Last read 7 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: 109 Form D filings · 20 executive changes · 14 13D filings · 6 acquisitions · 1 bankruptcy filing.
- Executive changeBunge Global SA — officer change (8-K Item 5.02)
Bunge Global SA
Bunge Global SA: Joseph Podwika departs as Chief Legal Officer (8-K Item 5.02).
- Executive changePINTEREST, INC. — officer change (8-K Item 5.02)
PINTEREST, INC.
PINTEREST, INC.: James Dibbo appointed as Chief Financial Officer (8-K Item 5.02).
- Executive changeAterian, Inc. — officer change (8-K Item 5.02)
Aterian, Inc.
8-K Item 5.02 filed by Aterian, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeInnventure, Inc. — officer change (8-K Item 5.02)
Innventure, Inc.
8-K Item 5.02 filed by Innventure, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeSouthport Acquisition Corp. II — officer change (8-K Item 5.02)
Southport Acquisition Corp. II
8-K Item 5.02 filed by Southport Acquisition Corp. II (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeSOLAREDGE TECHNOLOGIES, INC. — officer change (8-K Item 5.02)
SOLAREDGE TECHNOLOGIES, INC.
SOLAREDGE TECHNOLOGIES, INC.: Daniel Huber departs as Chief Revenue Officer (8-K Item 5.02).
- Executive changeVitesse Energy, Inc. — officer change (8-K Item 5.02)
Vitesse Energy, Inc.
8-K Item 5.02 filed by Vitesse Energy, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeOS Therapies Inc — officer change (8-K Item 5.02)
OS Therapies Inc
8-K Item 5.02 filed by OS Therapies Inc (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeTEN Holdings, Inc. — officer change (8-K Item 5.02)
TEN Holdings, Inc.
8-K Item 5.02 filed by TEN Holdings, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeAdvantage Solutions Inc. — officer change (8-K Item 5.02)
Advantage Solutions Inc.
8-K Item 5.02 filed by Advantage Solutions Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeFORGE NANO, INC. — officer change (8-K Item 5.02)
FORGE NANO, INC.
FORGE NANO, INC.: Arrelaine Dameron appointed (8-K Item 5.02).
- Executive changeStagwell Inc — officer change (8-K Item 5.02)
Stagwell Inc
Stagwell Inc: Bradley J. Gross departs (8-K Item 5.02).
- Executive changeBoost Run Inc. — officer change (8-K Item 5.02)
Boost Run Inc.
8-K Item 5.02 filed by Boost Run Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeCOMTECH TELECOMMUNICATIONS CORP — officer change (8-K Item 5.02)
COMTECH TELECOMMUNICATIONS CORP
COMTECH TELECOMMUNICATIONS CORP: Christopher D. Maloney appointed as independent director (8-K Item 5.02).
- Executive changeNEIGHBORHOOD INTELLIGENCE, INC. — officer change (8-K Item 5.02)
NEIGHBORHOOD INTELLIGENCE, INC.
8-K Item 5.02 filed by NEIGHBORHOOD INTELLIGENCE, INC. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeWERNER ENTERPRISES INC — officer change (8-K Item 5.02)
WERNER ENTERPRISES INC
8-K Item 5.02 filed by WERNER ENTERPRISES INC (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeBOX INC — officer change (8-K Item 5.02)
BOX INC
8-K Item 5.02 filed by BOX INC (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeHOULIHAN LOKEY, INC. — officer change (8-K Item 5.02)
HOULIHAN LOKEY, INC.
HOULIHAN LOKEY, INC.: Todd J. Carter departs (8-K Item 5.02).
- Executive changeVERRA MOBILITY Corp — officer change (8-K Item 5.02)
VERRA MOBILITY Corp
8-K Item 5.02 filed by VERRA MOBILITY Corp (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeEaton Corp plc — officer change (8-K Item 5.02)
Eaton Corp plc
8-K Item 5.02 filed by Eaton Corp plc (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
Earlier this month — 130 more
- NEW CH11: American Hospitality Properties REIT, Inc.· American Hospitality Properties REIT, Inc.
- SCHEDULE 13D - AGM GROUP HOLDINGS, INC. (0001705402) (Subject)· AGM GROUP HOLDINGS, INC.
- D - Shalom Partners Fund I, L.P. (0002158390) (Filer)· Shalom Partners Fund I, L.P.
