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M&A Activity

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US Merger & Acquisition SEC Filings — August 03, 2026

This USA M&A digest covers 16 filings, revealing a bifurcated market where strategic, well-capitalized acquirers (Brookfield, Teleflex, Esquire Financial) are executing transformative deals, while distressed situations (Sleep Number, Light Across) highlight the risks of forced sales and dilutive structures. Key period-over-period trends show a divergence in financial health: ONEOK reported strong operational growth (net income +13% YoY), whereas the Light Across acquisition target saw revenue collapse to zero and losses triple. Insider activity is limited but notable, with Bluerock's SPAC deal including insider PIPE investment from Yellow.ai founders, signaling confidence. Forward-looking guidance is a critical catalyst, with Teleflex set to provide updated 2026 guidance on August 6, and ONEOK raising its full-year outlook. Capital allocation is a central theme, with Teleflex planning a $1B buyback post-divestiture, contrasting with Sleep Number's zero recovery for equity holders. The most critical development is the completion of Brookfield's acquisition of Oaktree, creating a $365B credit platform, and Sleep Number's Chapter 11 asset sale, which serves as a cautionary tale for retail investors. A portfolio-level pattern is the rise of SPACs targeting AI and critical minerals (Bluerock/Yellow.ai, Newbridge/Startech, Freedom Metals), indicating sustained appetite for high-growth tech and resource deals despite market volatility.

16 high priority 16 total filings
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US Merger & Acquisition SEC Filings — July 31, 2026

The USA M&A & Takeover Activity stream for July 31, 2026, reveals a market bifurcated between transformative, high-value deals and a wave of SPAC distress. Deluxe Corp's acquisition of Celero Commerce stands out as a high-conviction, accretive deal with clear synergy targets and a catalyst calendar, while several SPACs face existential risks: Agriculture & Natural Solutions Acquisition Corp is liquidating, Columbus Acquisition Corp is at risk of delisting, and Digital Asset Acquisition Corp postponed its shareholder vote. The period-over-period data is limited as most filings are event-driven 8-Ks without financial statements, but forward-looking statements and scheduled events provide actionable catalysts. Insider activity is absent across all filings, a notable gap that limits conviction signals. Capital allocation trends show a mix of SPAC IPOs raising $291 million in fresh capital versus liquidation and redemption events. The overall theme is one of selective opportunity in high-quality deals and caution in the SPAC space, where time is running out for many blank-check companies.

16 high priority 16 total filings
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US Merger & Acquisition SEC Filings — July 30, 2026

The July 30, 2026 M&A digest reveals a bifurcated SPAC market: two newly-formed SPACs (B&R Technology, Lakeshore III) successfully raised capital and amended charters to pursue targets, while two existing SPACs (Keen Vision, DT Cloud Star) face imminent delisting for failing to complete business combinations, signaling a harsh penalty for prolonged deal inactivity. In the operational M&A space, two high-value transactions closed—Etsy’s $1.4B sale of Depop to eBay and Avanos Medical’s $1.27B take-private by AIP—both generating significant cash proceeds for the sellers. AiRWA’s $50M acquisition of Hong Kong Best Life introduces a unique crypto-based payment structure (USDT) and contingent earn-outs, while Iron Horse Acquisition II’s target, Electra Vehicles, secured a marquee client win (Propel Industries) for its battery AI platform. The overall period shows no material revenue or margin trends from these filings, as most are event-driven 8-Ks, but the insider activity and forward-looking data point to a clear catalyst calendar around shareholder votes and SEC reviews for pending deals.

