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The Desk

What the Desk
Read.

The public record of the deal field, read from filings, dockets and wires, with every row cited to its source. The tape shows the last seven days, folds the rest of the month beneath them, and updates as the floor runs.

Last read 5 Oct 2026 · 150 events this week · 150 rows on the tape

The Counted Field

What the Field Holds

Standing counts of the populations the Desk keeps under read. Every figure is rounded, on purpose: an estimate reads as an estimate.

~6,000
Family offices, riba-screened
As of 5 Oct 2026
~1,800
Family offices, riba-screened — decision makers
As of 5 Oct 2026
~130
Sell-side M&A boutiques, debt excluded
As of 5 Oct 2026
~190
Sell-side M&A boutiques, debt excluded — decision makers
As of 5 Oct 2026
The Tape

What Moved

Dated events on the companies, sponsors, banks and funds the Desk follows, the last seven days first. Each row links to the filing, docket or wire that states it.

Movement — 150 events this week: 77 Form D filings · 41 executive changes · 22 13D filings · 6 acquisitions · 2 bankruptcy filings · 2 merger proxies.

5 Oct 2026
  1. Executive change
    VERRA MOBILITY Corp — officer change (8-K Item 5.02)

    VERRA MOBILITY Corp

    8-K Item 5.02 filed by VERRA MOBILITY Corp (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  2. Executive change
    Eaton Corp plc — officer change (8-K Item 5.02)

    Eaton Corp plc

    8-K Item 5.02 filed by Eaton Corp plc (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

2 Oct 2026
  1. Executive change
    Awaysis Capital, Inc. — officer change (8-K Item 5.02)

    Awaysis Capital, Inc.

    8-K Item 5.02 filed by Awaysis Capital, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  2. Executive change
    Awaysis Capital, Inc. — officer change (8-K Item 5.02)

    Awaysis Capital, Inc.

    Awaysis Capital, Inc.: Marie Iannitelli departs as director (8-K Item 5.02).

  3. Executive change
    Curaleaf Holdings, Inc. — officer change (8-K Item 5.02)

    Curaleaf Holdings Inc

    8-K Item 5.02 filed by Curaleaf Holdings, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  4. Executive change
    Hayward Holdings, Inc. — officer change (8-K Item 5.02)

    Hayward Holdings, Inc.

    8-K Item 5.02 filed by Hayward Holdings, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  5. Executive change
    FEDERAL HOME LOAN MORTGAGE CORP — officer change (8-K Item 5.02)

    FEDERAL HOME LOAN MORTGAGE CORP

    8-K Item 5.02 filed by FEDERAL HOME LOAN MORTGAGE CORP (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  6. Executive change
    Grove Collaborative Holdings, Inc. — officer change (8-K Item 5.02)

    Grove Collaborative Holdings, Inc.

    8-K Item 5.02 filed by Grove Collaborative Holdings, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  7. Executive change
    Velo3D, Inc. — officer change (8-K Item 5.02)

    Velo3D, Inc.

    8-K Item 5.02 filed by Velo3D, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  8. Executive change
    Voya Financial, Inc. — officer change (8-K Item 5.02)

    Voya Financial, Inc.

    8-K Item 5.02 filed by Voya Financial, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  9. Executive change
    Greenland Mines Ltd — officer change (8-K Item 5.02)

    Greenland Mines Ltd

    8-K Item 5.02 filed by Greenland Mines Ltd (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  10. Executive change
    ESCO TECHNOLOGIES INC — officer change (8-K Item 5.02)

    ESCO TECHNOLOGIES INC

    8-K Item 5.02 filed by ESCO TECHNOLOGIES INC (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  11. Executive change
    SANFILIPPO JOHN B & SON INC — officer change (8-K Item 5.02)

    SANFILIPPO JOHN B & SON INC

    8-K Item 5.02 filed by SANFILIPPO JOHN B & SON INC (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  12. Executive change
    NOCOPI TECHNOLOGIES INC — officer change (8-K Item 5.02)

    NOCOPI TECHNOLOGIES INC

    8-K Item 5.02 filed by NOCOPI TECHNOLOGIES INC (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  13. Executive change
    PROTHENA CORP PUBLIC LTD CO — officer change (8-K Item 5.02)

    PROTHENA CORP PUBLIC LTD CO

    8-K Item 5.02 filed by PROTHENA CORP PUBLIC LTD CO (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  14. Executive change
    Amentum Holdings, Inc. — officer change (8-K Item 5.02)

    Amentum Holdings, Inc.

    8-K Item 5.02 filed by Amentum Holdings, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  15. Executive change
    Better Home & Finance Holding Co — officer change (8-K Item 5.02)

    Better Home & Finance Holding Co

    Better Home & Finance Holding Co: Michael Farello departs (8-K Item 5.02).