- D - Shalom Partners Erebor, L.P. (0002158392) (Filer)· Shalom Partners Erebor, L.P.
- KKR to acquire Gen II from Hg, General Atlantic for $5.1bn· Gen II
- Schneider Electric to acquire PTC in $22.6bn deal - Gulf Business· PTC
- Informa Acquires Clarion Events for £2.24bn in Major B2B Live Events Consolidation - streamlinefeed.co.ke· Clarion Events
- Informa to acquire Clarion for £2.24bn — The Guardian - UA.NEWS· Clarion
- KKR to acquire Gen II Fund Services for $5.1 billion in private-markets push - finance.yahoo.com· Gen II Fund Services
- Arthur J. Gallagher & Co. Acquires Winter & Co Solicitors LLP· Winter & Co Solicitors LLP
- SCHEDULE 13D/A - Constitution Capital Access Fund, LLC (0001918767) (Subject)· Constitution Capital Access Fund, LLC
- SCHEDULE 13D/A - Phunware, Inc. (0001665300) (Subject)· Phunware, Inc.
- SCHEDULE 13D/A - Navigator Holdings Ltd. (0001581804) (Subject)· Navigator Holdings Ltd.
- SCHEDULE 13D/A - HERTZ GLOBAL HOLDINGS, INC (0001657853) (Subject)· HERTZ GLOBAL HOLDINGS, INC
- SCHEDULE 13D/A - Diginex Ltd (0002010499) (Subject)· Diginex Ltd
- SCHEDULE 13D/A - Nuveen Quality Municipal Income Fund (0001083839) (Subject)· Nuveen Quality Municipal Income Fund
- SCHEDULE 13D/A - Target Hospitality Corp. (0001712189) (Subject)· Target Hospitality Corp.
- SCHEDULE 13D - ADARx Pharmaceuticals, Inc. (0001802369) (Subject)· ADARx Pharmaceuticals, Inc.
- SCHEDULE 13D - Empire State Realty Trust, Inc. (0001541401) (Subject)· Empire State Realty Trust, Inc.
- SCHEDULE 13D/A - Better Home & Finance Holding Co (0001835856) (Subject)· Better Home & Finance Holding Co
- SCHEDULE 13D - RXO, Inc. (0001929561) (Subject)· RXO, Inc.
- SCHEDULE 13D/A - Cannae Holdings, Inc. (0001704720) (Subject)· Cannae Holdings, Inc.
- SCHEDULE 13D/A - Arbutus Biopharma Corp (0001447028) (Subject)· Arbutus Biopharma Corp
- D - BroadVail PXV (QP), a series of BlueArc Core Alternatives, LLC (0002157628) (Filer)· BroadVail PXV (QP), a series of BlueArc Core Alternatives, LLC
- D/A - J.P. Morgan REIT (US Plan) LLC (0001950603) (Filer)· J.P. Morgan REIT (US Plan) LLC
- D - Panlaw Ventures, Inc. (0002156618) (Filer)· Panlaw Ventures, Inc.
- D - SWITCHBOARD FUND I, L.P. (0002158037) (Filer)· SWITCHBOARD FUND I, L.P.
- D - EquityZen Growth Technology Fund LLC - Series 2386 (0002139414) (Filer)· EquityZen Growth Technology Fund LLC - Series 2386
- D - WealthHaus Alpha Partners, LP (0002158186) (Filer)· WealthHaus Alpha Partners, LP
- D/A - Mountain Steel Capital LLC (0002048566) (Filer)· Mountain Steel Capital LLC
- D/A - Cornerstone Financial Technology Fund LP (0001946369) (Filer)· Cornerstone Financial Technology Fund LP
- D/A - Disruptive Flagship Reservation Fund, LP (0002154304) (Filer)· Disruptive Flagship Reservation Fund, LP
- D/A - HGS-2, a series of ALEXTAR VC, LLC (0002146070) (Filer)· HGS-2, a series of ALEXTAR VC, LLC
- D - Lumida Series LLC, Tranche IX (0002157176) (Filer)· Lumida Series LLC, Tranche IX
- D - EquityZen Growth Technology Fund LLC - Series 2401 (0002144728) (Filer)· EquityZen Growth Technology Fund LLC - Series 2401
- D - Lionsmark Firefly Investors, LLC (0002155006) (Filer)· Lionsmark Firefly Investors, LLC
- D - Hedosophia Investments VI U L.P. (0002126822) (Filer)· Hedosophia Investments VI U L.P.
