The week ending July 25 saw 15 transactions for just over $3 billion, which doesn’t sound like much. The volume is akin to the week before, in which 14 deals were reported for $6 billion. But both pale against the 19 transactions for $16.4 billion reported last year.
The plain truth is that transactions in M&A dwindled in Q2 and have stayed dwindled in the first few weeks of Q3. But take heart; Q2 was the weakest quarter in Texas M&A deals last year and the year before. More on that later.
But there was plenty of diversity in the mix, with the main themes of the week being power and security. An alternative energy provider and an energy hedge fund manager coupled up to begin providing custom power sourcing to data centers; likewise, a data center provider and an energy midstream hooked up to begin developing vertically integrated data center development.
A maker of security robots and a couple of software security platforms got fresh growth funds and a regional grid operator got $150 million to help develop an energy exchange for power distribution in the West and Southwest.
Have a deal we should include next week?
The CDT Roundup is a regular feature from The Texas Lawbook highlighting the work Texas dealmakers are doing inside and outside the state.
Please let us know at CDTRoundup@texaslawbook.net by sharing 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, as well as any Texas lawyers who advised on the deal.
Weekly Corporate Deal Tracker Roundup Stats
A compilation of weekly stats from The Lawbook's CDT Weekly Roundup
(Deal Values in Millions)
(Deal Values in Millions)
Deal Count | Amount | Firms | Lawyers | M&A Count | M&A Value $M | CapM Count | ||
---|---|---|---|---|---|---|---|---|
26-Jul-2025 | 15 | $3,164 | 12 | 96 | 12 | $3,0023 | 3 | $162 |
19-Jul-2025 | 14 | $6,080 | 14 | 97 | 9 | $4,165 | 5 | $1,915 |
12-Jul-2025 | 15 | $13,012 | 14 | 208 | 12 | $10,902 | 3 | $2,110 |
05-Jul-2025 | 9 | $15,778 | 8 | 91 | 4 | $7,280 | 5 | $8,498 |
28-Jun-2025 | 13 | $7,777 | 8 | 154 | 7 | $2,031 | 6 | $5,746 |
21-Jun-2025 | 16 | $5,984 | 10 | 113 | 11 | $3,087 | 5 | $2,897 |
14-Jun-2025 | 9 | $478 | 8 | 133 | 6 | 0 | 3 | $478 |
07-Jun-2025 | 16 | $26,210 | 11 | 196 | 11 | $24,744 | 5 | $1,466 |
31-May-2025 | 19 | $23,381 | 11 | 166 | 12 | $18,665 | 7 | $4,717 |
24-May-2025 | 15 | $24,033 | 11 | 121 | 13 | $23,624 | 2 | $409 |
17-May-2025 | 16 | $21,760 | 12 | 145 | 11 | $18,615 | 5 | $3,145 |
10-May-2025 | 24 | $33,175 | 16 | 206 | 19 | $30,765 | 5 | $2,410 |
03-May-2025 | 11 | $4,249 | 13 | 90 | 11 | $2,226.5 | 2 | $2,022.5 |
26-Apr-2025 | 12 | $8,787 | 9 | 168 | 9 | $6,011 | 3 | $2,776 |
19-Apr-2025 | 11 | $8,097 | 7 | 138 | 9 | $7,985 | 2 | $112 |
12-Apr-2025 | 13 | $2,392 | 8 | 152 | 10 | $2,065 | 3 | $327 |
05-Apr-2025 | 19 | $27,762 | 15 | 188 | 16 | $25,473 | 3 | $2,289 |
29-Mar-2025 | 21 | $8,188 | 10 | 258 | 16 | $4,125 | 5 | $4,064 |
22-Mar-2025 | 19 | $6,485 | 14 | 231 | 15 | $4,128 | 4 | $2,857 |
15-Mar-2025 | 13 | $13,737 | 13 | 151 | 10 | $9,932 | 4 | $3,805 |
8-Mar-2025 | 7 | $2,234 | 5 | 66 | 5 | $224 | 2 | $2,100 |
1-Mar-2025 | 11 | $3,050 | 8 | 75 | 10 | $2,550 | 1 | $500 |
24-Feb-25 | 12 | $16,397 | 7 | 149 | 6 | $6,635 | 6 | $9,862 |
17-Feb-25 | 17 | $12,136 | 13 | 134 | 10 | $9,411 | 2 | $2,725 |
10-Feb-25 | 14 | $7,154 | 9 | 179 | 9 | $4,950 | 5 | $2,204 |
3-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/Fundings
CC Capital, OneIM to pay $2.5B for Australian wealth management firm
Deal Description: CC Capital and One Investment Management announced July 21, a scheme of arrangement with Insignia Financial Ltd., an Australian wealth management group. Under the Scheme Implementation Deed filed with the Australian Stock Exchange (ASX), the New York-based investors would acquire 100 percent of Insignia’s stock for about $2.5 billion, a 56.9 percent premium over Insignia’s per share pricing on December 11, 2024. The SID is expected to reach individual shareholders in early 2026. Insignia, whose corporate history dates back to 1846, figures to play a heavy role in retirement savings and investment for Australia’s aging population.
