US Merger & Acquisition SEC Filings — August 03, 2026

03-08-2026

Obsidian Therapeutics completed its merger with Galera Therapeutics and closed an oversubscribed $350M private placement. The combined company will operate as Obsidian Therapeutics (Nasdaq: OBX) with a cash runway into 2H 2028, funding key milestones including Phase 1 NSCLC data in 1H 2027 and melanoma registration-enabling data by year-end 2027. However, former Galera stockholders own only 1.2% of the combined company, reflecting a highly dilutive transaction for legacy Galera shareholders.

• · OBX-115 has Fast Track and Regenerative Medicine Advanced Therapy designations from FDA for unresectable or metastatic melanoma resistant to immune checkpoint inhibitor therapy.
• · OBX-115 is in Phase 2 for advanced melanoma and Phase 1 for NSCLC (NCT06060613).
• · Galera issued a non-transferable contingent value right (CVR) to Galera stockholders of record as of July 31, 2026.
• · Shares to begin trading under ticker OBX on August 4, 2026.
• · Leerink Partners served as exclusive financial advisor to Obsidian; Sidley Austin LLP served as legal counsel to Galera.

03-08-2026

Sharing Economy International Inc. (SEII) filed an 8-K containing audited financial statements for Light Across Inc., a company it is acquiring. Light Across reported a net loss of $320,690 for FY2025, a significant increase from a $102,247 loss in FY2024, and its revenue dropped to zero from $80,158. The company's auditor issued a going concern opinion, citing accumulated deficits and negative equity, though Light Across raised $419,975 in stock subscriptions after year-end.

• · The acquisition target, Light Across Inc., had zero revenue in FY2025 and its auditor, Privatco CPA Limited (PCAOB ID: 7401), issued a going concern opinion.
• · Light Across's total liabilities of $1,141,682 exceeded its total assets of $696,027 as of Dec 31, 2025, resulting in a shareholders' deficit of $445,655.
• · The company raised $419,975 in stock subscriptions before year-end 2025, with shares issued in April 2026.
• · Light Across purchased $400,000 in convertible notes during FY2025.
• · The reorganization that brought Azure Innovation Limited under Light Across Inc. was completed on March 3, 2026, and was accounted for as a common control transaction.

03-08-2026

Freedom Metals Acquisition Corp. announced that, commencing August 4, 2026, holders of its units may elect to separately trade the Class A ordinary shares and warrants. The units were issued in the company's initial public offering and consist of one Class A ordinary share and one-third of one redeemable warrant. No fractional warrants will be issued, and only whole warrants will trade.

• · The company is a blank check company focused on a business combination in the mining and critical minerals industry.
• · The separate trading commences on August 4, 2026.
• · Holders must contact Continental Stock Transfer & Trust Company to separate units.
• · Units not separated will continue to trade under the symbol FDMMU.

03-08-2026

Sleep Number Corporation completed the sale of substantially all its assets to a subsidiary of Sleep Country Canada Inc. on July 31, 2026, for $529.5 million in cash, following its Chapter 11 bankruptcy filing on June 12, 2026. The proceeds were primarily used to repay debtor-in-possession term loans and roll-up loans ($267.4 million), with $10.0 million placed in escrow for post-closing adjustments. The company stated that no proceeds are expected to be available for distribution to stockholders, and its common stock will be cancelled upon the plan's effectiveness.

• · The company filed for Chapter 11 bankruptcy on June 12, 2026, under case number 26-11399 in the Southern District of New York.
• · The Bankruptcy Court approved the sale on July 21, 2026.
• · The company stated it cannot prepare pro forma financial information without unreasonable effort or expense.
• · The company's outstanding common stock will be cancelled upon effectiveness of the liquidation plan.

03-08-2026

Fidelity Private Credit Company LLC merged into Fidelity Private Credit Company II LLC, with FDLA II as the surviving entity renamed to Fidelity Private Credit Company LLC, effective July 31, 2026. The merger was approved under a March 25, 2026 agreement. No financial terms or operational impacts were disclosed in the filing.

