Last read 16 Sep 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: 102 Form D filings · 24 executive changes · 12 13D filings · 6 acquisitions · 4 bankruptcy filings · 1 merger proxy · 1 retention.
- Executive changeHub Group, Inc. — officer change (8-K Item 5.02)
Hub Group, Inc.
8-K Item 5.02 filed by Hub Group, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeGSR IV Acquisition Corp. — officer change (8-K Item 5.02)
GSR IV Acquisition Corp.
GSR IV Acquisition Corp.: Anantha Ramamurti departs (8-K Item 5.02).
- Executive changeFLEX LTD. — officer change (8-K Item 5.02)
FLEX LTD.
8-K Item 5.02 filed by FLEX LTD. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeAZIO AI HOLDINGS, INC. — officer change (8-K Item 5.02)
AZIO AI HOLDINGS, INC.
AZIO AI HOLDINGS, INC.: Larry G. Paige II appointed as Class III director to the Board (8-K Item 5.02).
- Executive changeHealth Catalyst, Inc. — officer change (8-K Item 5.02)
Health Catalyst, Inc.
8-K Item 5.02 filed by Health Catalyst, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeCROWN CASTLE INC. — officer change (8-K Item 5.02)
CROWN CASTLE INC.
CROWN CASTLE INC.: Sunit S. Patel departs as Executive Vice President and Chief Financial Officer (8-K Item 5.02).
- Executive changeFIREFLY NEUROSCIENCE, INC. — officer change (8-K Item 5.02)
FIREFLY NEUROSCIENCE, INC.
8-K Item 5.02 filed by FIREFLY NEUROSCIENCE, INC. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeQuince Therapeutics, Inc. — officer change (8-K Item 5.02)
Quince Therapeutics, Inc.
8-K Item 5.02 filed by Quince Therapeutics, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeI-ON Digital Corp. — officer change (8-K Item 5.02)
I-ON Digital Corp.
I-ON Digital Corp.: Kenneth Park departs as Director and the Chief Marketing Officer (8-K Item 5.02).
- Executive changeElmet Group Co. — officer change (8-K Item 5.02)
Elmet Group Co.
8-K Item 5.02 filed by Elmet Group Co. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeDEXCOM INC — officer change (8-K Item 5.02)
DEXCOM INC
DEXCOM INC: Jereme Sylvain appointed (8-K Item 5.02).
- Executive changeBowhead Specialty Holdings Inc. — officer change (8-K Item 5.02)
Bowhead Specialty Holdings Inc.
Bowhead Specialty Holdings Inc.: Derek Walker appointed as Board (8-K Item 5.02).
- Executive changeAPOGEE ENTERPRISES, INC. — officer change (8-K Item 5.02)
APOGEE ENTERPRISES, INC.
APOGEE ENTERPRISES, INC.: Patricia K. Wagner departs (8-K Item 5.02).
- Executive changeCIMG Inc. — officer change (8-K Item 5.02)
CIMG Inc.
CIMG Inc.: Changzheng Ye departs (8-K Item 5.02).
- Executive changeFly-E Group, Inc. — officer change (8-K Item 5.02)
Fly-E Group, Inc.
Fly-E Group, Inc.: Lisa Fan departs as Chief Financial Officer and Director (8-K Item 5.02).
- Executive changeCHIPOTLE MEXICAN GRILL INC — officer change (8-K Item 5.02)
CHIPOTLE MEXICAN GRILL INC
CHIPOTLE MEXICAN GRILL INC: Sabir Sami appointed as director (8-K Item 5.02).
- Executive changeHouse of Doge Inc. — officer change (8-K Item 5.02)
House of Doge Inc.
8-K Item 5.02 filed by House of Doge Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeIIOT-OXYS, Inc. — officer change (8-K Item 5.02)
IIOT-OXYS, Inc.
IIOT-OXYS, Inc.: Matthew L. Schissler departs (8-K Item 5.02).
- Executive changeBOXABL Inc. — officer change (8-K Item 5.02)
BOXABL Inc.
8-K Item 5.02 filed by BOXABL Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeTrade Desk, Inc. — officer change (8-K Item 5.02)
Trade Desk, Inc.
8-K Item 5.02 filed by Trade Desk, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
Earlier this month — 130 more
- NEW CH11: Pottstown Medical Specialists, Inc.· Pottstown Medical Specialists, Inc.