CC Capital Financial Advisors: Deutsche Bank Australia (lead), Macquarie Capital (lead), Santander, Rothschild, Houlihan Lokey, Deloitte (tax), NMG Consulting (due diligence)
Finance Outside Legal Counsel: Latham & Watkins
Latham Lead Lawyers: Stelios Saffos and Peter Sluka
CC Capital Outside Legal Counsel: Ashurst (Australia), Skadden, Arps, Meagher & Flom (U.S.)
Skadden Lead Lawyers: Todd Freed (New York) and Patrick Lewis (New York)
OneIM Outside Legal Counsel: Herbert Smith Freehills Kramer (Australia), Weil Gotshal & Manges (U.S.)
Weil Lead Lawyers: Kyle Krpata (Silicon Valley) and Jacqui Bogucki (Houston)
Other Lawyers: Jason Vollbracht (Silicon Valley), Justina Chen (Silicon Valley), Danek Freeman (New York)
Prosperity Bancshares to acquire American Bank for $321.5M
Deal Description: In a deal valued at $321.5 million, American Bank Holding Corporation of Corpus Christi has agreed to merge with Houston-based Prosperity Bancshares. American Bank operates 18 banking locations and two loan production offices in South and Central Texas, including Port Aransas, Rockport and Houston, along with Corpus Christi. Under terms of the agreement, Prosperity will issue 4,439,981 shares of its common stock for all outstanding shares of American which, as of March 31, reported total assets of $2.5 billion, total loans of $1.8 billion and deposits totaling $2.3 billion. The $321.5 million price tag is based on Prosperity’s closing share price of $72.40 on July 16.
Prosperity Bancshares In-House Counsel: GC Charlotte Rasche (Houston)
American In-House Counsel: GC Townes Mahaffey (Corpus Christi)
American Financial Advisors: Stephens, Inc.
American Outside Legal Counsel: Norton Rose Fulbright
Norton Lead Lawyer: Bryn Sappington (Dallas)
Texas Lawyers: Evan Hardee (Dallas), Blake Redwine (Dallas), Steven Constantin (Dallas), Ted Tooley (Dallas), Amanda Yang (Dallas), Robert Phillpott (Houston), Alexander Clark (Dallas), Katherine Oglesby (Dallas)
Prosperity Financial Advisors: Keefe, Bruyette & Woods
Prosperity Outside Legal Counsel: Wachtell, Lipton, Rosen & Katz
HeroDevs scores $125M investment from PSG
Deal Description: HeroDevs, developers of a security platform for Open Source Software based in Salt Lake City, announced July 24 a growth equity investment of $125 million from PSG. The deal includes existing investor Album also participated in the growth equity investment round. HeroDevs intends for the investment to continue development of its so-called Never-Ending Support for vulnerable or outdated OSS platforms and systems — many made even more vulnerable by the rapid rise of AI driven threats.