12 high priority 12 total filings
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US Merger & Acquisition SEC Filings — July 29, 2026

The July 29, 2026, US M&A stream reveals a bifurcated SPAC market: high-quality, well-capitalized deals (Westin/FCHS, Processa/Vidya) are proceeding, while others face massive shareholder redemptions (Inflection Point/Air Water at 24.7M shares, D. Boral/Exascale at 95.95% of public shares), signaling acute investor skepticism toward blank-check vehicles with uncertain targets. The Processa-Vidya acquisition stands out as a transformative, high-conviction biotech deal backed by a $200M PIPE, though existing shareholders face extreme dilution to ~0.9% ownership. On the capital formation side, Catalyst Acquisition Corp. successfully priced a $200M IPO targeting media/gaming, while Rising Dragon issued a small extension note to avoid liquidation. Period-over-period comparisons are limited in these event-driven filings, but the aggregate redemption data (two SPACs seeing >95% public exit) points to a systemic trust crisis in the SPAC structure. The lone non-SPAC deal, Medalist Diversified REIT's $5.8M property acquisition, represents a small, conservative real estate investment with no debt. Overall, the stream signals that only deals with strong strategic rationale and committed PIPE financing are likely to close, while weak SPACs face a 'show me the money' moment from public shareholders.

11 high priority 11 total filings
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US Merger & Acquisition SEC Filings — July 28, 2026

The July 28, 2026 M&A landscape is dominated by SPAC activity (5 of 11 filings) and transformative healthcare/energy transactions. The most material event is the Yarrow-VYNE merger, a $200M-backed biotech roll-up with a mixed outlook due to severe dilution for legacy shareholders. In the energy sector, T1 Energy's $135M patent acquisition from Evervolt strengthens its vertical integration but carries acute financing risk with $133M due by October. The student housing sector shows strong fundamentals with Core University Living's $303.5M portfolio acquisition 99.4% pre-leased. The Cross Country Healthcare privatization by Knox Lane marks a significant healthcare staffing exit from public markets. A key period-over-period trend is the continued use of SPACs as a capital-raising vehicle, with $315M in new SPAC IPOs this week alone. Insider activity is minimal, but the VYNE special dividend ($17.3M) and deferred compensation structures at Charlton Aria signal careful capital management. The EchoStar $2.4B Wireless Creditor Trust represents a unique regulatory-driven M&A structure tied to FCC approvals.

11 high priority 11 total filings
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US Merger & Acquisition SEC Filings — July 27, 2026

The July 27, 2026 M&A landscape is dominated by two significant completed acquisitions (Lattice Semiconductor/AMI and Novanta/Riverpoint Medical) that are expected to be immediately accretive to margins and earnings, signaling strong strategic execution in the semiconductor and medtech sectors. However, the SPAC market continues to show severe distress: Future Vision II Acquisition Corp. faces a massive 65% public share redemption despite overwhelming shareholder approval, while International Media Acquisition Corp. is burning through its final permitted extensions with no target in sight. A new cross-border deal from AiRWA Inc. introduces diversification but carries execution risk, and Translational Development Acquisition Corp. is still awaiting SEC effectiveness for its combination with ProLogium. Period-over-period trends from the enriched data reveal a clear bifurcation: operating companies are delivering accretive, value-creating M&A, while blank-check companies are struggling with redemptions, deadline pressures, and regulatory delays. Insider activity is absent across these filings, but forward-looking guidance from Lattice and Novanta points to strong revenue and earnings catalysts in early August.

7 high priority 7 total filings
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US Merger & Acquisition SEC Filings — July 24, 2026

The July 24, 2026, M&A digest reveals a bifurcated market: large-cap strategic acquisitions (Berkshire Hathaway/Taylor Morrison) and SPAC-driven deals (Perceptive/Freenome) dominate headline materiality, while a wave of early-stage SPACs (AMR Resources, Range Capital) signal continued appetite for mineral resources and tactical targets. Period-over-period comparisons from the enriched data show a clear trend of cash-rich acquirers deploying capital into high-growth but cash-burning assets (Freenome's $1.45B accumulated deficit) and established homebuilding platforms (Taylor Morrison's 23,000 closings). Insider activity is muted across the SPAC cohort, but the Freenome PIPE ($240M) and Roche convertible note conversion indicate strong institutional conviction. A key outlier is KULR Technology, which sold 30% of its bitcoin holdings to deleverage, a defensive capital allocation move that contrasts with the broader M&A spending spree. The most critical development is the Taylor Morrison acquisition at a 10/10 materiality, which reshapes the US homebuilding landscape and signals Berkshire's aggressive push into vertically integrated housing.

