.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
Tue 20 Oct
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02 — Material agreement terminated
Beazer Homes completed acquisition by Dream Finders Homes on October 20, 2026. Shareholders received $33.50 per share in cash. Company delisted from NYSE and became wholly owned subsidiary. All debt repaid and redeemed.
The filings read less positively.
Mon 19 Oct
SVC · Service Properties Trust
8-K · Item 2.01 — Acquisition or disposal of assets
SVC completed sale of three hotels for $19.0 million on October 15, 2026. Disposition is significant but does not constitute sale of significant business portion under Regulation S-X.
The gap closed as the filings read less positively.
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
ACV Auctions completed acquisition by Copart at $10.50/share. Tender offer closed October 15, 2026 with 68.43% acceptance. Merger effective October 16, 2026. ACV now wholly owned subsidiary; delisting initiated.
No notable change in AIR's read.
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02 — Material agreement terminated
Prysmian S.p.A. completed acquisition of Atkore Inc. on October 19, 2026. Shareholders received $95.00 per share in cash. Atkore became a wholly owned subsidiary; stock delisted from NYSE. Approximately $3.3 billion transaction funded by equity and debt.
No notable change in AIR's read.
Fri 16 Oct
8-K · Items 5.01, 5.02 — Change in control
MiniMed completed its separation from Medtronic on October 15, 2026, becoming a fully independent company. Medtronic exchanged 55.0M ordinary shares for 252.8M MiniMed shares, eliminating Medtronic's equity stake. Exchange offer was 5.4x subscribed.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Thu 15 Oct
8-K · Items 1.01, 2.01 — Material agreement
Cronos completed acquisition of CanAdelaar, Europe's largest adult-use cannabis operator in Dutch pilot program, for €57.5M base plus EBITDA earnouts. Establishes European platform with #1 market share but faces pending regulatory and environmental risks.
The filings read more positively.
Progress is running ahead of attention.
Wed 14 Oct
ETON · Eton Pharmaceuticals, Inc.
8-K · Items 1.01, 2.01 — Material agreement
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
Tue 6 Oct
8-K · Item 2.01 — Acquisition or disposal of assets
Brandywine completed sale of 441,000 sq ft Philadelphia office building (3151 Market Street) for $240M gross proceeds ($233.7M net), with concurrent $60.2M debt repayment. Pro forma shows reduced asset base and interest expense.
No notable change in AIR's read.
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
BioLife Solutions completed its acquisition by Repligen on October 6, 2026. BioLife shareholders received 0.1442 Repligen shares plus $11.25 cash per share. BioLife ceased to exist as a separate entity and delisted from Nasdaq.
No notable change in AIR's read.
8-K · Item 2.01 — Acquisition or disposal of assets
Repligen completed acquisition of BioLife Solutions on October 6, 2026. BioLife's biopreservation media and cell therapy products expand Repligen's presence in rapidly growing cell therapy market with high-margin consumables and recurring revenue.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 2.01 — Material agreement
IES Holdings completed acquisition of DBM Global for ~$691M, adding structural steel fabrication/erection as new business line. DBM Global generated ~$1.5B revenue (12M ended June 2026) and brings ~4,000 employees. Funded via $545M cash and $146M stock; credit facility expanded to $700M.
The filings read more positively.
Market attention has faded.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 2.01, 5.02, 8.01 — Acquisition or disposal of assets
Clarivate completed sale of Life Sciences & Healthcare segment to Altaris for $600M ($500M cash + $75M note + $25M deferred). Proceeds to reduce debt and strengthen balance sheet. Company now focused on Academia & Government and Intellectual Property segments.
The filings read more positively.
Progress is running ahead of attention.
Mon 5 Oct
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02 — Material agreement terminated
Qorvo completed its merger with Skyworks Solutions on October 5, 2026. Qorvo shareholders received 0.960 Skyworks shares plus $32.50 cash per share. Qorvo is now a wholly owned subsidiary of Skyworks and ceased public trading.
No notable change in AIR's read.