  16. Executive change
    Tavia Acquisition Corp. — officer change (8-K Item 5.02)

    Tavia Acquisition Corp.

    8-K Item 5.02 filed by Tavia Acquisition Corp. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

  17. Executive change
    Aimco OP L.P. — officer change (8-K Item 5.02)

    Aimco OP L.P.

    Aimco OP L.P.: Jennifer Johnson departs as Executive Vice President and Chief Administrative Officer (8-K Item 5.02).

  18. Executive change
    Starfighters Space, Inc. — officer change (8-K Item 5.02)

    Starfighters Space, Inc.

    8-K Item 5.02 filed by Starfighters Space, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).

Earlier this month — 130 more
  1. NEW CH11: FRC Balance LLC, et al.· FRC Balance LLC
  2. D - Hudson MG LLC (0002109609) (Filer)· Hudson MG LLC
  3. DEFM14A - Bowman Consulting Group Ltd. (0001847590) (Filer)· Bowman Consulting Group Ltd.
  4. Cenovus announces agreement to acquire Athabasca Oil Corporation· Athabasca Oil Corporation
  5. Athabasca Oil Announces Agreement to be Acquired by Cenovus Energy· Athabasca Oil Announces Agreement
  6. Rexel To Acquire GCG From Audax Private Equity - Pulse 2.0· GCG
  7. EVIDENT Completes Acquisition of CrestOptics S.p.A.· CrestOptics S.p.A
  8. Basware Completes Acquisition of Trustpair, Strengthening Financial Integrity from Invoice to Payment· Trustpair
  9. SEI Group Acquires Greenhome Specialties, Inc.· Greenhome Specialties, Inc.
  10. NEW CH11: Highlands Community Charter & Technical Schools· Highlands Community Charter & Technical Schools
  11. Cingulate Inc. — officer change (8-K Item 5.02)· Cingulate Inc.
  12. Meridian Holdings Inc. — officer change (8-K Item 5.02)· Meridian
  13. Professional Diversity Network, Inc. — officer change (8-K Item 5.02)· Professional Diversity Network, Inc.
  14. OSR Health, Inc. — officer change (8-K Item 5.02)· OSR Health, Inc.
  15. Catheter Precision, Inc. — officer change (8-K Item 5.02)· Catheter Precision, Inc.
  16. HF Foods Group Inc. — officer change (8-K Item 5.02)· HF Foods Group Inc.
  17. Leef Brands Inc. — officer change (8-K Item 5.02)· Leef Brands Inc.
  18. VERRA MOBILITY Corp — officer change (8-K Item 5.02)· VERRA MOBILITY Corp
  19. KinderCare Learning Companies, Inc. — officer change (8-K Item 5.02)· KinderCare Learning Companies, Inc.
  20. PROCEPT BioRobotics Corp — officer change (8-K Item 5.02)· PROCEPT BioRobotics Corp
  21. Aveanna Healthcare Holdings, Inc. — officer change (8-K Item 5.02)· Aveanna Healthcare
  22. RTB Digital, Inc. — officer change (8-K Item 5.02)· RTB Digital, Inc.
  23. TELEDYNE TECHNOLOGIES INC — officer change (8-K Item 5.02)· TELEDYNE TECHNOLOGIES INC
  24. Live Nation Entertainment, Inc. — officer change (8-K Item 5.02)· Live Nation Entertainment, Inc.
  25. PINTEREST, INC. — officer change (8-K Item 5.02)· PINTEREST, INC.
  26. RICHTECH ROBOTICS INC. — officer change (8-K Item 5.02)· RICHTECH ROBOTICS INC.
  27. ChronoScale Holdings Corp — officer change (8-K Item 5.02)· ChronoScale Holdings Corp
  28. Outdoor Holding Co — officer change (8-K Item 5.02)· Outdoor Holding Co
  29. BROADWAY FINANCIAL CORP \DE\ — officer change (8-K Item 5.02)· BROADWAY FINANCIAL CORP \DE\
  30. EQT Exeter Real Estate Income Trust, Inc. — officer change (8-K Item 5.02)· EQT Exeter Real Estate Income Trust, Inc.
  31. Seritage Growth Properties — officer change (8-K Item 5.02)· Seritage Growth Properties