HeroDevs Financial Advisors: D.A. Davidson, Ampleo
HeroDevs Outside Legal Counsel: Foley & Lardner
PSG Outside Legal Counsel: Weil, Gotshal & Manges
Weil Lead Lawyer: David Gail (Dallas)
Other Lawyers: Benton Lewis (New York), Jennifer Britz (New York)
AI compliance agent Delve raises $32M in Series A funds
Deal Description: The compliance platform Delve announced July 22 that it raised $32 million in a Series A round led by Insight Partners. Delve is an AI-driven compliance agent that now serves more than 500 companies, including AI startups Lovable, Bland and Wispr Flow. Founded in 2023, Delve was built by AI researchers from Stanford, Berkeley and MIT to automate compliance processes. Delve is headquartered in San Francisco. Insight is headquartered in New York City.
Insight Partners Outside Legal Counsel: Willkie Farr & Gallagher
Willkie Lead Lawyers: Matthew Haddad (New York) and Joe Laurel (Houston)
Asylon Raises $24M in Series B
Deal Description: Asylon, a maker of security robotics based in Philadelphia, announced July 22 that its Series B funding round led by Insight Partners raised $24 million. Veteran Ventures Capital, Allegion Ventures and GO PA Fund participated. Asylon develops and provides robotic perimeter security systems using drones, robots and other forms of detection devices for commercial and government use.
Insight Partners Outside Legal Counsel: Willkie Farr & Gallgher
Willkie Lead Lawyers: Matthew Haddad (New York) and Joe Laurel (Houston)
NAVEX gets new owners: Goldman Sachs, Blackstone
Deal Description: NAVEX, a platform of products and services aimed at risk management and compliance issues, announced July 21 that it has been acquired by the Private Equity business at Goldman Sachs in partnership with funds from Blackstone. The company is currently owned by BC Partners (London) and Vista Equity Partners (Austin). BC Partners says it will retain a significant minority stake in the company, while Vista Equity plans a full exit. Terms of the deal were undisclosed. Headquartered in Portland, Oregon, the NAVEX platform currently serves 13,000 businesses and governmental entities including Dell Technologies, Stellantis, Navistar, Sharp, the University of Notre Dame and the City of Dallas.
NAVEX Financial Advisors: J.P. Morgan
NAVEX Outside Legal Counsel: Simpson Thacher & Bartlett
Goldman Sachs Outside Legal Counsel: Weil Gotshal & Manges
Weil Lead Lawyers: Christopher Machera (New York)
Texas Lawyers: Vynessa Nemunaitis (Dallas)
Elsewhere: Arnie Fridhandler (New York), Noah Beck (New York)
Crusoe, Tallgrass partner to build vertically integrated data center
Deal Description: Crusoe, a Denver-based energy company that provides energy from flared natural gas, announced July 24 a strategic partnership with Tallgrass Energy to develop a 1.8 gigawatt data center campus in Wyoming. The vertically integrated campus will be designed to be both scalable up to 10 GW while utilizing a variety of energy sources. The site was selected to be adjacent to a Tallgrass carbon sequestration hub. Tallgrass is headquartered in Leawood, Kansas.
Crusoe Outside Legal Counsel: Kirkland & Ellis
Kirkland Lead Lawyers: Melissa Kalka (Dallas) and David Feirstein (New York)
Texas Lawyers: Allan Kirk (Houston)
Elsewhere: Andrew Stuyvenberg (Washington, D.C.), Cody Sonntag (Century City), Kevin Earnhart (Los Angeles), Rohit Chaudhry (Washington, D.C.)
Arclight Capital acquires Advanced Power
Deal Description: Arclight Capital Partners announced its agreement to acquire Advanced Power, a large-scale alternative energy and energy storage provider. Financial terms of the transaction were undisclosed, but the agreement includes an initial equity commitment of $1 billion as part of a potential equity commitment of up to $5 billion for investment in mixed-source power infrastructure for data centers. Arclight acquires from Advanced Power more than 12 GWs of Advance Power’s late stage conventional and renewable projects and another 10+ GWs of storage to be paired with Arclight’s existing portfolio of more than 26 GWs of existing power operations. Since 2001, ArcLight has owned, controlled, or operated over 65 GW of assets and 47,000 miles of electric and gas transmission infrastructure.