SWKS · Skyworks Solutions, Inc.
8-K · Items 2.01, 5.02, 8.01 — Acquisition or disposal of assets
Skyworks completed acquisition of Qorvo on October 5, 2026. Qorvo shareholders received 0.960 Skyworks shares plus $32.50 cash per share. Skyworks financed $2B cash portion via debt issuance in August 2026. Board expanded to 11 directors with 3 Qorvo designees.
The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.01, 8.01 — Material agreement
GEO completed sale of three Adelanto, California ICE facilities (2,644 beds) to DHS for $950M gross ($705M net). Company retains service contracts through 2034 and increased share repurchase authorization to $1.25B.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 2.01 — Acquisition or disposal of assets
Matador Resources completed acquisition of Paloma Permian for ~$1.255 billion in cash. Target owns proved undeveloped acreage and producing oil/gas properties in New Mexico's Permian Basin.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 2.01, 2.03 — Acquisition or disposal of assets
Chiron Real Estate closed acquisition of The Pinnacle North Bethesda senior housing community for $173.2M on October 1, 2026. Funded via cash and $171M credit facility draw. Third-party operator Greystone will manage day-to-day operations.
AIR measured this for the first time; no change to report.
8-K · Items 1.01, 2.01 — Material agreement
Harrow completed acquisition of TYRVAYA, an FDA-approved nasal spray for dry eye disease, from Viatris for $30M upfront plus up to $70M in milestone payments. Acquisition expands dry eye portfolio alongside VEVYE and adds ~40 commercial personnel.
The filings read more positively.
Progress is running ahead of attention.
Fri 2 Oct
8-K · Items 1.01, 1.02, 2.01, 2.03, 5.02 — Material agreement
ESCO Technologies completed acquisition of Megger Group Limited for ~$2.3B ($922M cash + 5.1M shares). Transaction closed October 1, 2026 with new $1.5B credit facility replacing prior agreement.
The gap narrowed as the filings read less positively.
The price trend weakened.
8-K · Items 1.01, 2.01 — Material agreement
DISH DBS subsidiary emerged from Chapter 11 bankruptcy on October 1, 2026, reducing aggregate indebtedness by approximately $4.35 billion through debt restructuring, full repayment of 7.75% Senior Notes, and partial early repayment of 5.25% Senior Secured Notes.
No notable change in AIR's read.
8-K · Item 2.01 — Acquisition or disposal of assets
CareTrust completed acquisition of 24 UK care homes (£576M) with 21 more under development (£504M). Structured as triple-net leases transitioning to SHOP operating model. Expected accretive to FFO in lease-up phase; mid-to-high 7% yields anticipated in SHOP phase. Full-year 2026 guidance raised.
No notable change in AIR's read.
Thu 1 Oct
8-K · Items 1.01, 2.01, 2.03 — Material agreement
National Fuel Gas completed acquisition of CenterPoint Energy's Ohio natural gas utility (Vectren Energy Delivery of Ohio) for $2.62 billion, doubling utility rate base and expanding customer base to ~1.1 million. Financed via $1.42B cash and $1.20B promissory note.
The shares became cheaper on AIR's value read.
The gap narrowed — attention is catching up.
8-K · Items 1.01, 2.01 — Material agreement
Liquidity Services completed acquisition of Auction Holdings (Invaluable, AuctionZip, RFC Auction Systems) for $80M cash. Invaluable operates leading global online marketplace for fine art, antiques, collectibles with ~4M buyers and $500M+ annual GMV. Expected accretive to FY27 EPS.
No notable change in AIR's read.
8-K · Items 1.01, 2.01, 2.03, 5.02 — Material agreement
Gentherm completed acquisition of Modine's Performance Technologies business via spin-off and merger on October 1, 2026. Combined entity issued 23.7M shares to Modine shareholders (43.62% ownership), secured $250M term loan facility, and declared $63.5M special dividend.
More of the market is starting to notice.