  32. D - Apeira Capital Strategic Access Fund, LP - Series 1 (0002150328) (Filer)· Apeira Capital Strategic Access Fund, LP - Series 1
  33. D - KDSA Watkins Co-Invest II LLC (0002147679) (Filer)· KDSA Watkins Co-Invest II LLC
  34. D - Apeira Capital Strategic Access Fund, LP - Series 2 (0002150329) (Filer)· Apeira Capital Strategic Access Fund, LP - Series 2
  35. D - WhiteHawk Minerals Corp. (0001921603) (Filer)· WhiteHawk Minerals Corp.
  36. D - Karncy SME Synergy Fund LLC (0002151407) (Filer)· Karncy SME Synergy Fund LLC
  37. D - IronArc Opportunities XXXI, LP (0002157406) (Filer)· IronArc Opportunities XXXI, LP
  38. D - Kepler Defense Industries, Inc. (0002158175) (Filer)· Kepler Defense Industries, Inc.
  39. D - WhiteHawk Minerals Corp. (0001921603) (Filer)· WhiteHawk Minerals Corp.
  40. D - IronArc Opportunities XXXII, LP (0002157403) (Filer)· IronArc Opportunities XXXII, LP
  41. D - Arpeggio Capital Fund I LP (0002158188) (Filer)· Arpeggio Capital Fund I LP
  42. D - IronArc Opportunities XXVI, LP (0002139211) (Filer)· IronArc Opportunities XXVI, LP
  43. D - IronArc Opportunities XXVIII, LP (0002142754) (Filer)· IronArc Opportunities XXVIII, LP
  44. D - 1901 Petroleum Fund 1 LLC (0002150290) (Filer)· 1901 Petroleum Fund 1 LLC
  45. D/A - Equity Partners II, Inc. (0002087738) (Filer)· Equity Partners II, Inc.
  46. D - Henshin AI, Inc. (0002153655) (Filer)· Henshin AI, Inc.
  47. D - NV Pillbot Series A-2 Partners LLC (0002149885) (Filer)· NV Pillbot Series A-2 Partners LLC
  48. D - Dating Diaries Inc. (0002154654) (Filer)· Dating Diaries Inc.
  49. D - Integra Master Series LLC - Growth Equity V (0002157794) (Filer)· Integra Master Series LLC - Growth Equity V
  50. D - Integra Master Series LLC - Swan Cap VI (0002158125) (Filer)· Integra Master Series LLC - Swan Cap VI
  51. D - Integra Master Series LLC - SWAN CAP IV (0002158124) (Filer)· Integra Master Series LLC - SWAN CAP IV
  52. D/A - Advent Global Technology III-B SCSp (0002058168) (Filer)· Advent Global Technology III-B SCSp
  53. D/A - Advent Global Technology III-A SCSp (0002058167) (Filer)· Advent Global Technology III-A SCSp
  54. D/A - Advent Global Technology III SCSp (0002058166) (Filer)· Advent Global Technology III SCSp
  55. DEFM14A - Melar Acquisition Corp. I/Cayman (0002016221) (Filer)· Melar Acquisition Corp. I
  56. SCHEDULE 13D - Zedge, Inc. (0001667313) (Subject)· Zedge, Inc.
  57. SCHEDULE 13D/A - Clarion Partners Real Estate Income Fund Inc. (0001762562) (Subject)· Clarion Partners Real Estate Income Fund Inc.
  58. SCHEDULE 13D/A - JEWETT CAMERON TRADING CO LTD (0000885307) (Subject)· JEWETT CAMERON TRADING CO LTD
  59. SCHEDULE 13D - LogicMark, Inc. (0001566826) (Subject)· LogicMark, Inc.
  60. SCHEDULE 13D/A - Clipper Realty Inc. (0001649096) (Subject)· Clipper Realty Inc.
  61. SCHEDULE 13D/A - Genenta Science S.p.A. (0001838716) (Subject)· Genenta Science S.p.A.
  62. SCHEDULE 13D/A - New Concept Energy, Inc. (0000105744) (Subject)· New Concept Energy, Inc.
  63. SCHEDULE 13D/A - ENTERPRISE PRODUCTS PARTNERS L.P. (0001061219) (Subject)· ENTERPRISE PRODUCTS PARTNERS L.P.
  64. SCHEDULE 13D/A - OpenWorld, Inc. (0001104038) (Subject)· OpenWorld, Inc.
  65. SCHEDULE 13D/A - Nuveen Municipal Credit Opportunities Fund (0001774342) (Subject)· Nuveen Municipal Credit Opportunities Fund
  66. SCHEDULE 13D/A - GameStop Corp. (0001326380) (Subject)· GameStop Corp.
  67. SCHEDULE 13D/A - Stardust Power Inc. (0001831979) (Subject)· Stardust Power Inc.