Advanced Power Financial Advisors: Morgan Stanley
Advanced Power Outside Legal Counsel: Sidley Austin
Sidley Lead Lawyer: Noreen Phelan (Washington, D.C.)
Texas Lawyers: Jeff Kinney (Houston)
Elsewhere: Chaim Theil (New York), Tara Higgins (New York)
Arclight Outside Legal Counsel: Latham & Watkins
J.F. Lehman exits Narda-MITEQ with sale to Amphenol
Deal Description: J.F. Lehman announced July 23 the sale of one of its portfolio companies, Narda-MITEQ, to Amphenol Corporation. Narda-MITEQ designs and manufactures microwave components and subsystems for defense and commercial markets. It was acquired by Lehman in 2021. Narda-MITEQ expanded its product line with the acquisition of Intelligent RF Solutions in December 2021. Terms of the agreement were undisclosed. Amphenol is based in Wallingford, Connecticut.
JFLCO Outside Legal Counsel: A&O Shearman
Shearman Lead Lawyers: Alain Dermarkar (Dallas) and Kyle Park (Dallas)
Texas Lawyers: Efren Lemus, (Dallas), Emily Kelly (Dallas), Samantha Favela (Dallas), Ian Johnson (Dallas)
Dallas investors BRIX Holdings sells 250 food franchises
Deal Description: Dallas-based BRIX Holdings, a franchising company that owns and operates 250 food franchises, announced July 22 that it is being acquired Legacy Brands International, an investment group managed by Amol Kohli, a major franchisee in the Friendly’s chain. The Brix portfolio includes locations for the Friendly’s, Clean Juice, Orange Leaf, Red Mango, Smoothie Factory + Kitchen, Souper Salad and Humble Donut Co. chains. Terms of the agreement were undisclosed, but JAMCO, the majority investor in Brix Holdings plans to continue their involvement in BRIX.
Legal Brands Outside Counsel: Dilworth Paxson
BRIX Outside Counsel: Gibson, Dunn & Crutcher
Gibson Lead Lawyer: Robert Little (Dallas)
Texas Lawyers: Kiel Saurman (Dallas), Krista Hanvey (Dallas)
Audax deals portfolio waste manager LES to Goldman Sachs Alternatives
Deal Description: Middle market investor Audax Private Equity announced July 23, that it is selling it liquid waste services, Liquid Environmental Solutions, to Goldman Sachs Aternatives. Terms of the investment were undisclosed. Founded in 2002 and based in Irving, LES specializes in the monetization of non-hazardous liquids collected from such sources as restaurant grease traps, grocery stores, hotels and schools by harvesting materials from the waste. Audax acquired the company as an investment platform in 2017, and since then has made 13 acquisitions. LES now operates from 90 locations across 50 states. Audax is headquartered in Boston.