7 high priority 7 total filings
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US Merger & Acquisition SEC Filings — July 23, 2026

The July 23, 2026 filings reveal a bifurcated US M&A landscape: SPAC activity remains robust with two new IPOs (B&R Technology Merger Corp. raising $325M and Southern Cross Acquisition I Corp. raising $100M) and three SPACs extending deadlines (Cayson, Four Leaf, and Bleichroeder's Pasqal deal progressing), signaling sustained appetite for blank-check vehicles despite market volatility. However, the most actionable intelligence comes from operating companies: Gentherm posted record revenue ($416.2M, +11% YoY) but experienced margin compression (-70 bps) and a dramatic cash flow decline (from $31.7M to $2.3M), while raising guidance and announcing a $400M buyback—a mixed signal. Tharimmune's divestiture of Gravitas Life Sciences for a $3.5M promissory note improves its loss profile (pro forma net loss improving from -$35.9M to -$25.8M for FY2025) but leaves it with a $113.7M deferred tax liability and ongoing digital asset losses. XMax's indirect investment in Figure AI via a fund structure (48% interest for $8M) represents a novel SPV approach to accessing high-growth private AI. Portfolio-level trends show SPACs dominating volume (6 of 10 filings) but operating companies providing the most material financial insights, with period-over-period comparisons highlighting revenue growth offset by margin and cash flow deterioration.

10 high priority 10 total filings
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US Merger & Acquisition SEC Filings — July 22, 2026

The July 22, 2026 M&A digest captures a bifurcated market: large-scale, accretive consolidations in real estate and consumer staples, alongside SPACs racing against the clock. The most material developments are the completion of Columbia Financial's acquisition of Northfield Bancorp (NFBK) and Public Storage's transformative deal for National Storage Affiliates Trust (NSA), which adds over 1,000 properties and immediate FFO accretion. Vita Coco's $175M acquisition of Copra signals strategic bolt-on M&A in premium beverage, while Nth Cycle's de-SPAC with Kensington Capital ($585M enterprise value) highlights appetite for critical minerals. However, two of three tracked SPACs (Black Hawk, Hudson) have extended their deadlines for the second time, indicating persistent deal-finding difficulties. Insider and financial data are sparse across these filings, limiting conviction signals. Key forward-looking catalysts include Nth Cycle's Q4 2026 de-SPAC close and Vita Coco's 2029 earnout, while the wave of SPAC extensions creates a risk of liquidations if deadlines are not met.

11 high priority 11 total filings
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US Merger & Acquisition SEC Filings — July 21, 2026

The 18 filings reveal a bifurcated M&A landscape: SPAC activity is surging with three new IPOs (Samos Energy, Jones Ventures, AMR Resources) totaling $680 million in gross proceeds, alongside active deal financing (Aeon, Horizon Space) and advisory engagements (T-REX). However, this is tempered by notable failures—FACT II terminated its $175 million aerospace deal, and Vicarious Surgical is liquidating with zero expected recovery for stockholders. Operating company M&A shows mixed signals: Starco Brands' accretive acquisition of Custom Bakehouse ($20M revenue add) contrasts with Innovative Solutions' 1.5x revenue purchase of Aydin Displays, while Northpointe Bancshares' organic growth (MPP portfolio +36% YoY) is offset by margin compression (-11 bps YoY). Insider activity is sparse but negative, with Vicarious Surgical's entire board resigning and Flag Ship's auditor change flagged by material weaknesses. The overarching theme is capital rotation: SPACs are raising record sums but facing execution risk, while private equity take-privates (KORE Group) and targeted acquisitions signal selective value creation. No period-over-period comparisons were available for most filings, limiting trend analysis, but the data highlights a market favoring disciplined buyers over speculative SPACs.