8-K · Item 5.01 — Change in control
Senior VP P. Michael Hardesty retires after 15 years; Ryan D. Osterholm promoted to SVP Commercial Operations and Business Development. Hardesty to remain as advisor. Succession was planned.
No notable change in AIR's read.
8-K · Item 2.01 — Acquisition or disposal of assets
H2O America completed acquisition of Quadvest's regulated and wholesale water/sewer utility businesses for $540 million base purchase price on October 1, 2026, significantly expanding its utility operations.
No notable change in AIR's read.
Wed 30 Sep
DBRG · DigitalBridge Group, Inc.
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
DigitalBridge completed a merger with Duncan Holdco LLC (SoftBank-backed) on September 30, 2026. Common stock converted to $16.00/share cash; company delisted from NYSE and became private subsidiary of SoftBank.
The filings read less positively.
The gap closed as the filings read less positively.
8-K · Items 2.01, 3.02 — Acquisition or disposal of assets
Grindr agreed to acquire PurposeMed Inc. (Freddie telehealth platform) for $250M ($190M cash, $60M stock) plus up to $70M earnout. Freddie serves 55,000+ patients across North America, generated $80M+ 2026 revenue, and prevents ~385 HIV transmissions annually. Integration into Grindr app expands health offerings.
The filings read less positively.
Market attention has faded.
The gap closed as the filings read less positively.
The price trend weakened.
Tue 29 Sep
GBTG · Global Business Travel Group, Inc.
8-K · Items 1.01, 1.02, 2.01, 2.03, 3.01, 3.03, 5.01, 5.02, 8.01 — Material agreement
Global Business Travel Group completed acquisition by Long Lake Management for $9.50/share ($6.3B total). Company delisted from NYSE and now operates as private subsidiary. Merger financed by Long Lake equity and committed debt.
No notable change in AIR's read.
FOXF · Fox Factory Holding Corp
8-K · Items 1.01, 2.01 — Material agreement
Fox Factory divested Marucci Sports (baseball bat manufacturer) for $225M enterprise value ($200M cash + $25M convertible note). Company recognized $120.1M loss on sale and incurred $7.5M transaction costs. Proceeds applied to debt reduction.
More of the market is starting to notice.
The price trend strengthened.
Wed 23 Sep
APOG · Apogee Enterprises, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
Apogee completed acquisition of GroGlass, a Latvian high-performance glass coatings provider, for €62.5M base plus up to €10M earnout. Adds anti-reflective coating technology and premium brands to Performance Surfaces portfolio.
The gap narrowed — attention is catching up.
8-K · Item 2.01 — Acquisition or disposal of assets
Sun Communities completed sale of UK business (Park Holidays) to Aermont Capital affiliate for ~£772.3 million (~$1.05 billion gross), netting ~$1.03 billion after closing costs. Proceeds available for deployment.
No notable change in AIR's read.
TBPH · Theravance Biopharma, Inc.
8-K · Items 1.01, 2.01, 3.01, 3.03, 5.01, 5.02, 8.01 — Material agreement
Theravance Biopharma completed its acquisition by Zymeworks Inc. on September 23, 2026. Shareholders received $17.00 per share in cash plus contingent value rights tied to ampreloxetine monetization. The company is being delisted from Nasdaq and will cease independent operations as a wholly owned subsidiary.
No notable change in AIR's read.
8-K · Items 1.01, 2.01, 2.03 — Material agreement
Zymeworks completed acquisition of Theravance Biopharma on September 23, 2026. Shareholders received $17/share cash plus CVRs tied to ampreloxetine milestones. Company secured $350M senior debt at 8.25% to fund transaction.
No notable change in AIR's read.
Tue 22 Sep
8-K · Items 2.01, 8.01 — Acquisition or disposal of assets
Talos Energy completed acquisition of deepwater Gulf of America assets from Shell for $420M net cash. Includes 50% operatorship of Coulomb field and 25% interest in Na Kika platform. Expected to enhance scale, cash flow, and margins.
No notable change in AIR's read.
