CDT Roundup: A Data Center Deal Tops an Eclectic Week

The week ending July 11, the CDT Roundup saw 14 deals with a disclosed value of $5.1 billion. The week prior saw 15 deals reported worth about $8.45 billion, while at this time last year, the CDT Roundup reported on nine deals for $15.8 billion.

Most of last week’s transactions were reported without any financial terms. and the bulk of the reported values was tied up in yet another billion-dollar investment in a global network of data centers.

But while data centers and the power to run them remained a primary deal-driver, deal targets last week were global and eclectic, including: an Austin startup with a novel approach to insurance, a provider of gas and water controls, a pharmaceuticals services advisor, a power plant in Alberta, an Oklahoma helium liquefaction plant and the deSPAC merger of a Taiwan-based provider of long-term care facilities.

The CDT Roundup is a regular feature from The Texas Lawbook highlighting the work Texas dealmakers are doing inside and outside the state.

Have a deal we should include next week?

Please share your news with us at CDTRoundup@texaslawbook.net by sending a news release or a short blurb containing the date of the deal, a brief description, a link to any public announcement, the lead lawyers and their offices, and all other Texas lawyers who advised on the deal.

Allen Pusey contributed to this report.

Weekly Corporate Deal Tracker Roundup Stats

A compilation of weekly stats from The Lawbook's CDT Weekly Roundup
(Deal Values in Millions)