  68. SCHEDULE 13D/A - Stardust Power Inc. (0001831979) (Subject)· Stardust Power Inc.
  69. SCHEDULE 13D - Aterian, Inc. (0001757715) (Subject)· Aterian, Inc.
  70. SCHEDULE 13D - Aterian, Inc. (0001757715) (Subject)· Aterian, Inc.
  71. SCHEDULE 13D/A - BEASLEY BROADCAST GROUP INC (0001099160) (Subject)· BEASLEY BROADCAST GROUP INC
  72. SCHEDULE 13D - SOUNDTHINKING, INC. (0001351636) (Subject)· SoundThinking
  73. SCHEDULE 13D - ADARx Pharmaceuticals, Inc. (0001802369) (Subject)· ADARx Pharmaceuticals, Inc.
  74. SCHEDULE 13D - GOWell Energy Technology (0002097702) (Subject)· GOWell Energy Technology
  75. SCHEDULE 13D/A - JEWETT CAMERON TRADING CO LTD (0000885307) (Subject)· JEWETT CAMERON TRADING CO LTD
  76. SCHEDULE 13D - GOWell Energy Technology (0002097702) (Subject)· GOWell Energy Technology
  77. SCHEDULE 13D/A - CVRx, Inc. (0001235912) (Subject)· CVRx, Inc.
  78. D/A - Anabranch Fund, LP (0001813898) (Filer)· Anabranch Fund, LP
  79. D/A - Anabranch Offshore Fund, Ltd. (0001813899) (Filer)· Anabranch Offshore Fund, Ltd.
  80. D/A - PMF Central Florida IV LLC (0001990503) (Filer)· PMF Central Florida IV LLC
  81. D - Jeevan Technology Inc. (0002092046) (Filer)· Jeevan Technology Inc.
  82. D - VeriMedic, Inc. (0002156578) (Filer)· VeriMedic, Inc.
  83. D - Pi Vera, LP (0002157233) (Filer)· Pi Vera, LP
  84. D/A - StepStone (Luxembourg) SCA SICAV-RAIF - StepStone Private Markets (0001948814) (Filer)· StepStone (Luxembourg) SCA SICAV-RAIF - StepStone Private Markets
  85. D/A - StepStone (Luxembourg) SCA SICAV-RAIF - StepStone Private Venture & Growth Fund (0001948813) (Filer)· StepStone (Luxembourg) SCA SICAV-RAIF - StepStone Private Venture & Growth Fund
  86. D/A - Viking Long Fund III Ltd. (0001453632) (Filer)· Viking Long Fund III Ltd.
  87. D/A - Bayview Liquid Credit Strategies Offshore, L.P. (0001634249) (Filer)· Bayview Liquid Credit Strategies Offshore, L.P.
  88. D/A - Viking Partners Long Fund LP (0001478760) (Filer)· Viking Partners Long Fund LP
  89. D/A - Bayview Liquid Credit Strategies Domestic, L.P. (0001634247) (Filer)· Bayview Liquid Credit Strategies Domestic, L.P.
  90. D/A - Viking Partners Fund LP (0001478759) (Filer)· Viking Partners Fund LP
  91. D - Montecito Medical Office Value Feeder Fund V (I) LP (0002157299) (Filer)· Montecito Medical Office Value Feeder Fund V (I) LP
  92. D/A - Eaton Vance Equity Harvest Fund LLC (0001772955) (Filer)· Eaton Vance Equity Harvest Fund LLC
  93. D/A - Viking Long Fund LP (0001453459) (Filer)· Viking Long Fund LP
  94. D/A - Long Angle Investments LLC - SPRIM SPV 2024 (0002021408) (Filer)· Long Angle Investments LLC - SPRIM SPV 2024
  95. D/A - INDICAP MYRIK LLC (0002155703) (Filer)· INDICAP MYRIK LLC
  96. D/A - LONG ANGLE INVESTMENTS LLC - LAECF IV 2023 SPV (0002036932) (Filer)· LONG ANGLE INVESTMENTS LLC - LAECF IV 2023 SPV
  97. D/A - LONG ANGLE INVESTMENTS LLC - LABCP II 2023 SPV (0002036935) (Filer)· LONG ANGLE INVESTMENTS LLC - LABCP II 2023 SPV
  98. D/A - Viking Global Equities III Ltd. (0001090508) (Filer)· Viking Global Equities III Ltd.
  99. D/A - LONG ANGLE INVESTMENTS LLC - LAHIG 2023 SPV (0002036970) (Filer)· LONG ANGLE INVESTMENTS LLC - LAHIG 2023 SPV
  100. D/A - DHCP Fund - Long Angle Investments LLC (0002037019) (Filer)· DHCP Fund - Long Angle Investments LLC
  101. D/A - GCG IFUND VI - LONG ANGLE INVESTMENTS LLC (0001998407) (Filer)· GCG IFUND VI - LONG ANGLE INVESTMENTS LLC