- NEW CH11: LIV Golf New Jersey LLC· LIV Golf New Jersey LLC
- D - Microhospital of Columbia, LLC (0002150686) (Filer)· Microhospital of Columbia, LLC
- DEFM14A - BEAZER HOMES USA INC (0000915840) (Filer)· BEAZER HOMES USA INC
- Inflexion-backed Ranger Fire and Security acquires Fire Protection Ireland· Fire Protection Ireland
- Ambienta’s Spaggiari acquires ESDS to expand into Iberia and LATAM· ESDS
- Strawberry Fields REIT Announces Acquisition of Hospital Campus in Missouri· Hospital Campus
- Carlyle-Backed Avenrock Energy to Acquire Parallax Energy in Western Canada - citybiz· Parallax Energy in Western Canada
- Blackstone to Acquire Flow Control Holdings from Audax Private Equity - Machine Maker· Flow Control Group
- Wooclap acquires Vevox to build the world's leading active learning platform for live training & classes· Vevox
- Fatpipe Inc — officer change (8-K Item 5.02)· Fatpipe Inc
- BIMINI CAPITAL MANAGEMENT, INC. — officer change (8-K Item 5.02)· BIMINI CAPITAL MANAGEMENT, INC.
- EAGLE BANCORP INC — officer change (8-K Item 5.02)· EAGLE BANCORP INC
- STATE STREET CORP — officer change (8-K Item 5.02)· STATE STREET CORP
- NEW CH11: Air Baltic Corporation AS· Air Baltic Corporation AS
- NEW CH11: Air Baltic Training, SIA· Air Baltic Training, SIA
- RETENTION (financial advisor): Trajector Holdings, LLC — Accordion Partners· Trajector Holdings, LLC
- SCHEDULE 13D/A - Anghami Inc (0001871983) (Subject)· Anghami Inc
- SCHEDULE 13D/A - METHANEX CORP (0000886977) (Subject)· METHANEX CORP
- SCHEDULE 13D/A - JBDI Holdings Ltd (0001964314) (Subject)· JBDI Holdings Ltd
- SCHEDULE 13D/A - ABERDEEN GOVERNMENT MARKETS INCOME FUND (0000811922) (Subject)· ABERDEEN GOVERNMENT MARKETS INCOME FUND
- SCHEDULE 13D/A - Hagerty, Inc. (0001840776) (Subject)· Hagerty, Inc.
- SCHEDULE 13D/A - Anghami Inc (0001871983) (Subject)· Anghami Inc
- SCHEDULE 13D/A - Target Hospitality Corp. (0001712189) (Subject)· Target Hospitality Corp.
- SCHEDULE 13D - Medicus Pharma Ltd. (0001997296) (Subject)· Medicus Pharma Ltd.
- SCHEDULE 13D/A - Sezzle Inc. (0001662991) (Subject)· Sezzle Inc.
- SCHEDULE 13D/A - AtaiBeckley Inc. (0002081043) (Subject)· AtaiBeckley Inc.
- SCHEDULE 13D/A - Vulcan Infrastructure & Power Inc. (0001844971) (Subject)· Vulcan Infrastructure & Power Inc.
- SCHEDULE 13D/A - Mistras Group, Inc. (0001436126) (Subject)· Mistras Group, Inc.
- D - Disruptive Flagship Reservation Fund, LP (0002154304) (Filer)· Disruptive Flagship Reservation Fund, LP
- D/A - Arlington Private Equity Fund VII, LLC (0002086131) (Filer)· Arlington Private Equity Fund VII, LLC
- D/A - Sky Holdco Corp (0001766379) (Filer)· Sky Holdco Corp
- D - HE-0721 Fund I, a series of Zero Prime Ventures, LP (0002148882) (Filer)· HE-0721 Fund I, a series of Zero Prime Ventures, LP
- D - Working Class Wall Street, Inc. (0002154605) (Filer)· Working Class Wall Street, Inc.