Week Ending	Deal Count	Amount	Firms	Lawyers	M&A Count	M&A Value $M	CapM Count	CapM Value $M
07-11-26	14	$5,080	7	130	11	$2,370	3	$2,710
07-04-26	15	$8,447	10	135	13	$5,947	2	$2,500
06-27-26	11	$45,935	9	212	6	$15,685	5	$30,250
06-20-26	11	$68,125	11	197	10	$67,425	1	$700
06-13-26	11	$86,046	10	71	8	$10,616	3	$75,430
06-06-26	14	$9,496	11	148	10	$3,785	4	$5,711
05-30-26	14	$19,864	12	158	12	$19,579	2	$285
05-23-26	15	$75,425	12	140	10	$72,420	5	$3,005
05-16-26	12	$5,959	8	168	4	$1,100	8	$4,859
05-09-26	20	$11,283	12	237	13	$3,771	7	$7,512
05-02-26	13	$37,870	7	122	5	$16,870	8	$21,000
25-Apr-26	11	$19,690	7	220	9	$16,020	2	$3,670
18-Apr-26	14	$3,510	12	192	11	$2,263	3	$3,510
11-Apr-26	10	$5,095	9	107	5	$1,930	5	$3,165
04-Apr-26	11	$32,957	12	94	9	$32,222	2	$735
28-Mar-26	13	$10,741	9	106	9	$7,250	4	$3,491
21-Mar-26	11	$7,527	9	114	6	$5,985	5	$1,631
14-Mar-26	13	$5,980	12	134	7	$1,472	6	$4,508
07-Mar-26	13	$48,140	8	118	9	$41,776	4	$6,364
28-Feb-26	11	$7,312	11	102	5	$4,775	6	$2,537
21-Feb-26	10	$7,087	7	180	7	$6,187	3	$899
14-Feb-26	14	$20,460	9	151	9	$16,440	5	$4,020
7-Feb-26	8	$316,505	11	203	8	$316,505	0	0
31-Jan-26	11	$3,985	8	72	7	$135	4	$3,850
24-Jan-26	8	$1,340	5	120	7	$985	1	$355
17-Jan-26	19	$18,440	10	203	13	$12,963	6	$5,477
10-Jan-26	18	$8,958	12	182	17	$8,358	1	$600
03-Jan-26	2	$1,519	2	17	1	$18.8	1	$1,500
27-Dec-25	2	$3,200	2	15	2	$3,200	0	0
20-Dec-25	11	$10,167	8	96	7	$7,411	4	$2,756
13-Dec-25	15	$9,952	10	211	11	$6,267	4	$3,686
06-Dec-25	16	$9,947	11	94	13	$8,091	3	$1,856
29-Nov-25	6	$4,075	5	60	2	$175	4	$3,900
22-Nov-25	20	$5,546	14	166	14	$3,309	6	$2,238
15-Nov-25	16	$16,373	11	136	8	$4,790	8	$11,583
08-Nov-25	21	$75,919	15	191	15	$70,630	6	$5,289
01-Nov-25	20	$25,927	12	152	14	$21,455	6	$4,472
25-Oct-25	19	$61,470	14	262	18	$60,894	1	$576
18-Oct-25	14	$47,792	12	130	13	$46,592	1	$1,200
11-Oct-25	14	$17,361	9	104	7	$14,444	7	$2,917
04-Oct-25	21	$20,843	15	236	10	$15,376	11	$5,467
27-Sept-25	16	$22,774	12	219	10	$19,103	6	$3,671
20-Sept-25	24	$11,305	13	238	16	$6,209	8	$5,096
13-Sept-25	20	$26,575	11	225	12	$20,971	8	$5,604
06-Sept-25	19	$8,622	12	190	13	$2,880	6	$8,622
30-Aug-25	10	$6,569	9	109	7	$3,519	3	$3,050
23-Aug-25	23	$15,207	10	129	18	$14,500	5	$707
16-Aug-25	13	$26,405	12	149	7	$3,180	6	$23,225
09-Aug-25	19	$16,066	16	245	15	$11,307	4	$4,759
02-Aug-25	17	$19,480	11	104	13	$18,002	4	$1,478
26-Jul-25	15	$3,164	12	96	12	$3,0023	3	$162
19-Jul-25	14	$6,080	14	97	9	$4,165	5	$1,915
12-Jul-25	15	$13,012	14	208	12	$10,902	3	$2,110
05-Jul-25	9	$15,778	8	91	4	$7,280	5	$8,498
28-Jun-25	13	$7,777	8	154	7	$2,031	6	$5,746
21-Jun-25	16	$5,984	10	113	11	$3,087	5	$2,897
14-Jun-25	9	$478	8	133	6	0	3	$478
07-Jun-25	16	$26,210	11	196	11	$24,744	5	$1,466
31-May-25	19	$23,381	11	166	12	$18,665	7	$4,717
24-May-25	15	$24,033	11	121	13	$23,624	2	$409
17-May-25	16	$21,760	12	145	11	$18,615	5	$3,145
10-May-25	24	$33,175	16	206	19	$30,765	5	$2,410
03-May-25	11	$4,249	13	90	11	$2,226.5	2	$2,022.5
26-Apr-25	12	$8,787	9	168	9	$6,011	3	$2,776
19-Apr-25	11	$8,097	7	138	9	$7,985	2	$112
12-Apr-25	13	$2,392	8	152	10	$2,065	3	$327
05-Apr-25	19	$27,762	15	188	16	$25,473	3	$2,289
29-Mar-25	21	$8,188	10	258	16	$4,125	5	$4,064
22-Mar-25	19	$6,485	14	231	15	$4,128	4	$2,857
15-Mar-25	13	$13,737	13	151	10	$9,932	4	$3,805
8-Mar-25	7	$2,234	5	66	5	$224	2	$2,100
1-Mar-25	11	$3,050	8	75	10	$2,550	1	$500
22-Feb-25	12	$16,397	7	149	6	$6,635	6	$9,862
15-Feb-25	17	$12,136	13	134	10	$9,411	2	$2,725
8-Feb-25	14	$7,154	9	179	9	$4,950	5	$2,204
1-Feb-25	16	$10,068	7	200	11	$7,553	5	$2,515
25-Jan-25	14	$10,261	10	125	9	$2,207	5	$8,054
18-Jan-25	19	$7,382	15	316	12	$2,300	7	$5,082
11-Jan-25	21	$33,560	16	187	16	$32,521	5	$1,039
4-Jan-25	9	$6,827	9	80	9	$6,827	0	0
21-Dec-24	11	$2,798	11	92	8	$2,229	3	$570
14-Dec-24	15	$5,323	12	186	12	$3,812	3	$1,511
07-Dec-24	16	$4,766	10	231	11	$2,321	5	2,445
30-Nov-24	10	$10,291	9	103	4	$8,290	6	$2.001
23-Nov-24	15	$4,553	15	153	11	$3,379	4	$1,174
16-Nov-24	17	$11,488	11	245	13	$10,186	4	$1,303
09-Nov-24	14	$2,110	12	139	12	$1,410	2	$700
02-Nov-24	12	$52,788	11	107	11	$52,738	1	$50
26-Oct-24	8	$3,160	8	65	7	$3,065	1	$75
19-Oct-24	12	$5,304	11	136	11	$4,554	1	$750
12-Oct-24	17	$8,438	12	150	15	$8,116	2	$322
05-Oct-24	22	$23,181	12	189	15	$19,980	7	$3,201
28-Sep-24	11	$2,356	7	144	7	$53	4	$2,303
21-Sep-24	12	$9,568	10	169	5	$4,101	7	$5,467
14-Sep-24	24	$10,988	12	235	16	$7,175	8	$3,813
7-Sep-24	12	$20,420	16	168	11	$20,307	1	$112.9
31-Aug-24	13	$20,631	9	134	12	$14,775	1	$5,856
24-Aug-24	19	$8,452	21	325	16	$7,102	3	$1,350
17-Aug-24	25	$49,196	16	304	11	$39,386	14	$9,810
10-Aug-24	20	$12,264	15	312	16	$9,794	4	$2,470
03-Aug-24	26	$16,498	16	334	18	$8,137	8	$8,361
27-Jul-24	19	$16,442	21	271	15	$13,838	4	$2,604
20-Jul-24	15	$16,016	14	184	10	$14,232	5	$1,784
13-Jul-24	20	$17,220	14	265	18	$7,146	2	$10,074
6-Jul-24	11	$3,941	11	95	8	$2,650	3	$1,291
29-Jun-24	14	$6,296	15	224	8	$6,296	6	$1,927
22-Jun-24	12	$5,679	8	137	5	$210	7	$5,469
15-Jun-24	13	$9,895	16	214	10	$5,280	3	$4,615
8-Jun-24	19	$23,859	13	239	12	$19,436	7	$4,423
1-Jun-24	12	$34,510	11	147	9	$26,110	3	$8,400
25-May-24	13	$9,684	15	171	10	$4,434	3	$5,250
18-May-24	11	$5,490	11	173	8	$3,129	3	$2,361
11-May-24	22	$14,855	14	227	16	$11,105	6	$3,750