  102. D/A - GCG FUND VI - LONG ANGLE INVESTMENTS LLC (0001998408) (Filer)· GCG FUND VI - LONG ANGLE INVESTMENTS LLC
  103. D/A - MCP Fund II REIT - Long Angle Investments LLC (0001992636) (Filer)· MCP Fund II REIT - Long Angle Investments LLC
  104. D/A - MCP Fund II - Long Angle Investments LLC (0001992635) (Filer)· MCP Fund II - Long Angle Investments LLC
  105. D/A - MCTC Investments Holdings (Delaware) LLC (0002044160) (Filer)· MCTC Investments Holdings (Delaware) LLC
  106. D - American Art Opportunity Fund II, L.P. (0002144219) (Filer)· American Art Opportunity Fund II, L.P.
  107. D/A - TSP Fund III - Long Angle Investments LLC (0001991317) (Filer)· TSP Fund III - Long Angle Investments LLC
  108. D/A - MPG Leveraged Fund VIII - Long Angle Investments LLC (0001991268) (Filer)· MPG Leveraged Fund VIII - Long Angle Investments LLC
  109. D/A - RC Fund IV - Long Angle Investments LLC (0001997824) (Filer)· RC Fund IV - Long Angle Investments LLC
  110. D/A - Micdrop LLC (0002152594) (Filer)· Micdrop LLC
  111. D/A - Dyal Capital Partners V - Long Angle Investments LLC (0001971993) (Filer)· Dyal Capital Partners V - Long Angle Investments LLC
  112. D/A - REVBIO, INC. (0001763734) (Filer)· REVBIO, INC.
  113. D/A - StarTop SPV - Long Angle Investments LLC (0001968132) (Filer)· StarTop SPV - Long Angle Investments LLC
  114. D/A - Chicago Atlantic BVI - Long Angle Investments LLC (0001971995) (Filer)· Chicago Atlantic BVI - Long Angle Investments LLC
  115. D/A - Chicago Atlantic Debt Fund SPV - Long Angle Investments LLC (0001963819) (Filer)· Chicago Atlantic Debt Fund SPV - Long Angle Investments LLC
  116. D/A - VSP Fund III SPV - Long Angle Investments LLC (0001963847) (Filer)· VSP Fund III SPV - Long Angle Investments LLC
  117. D/A - PVC Fund II SPV - Long Angle Investments LLC (0001959937) (Filer)· PVC Fund II SPV - Long Angle Investments LLC
  118. D/A - Ensemble VC II SPV a series of Long Angle Investments LLC (0001960869) (Filer)· Ensemble VC II SPV a series of Long Angle Investments LLC
  119. D - RedBird Capital Partners Financial Services Fund I Sidecar (C), L.P. (0002158069) (Filer)· RedBird Capital Partners Financial Services Fund I Sidecar (C), L.P.
  120. D/A - Quantix Active Inflation Partners LP (0001845465) (Filer)· Quantix Active Inflation Partners LP
  121. D/A - IBF, a series of Long Angle Investments LLC (0001960853) (Filer)· IBF, a series of Long Angle Investments LLC
  122. D/A - LA H.I.G SPV, a series of Long Angle Investments LLC (0001959690) (Filer)· LA H.I.G SPV, a series of Long Angle Investments LLC
  123. D/A - Encore Global Partners Ltd (0002088741) (Filer)· Encore Global Partners Ltd
  124. D/A - LA SFR322 SPV, a series of Long Angle Investments LLC (0001959436) (Filer)· LA SFR322 SPV, a series of Long Angle Investments LLC
  125. D - Heylo, Inc. (0002156296) (Filer)· Heylo, Inc.
  126. D/A - GTS2 SPV, a series of Long Angle Investments LLC (0001959412) (Filer)· GTS2 SPV, a series of Long Angle Investments LLC
  127. D/A - COOK VALUE PARTNERSHIP, L.P. (0001345141) (Filer)· COOK VALUE PARTNERSHIP, L.P.
  128. D/A - ALP, a series of Long Angle Investments LLC (0001941171) (Filer)· ALP, a series of Long Angle Investments LLC
  129. D/A - LABLA SPV, a series of Long Angle Investments LLC (0001935355) (Filer)· LABLA SPV, a series of Long Angle Investments LLC
  130. D/A - HPR SPV, a series of Long Angle Investments LLC (0001938776) (Filer)· HPR SPV, a series of Long Angle Investments LLC
The Deal Table