- D/A - Energea Project 1 LLC (0001918162) (Filer)· Energea Project 1 LLC
- D - Quadrant Private Capital Solutions Platform, LP (0001894716) (Filer)· Quadrant Private Capital Solutions Platform, LP
- D/A - Ishtar Gate Capital Partners, LP (0001983480) (Filer)· Ishtar Gate Capital Partners, LP
- D - ICP Bedrock, a Series of A Master Series LLC (0002158613) (Filer)· ICP Bedrock, a Series of A Master Series LLC
- D/A - Institutional Drilling Fund III LP (0002107894) (Filer)· Institutional Drilling Fund III LP
- D - Factron AI, Inc (0002158560) (Filer)· Factron AI, Inc
- D - Hadestown UK Tour Ltd Liability Co (0002114069) (Filer)· Hadestown UK Tour Ltd Liability Co
- D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
- D - ERP Funds IV, LLC (0002157597) (Filer)· ERP Funds IV, LLC
- D/A - Institutional Drilling Fund III LP (0002107894) (Filer)· Institutional Drilling Fund III LP
- D - IEP Capital IV, LLC (0002158136) (Filer)· IEP Capital IV, LLC
- D - K5 Tech Fund II LP - Series 210 (0002153875) (Filer)· K5 Tech Fund II LP - Series 210
- D/A - RRE25 Cornerstone Tributer LLC (0002086221) (Filer)· RRE25 Cornerstone Tributer LLC
- D/A - RRE25 Cornerstone Tributer Feeder Fund LP (0002086936) (Filer)· RRE25 Cornerstone Tributer Feeder Fund LP
- D - Metaview Technologies Inc. (0001894764) (Filer)· Metaview Technologies Inc.
- D - Red Dune Resources Ltd. (0002157021) (Filer)· Red Dune Resources Ltd.
- D - One NYP Partners V LP (0002139190) (Filer)· One NYP Partners V LP
- D/A - Coatue Growth Fund VI Private Investors US, LLC (0002143819) (Filer)· Coatue Growth Fund VI Private Investors US, LLC
- D/A - Coatue Growth Fund VI Private Investors Cayman, L.P. (0002143818) (Filer)· Coatue Growth Fund VI Private Investors Cayman, L.P.
- D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
- D - PurposeBook LLC (0002158522) (Filer)· PurposeBook LLC
- D/A - R-Squared Ventures III, LP (0002090000) (Filer)· R-Squared Ventures III, LP
- D - Brother Justus Whiskey Co. (0001680758) (Filer)· Brother Justus Whiskey Co.
- D - EnCap Paloma Permian II Co-Invest, L.P. (0002157103) (Filer)· EnCap Paloma Permian II Co-Invest, L.P.
- D - Zonaliz, Inc. (0002157556) (Filer)· Zonaliz, Inc.
- D/A - Aurum VP Fund I L.P. (0002085102) (Filer)· Aurum VP Fund I L.P.
- D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
- D/A - Avendus Structured Credit Fund III (0002093551) (Filer)· Avendus Structured Credit Fund III
- D - MEC Pacific I LLC (0002155742) (Filer)· MEC Pacific I LLC
- D - SPIR II, LLC (0002153860) (Filer)· SPIR II, LLC
- D - Chateau Capital AXS1 LLC (0002158655) (Filer)· Chateau Capital AXS1 LLC
- D - BAM Life, Inc. (0002154264) (Filer)· BAM Life, Inc.
- D - SKB-Trellis West LLC (0002158362) (Filer)· SKB-Trellis West LLC
- D/A - First Light Focus Feeder Fund, Ltd. (0001994984) (Filer)· First Light Focus Feeder Fund, Ltd.
- D/A - Elements Holdco 1 Ltd (0002021849) (Filer)· Elements Holdco 1 Ltd
- D/A - LAACClamp Inc. (0002104335) (Filer)· LAACClamp Inc.