4-May-24	13	$3,139	9	87	10	$1,297	3	$1,842
27-Apr-24	10	$6,684	6	28	10	$6,684	0	0
20-Apr-24	19	$15,989	11	147	9	$5,208	10	$10,781
13-Apr-24	13	$8,952	9	76	10	$1,652	3	$7,300
6-Apr-24	23	$26,616	14	222	14	$13,501	8	$13,116
30-Mar-24	12	$9,286	8	136	8	$4,299	4	$4,987
23-Mar-24	18	$5,451	17	266	16	$4,759	2	$692
16-Mar-24	21	$11,437	13	186	14	$9,316	6	$2,070
9-Mar-24	23	$4,695	21	218	19	$2,723	4	$1,972
2-Mar-24	20	$9,108	19	372	14	$4,558	6	$4,550
24-Feb-24	19	$16,382	12	248	15	$9,507	4	$6,875
17-Feb-24	16	$29,932	15	157	12	$29,216	4	$716
10-Feb-24	25	$10,750	17	196	19	$5,372	6	$5,379
3-Feb-24	12	$8,416	18	125	9	$3,416	3	$5,000
27-Jan-24	9	$8,165	9	87	8	$7,815	1	$800
20-Jan-24	14	$4,084	12	109	12	$3,219	2	$865
13-Jan-24	17	$33,588	12	256	12	$26,765	5	$6,823
6-Jan-24	8	$7,915	8	84	6	$7,265	2	$650
30-Dec-23	17	$14,599	12	99	15	$2,714	2	$11,885
23-Dec-23	23	$4,182	13	219	16	$1,813	7	$2,370
16-Dec-23	13	$16,436	13	280	7	$15,150	5	$1,286
9-Dec-23	26	$14,633.90	17	244	16	$8,095	10	$6,538.90
2-Dec-23	13	$6,720	9	57	12	$6,630	1	$90
25-Nov-23	9	$4,835	9	131	6	$1,785	3	$3,050
18-Nov-23	22	$6,568.70	17	184	14	$4,709.20	8	$1,859.50
11-Nov-23	15	$9,825	13	179	12	$6,581	3	$3,244
4-Nov-23	15	$20,582.50	14	193	12	$19,417.50	3	$1,165
28-Oct-23	18	$68,419.10	18	152	15	$66,646	3	$1,773.10
21-Oct-23	16	$6,755.90	16	165	15	$6,755.90	1	$3
14-Oct-23	14	$67,851.20	13	125	9	$61,998.50	5	$5,852.70
7-Oct-23	17	$6,595.50	13	228	16	$5,995.50	1	$600
30-Sep-23	17	$1,896.45	13	189	14	$806.45	3	$1,090
23-Sep-23	23	$6,432.70	17	230	16	$1,402.80	7	$5,029.90
16-Sep-23	25	$23,226.70	23	353	16	$17,239	9	$5,987.70
9-Sep-23	12	$6,369	8	102	7	$4,311	5	$2,058
2-Sep-23	14	$2,522	6	92	13	$1,322	1	$1,200
26-Aug-23	17	$12,160.25	13	202	15	$6,573.25	2	$5,587.00
19-Aug-23	19	$11,505	13	213	15	$11,255	4	$250
12-Aug-23	19	$9,698.80	13	184	7	$3,270	12	$6,428.80
5-Aug-23	13	$5,201	12	118	12	$5,051	1	$150
29-Jul-23	15	$21,031.60	13	196	11	$18,292.00	4	$2,739.60
22-Jul-23	18	$3,992	12	130	13	$2,808	5	$1,184
15-Jul-23	13	$8,254.95	13	81	13	$8,254.95	0	0
8-Jul-23	16	$5,441.45	12	172	11	$2,443	5	$2,998.45
1-Jul-23	16	$6,872	10	105	12	$5,474	4	$1,398
24-Jun-23	13	$10,914	16	201	10	$7,874	3	$3,040
17-Jun-23	17	$5,880.70	15	151	15	$4,705.70	2	$1,175
10-Jun-23	19	$8,516.10	13	111	16	$6,252.40	3	$2,263.70
June 3 2023	12	$6,104.42	12	138	8	$4,256.92	4	$1,847.50
27-May-23	17	$12,200	10	67	11	$6,165	6	$6,035
20-May-23	11	$22,458.10	8	103	4	$19,455	7	$3,003
13-May-23	12	$7,034	10	101	8	$5,460	4	$1,574
6-May-23	20	$3,297.60	18	196	17	$2,985.60	3	$312
29-Apr-23	23	$3,691.20	18	135	17	$1,969.70	6	$1,721.50
22-Apr-23	16	$5,570	14	104	14	$4,750	2	$1,000
15-Apr-23	12	$23,818.10	9	59	10	$21,618.10	2	$2,200
8-Apr-23	16	$7,949	9	173	9	$5,472	7	$3,477
1-Apr-23	21	$18,676.70	12	175	11	$10,926.70	10	$7,750
25-Mar-23	15	$8,779.50	10	141	5	$2,362	10	$6,416.50
18-Mar-23	7	$14,048.80	6	69	5	$13,345	2	$703.80
11-Mar-23	21	$11,576	16	165	16	$8,131	5	$3,445
4-Mar-23	20	$9,668	11	228	16	$8,209	4	$1,459
25-Feb-23	13	$5,335	13	130	12	$4,235	1	$1,200
18-Feb-23	14	$5,743.70	13	158	8	$898.70	6	$4,845
11-Feb-23	16	$12,088	12	137	12	$9,965	4	$2,123
4-Feb-23	17	$8,066	15	140	13	$5,614	4	$2,452
28-Jan-23	7	$2,180	7	75	5	$1,692.75	2	$488
21-Jan-23	17	$5,768	16	174	12	$1,918	5	$3,850
14-Jan-23	11	$2, 800	10	102	8	$421	3	$2,400
7-Jan-23	18	$8,296	11	167	14	$6,461	3	$1,835
31-Dec-22	14	$2,732	11	99	12	$2,092	2	$640
17-Dec	14	$7,919	13	115	12	$7,419	1	$500
10-Dec-22	14	$10,093	12	88	11	$7,093	3	$3,000
3-Dec-22	26	$12,800.90	11	172	20	$4,141	6	$8,659.90
26-Nov-22	8	$2,266.70	8	5	3	$76	5	$2,190.70
19-Nov-22	21	$2,886	15	212	19	$2,550	2	$336
12-Nov-22	13	$15,093.70	9	81	9	$14,200	4	$893.70
5-Nov-22	25	19,337.20	16	509	22	$8,267.20	3	$11,070
29-Oct-22	15	$7,805.30	9	116	14	$7,180.30	1	$625
22-Oct-22	20	$8,193.50	13	253	13	$5,442	7	$2,751.50
15-Oct-22	9	$3,046.10	9	139	7	$2,588.30	2	$457.80
8-Oct-22	19	$2,011.80	12	114	16	$833.80	3	$1,178
1-Oct-22	23	$5,532.90	16	156	18	$4,952.30	5	$580.60
24-Sep-22	18	$5,194	14	216	15	$4,050	3	$1,144
17-Sep-22	21	$8,352.30	12	320	15	$4,759.60	6	$3,592.70
10-Sep-22	15	$19,853.50	10	126	13	$19,403.60	2	$450
3-Sep-22	9	$2,312	9	62	9	$2,312	0	0
27-Aug-22	16	$30,891.70	10	135	15	$30,666.40	1	227.7
20-Aug-22	12	$1,977	8	152	9	925	3	$1,052
13-Aug-22	18	$8,004.70	11	242	11	$2,844.70	7	$5,160
6-Aug-22	24	$7,948.90	12	240	17	$3,577	7	$4,371.90
30-Jul-22	8	$6,941	9	78	7	$6,839	1	$102
23-Jul-22	11	$801	11	92	10	$801	1	0
16-Jul-22	14	$3,650	10	122	14	$3,650	0	0
9-Jul-22	10	$3,557.70	7	68	9	$3,557.70	1	0
2-Jul-22	18	$8,609.40	13	152	15	$2,754.40	3	$5,855
25-Jun-22	15	$6,142	13	146	9	$2,017	6	$4,125
18-Jun-22	17	$11,890.10	14	228	15	$11,410	2	479.7
11-Jun-22	17	$7,600	12	123	10	$2,300	7	$5,300
4-Jun-22	12	$2,937	10	127	9	$692	3	$2,245
28-May-22	9	$3,197.60	11	86	9	$3,197.60	0	0
21-May-22	14	$7,284.50	12	185	11	$6,609	3	$675.50
14-May-22	11	$306.60	9	80	10	$306.60	1	$225
7-May-22	16	$10,451.75	12	108	12	$1,827	4	$8,624.75
30-Apr-22	16	$2,296.50	16	157	12	$895.50	4	$1,401
23-Apr-22	10	$2,241	11	58	8	$1,641	2	$600
16-Apr-22	11	$6,643	7	156	8	$2,359	3	$4,284
9-Apr-22	17	$4,429	14	184	11	$1,690	6	$2,739
2-Apr-22	13	$1,755	8	84	10	$1,145	3	$610
26-Mar-22	11	$3,205	8	65	6	$200	5	$3,005