Who Bought, Who Sold, Who Advised

Announced transactions, with the buyer, the seller and the advisers as the wire named them. Amounts are printed only where the source printed them.

Deals — 57 transactions this week.

Earlier this month — 50 more
  1. SGS
  2. SU Group Investment
  3. HydroEdge Solutions
  4. MES Life Safety
  5. Fisher Funds And Direct Capital
  6. Nayax
  7. ESCO
  8. Vortex Energy
  9. Axogen
  10. Hypercharge
  11. Wealth Enhancement
  12. Siris
  13. Wealth Enhancement
  14. KromAmericas
  15. SupplyOne
  16. Parkdale Mills
  17. Heintz Performance
  18. DIVERSIS CAPITAL
  19. ENERGY SERVICES OF AMERICA
  20. Samsonite Group
  21. Highway Roop
  22. IMG
  23. Legacy Distribution
  24. Nuveen
  25. DCP Capital
  26. Algebris acquires Nadara
  27. Swiss Coatings Group Berlac
  28. EMS
  29. Eaton
  30. Apollo
  31. ChrysCap
  32. H.I.G. Capital
  33. QMS Medical Allied Services
  34. Transom Capital Group
  35. Greenbriar
  36. Eaton
  37. AAR· $1.8bn
  38. Summit Private Equity Fund II
  39. Sterling Organization
  40. Motorola Solutions
  41. AGS American Glass Services
  42. Temasek
  43. Mutares SE & Co. KGaA acquires Japan's IHI Corporation
  44. VISI
  45. Pearson
  46. H.I.G. Capital
  47. Pye-Barker Fire & Safety
  48. New York Life Investment Management
  49. Brixmor, Everview· $2.3B
  50. UAE-based Huspy
The Mandate Tape

Who Was Retained, and for What

Retention applications from the court dockets: the bank, the counsel or the adviser, the case, and the fee as the application states it.

Mandates — no retentions in the last seven days.

Earlier this quarter — 40 more
  1. Greenberg Traurig· Inspired Healthcare Capital Holdings, LLC
  2. PJT Partners· Spirit Aviation Holdings, Inc.
  3. Riveron· Leisure Investments Holdings LLC
  4. Pachulski Stang· CITI CONNECT, LLC
  5. Porter Hedges· Republic National Distributing Company, LLC
  6. Kirkland & Ellis· Republic National Distributing Company, LLC
  7. Berkeley Research Group· Vi-Jon, LLC
  8. Houlihan Lokey· Vi-Jon, LLC
  9. Ankura· Inspired Healthcare Capital Holdings, LLC
  10. Lazard· Searles Valley Minerals Inc.
  11. SSG Advisors· BFG Supply Co., LLC
  12. Accordion Partners· Trajector Holdings, LLC
  13. Foley & Lardner· Trajector Holdings, LLC
  14. Young Conaway· BioXcel Therapeutics, Inc.
  15. Reed Smith· And Go Concepts, LLC
  16. Greenhill· Leisure Investments Holdings LLC
  17. Kirkland & Ellis· GoHealth, Inc.
  18. Willkie Farr· Camp Mystic, LLC and Natural Fountains Properties, Inc.
  19. Greenberg Traurig· RAD Diversified REIT, Inc.
  20. Kirkland & Ellis· Hughes Satellite Systems Corporation
  21. White & Case· Hughes Satellite Systems Corporation
  22. FTI Consulting· Hughes Satellite Systems Corporation
  23. Triple P· Bitcoin Depot Inc.
  24. Ducera· First Brands Group, LLC and WEM US Co.
  25. Gellert· EXCELL Auto Group, Inc.
  26. Kirkland & Ellis· Hughes Satellite Systems Corporation
  27. Porter Hedges· Lurin Real Estate Holdings XXI, LLC
  28. Kirkland & Ellis· Republic National Distributing Company, LLC
  29. Porter Hedges· Republic National Distributing Company, LLC
  30. Lazard· Republic National Distributing Company, LLC
  31. GLC Advisors· Spanish Broadcasting System, Inc.
  32. Houlihan Lokey· Simply Interior Homes, LLC
  33. Houlihan Lokey· Pacifica of the Valley Corporation
  34. Kirkland & Ellis· Republic National Distributing Company, LLC
  35. PJT Partners· Marelli Automotive Lighting USA LLC
  36. Dentons· Superior Star, LLC
  37. Dentons· The Sisters of Saint Ann, Inc.
  38. Jefferies· Ascend Elements, Inc.
  39. SierraConstellation· S.M.F. Group Inc.
  40. Young Conaway· Omnis Pleasants, LLC
It's Personnel

Who Moved Where

Senior moves across the banks, sponsors and companies the Desk follows, as published. Names appear exactly as the source printed them.

Personnel — 40 moves this week: 1 Healthcare · 39 without a stated sector.

2 Oct 2026
  1. Move
    Marie Iannitelli · director

    from Awaysis Capital, Inc.

  2. Move
    Michael Farello

    from Better Home & Finance Holding Co

  3. Move
  4. Move
    Xun Wu · Chief Executive Officer

    To Professional Diversity Network, Inc.

  5. Move
  6. Move
  7. Move
    Michael Nuzzo

    from KinderCare Learning Companies, Inc.