18 high priority 18 total filings
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US Merger & Acquisition SEC Filings — July 20, 2026

The July 20, 2026 M&A landscape is dominated by SPAC turbulence and precious metals consolidation. Two SPACs (Compass Digital, DT Cloud Star) face imminent dissolution or delisting due to failed business combinations and regulatory non-compliance, while Drugs Made In America navigates a complex three-party merger with massive shareholder redemptions. In precious metals, Gold Resource Corp's acquisition by Goldgroup Mining creates a combined entity with diversified Mexican and US assets, signaling sector consolidation. Aterian's asset sale and CVR issuance represents a distressed restructuring, while Aptorum Group's merger with DiamiR and reverse split aims for a Nasdaq fresh start. Mawson Infrastructure's JV acquisition of a Texas power site for AI/HPC use highlights the growing convergence of energy and digital infrastructure. Insider activity is sparse but notable, with Oxley Bridge's board resignation and Compass Digital's unanimous shareholder vote for wind-up indicating management alignment with dissolution. The period-over-period data reveals no revenue or margin trends as most filings are event-driven 8-Ks, but capital allocation patterns show a clear preference for cash preservation and trust account redemptions over growth investment.

9 high priority 9 total filings
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US Merger & Acquisition SEC Filings — July 17, 2026

The July 17, 2026 US M&A digest reveals a bifurcated SPAC market: new issuance remains robust with two IPOs totaling $425M (Freedom Metals, Mercator Acquisition), while existing vehicles show mixed progress—one deal amendment (Inflection Point/GOWell), one termination with a pivot (Four Leaf/Data443), and one completed merger (Jet.AI/flyExclusive). Outside the SPAC space, two significant asset transactions closed: Braemar Hotels sold three properties for $432.7M (netting a $158.2M non-recurring gain), and Sadot Group acquired TradeIQ software IP for $6M. The most dilutive event is Jasper Therapeutics' acquisition of Kira Pharmaceuticals, where existing Jasper shareholders will own just 6.68% of the combined entity post-$132M PIPE. A notable period-over-period trend is the absence of revenue growth data in most filings, as SPACs and pre-revenue biotechs dominate. Insider activity is limited to a single director resignation (Activate Energy), providing no bullish conviction signals. Forward-looking data points to key catalysts: Jasper's pipeline milestones through 2028, Jet.AI's 90-day post-closing adjustment, and the Four Leaf/Data443 deal timeline.

12 high priority 12 total filings
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US Merger & Acquisition SEC Filings — July 16, 2026

Today's M&A digest reveals a bifurcated US deal landscape: large-cap strategic consolidation (Baker Hughes/Chart Industries) versus distressed restructurings and SPAC extensions. The $4.3B Baker Hughes-Chart merger closed, creating a new industrial gas/cryogenics segment with $325M in targeted cost synergies, signaling confidence in energy transition and data center demand. Conversely, SpringBig's distressed asset transfer to lenders and Mainz Biomed's mixed-progress facility acquisition highlight execution risks in smaller-cap deals. Plum Acquisition Corp. IV's extension to July 2027 underscores ongoing SPAC challenges in finding viable targets. Catalyst Pharmaceuticals' post-merger charter amendments suggest a completed but undisclosed transaction. Key period-over-period trends are limited as most filings lack historical financials, but the Baker Hughes deal's 1.0-1.5x net leverage target within 24 months indicates disciplined balance sheet management post-acquisition. The overarching theme is a 'haves vs. have-nots' M&A environment where well-capitalized acquirers pursue transformative deals while distressed entities seek lifelines.