19-Mar-22	13	$2,239.17	9	106	13	$2,239.17	0	0
12-Mar-22	18	$12,016	11	239	15	$11,965	2	$51.35
5-Mar-22	17	$6,786	13	137	13	$5,161	4	$1,625
26-Feb-22	12	$5,095	8	149	9	$4,437.50	3	$658
19-Feb-22	17	$22,229	17	174	14	$21,354	3	$875
12-Feb-22	12	$2,344.70	10	73	8	$641.70	4	$1,703
5-Feb-22	11	$2,503	8	99	11	$2,503	0	0
29-Jan-22	11	$3,872	12	101	12	$3,872	0	0
22-Jan-22	13	$5,143.50	10	99	12	$4,842.50	1	$301
15-Jan-22	12	$7,605	9	155	9	$6,480	3	$1,025
8-Jan-22	13	$8,256.20	11	102	13	$8,256.20	0	0
1-Jan-22	9	$1,273.80	6	50	9	$1,273.80	0	0
25-Dec-21	21	$4,734.75	11	176	16	$3,410	5	$1,324.75
18-Dec-21	26	$7,325.20	15	193	18	$3,640.20	8	$3,685.20
11-Dec-21	16	$5,017	10	109	13	$1,417	3	$3,600
4-Dec-21	14	$2,310	8	86	8	$2,310	6	$1,882.05
27-Nov-21	9	$3.460.1	10	101	6	$1,758	3	$1,702.60
20-Nov-21	20	$22,792	15	157	12	$18,864.50	8	$3,928
13-Nov-21	21	$26,729	12	178	13	$11,822	8	$14,907
6-Nov-21	12	$8,303	13	157	10	$6,682	3	$1,621
30-Oct-21	21	$10,368	15	218	15	$9,24.4	6	$1,103.00
23-Oct-21	21	$18.783.1	15	222	11	$12,314	10	$6,468.60
16-Oct-21	15	$3,868	11	118	15	$2,293	2	$1,575
9-Oct-21	20	$8,610	16	175	16	$7,795	4	$815
2-Oct-21	14	$6,250	11	137	10	$5,200	4	$1,050
25-Sep-21	11	$11,460	9	93	7	$10,200	4	$1,250
18-Sep-21	11	$16,603	8	99	8	$15,084	3	$1,519
11-Sep-21	17	$10,653	11	103	13	$8,503	4	$2,150
4-Sep-21	13	$7,222	10	89	11	$6,715	2	$507
28-Aug-21	12	$763	9	63	11	$663	1	$100
21-Aug-21	12	$29,659	7	79	11	$29,579	1	$80
14-Aug-21	22	$17,845	11	199	12	$12,805	10	$5,04
7-Aug-21	17	$13,670	12	139	15	$11,766	2	$1,904
31-Jul-21	21	$8,160	11	134	10	$3,574	10	$4,586
July 24,2021	21	$6,367	11	139	15	$3,712	6	$2,655
17-Jul-21	14	$4,009	11	124	12	$2,015	2	$1,994
10-Jul-21	16	$3,997	13	143	11	$1,597	4	$2,4
3-Jul-21	24	$7,492	13	94	16	$3,769	8	$3,722
26-Jun-21	10	$4,995	7	85	8	$3,847	2	$1,148
19-Jun-21	28	$16,830	8	228	9	$1,861	19	$14,968
12-Jun-21	26	$27,238	15	209	19	$25,602	7	$1,636
5-Jun-21	15	$15,539	13	100	13	$14,709	2	$600
29-May-21	35	$20,279	11	145	28	$18,64	7	$1,639
22-May-21	24	$53,208	14	174	17	$51,047	7	$2,161
15-May-21	18	$10,620	13	220	11	$5,870	7	$4,809
8-May-21	17	$10,400	11	156	15	$8,386	2	$2,500
1-May-21	21	$7,200	16	115	12	$3,808	9	$3,392
24-Apr-21	8	$20,200	9	31	8	$20,200	0	0
17-Apr-21	14	$6,270	8	102	11	$40,180	3	$2,260
10-Apr-21	15	$8,940	13	129	14	$7,990	1	$950
3-Apr-21	18	$19,513	10	151	12	$16,923	6	$2,590
27-Mar-21	27	$13,942	15	244	14	$4,300	13	$9,633.50
20-Mar-21	11	$2,046	4	102	3	$270	8	$1,776
13-Mar-21	15	$3,270	9	109	6	$538	9	$2,732
6-Mar-21	24	$13,617	10	196	13	$10,395	11	$3,222
27-Feb-21	19	$8,105	12	139	15	$4,970	4	$3,135
20-Feb-21	9	$8,820	9	153	8	$8,520	1	$300
13-Feb-21	12	$4,852.60	7	81	7	2,766	5	$2,086.60
6-Feb-21	18	$9,752	13	153	14	$5,222	4	$4,530
30-Jan-21	18	$9,449	9	182	15	$8,753.80	3	$695.30
23-Jan-21	14	$8,150	8	118	6	$4,000	8	$4,150
16-Jan-21	17	$6,783	13	138	11	$2,400	6	$4,382.90
9-Jan-21	22	$6,829	14	135	18	$3,139.30	4	$3,690
2-Jan-21	7	$1,466	7	60	7	$1,466	0	0
26-Dec-20	18	$15,900	12	163	16	$5,300	1	$600
19-Dec-20	18	$9,769	14	110	14	$8,426	4	$1,343
12-Dec-20	10	$7,200	9	100	9	$3,325	1	$3,830
5-Dec-20	15	$4,261	9	122	9	$2,780	6	$1,481
28-Nov-20	19	$7,758	10	110	13	$4,003	6	$3,755
14-Nov-20	14	$864.10	14	157	12	$289.10	2	$575
7-Nov-20	13	$6,332	9	129	9	$2,483.50	4	$3,849
31-Oct-20	10	$3,995.80	8	103	6	$3,231.10	4	$754.70
24-Oct-20	6	$18,100	6	58	5	$17,709	1	$350
17-Oct-20	8	$351.90	5	55	8	$351.90	0	0
10-Oct-20	7	$5,229	3	50	4	$735	3	$4,494
3-Oct-20	14	$21,428	9	173	9	$17,535	5	$3,893
26-Sep-20	10	$12,770	8	93	5	$10,300	5	$2,470
19-Sep-20	14	$8,365	9	101	6	$1,020	8	$7,345
12-Sep-20	6	$4,406	8	59	3	$1,270	3	$3,136
5-Sep-20	11	$5,191	8	117	9	$4,061	2	$1,130
29-Aug-20	11	$2,531	9	94	5	$1,130	6	$1,401
22-Aug-20	18	$6,574	12	140	7	$1,930	11	$4,644
15-Aug-20	13	$4,991	10	97	7	$1,216	6	$3,775
8-Aug-20	12	$32,092	11	112	9	$30,457	3	$1,635
1-Aug-20	7	$5,287	8	76	5	$3,687	2	$1,600
25-Jul-20	9	$18,751	6	67	7	$18,403	2	$348
18-Jul-20	6	$1,982.50	5	50	4	$1,407.50	2	$575
11-Jul-20	11	$565.10	12	75	10	$65.10	1	$500
4-Jul-20	10	$8,889	8	98	9	$8,788	1	$100.30
27-Jun-20	8	$6,874	10	50	5	$4,972.50	3	$2,081.50
20-Jun-20	12	$4,444	9	115	7	$2,829	5	$1,615
13-Jun-20	6	$3,582	4	37	2	$350	4	$3,232
6-Jun-20	11	$3,213.70	8	65	7	$470	4	$2,743.70
30-May-20	8	$7,335	7	48	6	$4,639	2	$2,697
23-May-20	4	$432.40	4	34	3	$432.40	1	0
16-May-20	6	$310	6	34	5	$310	1	0
9-May-20	18	$5,630	16	124	14	$3,180	4	$2,450
2-May-20	15	10,400	10	90	8	$1,900	7	$,8,500
25-Apr-20	8	$3,400	9	36	5	$1,000	3	$2,450
18-Apr-20	19	$9,500	14	92	8	$185.70	11	$9,360
11-Apr-20	12	$6,000	9	40	5	$190	7	$5,800
4-Apr-20	14	$8,200	11	68	10	$2,200	4	$6,000
28-Mar-20	16	$6,500	13	96	10	$3,700	6	$2,800
21-Mar-20	11	$11,910	7	33	7	$2,250	4	$9,960
14-Mar-20	7	809.8	6	34	6	684.8	1	125
7-Mar-20	16	$2,500	15	70	13	$669	3	$1,400
29-Feb-20	13	$15,260	13	128	11	$11,760	2	$3,500
22-Feb-20	12	$3,700	10	92	10	$2,560	2	$1,130
15-Feb-20	16	$1,250	10	84	12	$35	4	$1,222
8-Feb-20	18	$6,080	14	123	14	$2,595	4	$3,485
1-Feb-20	21	$20,900	12	101	14	$17,860	7	$3,060
25-Jan-20	13	$7,430	13	62	12	$6,430	1	$1,000
18-Jan-20	23	$9,580	15	120	19	$6,580	4	$3,000
11-Jan-20	21	$14,200	18	199	16	$1,020	5	$13,200
4-Jan-20	22	$6,400	11	119	16	$3,204	6	$3,245
28-Dec-19	22	$7,150	19	175	18	$6,800	4	$327.40