- D - VO-0813 Fund I, a series of JJ Fliegelman Funds, LP (0002150963) (Filer)· VO-0813 Fund I, a series of JJ Fliegelman Funds, LP
- D - VI-0727 Fund I, a series of Roll Up Vehicles, LP (0002152138) (Filer)· VI-0727 Fund I, a series of Roll Up Vehicles, LP
- D - Alexander Capital Ventures LLC (0001682558) (Filer)· Alexander Capital Ventures LLC
- D - SP-0821 Fund I, a series of Unpopular VC, LP (0002152760) (Filer)· SP-0821 Fund I, a series of Unpopular VC, LP
- D - Alexander Capital Ventures LLC (0001682558) (Filer)· Alexander Capital Ventures LLC
- D - SE-0904 Fund II, a series of Roll Up Vehicles, LP (0002154754) (Filer)· SE-0904 Fund II, a series of Roll Up Vehicles, LP
- D - Dine Bidziil, PBC (0001759541) (Filer)· Dine Bidziil, PBC
- D - Alexander Capital Ventures LLC (0001682558) (Filer)· Alexander Capital Ventures LLC
- D - Alexander Capital Ventures LLC (0001682558) (Filer)· Alexander Capital Ventures LLC
- D - Voltwing Energy, Inc. (0002154835) (Filer)· Voltwing Energy, Inc.
- D - Alexander Capital Ventures LLC (0001682558) (Filer)· Alexander Capital Ventures LLC
- D - REA CAPITAL III LTD (0002154823) (Filer)· REA CAPITAL III LTD
- D/A - Aspire Group Ltd. (0002155012) (Filer)· Aspire Group Ltd.
- D/A - PvP Protocol Holding Inc. (0002150351) (Filer)· PvP Protocol Holding Inc.
- D - Frontier Commodities Fund Ltd (0002108531) (Filer)· Frontier Commodities Fund Ltd
- D - Riva at Chalco, LLC (0002154776) (Filer)· Riva at Chalco, LLC
- D/A - Moorstone Structured Commodities Master Fund II, L.P. (0002086413) (Filer)· Moorstone Structured Commodities Master Fund II, L.P.
- D - Nova Select, LP (0002153845) (Filer)· Nova Select, LP
- D/A - Moorstone Structured Commodities Offshore Fund II, LP (0002113005) (Filer)· Moorstone Structured Commodities Offshore Fund II, LP
- D - Carlyle Phoenix SPV Coinvestment, L.P. (0002150138) (Filer)· Carlyle Phoenix SPV Coinvestment, L.P.
- D - Carlyle Phoenix SPV Coinvestment-R, L.P. (0002149765) (Filer)· Carlyle Phoenix SPV Coinvestment-R, L.P.
- D - FIRST OTTAWA BANCSHARES, INC. (0001099668) (Filer)· FIRST OTTAWA BANCSHARES, INC.
- D - Harvard Apparatus Regenerative Technology, Inc. (0001563665) (Filer)· Harvard Apparatus Regenerative Technology, Inc.
- D/A - Silvercrest Jefferson Fund, L.P. (0001617964) (Filer)· Silvercrest Jefferson Fund, Ltd.
- D - Lakeside Village HMS Investors I LLC (0002152229) (Filer)· Lakeside Village HMS Investors I LLC
- D/A - Northwind Trade Finance Fund LP (0002152145) (Filer)· Northwind Trade Finance Fund LP
- D/A - Nexus Growth Fund LP (0002152167) (Filer)· Nexus Growth Fund LP
- D/A - SAKAL PRIVATE SERIES FUND SERIES 1, LLC (0002000796) (Filer)· SAKAL PRIVATE SERIES FUND SERIES 1, LLC
- D/A - Silvercrest Jefferson Fund, Ltd. (0001618065) (Filer)· Silvercrest Jefferson Fund, Ltd.
- D/A - ECP Shoreline Fund LP (0002083197) (Filer)· ECP Shoreline Fund LP
- D - Carlyle Phoenix SPV, L.P. (0002150137) (Filer)· Carlyle Phoenix SPV, L.P.
- D/A - Institutional Drilling Fund III LP (0002107894) (Filer)· Institutional Drilling Fund III LP
- D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
- D - Historic Investment Fund 2026 (QP) LLC (0002151632) (Filer)· Historic Investment Fund 2026 (QP) LLC
- D - HPC GPFS Whitecoat Co-Invest (A) LP (0002154852) (Filer)· HPC GPFS Whitecoat Co-Invest (A) LP
- D - Rapta Inc. (0002072522) (Filer)· Rapta Inc.
- D - IFM Global Value Add Infrastructure Fund SCSp (0002108757) (Filer)· IFM Global Value Add Infrastructure Fund SCSp
- D - Applied AI Fund I (0002154836) (Filer)· Applied AI Fund I
- D - Historic Investment Fund 2026 LLC (0002152241) (Filer)· Historic Investment Fund 2026 LLC
- D - Beaune, Inc. (0002152113) (Filer)· Beaune, Inc.