• · The merger was structured as a reverse merger where FDLA II was the surviving legal entity but assumed the name Fidelity Private Credit Company LLC.
• · The certificate of merger was filed with the Delaware Secretary of State on July 31, 2026, with an effective time of 11:59 p.m. Eastern Time that day.
• · The surviving company's registered agent is The Corporation Trust Company at 1209 Orange Street, Wilmington, DE.
• · No financial consideration, share exchange ratios, or member vote details were provided in the filing.

03-08-2026

Brookfield Oaktree Holdings, LLC filed an 8-K on August 3, 2026, disclosing the adoption of its Eighth Amended and Restated Operating Agreement, effective July 31, 2026. The filing covers items 2.01 (Completion of Acquisition or Disposition of Assets), 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers), 5.03 (Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). The operating agreement outlines governance, capital structure (including Class A, Class B, Series A Preferred, and Series B Preferred units), and member rights. No specific financial figures or performance metrics were disclosed in this filing.

• · The operating agreement was adopted on July 31, 2026, and filed as Exhibit 3.1.
• · The agreement includes provisions for redemption of preferred units (Section 3.13) and issuance of additional units (Section 4.6).
• · The filing references Exhibits 1 and 2 for Unit Designation of Series A and Series B Preferred Units, respectively.
• · The agreement covers governance, including board of directors, officers, committees, and conflict resolution (Article VI).
• · No financial data, revenue, earnings, or operational metrics were included in this filing.

03-08-2026

Paymentus Holdings, Inc. filed an 8-K on August 3, 2026, disclosing the completion of an acquisition or disposition of assets under Item 2.01. The filing includes financial statements and exhibits under Item 9.01, but no specific financial terms, deal structure, or strategic rationale are provided. The filing is informational and lacks quantitative details, making it impossible to assess valuation, shareholder impact, or market implications.

• · Filing date: August 3, 2026
• · AccNo: 0001193125-26-330585
• · Size: 1 MB
• · Sector: not specified

03-08-2026

ONEOK reported strong second-quarter 2026 results with net income up 13% to $967 million and adjusted EBITDA up 7% to $2.12 billion, driven by record NGL raw feed throughput volumes and higher refined products volumes. However, the Natural Gas Liquids segment saw a slight decline in adjusted EBITDA (down 2% to $659 million) due to higher operating costs, and the Natural Gas Gathering and Processing segment's six-month adjusted EBITDA decreased 2% to $1.013 billion on lower realized NGL and natural gas prices. The company raised its full-year 2026 guidance for net income (midpoint $3.6 billion) and adjusted EBITDA (midpoint $8.35 billion).

• · Diluted earnings per share for Q2 2026: $1.53 (vs $1.34 in Q2 2025).
• · Six-month 2026 net income: $1.743 billion (vs $1.544 billion in 2025).
• · Six-month 2026 adjusted EBITDA: $4.118 billion (vs $3.756 billion in 2025).
• · Operating income Q2 2026: $1.593 billion (up 11% from $1.431 billion).
• · Operating costs Q2 2026: $823 million (up 17% from $706 million).
• · Maintenance capital expenditures Q2 2026: $101 million (down 20% from $126 million).
• · Total capital expenditures Q2 2026: $613 million (down 18% from $749 million).
• · Natural Gas Pipelines segment adjusted EBITDA surged 58% to $297 million in Q2 2026.
• · Refined Products and Crude segment adjusted EBITDA rose 12.6% to $627 million in Q2 2026.
• · Natural Gas Liquids segment adjusted EBITDA declined 2% to $659 million in Q2 2026.
• · Natural Gas Gathering and Processing segment adjusted EBITDA was flat in Q2 2026 at $546 million (up 1% from $540 million), but down 2% for the six-month period.
• · The company recorded a $60 million pretax noncash impairment charge on a joint-venture investment in the Refined Products and Crude segment in the first half of 2026.
• · 2026 net income guidance range: $3.41 billion to $3.79 billion.
• · 2026 adjusted EBITDA guidance range: $8.2 billion to $8.5 billion.
• · Capital expenditure guidance unchanged at $2.7 billion to $3.2 billion for 2026.
• · Quarterly dividend of $1.07 per share declared in July 2026 ($4.28 annualized).
• · Greater Denver refined products pipeline expansion mechanically complete in early August 2026.