- D/A - Coatue Innovative Strategies Fund iCapital Offshore Access Fund SPC (0002088363) (Filer)· Coatue Innovative Strategies Fund iCapital Offshore Access Fund SPC
- D/A - ALLOYED INCOME FUND 1 A SERIES OF ALLOYED STRATEGIES MASTER FUND 1 (0002100845) (Filer)· ALLOYED INCOME FUND 1 A SERIES OF ALLOYED STRATEGIES MASTER FUND 1
- D - ScaleAlpha Fund I, LP (0002158550) (Filer)· ScaleAlpha Fund I, LP
- D - ICG SRE III Co-Invest (USD) SCSp (0002158091) (Filer)· ICG SRE III Co-Invest (USD) SCSp
- D - West Street Asia Equity Partners I (C) Employee Offshore Fund, L.P. (0002158027) (Filer)· West Street Asia Equity Partners I (C) Employee Offshore Fund, L.P.
- D - 1Stayz Inc (0002157706) (Filer)· 1Stayz Inc
- D - Proteus Enterprises PPG LLC (0002052101) (Filer)· Proteus Enterprises PPG LLC
- D/A - TESSIER A SERIES OF VUVP EASTERN EUROPE LLC (0002134704) (Filer)· TESSIER A SERIES OF VUVP EASTERN EUROPE LLC
- D - PeakAlts 2026 - MidOcean Tactical Credit Fund IV, LP (0002145216) (Filer)· PeakAlts 2026 - MidOcean Tactical Credit Fund IV, LP
- D - Center Point Road LB, LP (0002157880) (Filer)· Center Point Road LB, LP
- D - West Street Mezzanine Partners IX Employee Fund LP (0002157549) (Filer)· West Street Mezzanine Partners IX Employee Fund LP
- D - West Street Mezzanine Partners IX Employee Offshore Fund Ltd. (0002157497) (Filer)· West Street Mezzanine Partners IX Employee Offshore Fund Ltd.
- D - West Street Mezzanine Partners IX Employee Offshore Master Fund LP (0002157607) (Filer)· West Street Mezzanine Partners IX Employee Offshore Master Fund LP
- D - Level Five Atoms A Series of V360 Holdings LLC (0002158042) (Filer)· Level Five Atoms A Series of V360 Holdings LLC
- D - Chicago Partners Special Assets Fund II, LP (0002147665) (Filer)· Chicago Partners Special Assets Fund II, LP
- D - TC Fund IV, LLC (0002155298) (Filer)· TC Fund IV, LLC
- D - Mammoth Value Fund LLC (0002116617) (Filer)· Mammoth Value Fund LLC
- D - Phoenix Life Sciences Feb 2026 a Series of CGF2021 LLC (0002117265) (Filer)· Phoenix Life Sciences Feb 2026 a Series of CGF2021 LLC
- D - Hertz Angels Symbiosis a Series of CGF2021 LLC (0002155733) (Filer)· Hertz Angels Symbiosis a Series of CGF2021 LLC
- D/A - RED SHIELD, L.P. (0002090931) (Filer)· RED SHIELD, L.P.
- D - Tenkara S1 a Series of CGF2021 LLC (0002153737) (Filer)· Tenkara S1 a Series of CGF2021 LLC
- D - Titan Blue LP (0002154009) (Filer)· Titan Blue LP
- D - Swarm Defense Technologies, Inc. (0002130440) (Filer)· Swarm Defense Technologies, Inc.
- D - CC DB I a Series of CGF2021 LLC (0002156429) (Filer)· CC DB I a Series of CGF2021 LLC
- D - SPV V0 Fund 6.3.1 Sept 2026 a Series of CGF2021 LLC (0002156337) (Filer)· SPV V0 Fund 6.3.1 Sept 2026 a Series of CGF2021 LLC
- D - Captain Ventures Fund I LP (0002157530) (Filer)· Captain Ventures Fund I LP
- D - Votive CLNR 2026 a Series of Votive Venture Partners LLC (0002156423) (Filer)· Votive CLNR 2026 a Series of Votive Venture Partners LLC
- D/A - Homegrown Ventures Fund I, LP (0002014846) (Filer)· Homegrown Ventures Fund I, LP
- D - LACM Global Long/Short Equity Fund L.P. (0002158197) (Filer)· LACM Global Long/Short Equity Fund L.P.
- D - Altera Silas Access 2, LLC (0002158645) (Filer)· Altera Silas Access 2, LLC
- D - Company Ventures - CO IV a Series of CompanyVentures LLC (0002151942) (Filer)· Company Ventures - CO IV a Series of CompanyVentures LLC
- D - WV-MT2 a Series of CGF2021 LLC (0002156334) (Filer)· WV-MT2 a Series of CGF2021 LLC
- D - KKR - Hudson 2026 L.P. (0002158557) (Filer)· KKR - Hudson 2026 L.P.