6 high priority 6 total filings
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US Merger & Acquisition SEC Filings — July 15, 2026

The USA M&A & Takeover Activity stream for July 15, 2026, reveals a bifurcated SPAC market: two struggling shells (Ribbon Acquisition Corp., PHP Ventures) are burning cash on extensions, while a new entrant (Samos Energy) and a sponsor-backed vehicle (Yorkville Acquisition Corp.) signal renewed appetite for energy-focused and structured deals. The most material event is Glucotrack's reverse merger with Lōkahi Therapeutics, a high-conviction transaction where Lōkahi will control ~90% of the combined entity, supported by a private placement. Constellation Acquisition Corp I is advancing its HiTech Minerals merger with a scheduled investor event, but lacks financial updates. Nuvalent's post-acquisition filing indicates a completed deal but offers no financial terms, limiting actionable insight. Period-over-period data is sparse across filings, but insider activity (sponsor note conversion) and capital allocation (trust extensions, IPO pricing) provide key signals. The overall theme is a 'survival of the fittest' SPAC environment, with energy and biotech/medtech emerging as preferred sectors.

7 high priority 7 total filings
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US Merger & Acquisition SEC Filings — July 14, 2026

This digest covers 11 SEC filings related to US M&A and takeover activity, with a heavy concentration on SPAC lifecycle events (IPOs, unit separations, deadline extensions) and a smaller set of completed acquisitions. The most material developments are the closing of three significant take-private deals: Apollo's acquisition of Emerald Holding and Questex, Ares Management's $1.7 billion buyout of Whitestone REIT, and Ligand Pharmaceuticals' $739 million acquisition of XOMA Royalty. These transactions signal continued private equity appetite for public companies in the B2B events, retail real estate, and biotech royalty sectors. The SPAC filings, while routine, reveal a sector still struggling to consummate deals, with one SPAC (Oak Woods) extending its deadline by 18 months, indicating persistent challenges in finding viable targets. The completed acquisitions of flyExclusive's aviation assets and Catalyst Bancorp's purchase of Lakeside Bancshares highlight ongoing consolidation in the private aviation and regional banking sectors. Overall, the period shows a bifurcated market: robust M&A activity for established operating companies, contrasted with a sluggish SPAC market where many vehicles are burning through extension periods without announced targets.

11 high priority 11 total filings
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US Merger & Acquisition SEC Filings — July 13, 2026

Today's M&A digest is dominated by SPAC activity, with 6 of 11 filings involving blank-check companies. The most significant development is the termination of SC II Acquisition Corp.'s LOI with a payments technology target, a high-materiality negative signal that increases the risk of liquidation. In contrast, Tavia Acquisition Corp. announced a non-binding LOI with Vita Inclinata at a $450M pre-money valuation, providing a clear catalyst for a Q4 2026 de-SPAC. The largest transaction by value is Edgewise Therapeutics' $1.55B upfront sale of its muscular dystrophy business to Servier, a transformative deal that fully funds its cardiovascular pipeline through potential approval. Esperion Therapeutics' acquisition by ArchiMed-backed Essence Parent Inc. includes a Contingent Value Rights (CVR) agreement tied to $300M+ in annual net sales milestones, offering a potential upside kicker for former shareholders. Period-over-period data is limited across these filings, but the pro forma financials from Franklin Street Properties show a $1.1M loss on debt extinguishment from a property sale, while Plum Acquisition Corp. III's pro forma balance sheet reveals a $30M inventory adjustment from a crushed aggregate acquisition. The overall theme is a bifurcated SPAC market: some sponsors are securing extensions and targets, while others are failing to close deals, increasing the risk of liquidations.

11 high priority 11 total filings
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US Merger & Acquisition SEC Filings — July 10, 2026

The July 10, 2026, filings reveal a bifurcated M&A landscape: large-scale SPAC mergers are being renegotiated downward (Plum/CTR valuation cut ~30%), while smaller SPACs struggle to find targets (Quetta extends for the third time). The most significant sector theme is the aggressive pivot into critical minerals and energy transition assets, with two major lithium-focused SPAC deals (Constellation/HiTech and Plum/CTR) and a gold acquisition by a medical device company (Nu-Med Plus). Capital markets remain open for new SPAC IPOs (Viking and Meridian3 raised $431M combined), but the high number of extensions and valuation resets suggests investor skepticism. The most actionable signal is the Brandywine office disposition, which provides a clean comp for Austin office valuations at ~$733/sq ft. Insider activity is notably absent across all filings, which is a neutral signal but warrants monitoring for post-deal insider transactions. The forward-looking catalyst calendar is rich, with three key dates in the next two weeks: the Constellation/HiTech virtual investor event (July 16), the BurTech unit separation (July 14), and the Quetta extension deadline (August 10).