PRGS · Progress Software Corp /Ma
8-K · Item 2.01 — Acquisition or disposal of assets
Progress Software completed acquisition of Domo's AI and data platform business for $400M. Adds 2,400+ customers, cloud-native technology, and strategic partnerships. Strengthens Progress's data governance and AI capabilities.
The gap narrowed — attention is catching up.
Mon 21 Sep
8-K · Item 2.01 — Acquisition or disposal of assets
Axos Bank completed acquisition of approximately $1.9 billion in IRA deposits from Capital One on September 21, 2026, pursuant to a Purchase and Assumption Agreement dated April 22, 2026.
The reported numbers improved.
Market attention has faded.
The price trend weakened.
Thu 17 Sep
REXR · Rexford Industrial Realty, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
Rexford Industrial completed a $1.2 billion sale of 22 industrial properties to EQT Real Estate affiliate, advancing its $2.0 billion non-core portfolio realignment. Year-to-date dispositions total $1.5 billion. Proceeds deployed toward debt repayment, stock repurchases, and development projects.
No notable change in AIR's read.
8-K · Item 2.01 — Acquisition or disposal of assets
Surgery Partners completed sale of Idaho Falls hospital facilities to Intermountain Health for $797M gross proceeds ($587M net). Proceeds will reduce debt leverage by 30bps and streamline portfolio toward pure-play surgical provider model with improved operational metrics.
No notable change in AIR's read.
Wed 16 Sep
BRSP · BrightSpire Capital, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
BrightSpire completed sale of two industrial net-lease properties (Arizona, California) for $300M gross consideration on September 14, 2026. Transaction generated approximately $60.4M estimated gain and $97.9M net cash proceeds after debt assumption.
No notable change in AIR's read.
Mon 14 Sep
8-K · Items 1.01, 2.01, 3.02, 8.01 — Material agreement
Ondas acquired GATE Technologies and Bron Technologies for $205M upfront plus up to $185M earn-out. GATE develops electronic safe-and-arm devices and fuzing technology for missiles, rockets, UAVs and loitering munitions. Expected to generate $130M+ Adjusted EBITDA through 2028.
No notable change in AIR's read.
8-K · Items 1.01, 2.01 — Material agreement
Veracyte completed acquisition of Convergent Genomics for $150M upfront plus up to $30M in milestone payments. Convergent brings UroAmp and proprietary urine tumor DNA technology focused on bladder cancer diagnostics to Veracyte's portfolio.
No notable change in AIR's read.
Fri 11 Sep
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
AtaiBeckley Inc. completed its merger with Eli Lilly on September 11, 2026. Shareholders received $6.75 per share in cash plus contingent value rights tied to clinical and regulatory milestones for two drug candidates (VLS-01, BPL-003) over 7 years.
No notable change in AIR's read.
NFE · New Fortress Energy Inc.
8-K · Items 1.01, 1.02, 2.01, 2.03, 3.02, 3.03, 5.02, 8.01 — Material agreement
NFE completed a comprehensive debt restructuring on September 11, 2026, separating into two independent companies (BrazilCo and CoreCo). Terminated debt totaling multiple senior notes and credit facilities; exchanged for new debt, equity, and preferred interests. Significant dilution to existing shareholders.
No notable change in AIR's read.
Thu 10 Sep
TARS · Tarsus Pharmaceuticals, Inc.
8-K · Items 2.01, 8.01 — Acquisition or disposal of assets
Tarsus completed acquisition of Alkeus Pharmaceuticals, adding gildeuretinol (ALK-001), a Phase 3 oral investigational medicine for Stargardt's disease with Breakthrough Therapy and Orphan Drug designations. NORTHSTAR Phase 3 trial topline data anticipated in 2029.
No notable change in AIR's read.
Tue 8 Sep
FELE · Franklin Electric Co Inc
8-K · Items 1.01, 2.01, 3.02 — Material agreement
Franklin Electric completed acquisition of Cat Pumps Corporation for $350M cash plus up to $50M earnout. Cat Pumps generates ~$115M revenue with 35%+ EBITDA margins. Transaction expected accretive to EPS in 2027 and expands addressable market by $1B+ in high-growth commercial/industrial segments.