- D - Quartus AI Holdings LP (0002127205) (Filer)· Quartus AI Holdings LP
- D - Cantilever Fund II, L.P. (0002150586) (Filer)· Cantilever Fund II, L.P.
- D - Slate Investors 1 LP (0002153575) (Filer)· Slate Investors 1 LP
- D - Slate Investors 2 LP (0002153576) (Filer)· Slate Investors 2 LP
- D/A - Eagle Point Co-Invest II LP (0002083796) (Filer)· Eagle Point Co-Invest II LP
- D - INTELLIGENT BIO SOLUTIONS INC. (0001725430) (Filer)· INTELLIGENT BIO SOLUTIONS INC.
- D - Code19 Racing, Inc. (0002041054) (Filer)· Code19 Racing, Inc.
- D - Balanced Body Organics, Inc. (0001803981) (Filer)· Balanced Body Organics, Inc.
- D - Oregon Opportunity Fund IV, LLC (0002153346) (Filer)· Oregon Opportunity Fund IV, LLC
- D/A - Situational Awareness Offshore LP (0002048430) (Filer)· Situational Awareness Offshore LP
- D - KAYLEE MOTHER Co LLC (0002151740) (Filer)· KAYLEE MOTHER Co LLC
- D/A - Potentia Capital Trust IIIB (0002144121) (Filer)· Potentia Capital Trust IIIB
- D/A - Atherean Value Fund, LP (0002032131) (Filer)· Atherean Value Fund, LP
- D/A - MDS 2026-Shale Development, LP (0002114080) (Filer)· MDS 2026-Shale Development, LP
- D - Metis Equity Trust - Metis Sustainable Real Asset Index Portfolio (0002154307) (Filer)· Metis Equity Trust - Metis Sustainable Real Asset Index Portfolio
- D/A - Covalence Equity Income Fund-A Feeder, L.P. (0002087757) (Filer)· Covalence Equity Income Fund-A Feeder, L.P.
- D - Caribbean Water Technologies Inc. (0001854862) (Filer)· Caribbean Water Technologies Inc.
- D - WORKBENCH AI 2026 SPV a Series of CGF2021 LLC (0002144580) (Filer)· WORKBENCH AI 2026 SPV a Series of CGF2021 LLC
- D/A - NAMSOFT INC. (0002079866) (Filer)· NAMSOFT INC.
- D/A - MCG Links Car Wash I, DST (0002086715) (Filer)· MCG Links Car Wash I, DST
- D/A - Trajecta Investment Partners LP (0002101781) (Filer)· Trajecta Investment Partners LP
- D - Infinity TA Composite Fund LLC (0002154291) (Filer)· Infinity TA Composite Fund LLC
- D - Blixon Capital Services Ltd (0002154449) (Filer)· Blixon Capital Services Ltd
- D - Entrepreneurs Capital LP - Series 4 (0002133756) (Filer)· Entrepreneurs Capital LP - Series 4
- D/A - USEDC 2026 Drilling Fund 2 LP (0002107833) (Filer)· USEDC 2026 Drilling Fund 2 LP
- D/A - CSP Evanston Investors LLC (0002084811) (Filer)· CSP Evanston Investors LLC
- D - FT Transpose YC SPV I, LLC (0002154993) (Filer)· FT Transpose YC SPV I, LLC
- D - Carronade Capital Co-Investments, LP - Series 1 (0002152934) (Filer)· Carronade Capital Co-Investments, LP - Series 1
- D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
- D/A - Situational Awareness Partners LP (0002038540) (Filer)· Situational Awareness LP
- D - 6200 Overseas Hwy Holdings LLLP (0002141602) (Filer)· 6200 Overseas Hwy Holdings LLLP
- D/A - Flagstaff Ventures SPV I, LP (0001945825) (Filer)· Flagstaff Ventures SPV I, LP
- D - KrateoSky LLC (0002150460) (Filer)· KrateoSky LLC
- D - Carronade Capital Co-Investments SPC, Ltd. - Segregated Portfolio 1 (0002152925) (Filer)· Carronade Capital Co-Investments SPC, Ltd. - Segregated Portfolio 1
- D - Aerovy Mobility, Inc. (0002154060) (Filer)· Aerovy Mobility, Inc.
- D - Ida Sports, Inc. (0002049321) (Filer)· Ida Sports, Inc.