- D - Lia Angel SPV a Series of CGF2021 LLC (0002153721) (Filer)· Lia Angel SPV a Series of CGF2021 LLC
- D - KKR Lending - Hudson 2026 COV L.P. (0002158559) (Filer)· KKR Lending - Hudson 2026 COV L.P.
- D - KKR Lending - Hudson 2026 SQV L.P. (0002158558) (Filer)· KKR Lending - Hudson 2026 SQV L.P.
- D - ScOp Ventures Pan2026 a Series of CGF2021 LLC (0002155650) (Filer)· ScOp Ventures Pan2026 a Series of CGF2021 LLC
- D/A - Bond Biosciences, Inc. (0001824224) (Filer)· Bond Biosciences, Inc.
- D - Third light KSPVI a Series of CGF2021 LLC (0002156342) (Filer)· Third light KSPVI a Series of CGF2021 LLC
- D - Amarra Capital Credit Fund LLC (0002155086) (Filer)· Amarra Capital Credit Fund LLC
- D - PPVP Growth XV a Series of Pari Passu Master II LLC (0002143021) (Filer)· PPVP Growth XV a Series of Pari Passu Master II LLC
- D - Flowtex Lucky Strike Joint Venture (0002157402) (Filer)· Flowtex Lucky Strike Joint Venture
- D - OAII 0826 a Series of CGF2021 LLC (0002154560) (Filer)· OAII 0826 a Series of CGF2021 LLC
- D - VI Snow Leopard a Series of CGF2021 LLC (0002155530) (Filer)· VI Snow Leopard a Series of CGF2021 LLC
- D - RIVER OTTER RENEWABLES, INC. (0002157257) (Filer)· RIVER OTTER RENEWABLES, INC.
- D - CXHI0726 a Series of CGF2021 LLC (0002148143) (Filer)· CXHI0726 a Series of CGF2021 LLC
- D/A - SHORE CAPITAL REAL ESTATE PARTNERS FUND II-CV, L.P. (0001994732) (Filer)· SHORE CAPITAL REAL ESTATE PARTNERS FUND II-CV, L.P.
- D - Altera QSBS Fund, LLC (0002158684) (Filer)· Altera QSBS Fund, LLC
- D - First Order Fund II LP (0002156395) (Filer)· First Order Fund II LP
- D - BR Coinvest RT, LLC (0002158248) (Filer)· BR Coinvest RT, LLC
- D/A - Blackbird Real Estate Partners III, L.P. (0001995427) (Filer)· Blackbird Real Estate Partners III, L.P.
- D/A - 12X Wealth Strategies V, LLC (0002011007) (Filer)· 12X Wealth Strategies V, LLC
- D - Bewater Growth Fund II, LP (0002142391) (Filer)· Bewater Growth Fund II, LP
- D/A - Nishkama Capital Offshore Fund Ltd. (0001702083) (Filer)· Nishkama Capital Offshore Fund Ltd.
- D - Eyequant, Inc. (0002090890) (Filer)· Eyequant, Inc.
- D - Hillsboro Shoppes Investor LLC (0002155681) (Filer)· Hillsboro Shoppes Investor LLC
- D - Eldil Corp. (0002158117) (Filer)· Eldil Corp.
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 — 43 transactions this week.
- DealKKR acquires Hg
$5.1bn
- DealSchneider Electric
$22.6bn
- DealInforma
£2.24bn
- DealInforma
£2.24bn
- DealKKR
$5.1 billion
- Deal
- DealGE HealthCare
$945 million
- Deal
- Deal
- Deal
Earlier this month — 50 more
- Cenovus Energy· $12.00
- Rexel acquires Audax Private Equity
- EVIDENT
- Basware
- SEI Group
- Standard Dental Labs
- Roland Foods acquires Dot Foods
- Marsh
- Banner Capital
- SGS
- SU Group Investment
- HydroEdge Solutions
- MES Life Safety
- Fisher Funds And Direct Capital
- Nayax
- ESCO
- Vortex Energy
- Axogen
- Hypercharge
- Wealth Enhancement
- Siris
- Wealth Enhancement
- KromAmericas
- SupplyOne
- Parkdale Mills
- Heintz Performance
- DIVERSIS CAPITAL
- ENERGY SERVICES OF AMERICA
- Samsonite Group
- Highway Roop
- IMG
- Legacy Distribution
- Nuveen
- DCP Capital
- Algebris acquires Nadara
- Swiss Coatings Group Berlac
- EMS
- Eaton
- Apollo
- ChrysCap
- H.I.G. Capital
- QMS Medical Allied Services
- Transom Capital Group
- Greenbriar
- Eaton
- AAR· $1.8bn
- Summit Private Equity Fund II
- Sterling Organization
- Motorola Solutions
- AGS American Glass Services
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.