Audax/LES Financial Advisors: Houlihan Lokey, Baird (co-advisor)
Audax/LES Outside Legal Counsel: Ropes & Gray, Frederikson & Byron
GS Alternatives Financial Advisors: Stifel
GS Outside Legal Counsel: Simpson Thacher & Bartlett
Simpson Lead Lawyers: Breen Haire (Houston)
Texas Lawyers: Tushar Parashar (Houston), George Smith (Houston), Alexiz Magro-Malo (Houston), Adam Danciu (Houston), Natalie Marionneaux (Houston), Matias Botto (Houston)
Elsewhere: Catherine Burns (New York), Shawn Dogra (New York), Andrew Blau (New York), Benjamin Faber (New York), Toby Chun (Washington, D.C.), Manideepa Sarkar (New York), Jonathan Goldstein (New York), George Rein (New York), Marisa Geiger (New York), Dewey Kang (New York), Christian Bond (New York), Krista McManus (New York), Helene Snyder (New York), Matt Feehily (London), Lauren Gluzman (London), Steven DeLott (New York)
Catalyst lands “significant investment” from DRW Energy Trading
Deal Description: Catalyst Power, a custom power provider specializing in multi-sourced microgrids, announced a “significant” but undisclosed strategic equity investment by global energy merchants DRW Energy Trading. Catalyst is based in New York, DRW in Chicago. The investment dovetails Catalysts’ tailored integration of retail and behind-the-meter power sources with DRW’s energy trading expertise, which both perceive as a valuable combination of resources in a changing energy environment (think: data centers). Catalyst utilizes a variety of technologies on a proprietary platform to take advantage of traditional, alternative and clean energy sources including solar, combined heat and power, energy storage, etc. Catalyst is backed by DRW and Dallas-based BP Energy Partners.
DRW Outside Legal Counsel: Willkie Farr and Gallagher
Willkie Lead Lawyer: Archie Fallon (Houston) and Tan Lu (Houston)
Texas Lawyers: Jason Nasra (Houston), Robert Jacobson (Houston), Leiying Peng (Houston), Nick Lestos (Houston)
Elsewhere: Norman Bay (Washington, D.C.), Matthew Goldberg (Washington, D.C.)
Capital Markets/Credit
Southwest Power Pool to beef up grid with $150M credit facility
Deal Description: As part of system upgrade to meet future power demands, grid operator Southwest Power Pool, Inc., announced its procurement of a $150 million credit facility led by Simmons Bank. The money will be used to fund the second phase of the upgrade, a build out of its centralized real-time and day-head unit commitment and dispatch market in the Western Interconnection known as “Markets+.” The program is designed to promote greater coordination among energy markets in the Southwest in support of vastly increased regional energy demand. The company expects to launch the grid initiative in 2027. The funding framework was approved by FERC in April. Eight utilities in the West and Southwest have committed to using the Markets+ exchange.
Simmons Outside Legal Counsel: Bracewell
Bracewell Lead Lawyers: Heather Brown (Houston) and Will Anderson (Houston)
Texas Lawyers: William A. (Trey) Wood (Houston), Alan Stewart (Houston), Gwendelyn Butler (Houston)
Elsewhere: Catherine McCarthy (Washington, D.C.)
Linkhome lands $6M in IPO
Deal Description: Linkhome Holdings, which operates what the company describes as “The World’s First AI-Powered Real Estate Platform” announced its Initial Public Offering of 1,500,000 common shares of the company at $4.00 per share, netting proceeds of $6 million dollars. Trading began on the Nasdaq exchange on July 24 under the ticker symbol “LHAI.” The stock closed Friday at $10.31. The Linkhome platform combines fintech and AI to service home buyers and sellers in their transactions. The company is based in Irvine, California.
Linkhome Outside Legal Counsel: Winston & Strawn
Winston Lead Lawyers: Michael Blankenship (Houston)
Texas Lawyers: Eric Johnson (Houston), Ben Smolij (Houston), Drew Pierce (Houston), Matthew Regens (Houston),
Elsewhere: Jeremy Spankowski (Chicago)
Hong Kong printers Cre8 earns $5.8M in IPO
Deal Description: Cre8 Enterprise Limited, announced the close of its IPO which netted $5.8 million. The company, a financial printing firm based in Hong Kong, offered 1,450,000 common shares at $4 per share on the Nasdaq Capital Market under the ticker symbol “CRE.”
Underwriters: American Trust Investment Services (representatives), Prime Number Capital (co-underwriter)
Underwriters Outside Legal Counsel: Winston & Strawn
Winston Lead Lawyer: Michael Blankenship (Houston)
Texas Lawyers: Hannah Miller (Houston), Robbie Oakes (Houston)
Elsewhere: David Sakowitz (New York)
Cre8 Outside Legal Counsel: Ortoli Rosenstadt