  8. Move
    Michael Mack · new member

    To PROCEPT BioRobotics Corp

  9. Healthcare
  10. Move
Earlier this month — 30 more
  1. Steven F. Urvan· to Outdoor Holding Co
  2. Peter Lloyd · Chief Financial Officer· from EQT Exeter Real Estate Income Trust, Inc.
  3. Debanjan Saha · director· to Vertex, Inc.
  4. Stephen F. Shamrock · Vice President and Controller· to GOODYEAR TIRE & RUBBER CO
  5. Benjamin Halladay· to ACHIEVE LIFE SCIENCES, INC.
  6. Jeremy M. Patten · President· from MODINE MANUFACTURING CO
  7. Jennifer Kong-Picarello · independent· to James Hardie Industries plc
  8. Rami Qasem · Board· to KBR, INC.
  9. David R. Jolley · member of the Board· to Traeger, Inc.
  10. Stuart Kovensky · fill the vacancy from the increase in the number of directors· to Teads Holding Co.
  11. Kevin Jay Hayes Jr· to Omnitek Engineering Corp
  12. Don Liu· from Flutter Entertainment plc
  13. Shelley Goff · Chief Financial Officer· from ATLANTICA INC
  14. Jake Carney · Chief Financial Officer· to Exascale Labs Holdings Inc.
  15. Fady Boctor · President and Chief Commercial Officer· from Petros Pharmaceuticals, Inc.
  16. Emmit McHenry· from Cycurion, Inc.
  17. William Z. Wyatt · member of the Board· from Newbury Street II Acquisition Corp
  18. David Noble · fill the resulting vacancy· to Neptune Insurance Holdings Inc.
  19. Jason O'Briant · head of portfolio talent in a newly created role· to Vision Ridge Partners
  20. Pete Dalrymple· to William Blair
  21. Bill Nay· to William Blair
  22. Andrea Devoe · partner· to Freshfields
  23. Joshua Becker · partner· to Womble Bond Dickinson
  24. Sina Hekmat · partner· to McDermott Will & Schulte
  25. Leslie Hung · partner· to McDermott Will & Schulte
  26. Anna Mancini · director of sales and business development· to The StratonHunter Group
  27. Kiran Rao · Managing Director and Head of Value Creation· to Vector Capital
  28. Tron Allen· to Gordon Brothers
  29. Lynn Sommer· to Alvarez & Marsal
  30. Lone Star's Shinichi Takahashi · lead Japan office· to Investindustrial
The Calendar

What Drops Next

The reports and series due in the next 60 days from the publishers the Desk reads, with the month each is expected.

Campden Wealth
North America Family Office Report. Expected Oct–Nov, annual. Date as the publisher's past cadence suggests.
EY-Parthenon
Deal Barometer outlook. Expected Oct, 2x/yr
Pepperdine
Private Capital Markets Report. Expected ~Oct, annual. Date as the publisher's past cadence suggests.
PitchBook
Q3 First Look + Breakdown. Expected week 1–2, quarterly
Preqin
Private Markets in 2030 flagship. Expected Oct, annual
CVCA
Canadian VC & PE Q3. Expected ~Nov 12, quarterly
Federal Reserve
SLOOS. Expected first week, quarterly
Lincoln International
Private Market Index Q3. Expected ~6wks after quarter, quarterly
Coller Capital
Global Private Capital Barometer (winter). Expected ~Dec, 2x/yr
LSEG
YTD league tables. Expected Dec, quarterly
Preqin
Global Reports, all asset classes. Expected ~Dec 11, annual
SS&C Intralinks
Deal Flow Predictor (H2 check). Expected mid-quarter, quarterly. Date as the publisher's past cadence suggests.
The Cost of Money

Where Money Is Priced

The published Federal Reserve series the Desk reads, with the change over the last 30 days. Figures are copied from the series as published.

3.88%
SOFR
Secured overnight financing rate · as of 2 Oct 2026 · +0.23 over 30 days
4.78%
2-Year Treasury
Constant-maturity yield · as of 1 Oct 2026 · +0.39 over 30 days
5.24%
10-Year Treasury
Constant-maturity yield · as of 1 Oct 2026 · +0.45 over 30 days
3.24%
High-Yield Spread
Option-adjusted spread · as of 1 Oct 2026 · +0.59 over 30 days
0.86%
Investment-Grade Spread
Option-adjusted spread · as of 1 Oct 2026 · +0.05 over 30 days
-0.548
Financial Conditions
Chicago Fed index · as of 25 Sep 2026 · +0.009 over 30 days
The Lessons

What the Tape Taught

The reading rules the Desk keeps, each one learned from a document and kept with the document that taught it.

Lessons — no lessons in the last seven days.

