Brief for Thursday, April 30, 2026
16 items
Definitive Agreements
7 itemsVireo Growth to Acquire FLUENT in All-Stock Transaction
NGCG executes LOI to acquire $20M revenue parking business
Kadant Completes Acquisition of voestalpine BÖHLER Profil
TOMI Environmental Solutions Signs LOI to Merge with Carbonium Core
Critical Metals closes acquisition of 50.5% Tanbreez interest
ADW Capital proposes $18/share all-cash acquisition of Driven Brands
AIBotics to Acquire NovaCore Labs, Expand Caribbean Robotics Operations
Activist Alerts & Letters
4 itemsContested Meetings
3 of 3 issuers| Meeting ↑ | Issuer ↕ | Mkt Cap ↕ | Issuer Solicitor | Dissident | Dissident Solicitor | Status ↕ | Filings ↕ |
|---|---|---|---|---|---|---|---|
Jun 10 annual | BNY Mellon Strategic Municipals, Inc.(private) Board seats | — | — | BNY Mellon Strategic Municipals, Inc. | EQ Fund Solutions | Scheduled | 1 |
— | Seer, Inc.(SEER) | — | — | Bradley L. Radoff, Michael Torok, and affiliated entities (Radoff-JEC Group) | — | TBD | 1 |
— | lululemon athletica inc.(LULU) | — | — | Dennis J. Wilson (and related entities: Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd.) | — | TBD | 1 |
Live Situations
3vs. Bradley L. Radoff, Michael Torok, and affiliated entities (Radoff-JEC Group)
- · acquisition of company for $2.35 per share in cash plus contingent value right
- · strategic review and asset monetization
- · board representation via three director nominees
- +1 more
vs. Dennis J. Wilson (and related entities: Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd.)
- · board representation (three independent director nominees)
- · restore premium brand positioning
- · halt brand-eroding strategic decisions
- +2 more
vs. BNY Mellon Strategic Municipals, Inc.
News Feed
3Saba Capital challenges BNY Mellon Strategic Municipals board seat
BNY Mellon Strategic Municipals, Inc.
Chip Wilson seeks board seats at lululemon amid brand strategy dispute
Dennis J. Wilson (and related entities: Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd.)
Radoff-JEC Group launches proxy contest at Seer after acquisition rejection
Bradley L. Radoff, Michael Torok, and affiliated entities (Radoff-JEC Group)
Contested Meetings
3 of 3 issuers| Meeting ↑ | Issuer ↕ | Mkt Cap ↕ | Issuer Solicitor | Dissident | Dissident Solicitor | Status ↕ | Filings ↕ |
|---|---|---|---|---|---|---|---|
Jun 10 annual | BNY Mellon Strategic Municipals, Inc.(private) Board seats | — | — | BNY Mellon Strategic Municipals, Inc. | EQ Fund Solutions | Scheduled | 1 |
— | Seer, Inc.(SEER) | — | — | Bradley L. Radoff, Michael Torok, and affiliated entities (Radoff-JEC Group) | — | TBD | 1 |
— | lululemon athletica inc.(LULU) | — | — | Dennis J. Wilson (and related entities: Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd.) | — | TBD | 1 |
Live Situations
3vs. Bradley L. Radoff, Michael Torok, and affiliated entities (Radoff-JEC Group)
- · acquisition of company for $2.35 per share in cash plus contingent value right
- · strategic review and asset monetization
- · board representation via three director nominees
- +1 more
vs. Dennis J. Wilson (and related entities: Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd.)
- · board representation (three independent director nominees)
- · restore premium brand positioning
- · halt brand-eroding strategic decisions
- +2 more
vs. BNY Mellon Strategic Municipals, Inc.
News Feed
3Saba Capital challenges BNY Mellon Strategic Municipals board seat
BNY Mellon Strategic Municipals, Inc.
Chip Wilson seeks board seats at lululemon amid brand strategy dispute
Dennis J. Wilson (and related entities: Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd.)
Radoff-JEC Group launches proxy contest at Seer after acquisition rejection
Bradley L. Radoff, Michael Torok, and affiliated entities (Radoff-JEC Group)
M&A Rumors
5 itemsSports media company DAZN has agreed to buy technology company ViewLift for roughly $100 million, according to people close to the deal. London-based DAZN...
KKR is exploring a sale of Flora Food Group, the spreads business it had carved out of Unilever in 2017, and is aiming to strike a deal at a valuation of...
KKR & Co. is exploring a sale of Flora Food Group for as much as $10 billion, the Financial Times reported.
KKR is exploring a sale of Flora Food Group, the spreads business it had carved out of Unilever in 2017, and is aiming to strike a deal at a valuation of...
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