03-08-2026

Teleflex completed the divestiture of its OEM business to Montagu and Kohlberg for $1.5 billion in cash, a key step in its transformation strategy to sharpen focus on continuing operations. The company intends to use net proceeds (estimated at $1.25 billion after tax) to pay down $800 million in debt and execute its $1 billion share repurchase authorization, returning significant capital to shareholders. Teleflex will provide updated 2026 financial guidance on August 6, 2026.

• · The divestiture allows the OEM business to operate as an independent company under new ownership with dedicated resources.
• · Advisors: Centerview Partners (financial), Simpson Thacher & Bartlett (legal), Joele Frank (strategic communications) for Teleflex; Kirkland & Ellis and Ropes & Gray for Montagu and Kohlberg.
• · Teleflex will provide updated 2026 financial guidance on August 6, 2026, alongside second-quarter results.

03-08-2026

Newbridge Acquisition Limited (Nasdaq: NBRGU), a blank check company, announced the execution of a Business Combination Agreement with Startech Group Inc., a U.S.-based AI and fintech company with segments in functional water (AQP Water) and an AI agent operating system (StarOS). Under the agreement, Newbridge will re-domicile to Delaware and merge its wholly owned subsidiary with Startech, making Startech a wholly owned subsidiary of the combined company, which will remain Nasdaq-listed under a new ticker. The transaction is subject to shareholder and regulatory approvals, including SEC effectiveness of a registration statement and Nasdaq listing approval, with Startech stockholders receiving 100,000,000 common shares of the combined company, some subject to a six-month lock-up.

• · The transaction has been unanimously approved by the boards of directors of both companies.
• · The combined company plans to remain Nasdaq-listed under a new ticker symbol.
• · Startech operates through two segments: AQP Water (functional water) and StarOS (AI agent operating system).
• · The transaction is subject to regulatory approvals, shareholder approvals, SEC effectiveness of a registration statement, and Nasdaq listing approval.
• · Lock-up agreements apply to shares held by certain Startech stockholders for six months post-closing.
• · Legal advisors: Loeb & Loeb LLP and Forbes Hare for Newbridge; Torres & Zheng Law, P.C. for Startech.

03-08-2026

Market Technology Acquisition Sponsor LLC and its managing member Jonathan Slone disclosed beneficial ownership of 7,285,833 ordinary shares (25.9% of the outstanding shares) of Market Technology Acquisition Corp as of July 27, 2026. The shares were acquired for a total purchase price of $4.55 million, funded by the Sponsor's working capital, including 6,833,333 founder shares purchased for $25,000 and 452,500 placement units purchased at $10.00 per unit in connection with the IPO.

• · The Sponsor purchased 452,500 placement units at $10.00 per unit on July 23, 2026.
• · On July 27, 2026, simultaneously with the IPO, 833,334 founder shares were forfeited due to partial exercise of the over-allotment option.
• · Placement units consist of one Class A ordinary share and one-half of one redeemable warrant exercisable at $11.50.
• · The shares are subject to lock-up restrictions until 30 days after the initial business combination.
• · No transactions in ordinary shares occurred during the 60 days preceding the filing date.

03-08-2026

Brookfield Asset Management completed its acquisition of Oaktree, a premier credit manager, strengthening its global credit platform to $365B in assets. The deal, which began as a partnership in 2019, makes the U.S. Brookfield's largest market, with over 60% of its employee base and nearly half of its revenue. While the acquisition is expected to enhance credit capabilities and global reach, the filing provides no financial terms or performance metrics, and forward-looking statements caution on integration risks.

• · The acquisition was completed on August 3, 2026, as announced in an 8-K filing.
• · Howard Marks will serve as Co-Chair of Oaktree and Chair of Brookfield’s Investment Solutions Group.
• · Bruce Karsh will serve as Co-Chair of Oaktree and remain Chief Investment Officer and portfolio manager for Oaktree’s Global Opportunities and Global Credit strategies.
• · The U.S. becomes Brookfield Asset Management's largest market, with over 60% of its employee base and nearly half of its revenue.
• · Oaktree's platform spans 18 countries, broadening Brookfield's credit business reach.
• · The filing includes forward-looking statements with risks and uncertainties regarding the acquisition's expected impact.