14-Dec-19	24	$36,300	23	167	19	$9,500	5	$26,800
7-Dec-19	11	$10,400	11	55	7	$1,082	4	$9,370
November 30. 2019	14	$2,450	12	126	12	$1,760	2	$692.50
23-Nov-19	16	$1,995	10	41	11	$615	5	$1,380
16-Nov-19	15	$3,820	13	135	11	$2,500	4	$1,271
9-Nov-19	25	$12,900	17	182	23	$12,200	2	$575
2-Nov-19	10	$2,470	12	61	9	2,450	3	$22
26-Oct-19	12	$5,560	14	70	11	$3,860	1	$1,700
19-Oct-19	8	$6,600	8	138	8	$6,600	0	0
12-Oct-19	19	$4,300	14	55	16	$3,800	3	$500
5-Oct-19	18	$14,500	19	166	15	$11,100	3	$3,400
28-Sep-19	19	$8,100	18	132	18	$7,560	1	$550
21-Sep-19	14	$6,300	16	66	11	$2,160	3	$4,170
14-Sep-19	15	$23,800	12	56	11	$21,250	4	$2,570
7-Sep-19	17	$3,500	15	98	14	$1,900	3	$1,600
31-Aug-19	5	$8,700	6	50	5	$8,700	0	0
24-Aug-19	16	$10,000	14	82	15	$4,250	1	$5,750
16-Aug-19	10	$1,680	5	52	7	$650	3	$950
9-Aug-19	17	$17,700	15	68	14	$3,900	3	$13,800
2-Aug-19	13	$5,760	12	108	13	$5,760	NA	NA
27-Jul-19	11	$7,300	13	76	8	$6,570	3	$730
20-Jul-19	13	$11,800	13	125	11	$5,300	2	$6,500
13-Jul-19	10	$775	7	46	8	$542.50	2	$233
6-Jul-19	7	$2,500	9	85	7	$2,500	0	0
29-Jun-19	23	$8,290	15	154	17	$2,300	6	$5,970
22-Jun-19	17	$10,700	10	139	14	$7,700	3	$3,000
15-Jun-19	11	$13,500	14	160	11	$13,500	NA	NA
8-Jun-19	13	$2,870	17	55	11	$1,570	2	$1,300
1-Jun-19	10	$4,460	11	60	8	$4,140	2	$315
25-May-19	17	$4,360	14	79	14	$3,700	3	$612
18-May-19	22	$9,000	17	150	16	$3,400	6	$5,600
11-May-19	18	$19,800	17	177	15	$18,300	3	$1,500
4-May-19	10	$7,075	6	32	8	$6,900	2	$175
27-Apr-19	15	$3,200	14	117	14	$3,160	1	$40
20-Apr-19	13	$13,500	10	90	9	$12,200	4	$1,300
13-Apr-19	16	$38,900	14	91	14	$37,800	2	$1,100
6-Apr-19	12	$6,870	11	94	10	$6,730	2	$50
30-Mar-19	15	$6,470	12	84	10	$7,91.5	5	$5,677
23-Mar-19	18	$6,450	14	91	14	$5,042	4	$1,408
16-Mar-19	14	$10,180	12	115	11	$8,800	3	$1,300
9-Mar-19	9	$1,800	6	49	8	$1,300	1	$500
2-Mar-19	20	$3,033	16	107	14	$1,817	6	$1,262
23-Feb-19	12	$2,040	8	69	9	$614.60	3	$1,430
16-Feb-19	16	$9,970	18	77	16	$9,970	0	0
9-Feb-19	14	$6,400	10	110	14	$6,400	0	0
2-Feb-19	18	$6,740	15	99	16	$5,720	2	$950
26-Jan-19	13	$2,770	11	67	11	$918.95	2	$1,850
19-Jan-19	15	$3,819	16	76	12	$2,594	3	$1,225
12-Jan-19	18	$7,283	14	92	15	$1,683	3	$5,600
5-Jan-19	10	$529	12	50	10	$529	0	0
22-Dec-18	17	$2,570	13	87	14	$941	3	$1,629
15-Dec-18	10	$2,860	8	26	8	$264	2	$2,600
8-Dec-18	15	$1,819	16	65	12	$552	3	$1,267
1-Dec-18	12	$7,500	10	90	9	$1,200	3	$6,200
28-Nov-18	15	$4,500	11	107	14	$4,000	1	$500
19-Nov-18	18	$6,137	13	98	13	$2,142	5	$3,995
14-Nov-18	18	$9,200	13	152	15	$8,500	3	$694
6-Nov-18	16	$17,300	16	183	14	$16,361	2	$950
29-Oct-18	14	$14,400	18	127	17	$13,800	1	$600
24-Oct-18	13	$6,140	13	126	11	$5,122	2	$1,018
17-Oct-18	18	$18,390	15	125	14	$12,292	4	$6,098
10-Oct-18	29	$3,149	18	104	20	$1,647	9	$819
2-Oct-18	18	$9,300	11	67	14	$7,300	4	$2,000
25-Sep-18	13	$7,000	11	75	10	$6,000	3	$995
18-Sep-18	9	$3,570	7	44	9	$3,570	0	0
11-Sep-18	13	$5,900	10	132	13	$5,900	0	0
7-Sep-18	14	$5,000	15	86	11	$4,000	3	$1,000
29-Aug-18	15	$20,700	14	79	13	$4,700	2	$16,000
20-Aug-18	10	$12,400	11	53	8	$11,380	3	$1,057
14-Aug-18	12	$19,900	12	132	9	$18,889	3	$1,011
7-Aug-18	16	$68,600	11	106	13	$67,259	3	$1,340
31-Jul-18	15	$15,100	15	95	11	$13,060	4	$2,060
23-Jul-18	13	$2,130	15	60	10	$1,804	3	$1,100
17-Jul-18	14	$5,370	17	98	9	$4,310	5	$1,100
9-Jul-18	16	$11,200	15	74	10	$11,080	6	$862
3-Jul-18	13	$7,000	7	81	12	$6,330	1	$750
25-Jun-18	15	$8,800	13	97	9	$4,970	6	$3,930
18-Jun-18	13	$14,200	14	80	7	$221	6	$14,290
11-Jun-18	12	$6,300	8	96	8	$5,910	4	$803
6-Jun-18	13	$14,500	10	88	8	$14,154	5	$579
31-May-18	11	$4,890	10	63	8	$3,240	3	$1,790
22-May-18	15	$20,400	11	63	9	$19,808	6	$885
15-May-18	15	$4,700	15	106	10	$3,900	5	$643
9-May-18	11	$1,400	13	88	9	$1,300	2	$560
1-May-18	8	$14,250	7	88	7	$13,400	1	$450
24-Apr-18	12	$5,300	6	61	11	$4,470	1	$800
17-Apr-18	9	$1,800	10	44	7	$2,330	2	$1,434
11-Apr-18	11	$2,500	8	32	6	$1,690	5	$809
3-Apr-18	15	$13,400	11	121	9	$12,020	6	$1,090
28-Mar-18	10	$4,000	10	92	7	$3,870	3	$215
19-Mar-18	17	$5,800	13	51	10	$590	7	$5,165
12-Mar-18	15	$3,130	11	43	11	$2,360	4	$788
6-Mar-18	19	$5,400	13	116	10	$1,530	9	$4,860
27-Feb-18	20	$6,600	13	69	14	$5,530	6	$1,030
19-Feb-18	15	$5,500	14	111	10	$3,990	6	$1,980
12-Feb-18	23	$10,900	17	157	12	$7,110	11	$3,840
5-Feb-18	16	$8,600	13	100	7	$1,330	9	$7,800
30-Jan-18	11	$12,600	11	68	5	$7,300	6	$4,982
24-Jan-18	19	$9,400	15	129	5	$2,010	14	$7,337
18-Jan-18	10	$6,280	8	49	2	$2,100	8	$4,188
9-Jan-18	12	$16,500	12	92	9	$15,890	3	$475
3-Jan-18	10	$2,500	9	47	8	$2,350	2	$150
27-Dec-17	15	$9,000	15	113	9	$7,568	6	$1,784
18-Dec-17	15	$13,800	16	164	9	$13,010	7	$1,118
11-Dec-17	14	$9,700	10	126	12	$2,940	4	$8,500
4-Dec-17	6	$1,800	6	31	5	$1,510	1	$300
28-Nov-17	7	$3,850	8	76	4	$3,260	3	$285
16-Nov-17	10	$2,700	10	48	6	$1,840	4	$856
8-Nov-17	15	$2,380	17	91	10	$1,860	5	$516
1-Nov-17	12	$4,700	17	94	9	$3,400	4	$1,300
23-Oct-17	15	$10,500	10	67	10	$9,780	4	$1,530
18-Oct-17	6	$2,000		37	3	$225	3	$1,820
10-Oct-17	12	$6,570		100	9	$3,880	3	$3,360
2-Oct-17	8	$3,100	11	19	3	$1,630	5	$1,750
25-Sep-17	8	$4,880	8	79	5	$2,660	5	$2,070
18-Sep-17	9	$4,770			3	$300	6	$4,470
12-Sep-17	11	$4,430			8	$2,030	3	$2,400
1-Sep-17	4	$1,310			3	$317	1	$1,000
23-Aug-17	11	$13,640	9		8	$11,840	3	$1,800