No notable change in AIR's read.
Fri 4 Sep
8-K · Items 1.01, 2.01, 2.03, 3.02, 5.02, 8.01 — Material agreement
USA Rare Earth completed merger with Serra Verde Group on September 3, 2026, creating integrated rare earth platform combining Serra Verde's upstream heavy rare earth mining in Brazil with USAR's processing and magnet capabilities. Consideration: $300M cash + 126.8M shares.
No notable change in AIR's read.
8-K · Items 1.01, 2.01, 3.02 — Material agreement
Greenland Mines completed acquisition of Sarfartoq rare earth mineral project in Greenland via merger. Independent Initial Assessment shows high-case NPV of ~$2.05B and IRR of 118.6%, with significant untested exploration potential across 191 sq km license.
No notable change in AIR's read.
Thu 3 Sep
APGE · Apogee Therapeutics, Inc.
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02 — Material agreement terminated
Apogee Therapeutics completed its merger with AbbVie-owned Andor Merger Co. on September 3, 2026. Shareholders received $135.11 per share in cash. The company is now a wholly owned subsidiary of AbbVie with total equity value of approximately $10.9 billion.
No notable change in AIR's read.
HLMN · Hillman Solutions Corp.
8-K · Items 1.01, 2.01, 8.01 — Material agreement
Hillman Solutions completed acquisition of Kanebridge for ~$315M on August 28, 2026, funded via $200M additional term loans, cash on hand, and revolving credit. Acquisition expands company's asset base and market presence.
No notable change in AIR's read.
Tue 1 Sep
RHP · Ryman Hospitality Properties, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
No notable change in AIR's read.
CRNX · Crinetics Pharmaceuticals, Inc.
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02 — Material agreement terminated
No notable change in AIR's read.
8-K · Items 2.01, 3.02 — Acquisition or disposal of assets
No notable change in AIR's read.
Mon 31 Aug
8-K · Items 1.01, 2.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.01 — Material agreement
No notable change in AIR's read.
Fri 28 Aug
8-K · Items 2.01, 3.02 — Acquisition or disposal of assets
No notable change in AIR's read.
Thu 27 Aug
FBRX · Forte Biosciences, Inc.
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
No notable change in AIR's read.
Wed 26 Aug
SGI · Somnigroup International Inc.
8-K · Items 2.01, 2.03 — Acquisition or disposal of assets
No notable change in AIR's read.
Tue 25 Aug
WLFC · Willis Lease Finance Corp
8-K · Item 2.01 — Acquisition or disposal of assets
No notable change in AIR's read.
Thu 20 Aug
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
No notable change in AIR's read.
Mon 17 Aug
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02, 8.01 — Acquisition or disposal of assets
No notable change in AIR's read.
Fri 14 Aug
8-K · Item 2.01 — Acquisition or disposal of assets
No notable change in AIR's read.
Thu 13 Aug
8-K · Items 2.01, 3.02 — Acquisition or disposal of assets
No notable change in AIR's read.
ASMB · Assembly Biosciences, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
No notable change in AIR's read.
Mon 10 Aug
8-K · Item 2.01 — Acquisition or disposal of assets
No notable change in AIR's read.
8-K · Items 2.01, 3.02, 8.01 — Acquisition or disposal of assets
No notable change in AIR's read.
Fri 7 Aug
YUMC · Yum China Holdings, Inc.
8-K · Items 1.01, 2.01 — Material agreement
No notable change in AIR's read.
8-K · Item 2.01 — Acquisition or disposal of assets
No notable change in AIR's read.
TRLV · Trulieve Cannabis Corp.
8-K · Item 2.01 — Acquisition or disposal of assets
No notable change in AIR's read.
Research, not tips. Filings come from SEC EDGAR; AIR's read is recomputed every trading day. A price move is shown as a fact beside a filing, never as the reason it is listed.