- D - Madison Park Properties, LLC (0002153936) (Filer)· Madison Park Properties, LLC
- D - Apex Munitions Holdings Inc (0002152327) (Filer)· Apex Munitions Holdings Inc
- D/A - MW VC Launch, LLC (0002153351) (Filer)· MW VC Launch, LLC
- D - Blueberries Broadway Ltd Liability Co (0002154984) (Filer)· Blueberries Broadway Ltd Liability Co
- D/A - iCapital Renaissance IE Fund II, L.P. (0001718285) (Filer)· iCapital Renaissance IE Fund II, L.P.
- D - Vision Strategic Opportunity Non-Resident Fund Limited Partnership (0001677580) (Filer)· Vision Strategic Opportunity Non-Resident Fund Limited Partnership
- D - Vision Opportunity U.S. Fund Limited Partnership (0001764405) (Filer)· Vision Opportunity U.S. Fund Limited Partnership
- D - Allocate ATMS Holdings, L.P. (0002154503) (Filer)· Allocate ATMS Holdings, L.P.
- D/A - FORESTER REVENUE PARTICIPATION, L.P. (0002059581) (Filer)· FORESTER REVENUE PARTICIPATION, LTD.
- D/A - FORESTER REVENUE PARTICIPATION, LTD. (0002059624) (Filer)· FORESTER REVENUE PARTICIPATION, LTD.
- D - Garage Syndicate Venture LLC - Series 8 (0002145114) (Filer)· Garage Syndicate Venture LLC - Series 8
- D/A - DV3 Ventures, LP (0002146660) (Filer)· DV3 Ventures, LP
- D - RTP-BlueNalu-2025 (0002150141) (Filer)· RTP-BlueNalu-2025
- D - Resource Royalty Drilling Fund 2026, LP (0002153319) (Filer)· Resource Royalty Drilling Fund 2026, LP
- D/A - Charleston Workforce Housing Fund, LLC (0002081858) (Filer)· Charleston Workforce Housing Fund, LLC
- D - Ninety One Global Select LLC - Ninety One Global Natural Resources Fund (0002154841) (Filer)· Ninety One Global Select LLC - Ninety One Global Natural Resources Fund
- D/A - iCapital - VK Global Opportunities Vintage IV Access Fund, L.P. (0002079148) (Filer)· iCapital - VK Global Opportunities Vintage IV Access Fund, L.P.
- D - Garage Syndicate Venture LLC - Series 9 (0002145115) (Filer)· Garage Syndicate Venture LLC - Series 9
- D/A - Invesco Real Estate Asia Fund (0001707001) (Filer)· Invesco Real Estate Asia Fund
- D/A - North 130 Industrial Phase 1 LP (0002153885) (Filer)· North 130 Industrial Phase 1 LP
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.
- Deal
- Deal
- Deal
- Deal
- Deal
- Deal
- Deal
- Deal
- Deal
- Deal
Earlier this month — 50 more
- Veracyte
- Define Capital
- Avenrock Energy
- Blackstone acquires Audax Private Equity
- Brookfield
- Blackstone acquires Audax Private Equity
- Ubicquia
- Endpoint Clinical
- BabyDoge
- Ty J. Young Wealth Management
- Urja Ships Converts 16 Lakh Warrants
- Sixth Street and Bayview
- Identixweb Ltd
- Indiabulls
- Blackstone
- Pacific West
- Ivy Fertility
- Hanger
- Truecaller
- G Square
- Relevant Solutions
- Blackstone
- Blackstone acquires Audax Private Equity
- Centre Partners
- CargoSense
- Arrow
- Simplicity Group
- Relevant Solutions
- Daybright Financial
- SeQent
- No Dig Alliance
- Abu Dhabi-Based BlueFive Capital acquires Porsche
- Mubadala· $1bn
- AXAITRA Group
- Bregal Sagemount
- VION Biosciences
- IHC
- IHC
- MBK
- EMD Serono, Inc.
- SecureSky
- MBK Partners
- IHC
- IHC
- GE Aerospace· $11.75 Billion
- GE Aerospace· $11.75 Billion
- GE Aerospace
- Labcorp
- Homewerks
- SOUTHERLAND COMMUNITIES
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 — 3 retentions this week: 2 counsel · 1 advisor.
- AdvisorAccordion Partners
Trajector Holdings, LLC · United States Bankruptcy Court, M.D. Florida
- CounselFoley & Lardner
Trajector Holdings, LLC · United States Bankruptcy Court, M.D. Florida
- CounselYoung Conaway
BioXcel Therapeutics, Inc. · United States Bankruptcy Court, D. Delaware
Earlier this quarter — 37 more
- 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.
