Brief for Tuesday, April 28, 2026
8 items
Definitive Agreements
3 itemsWatsco To Acquire Jackson Supply Company for $230M
RELX Group to acquire French Legaltech company Doctrine
Trilliad Acquires Accelerate Performance
Activist Alerts & Letters
3 itemsContested Meetings
3 of 3 issuers| Meeting ↑ | Issuer ↕ | Mkt Cap ↕ | Issuer Solicitor | Dissident | Dissident Solicitor | Status ↕ | Filings ↕ |
|---|---|---|---|---|---|---|---|
May 26 annual | Sturm, Ruger & Company, Inc.(RGR) Board seats | — | — | Sturm, Ruger & Company, Inc. Board of Directors | Innisfree M&A Incorporated | Scheduled | 1 |
— | Ingles Markets, Incorporated(IMKTA) | — | — | Summer Road LLC and participants (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci) | — | TBD | 1 |
— | WEX Inc.(WEX, $5.4B) | $5.4B | — | Impactive Capital Master Fund LP | — | TBD | 1 |
Live Situations
3vs. Impactive Capital Master Fund LP
- · board representation (three director seats)
- · greater board independence
- · enhanced management oversight
- +2 more
vs. Summer Road LLC and participants (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci)
- · board representation for Rory A. Held
- · improved corporate governance and independence
- · enhanced shareholder disclosure and transparency
- +2 more
vs. Sturm, Ruger & Company, Inc. Board of Directors
- · board refreshment with operational and strategic expertise
- · execution of Ruger 2030 plan
- · opposition to Beretta nominees
News Feed
3Ruger Board Defends Against Beretta's Four-Director Slate
Sturm, Ruger & Company, Inc. Board of Directors
Impactive Capital seeks board seats at WEX; all three proxy advisors back nominees
Impactive Capital Master Fund LP
Summer Road seeks board seat at Ingles Markets with Rory Held nomination
Summer Road LLC and participants (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci)
Contested Meetings
3 of 3 issuers| Meeting ↑ | Issuer ↕ | Mkt Cap ↕ | Issuer Solicitor | Dissident | Dissident Solicitor | Status ↕ | Filings ↕ |
|---|---|---|---|---|---|---|---|
May 26 annual | Sturm, Ruger & Company, Inc.(RGR) Board seats | — | — | Sturm, Ruger & Company, Inc. Board of Directors | Innisfree M&A Incorporated | Scheduled | 1 |
— | Ingles Markets, Incorporated(IMKTA) | — | — | Summer Road LLC and participants (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci) | — | TBD | 1 |
— | WEX Inc.(WEX, $5.4B) | $5.4B | — | Impactive Capital Master Fund LP | — | TBD | 1 |
Live Situations
3vs. Impactive Capital Master Fund LP
- · board representation (three director seats)
- · greater board independence
- · enhanced management oversight
- +2 more
vs. Summer Road LLC and participants (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci)
- · board representation for Rory A. Held
- · improved corporate governance and independence
- · enhanced shareholder disclosure and transparency
- +2 more
vs. Sturm, Ruger & Company, Inc. Board of Directors
- · board refreshment with operational and strategic expertise
- · execution of Ruger 2030 plan
- · opposition to Beretta nominees
News Feed
3Ruger Board Defends Against Beretta's Four-Director Slate
Sturm, Ruger & Company, Inc. Board of Directors
Impactive Capital seeks board seats at WEX; all three proxy advisors back nominees
Impactive Capital Master Fund LP
Summer Road seeks board seat at Ingles Markets with Rory Held nomination
Summer Road LLC and participants (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci)
M&A Rumors
2 itemsRecent stories by Manuel Baigorri on Bloomberg.com.
Less than 1% of Blue Owl Capital's BDC investors accepted a tender offer from Saba Capital Management and Cox Capital Partners.