M&A/Funding

CPP invests $1.75B in EQT’s global data center platform EdgeConneX

Deal Description: Canada Pension Plan Investment Board said on July 3 that it will commit  $1.75 billion to support Swedish investment firm EQT’s strategy to build a global platform of data centers. CPP said the EdgeConneX platform has scaled its capacity by nearly 20x since being acquired by EQT in 2020 with plans to develop more than 10 gigawatts of additional data centers.

CPP Investments Outside Legal Counsel: Kirkland & Ellis

Kirkland Lead Lawyers: Melissa Kalka (Dallas), Andrew Calder (Houston/New York)

Texas Lawyers: Miles McDougal (Dallas), Kersten Kober (Dallas), Reese Gwin (Dallas)

HCC Healthcare closes de-SPAC merger with RF Acquisition Corp.

Deal Description: HCC Healthcare said on July 9 that it closed its de-SPAC merger with RF Acquisition Corp III, in a deal that values the company at about $500 million. HCC Healthcare is a network of hospitals, clinics, pharmacies and more than 120 long-term care institutions in Taiwan. The company plans to list its shares on Nasdaq under the symbol “RFAM.” RF III netted $100 million from its IPO on February 26.

HCC Healthcare Financial Advisor: Bedrock Investment 

RF Acquisition Corp. Financial Advisor: EarlyBirdCapital

HCC Healthcare Outside Legal Counsel: K&L Gates and PricewaterhouseCoopers Legal

RF Acquisition Corp. Outside Legal Counsel: Winston Taylor

Winston Taylor Lead Lawyer: Mike Blankenship (Houston)

Texas Lawyers: Jon Bodle (Houston), Tyler Christensen (Dallas), Drew Pierce (Houston), Matthew Regens (Houston), Bailey White (Houston)

Enverus acquires North American well data products unit from TGS for $115M

Deal Description: Norwegian energy data and intelligence firm TGS said on July 8 that it sold its North American well data products business to private Austin-based Enverus for $100 million with an additional $15 million earn-out provision. TGS said it retains a license to use North American well log library for internal purposes, allowing for the continued enhancement of its seismic data products. Enverus said the acquisition “expands the subsurface foundation of [its] energy intelligence platform and creates a faster path from interpretation to decision.” Enverus, which was acquired by Blackstone in Aug. 2025, expects the merger to help customers “reduce data preparation, improve cross-functional alignment and move more quickly from understanding the rock to understanding the return.”