03-08-2026

Yellow.ai, a global enterprise agentic AI platform, announced a definitive business combination with SPAC Bluerock Acquisition Corp. (Nasdaq: BLRK) at a pro forma equity value of ~$550 million, implying a pre-money valuation of ~$300 million for Yellow.ai. The transaction is expected to generate over $200 million in gross proceeds, including ~$175 million from Bluerock's trust account and $30 million in committed PIPE financing, and is expected to close in H2 2026. While Yellow.ai reports $34M+ in unaudited revenue and 650+ enterprise clients, the company is not yet profitable and faces execution risk in a competitive AI market.

• · Yellow.ai was founded in 2016 by Raghu Ravinutala, Rashid Khan and Jaya Kishore Reddy.
• · The founders and key management are investing their own capital in the PIPE.
• · The BPO market is currently $384 billion and projected to reach $906 billion by 2035.
• · The AI agent sub-segment is projected to grow from $12 billion to $295 billion by 2035 (~43% CAGR).
• · Yellow.ai was named a Strong Performer in The Forrester Wave: Conversational AI Platforms for Customer Service, Q2 2026.
• · Bluerock closed its IPO on December 12, 2025.
• · The combined company will trade on Nasdaq under ticker 'YAI'.
• · The business combination has received unanimous approval from both boards.
• · Completion is subject to Bluerock shareholder approval and customary closing conditions.

03-08-2026

Esquire Financial Holdings, Inc. completed its acquisition of Signature Bancorporation, Inc. effective August 1, 2026. The combined company has approximately $4.8 billion in total assets, $3.3 billion in loans, and $4.0 billion in total deposits as of June 30, 2026. The acquisition expands Esquire's national litigation and payments verticals with Signature's established Chicago and Midwest commercial banking franchise, and former Signature executives have been appointed to leadership roles and the board.

• · The acquisition closed on August 1, 2026.
• · Signature Bank will operate as a division of Esquire Bank under the name 'Signature, a division of Esquire Bank'.
• · Michael G. O'Rourke will serve as President of the Division; Kevin P. Bastuga and Bryan D. Duncan as Executive Vice Presidents.
• · Michael G. O'Rourke and Leonard S. Caronia were appointed to Esquire's Board of Directors.
• · Chicago is described as one of the top three largest metro markets by population and number of contingency fee law firms, alongside New York City and Los Angeles.

03-08-2026

Invech Holdings, Inc. (IVHI) underwent a change of control on August 3, 2026, when majority shareholder Alexander M. Woods-Leo sold 88,000,000 common shares and 300,000 Series A Preferred shares (representing ~75.9% of common stock and 100% of Series A Preferred, which carries 80% voting power) to Stephen Ken Adair for $290,000. Simultaneously, the company divested its Paragon Assets (a SaaS rental property management platform) to an entity controlled by Woods-Leo for nominal consideration, and Woods-Leo resigned all officer/director positions, with Adair appointed as President, CEO, CFO, Treasurer, Secretary, and Director. No financial performance metrics are disclosed in this filing.

• · The Paragon Assets were originally acquired on March 3, 2026 via a convertible promissory note, which was settled and converted into 5,000,000 common shares on June 1, 2026, leaving no acquisition indebtedness.
• · The divestiture of Paragon Assets was for nominal consideration and may affect the company's shell company status under Rule 12b-2.
• · A Schedule 14f-1 Information Statement was filed with the SEC and mailed to shareholders regarding the change in board majority.
• · Stephen Ken Adair, age 49, has a background in travel and ticket brokerage, with no prior disclosed relationship to the company or any compensatory arrangement.

03-08-2026

Hestia Insight Inc. completed the transfer of 100% of its wholly-owned subsidiary Hestia Investments Inc. to Chairman and President Edward C. Lee on July 31, 2026, as part of his retirement and corporate succession planning. The transaction settles historical executive service and compensation claims, and grants the company's stockholders of record as of April 30, 2026 a 20% net profit participation right in the subsidiary for 24 months. No financial terms of the settlement were disclosed, and the company will deconsolidate the subsidiary from its books.

• · The transaction was structured as a retirement and succession settlement for the Executive.
• · The subsidiary includes all operating assets, bank accounts, brokerage accounts, operational contracts, and physical property.
• · The net profit participation right is payable annually for 24 months following July 31, 2026.
• · The company will deconsolidate the subsidiary from its financial books as of July 31, 2026.
• · No monetary consideration or valuation was disclosed for the transfer.