15 high priority 15 total filings
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US Merger & Acquisition SEC Filings — July 09, 2026

The July 9, 2026 M&A digest reveals a market bifurcated between high-conviction, strategic acquisitions (T3 Defense's purchase of Project 35, IKS Health's acquisition of TruBridge, MARA's land deal) and a wave of SPACs struggling to complete deals or facing existential deadlines. A clear theme is the capital-intensive pivot toward defense tech and digital infrastructure, with two major transactions totaling over $300M in implied value. Conversely, the SPAC market shows acute distress: Bayview Acquisition Corp faces Nasdaq delisting after a failed merger, while byNordic and Plum are burning through final extensions with high redemption risks. Period-over-period data from the enriched filings shows zero insider buying across all SPACs, contrasting with strong management conviction in the operating companies. The most actionable insight is the divergence between well-capitalized acquirers executing on strategy and SPACs with deteriorating timelines and no targets, creating both risk and opportunity for event-driven investors.

11 high priority 11 total filings
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US Merger & Acquisition SEC Filings — July 08, 2026

The July 8, 2026, M&A digest reveals a bifurcated market: SPAC activity is surging (5 IPOs/business combinations), but with significant execution risk, as evidenced by high redemption rates (Securitize: 23%), going-concern qualifications (Quantum Leap), and restatements (FutureTech II). The real asset and energy transition themes are prominent, with IQM Quantum Computers and Air Water Ventures closing deals, while traditional energy M&A (Presidio Production) shows strong projected returns (~20% FCF yield). Divestitures are a key capital allocation tool, with CommScope/Vistance Networks ($1.846B) and Azenta ($63M) streamlining operations. However, distress is also present, highlighted by Charles & Colvard's bankruptcy sale for $2.7M and Ashford Hospitality's asset sale to deleverage. Period-over-period data from pro-forma statements reveals that divested assets (e.g., RUCKUS) were disproportionately profitable, raising concerns about the quality of remaining businesses. Insider activity is limited, but the high redemption rates and material weakness disclosures signal management and market skepticism on several SPAC deals. The overall sentiment is mixed, with high-volume, high-valuation deals in quantum and real estate contrasting with distressed exits and accounting failures.

17 high priority 17 total filings
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US Merger & Acquisition SEC Filings — July 07, 2026

The July 7, 2026 M&A digest reveals a market bifurcated between aggressive SPAC formation and strategic corporate divestitures. Three major SPAC IPOs (Osprey III, Viking II, FortuneX) raised over $461 million, signaling strong sponsor appetite for blank-check vehicles despite ongoing challenges in completing deals, as evidenced by Launch One's extension filing. On the corporate side, two significant asset sales closed: MacroGenics' $122.5 million manufacturing sale to Bora Pharmaceuticals and CareDx's $171.2 million Lab Products divestiture to Eurobio Scientific, both generating substantial cash for strategic refocusing. The most dramatic event is Olaplex's filing to reduce authorized shares to just 1,000, strongly suggesting a going-private transaction or major restructuring. A notable trend is the pivot toward AI and defense technology, with Glimpse Group selling non-core assets to become a pure-play Physical AI company and D. Boral ARC Acquisition merging with Exascale Labs, though the latter carries extreme dilution risk for public shareholders. The Brag House/Dogecoin merger represents a unique crypto-corporate crossover, while Banzai's potential acquisition of ConnectAndSell highlights the risks of acquiring a declining revenue business with widening losses. Overall, the period shows active capital recycling, with SPACs raising new funds while existing companies streamline operations through divestitures.

16 high priority 16 total filings