TGS General Counsel: Tana Pool

TGS Outside Legal Counsel: Gibson Dunn

Gibson Dunn Lead Lawyers:  Tull Florey (Houston), Cynthia Mabry (Houston)

Texas Lawyers: Mike Sellner (Houston), Krista Hanvey (Dallas), Gregory Nelson (Houston)

Elsewhere: Daniel Angel (New York), Andrew Hartman (New York)

Helix Exploration buys helium purification, liquefaction plant in Oklahoma for $11M

Deal Description: Helix Exploration said on July 2 that has acquired the Keyes helium purification and liquefaction facility in Oklahoma from Badger Midstream Energy for $11 million. The London-based helium producer, which operates mostly in Montana, also announced an equity offering of about $21.4 million in common shares for institutional investors with a retail offer of $2.1 million, as well. Helix Exploration plans to use proceeds from the offerings to fund the acquisition and increase drilling with four new wells.

Helix Exploration Outside Legal Counsel: Haynes Boone

Haynes Boone Lead Lawyers: Nick Heap (London), Jeremy Kennedy (Houston)

Texas Lawyers: John Craven (Houston), Grace Kaplow (Houston)

Elsewhere: Ravina Mahajan (London)

Austin insurtech startup Adaptive Insurance gets $5M

Deal Description: Austin startup Adaptive Insurance said on July 7 that it closed another $5 million in financing from new investors IAG Firemark Ventures, Sunna Ventures, Room & Pillar and Connecticut Innovations, as well as existing investors Congruent Ventures, Seraphim Space and private stakeholders. The managed general agent and insurtech company now has raised $10 million. In 2025, Adaptive launched GridProtect, a type of “parametric insurance for short-duration power outages that triggers predefined payouts based on verified outages using real-time third-party data.” The company said it is building AI-driven specialty insurance and technology to make products “designed to address the growing risks related to climate and weather events.”

Unity Partners invests in Cleveland advisory services company

Deal Description: Dallas private equity firm Unity Partners said on July 7 that it invested in Cleveland-based advisory services company Meaden & Moore Advisors. Terms weren’t disclosed. Unity Partners said Meaden & Moore has 15 offices across North America and Europe and provides forensic services to the insurance and legal industries and accounting services to small and mid-sized companies.

Meaden & Moore Financial Advisor: Citizens

Meaden & Moore Outside Legal Counsel: Calfee, Halter & Griswold and Hunton Andrews Kurth

Unity Partners Financial Advisor: KeyBanc Capital Markets

Unity Partners Outside Legal Advisor: Kirkland & Ellis and Gibson, Dunn & Crutcher

Kirkland Lead Lawyer: Brendan Caldon (Austin)

Texas Lawyers: Marc Browning (Austin/Palo Alto), Javier Oliver-Keymorth (Austin), Bill Dong (Salt Lake Ciy/Houston)

Elsewhere: Michael Van Gorp (Chicago), Austin Glassman (Los Angeles)

Blackstone’s Energy Transition acquires Dresser Utility Solutions

Deal Description: Blackstone’s Energy Transition Partners said on July 6 that it acquired Dresser Utility Solutions, a Houston-based provider of natural gas and water measurement, control and infrastructure equipment, from private equity firm First Reserve. Terms weren’t disclosed.

Dresser Financial Advisors: Harris Williams

Dresser Outside Legal Counsel: Simpson Thacher & Bartlett

Blackstone Financial Advisors: D.A. Davidson & Co. and Jefferies

Blackstone Outside Legal Counsel: Kirkland & Ellis

Kirkland Texas Lawyers: Zach Savrick (Houston/New York), Jack Chadderdon (Houston)

Superior Energy acquires feedthrough tech maker Sonic Holdings

Deal Description: Superior Energy Services said on July 6 that it has acquired Sonic Holdings, which provides electric feedthrough technologies, production equipment, drilling wellheads and associated aftermarket services in the Permian Basin. Terms weren’t disclosed. Houston-based Superior Energy expects Sonic to strengthen its portfolio of specialized products and services, enhancing capabilities throughout the well lifecycle.

Superior Energy Outside Legal Counsel: Baker Botts

Baker Botts Lead Lawyers: Jim Marshall (Houston), Sarah Dodson (Dallas)

Texas Lawyers: Chandler Block (Houston), Aidan Doughty (Houston), Jon Lobb (Houston), Andrew Maughan (Houston), Cynthia Washington (Dallas), Dario Mendoza (Dallas)

Elsewhere: Paul Cuomo (Washington, D.C.), Michael Bodosky (Washington, D.C.), Marty Kibiswa (Washington, D.C.)

Peak Rock Capital acquires Asembia

Deal Description: Austin middle market private investment firm Peak Rock Capital said on July 2, that it acquired Florham Park, New Jersey-based Asembia, which provides commercialization services for pharmaceutical manufacturers, pharmacies, patients and prescribers. Terms weren’t disclosed.

Asembia Financial Advisor: BofA Securities

Asembia Outside Legal Counsel: McDermott Will & Schulte

Peak Rock Financial Advisors: Houlihan Lokey

Peak Rock Capital Outside Legal Advisor: Kirkland & Ellis and Bass Berry & Sims

Kirkland & Ellis Lead Lawyers: Matt Goulding (San Francisco), Matthew Dunnet (San Francisco)

Elsewhere:  Michelle Kilkenney (Chicago), Sumner Fontaine (Chicago), Roger Lucas (Chicago), Dennis Williams (New York), Kiyong Song (New York)

Morgan Stanley acquires 47.5% of gas-fired power plant in Alberta

Deal Description: Morgan Stanley Infrastructure Partners said on July 6 that it has acquired 47.5 percent of Greenlight Electricity Centre, a 932-megawatt gas-fired combined cycle power generation project in Alberta, Canada. MSIP acquired the stake in Greenlight from OPTrust, the majority stakeholder in Calgary-based Kineticor Asset Management. The private infrastructure investment platform said Calgary-based Pembina Pipeline also acquired 47.5 percent while Kineticor retains the remaining 5 percent. Financial terms weren’t disclosed, but the $4.6 billion Greenlight project is expected to begin supplying electricity to meet AI and data center growth in the second half of 2030.

MSIP Financial Advisor: Santander

MSIP Outside Legal Counsel: Kirkland & Ellis and Bennett Jones

Kirkland & Ellis Lead Lawyer: Rob Goodin (Houston/Austin)

Texas Lawyers: Allan Kirk (Houston), Daniel Cadis (Austin /Houston), Brad Johnson (Dallas), Lauren Stelck (Austin), Brennon Nelson (Houston), Lucy Li (Austin), Bill Dong (Houston/Salt Lake City)

Elsewhere:  Rohit Chaudhry (Washington, D.C.), Olivia George (New York), Josh Ryu (New York), Jessie Mann(Washington, D.C.), Drew Stuyvenberg (Washington, D.C.)

CohnReznick buys Ham, Langston & Brezina

Deal Description: CohnReznick said on July 6 that it acquired Houston-based accounting and consulting firm Ham, Langston & Brezina. Terms weren’t disclosed. The New York accounting and business advisory firm said HL&B’s local expertise establishes an important expansion in Texas for the company. CohnReznick also said in the past year it has opened offices in Minneapolis; San Francisco; Tampa; Denver; Tallahassee, Florida; and Richmond, Virginia.