- 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· 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.
- Young Conaway· Omnis Pleasants, LLC
- Cleary Gottlieb· Braskem Idesa, S.A.P.I.
- Alvarez & Marsal· Omnicare, LLC
- KPMG· Omnicare, LLC
- Guggenheim Securities· Sleep Number Corporation
- Lazard· Braskem Idesa, S.A.P.I.
- Deutsche Bank· Trajector Holdings, LLC
- Simpson Thacher· First Brands Group, LLC
- Womble Bond· Searles Valley Minerals Inc.
- Fox Rothschild· Pacific Capital Funding Group, Inc.
- FTI Consulting· DISH DBS Corporation
- Houlihan Lokey· Omnicare, LLC
- Sidley Austin· U.S. TelePacific Corp.
- Triple P· U.S. TelePacific Corp.
- PJT Partners· U.S. TelePacific Corp.
- Katten· U.S. TelePacific Corp.
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 — 40 moves this week: 1 Life Sciences · 39 without a stated sector.
- MoveAnantha Ramamurti
from GSR IV Acquisition Corp.
- MoveLarry G. Paige II · Class III director to the Board
To AZIO AI HOLDINGS, INC.
- MoveSunit S. Patel · Executive Vice President and Chief Financial Officer
from CROWN CASTLE INC.
- MoveKenneth Park · Director and the Chief Marketing Officer
from I-ON Digital Corp.
- MoveJereme Sylvain
To DEXCOM INC
- MoveDerek Walker · Board
To Bowhead Specialty Holdings Inc.
- MovePatricia K. Wagner
from APOGEE ENTERPRISES, INC.
- MoveChangzheng Ye
from CIMG Inc.
- MoveLisa Fan · Chief Financial Officer and Director
from Fly-E Group, Inc.
- MoveSabir Sami · director
To CHIPOTLE MEXICAN GRILL INC
Earlier this month — 30 more
- Matthew L. Schissler· from IIOT-OXYS, Inc.
- Kanishka Ragula · Chief Financial Officer and principal financial officer· to Fatpipe Inc
- Deniece Ky · Principal Accounting Officer· from TransparentBusiness, Inc.
- Kevin C. Donnelly · Executive Vice President· from TREDEGAR CORP
- Jake Gosa · President· from Amrize Ltd
- Kelly Rooney · Executive Vice President and Chief Operating Officer in order· from UNIFIRST CORP
- Stephen M. Silver · Chief Executive Officer· from M Evo Global Acquisition Corp II
- Chelsea Voss· from Q/C TECHNOLOGIES, INC.
- Jason Hawkins · member of the Board· to Greenland Mines Ltd
- James Sullivan · Chief Financial Officer and Secretary· from Peraso Inc.
- David Enholm · Chief Financial Officer· from Zone Frontier Inc.
- Anand S. Kangala · Board· to FLEXSTEEL INDUSTRIES INC
- Soraya Benchikh · Chief Financial Officer· to COTY INC.
- Jeff Mason · Chief Operating Officer of Flux Power Holdings· from Flux Power Holdings, Inc.
- Duane Nash · member of the Board· from Immunic
- Matthew Liotta · Chief Executive Officer· from Volato Group, Inc.
- Lisa Fan · Chief Executive Officer and Director· from Fly-E Group, Inc.
- William Franklin · Chief Financial Officer and principal financial officer· to Oportun Financial Corp
- Frederick Hundt· to New Fortress Energy Inc.
- Van H. Singleton, II · Co-President - Land· from Matador Resources Co
- Glenn S. Boehnlein · director· to DEXCOM INC
- James Lim· to Reborn Coffee, Inc.
- Warren Cheesman · Acting Chief Executive Officer· to CVD EQUIPMENT CORP
- Susan L. Main· to Fortive Corp
- Fernando Araujo · Chief Financial Officer and Treasurer· to TransMedics Group, Inc.
- Michael C. Colwell· to KADANT INC
- Julie Bradshaw· to Ameresco, Inc.
- Vijay Iyengar· to Whitehawk Therapeutics, Inc.
- Brian R. Meadows · director· to Caring Brands, Inc.
- Donna Lucas· from FIVE STAR BANCORP
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 — 2 lessons this week.
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.
Read the sourceApollo'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.
Read the sourceEarlier this quarter — 12 more
- $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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