Earlier this quarter — 16 more
  1. H.I.G. takes MISTRAS private at $20.35 cash, $866M EV· All-cash take-private at $20.35/share with $866M EV shows H.I.G. paying a control premium for a niche industrial-services platform. The disclosed EV/price multiple gives a benchmark for similar asset-integrity and testing roll-ups in the lower-middle market.
  2. New Mexico’s largest electric provider, private equity firm propose revised merger terms - finance.yahoo.com· The item is a placeholder with no actual deal content, numbers, or structural detail. Without a real transaction to analyze, there is no lesson to extract.
  3. KPS exits Metra at €645M to Polish listed buyer — a rare large-cap CEE realization· A €645 million exit to a Warsaw-listed strategic buyer marks a rare large-cap private equity realization in the Polish mid-market, signaling that Eastern European industrials can absorb sponsor-backed assets at scale. For sponsors, it confirms that listing on the WSE can serve as a credible exit path for portfolio companies in the region.
  4. Apollo's ~$20bn DePuy talks set a medtech carve-out benchmark· A ~$20bn carve-out of a medtech unit from a strategic seller signals the scale at which private equity can now absorb corporate divestitures. The price point sets a benchmark for large-cap healthcare buyouts and tests sponsor appetite for regulated, capital-intensive assets.
  5. $138bn buyout debt pipeline to test CLO bid depth· A $138bn pipeline of buyout debt signals a heavy refinancing and dividend-recapitalization wave ahead, which will test CLO bid depth and pricing discipline. Sponsors should expect tighter execution windows and more selective lender appetite as this volume clears.
  6. Main Capital's UK entry flags cross-border software PE momentum· Main Capital's first UK platform investment signals continued cross-border expansion by mid-market software PE into the UK. For sponsors tracking sector consolidation, this adds a data point on UK workforce-management software as an active M&A pocket.
  7. EQT's $2bn McGill stake sets MGA valuation benchmark· A $2bn majority buyout of a specialty insurance broker at this scale sets a new pricing benchmark for MGA/platform assets, signaling sponsor appetite for fee-based distribution businesses. The size and structure imply a valuation multiple that private-credit and co-investment desks can reference in adjacent insurance-services deals.
  8. PE's $2B bet on McGill shows niche underwriting scale· A $2 billion majority stake signals a strategic bet on specialty underwriting, but the real lesson is how PE firms value recurring fee streams in niche insurance markets.
  9. EQT buys McGill & Partners; founders reinvest for alignment· EQT's acquisition of McGill and Partners shows how PE firms use founder reinvestment to align incentives and retain key talent in a services roll-up.
  10. New Stamford adviser debuts with $435M and private fund focus· A new SEC-registered adviser with $435M RAUM and private funds signals early-stage institutional growth, but the real test is whether assets and strategy scale beyond the initial filing.
  11. New RIA with private funds: watch the 7.B flag· A newly registered adviser with a small AUM and private-fund focus signals early-stage positioning, but the real structural cue is the Item 7.B flag—it tells you the firm's revenue model depends on performance fees, not just management fees.
  12. $1B Nestle VMS carve-out sets consumer-health benchmark· A $1.0B carve-out of Nestle's VMS platform, anchored by the #2 brand Nature's Bounty, sets a valuation benchmark for consumer-health brand deals and signals sponsor appetite for scaled, category-leading assets in the supplements space.
  13. EQT-Coller tie-up: secondaries go mainstream as volume tops $120bn· EQT's acquisition of Coller Capital signals continued consolidation of specialist secondaries platforms into large multi-asset managers, as the market's $120bn+ volume draws strategic buyers. For sponsors, this validates secondaries as a core allocation rather than a niche, and may compress pricing as more capital chases the same deals.
  14. Saudi fund's $55B EA buyout sets new gaming M&A benchmark· A $55 billion take-private of a marquee gaming publisher by a sovereign fund resets the ceiling for large-cap sponsor-led deals in the sector, and signals continued Gulf capital rotation into hard-IP consumer assets. The price becomes the benchmark for any comparable gaming platform sale, and the structure — a sovereign-led consortium — is the template for future mega-buyouts where traditional LBO leverage is constrained.
  15. SCP pivots to defense tech via in-kind share issuance, rebrands as VANEA· The acquisition via capital increases in kind is a non-cash structure that lets a listed vehicle pivot strategy without a liquidity event. The name change signals a full rebrand to the target's identity, which can be a template for how small-cap vehicles execute thematic pivots.
  16. TPG's all-equity $920 mn rental-car buy signals debt-free deal trend· All-equity acquisition of a rental-car unit at $920 mn shows sponsors can structure deals without debt in a high-rate environment, signaling a shift in how leveraged assets are financed. The price sets a benchmark for Korean rental-car assets, which may guide future valuations in the sector.
The Method

How the Tape Is Built

Four steps, every day. The tape carries only what a public document states, and it carries the document with it.

Read

The floor reads public documents every day: filings, dockets, wires, the people columns and the report calendar.

Resolve

Every party is resolved to one entity. Every event is dated and tied to the document that states it.

Judge

An editor gate holds every line to what the source says. Nothing is computed and nothing is inferred.

Publish

The tape publishes what passed the gate, newest first, with the link beside each row.

On a Mandate

Your Own Market, Read for You

This page shows the public record. On a mandate, the Desk reads the companies in your own market from the same kinds of document, and shows you what changed.