- AdvisorArmory Securities
Vineburg, LLC · United States Bankruptcy Court, N.D. California
Earlier this quarter — 39 more
- 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
- Kirkland & Ellis· Republic National Distributing Company, LLC
- PJT Partners· Marelli Automotive Lighting USA LLC
- Dentons· Superior Star, LLC
- Dentons· The Sisters of Saint Ann, Inc.
- Jefferies· Ascend Elements, Inc.
- SierraConstellation· S.M.F. Group Inc.
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 — 29 moves this week: 1 Healthcare · 28 without a stated sector.
- MoveJoseph Podwika · Chief Legal Officer
from Bunge Global SA
- MoveJames Dibbo · Chief Financial Officer
To PINTEREST, INC.
- MoveDaniel Huber · Chief Revenue Officer
from SOLAREDGE TECHNOLOGIES, INC.
- MoveArrelaine Dameron
To FORGE NANO, INC.
- MoveBradley J. Gross
from Stagwell Inc
- MoveChristopher D. Maloney · independent director
To COMTECH TELECOMMUNICATIONS CORP
- MoveTodd J. Carter
from HOULIHAN LOKEY, INC.
- MoveMarie Iannitelli · director
from Awaysis Capital, Inc.
- MoveMichael Farello
from Better Home & Finance Holding Co
- Move
Earlier this month — 30 more
- Xun Wu · Chief Executive Officer· to Professional Diversity Network, Inc.
- Hirsh Jain · member of the Board· to Leef Brands Inc.
- Jon Newhard · President and Chief Executive Officer· to VERRA MOBILITY Corp
- Michael Nuzzo· from KinderCare Learning Companies, Inc.
- Michael Mack · new member· to PROCEPT BioRobotics Corp
- Steven E. Rodgers · Class II director· from Aveanna Healthcare
- Mary Elizabeth Truss · director· to RTB Digital, Inc.
- Steven F. Urvan· to Outdoor Holding Co
- Peter Lloyd · Chief Financial Officer· from EQT Exeter Real Estate Income Trust, Inc.
- Debanjan Saha · director· to Vertex, Inc.
- Stephen F. Shamrock · Vice President and Controller· to GOODYEAR TIRE & RUBBER CO
- Benjamin Halladay· to ACHIEVE LIFE SCIENCES, INC.
- Jeremy M. Patten · President· from MODINE MANUFACTURING CO
- Jennifer Kong-Picarello · independent· to James Hardie Industries plc
- Rami Qasem · Board· to KBR, INC.
- David R. Jolley · member of the Board· to Traeger, Inc.
- Stuart Kovensky · fill the vacancy from the increase in the number of directors· to Teads Holding Co.
- Kevin Jay Hayes Jr· to Omnitek Engineering Corp
- Don Liu· from Flutter Entertainment plc
- Shelley Goff · Chief Financial Officer· from ATLANTICA INC
- Jake Carney · Chief Financial Officer· to Exascale Labs Holdings Inc.
- Fady Boctor · President and Chief Commercial Officer· from Petros Pharmaceuticals, Inc.
- Emmit McHenry· from Cycurion, Inc.
- William Z. Wyatt · member of the Board· from Newbury Street II Acquisition Corp
- David Noble · fill the resulting vacancy· to Neptune Insurance Holdings Inc.
- Jason O'Briant · head of portfolio talent in a newly created role· to Vision Ridge Partners
- Pete Dalrymple· to William Blair
- Bill Nay· to William Blair
- Andrea Devoe · partner· to Freshfields
- Joshua Becker · partner· to Womble Bond Dickinson
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 — 16 more
- 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.
- TPG's all-equity $920 mn rental-car buy signals debt-free deal trend· All-equity acquisition of a rental-car unit at $920 mn shows sponsors can structure deals without debt in a high-rate environment, signaling a shift in how leveraged assets are financed. The price sets a benchmark for Korean rental-car assets, which may guide future valuations in the sector.
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