CohnReznick Outside Legal Counsel: Hunton Andrews Kurth 

Hunton Andrews Kurth Lead Lawyers:  Lee Davis (Houston/Austin), Kevin Georgerian (Richmond), Matthew Bosher (Washington, D.C./Richmond)

Texas Lawyers: Field Daniel (Houston), Caitlin Scipioni (Dallas), Jordan Latham (Houston)

Elsewhere: Kelli Rice (Washington, D.C.), Jason Feingertz (New York), David Kamins (New York), Michelle Lewis (Washington, D.C.), Ryan Glasgow (Richmond), Tyler Laughinghouse (Richmond), J.C. Chenault (Richmond), Adam Solomon (New York), Raul Orozco (New York), Armin Ghiam (New York/Washington, D.C.), Patrick McDermott (Richmond), Sean Tenaglia (Richmond)

Capital Markets/Credit

Energy Transfer offers $1.75B in notes

Deal Description: Dallas-based Energy Transfer announced the pricing July 6 of two tranches of junior subordinated notes in an “A” offering of $650 million of notes due in 2057 and another “B” issue of $1.1 billion of junior subordinated notes also due in 2057. The A notes were offered at 6.55 percent and the B notes at 6.700 per cent. Both were priced at 100 percent of face value.

Book-running managers: Citigroup Global Markets, TD Securities, J.P. Morgan Securities, Truist Securities

Energy Transfer Outside Legal Counsel: Latham & Watkins

Latham Lead Lawyers: Kevin Richardson and Sam Rettew

Texas Lawyers: Rachel Collier (Austin), Harrison Little (Houston), Tim Fenn (Houston), Bryant Lee (Houston), Molly Elkins (Houston)

Elsewhere: Joshua Marnitz (Los Angeles), Jacqueline Zhang (Washington, D.C.)

Sable Offshore sells $460M in shares, notes

Deal Description: Sable Offshore announced on July 1 the pricing of a public offering of about 37.3 million common shares at $3.08 each, netting about $115 million, and an offering of $345 million of 6.5 percent notes due 2031. The Houston oil and gas company plans to use proceeds to repay a term loan with ExxonMobil and for general corporate purposes. In late June, Sable also secured a $500 million credit facility and a senior term loan of $675 million.

Underwriter: JPMorgan

JPMorgan Securities Outside Legal Counsel: Simpson Thacher

Simpson Thacher Lead Lawyers: Brian Rosenzweig (Houston), Richie Ragusa (Houston)

Texas Lawyers: Ryan Poché(Houston), Andrew Scattergood (Houston), Ethan McGinty (Houston), Matt Hart (Houston), Erland Modesto (Houston), Brandon Barton (Houston), Brian Flynn (Houston), Kaylee Yocum (Houston), Michael O’Rear (Houston), Owen Harrison (Houston), Erin Vogt (Houston)

Elsewhere: Dennis Loiacono (New York), Preston Irace (New York), George Gerstein (Boston), Christopher Torikoglu (New York), Isabella Gonzalez (New York), Jennie Getsin (New York), Michael Mann (New York), Kate Mirino (New York), Tim Gallagher (New York)

Garda World Security closes $200M private offering, ups term loan by $300M

Deal Description: Garda World Security Corp. said on July 6 that it closed a private offering of $200 million 8.25 percent notes due 2032. The private Montreal-based security services and cash management company said it also increased a term loan due 2029 by about $300 million. Garda World plans to use proceeds for general corporate purposes and to repay a revolving credit facility.

Garda Outside Legal Counsel: Simpson Thacher

Simpson Thacher Lead Lawyers: Ken Wallach (New York), Brian Rosenzweig (Houston), Evan Zuckerman (New York)

Texas Lawyers: Margaret Selbe (Houston), Nikola Hew (Houston), Anna Skidmore (Houston)

Elsewhere: Cadina Mancini (New York), Eli Isak (New York), Dennis Durkin (New York), James Wheeler (New York), Jonathan Cantor (New York), Roberto Arza (New York), Jeannine McSweeney(New York), Alan Fenyes (New York), Paige Brinton (New York), Michael Isby (New York), Ryan Stalnaker (Washington, D.C.), Cary Milanes (New York), Jane Glaser (New York)

Late Arrivals and Other Matters …

On July 8, Private Denver energy investment firm Avant Natural Resources said that it closed its third fund with more than $1 billion in commitments from legacy investors and new institutional investors. Avant plans to deploy the fund on upstream assets and related infrastructure projects in the Permian Basin. Avant said the Fund II investments already include 40,000 acres in New Mexico, production from more than 20 company-drilled horizontal wells and exposure to greenfield natural gas and water infrastructure projects. Avant Natural Resources was founded in 2019 by Jacob Nagy, a former energy investment banker at Petrie Partners, and Skyler Gary, a former landman at Hat Creek Energy. Kirkland & Ellis advised Avant with a team led by Matt Nadworny, who has an office in Houston and Dallas. Other Texas lawyers who provided counsel include Ivey Eugene in Houston, John Kaercher in Austin, and Steve Butler, who has an office on Austin and Houston. Kirkland partners Lily Rasel in Los Angeles, Nicholas Hemmingsen in Chicagoand Mac Laban in Washington, D.C., also advised.

On June 29, Cotton Patch Café, the comfort food restaurant founded in the East Texas town of Nacogdoches in 1989, announced that it has been acquired by Dallas-based Local Favorite Restaurants. Terms weren’t disclosed. Local Favorite was founded by restaurateur Mike Karns, who also has a hand in El Fenix Mexican Restaurant, Snuffer’s Restaurant & Bar, Meso Maya, Taqueria La Ventana, Wok Star Chinese, Twisted Root Burger, Campuzano Mexican Food and Village Burger Bar. Cotton Patch Café was a portfolio company of Palo Alto, California-based private equity firm Altamont Capital Partners. Cleveland-based Benesch, Friedlander, Coplan & Aronoff served as advisor to Cotton Patch Café and the sponsor. Local Favorite Restaurants, which turned to Plano-based FBFK Law as its outside legal counsel, now owns 99 restaurants in Texas.

On June 24, Round Rock-based RRC Companies announced a majority investment from New Mountain Capital. Terms weren’t disclosed. RRC, which specializes in utility-scale renewables power generation and battery storage, also named New Mountain senior advisor Dr. Hisham Mahmoud as chairman. Simpson Thacher & Bartlett  advised New Mountain. Haynes Boones provided counsel to RRC, which used Texas Capital Securities as financial advisor. The Haynes Boone team was led by John McGowan in Dallas, with support from Lauren White (Dallas), Raquel Alvarenga (Dallas/Houston/New York), Don Shiman (New York), Eli Brook (Dallas) and Ryan Middleton (Dallas). Texas Capital Securities served as financial advisor to RRC.