Last read 17 Sep 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 14 Sep 2026
~1,900
Family offices, riba-screened — decision makers
As of 14 Sep 2026
~130
Sell-side M&A boutiques, debt excluded
As of 14 Sep 2026
~200
Sell-side M&A boutiques, debt excluded — decision makers
As of 14 Sep 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: 108 Form D filings · 24 13D filings · 17 executive changes · 1 acquisition.
16 Sep 2026
- Executive changeLongduoduo Co Ltd — officer change (8-K Item 5.02)
Longduoduo Co Ltd
8-K Item 5.02 filed by Longduoduo Co Ltd (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeClear Secure, Inc. — officer change (8-K Item 5.02)
Clear Secure, Inc.
Clear Secure, Inc.: Kyle McLaughlin departs as EVP (8-K Item 5.02).
15 Sep 2026
- Executive changeGAP INC — officer change (8-K Item 5.02)
GAP INC
GAP INC: Kirsten Green appointed as director (8-K Item 5.02).
- Executive changeGCT Semiconductor Holding, Inc. — officer change (8-K Item 5.02)
GCT Semiconductor Holding, Inc.
8-K Item 5.02 filed by GCT Semiconductor Holding, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeBigBear.ai Holdings, Inc. — officer change (8-K Item 5.02)
BigBear.ai Holdings, Inc.
BigBear.ai Holdings, Inc.: Kirk Konert departs (8-K Item 5.02).
- Executive changeRTX Corp — officer change (8-K Item 5.02)
RTX Corp
8-K Item 5.02 filed by RTX Corp (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeQUANTA SERVICES, INC. — officer change (8-K Item 5.02)
QUANTA SERVICES, INC.
QUANTA SERVICES, INC.: Ellen Rubin appointed as director (8-K Item 5.02).
- Executive changeEnhanced Group Inc. — officer change (8-K Item 5.02)
Enhanced Group Inc.
8-K Item 5.02 filed by Enhanced Group Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeSTARZ ENTERTAINMENT CORP — officer change (8-K Item 5.02)
STARZ ENTERTAINMENT CORP
8-K Item 5.02 filed by STARZ ENTERTAINMENT CORP (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeVISTA GOLD CORP — officer change (8-K Item 5.02)
VISTA GOLD CORP
8-K Item 5.02 filed by VISTA GOLD CORP (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeTalon Capital Corp. — officer change (8-K Item 5.02)
Talon Capital Corp.
Talon Capital Corp.: Victoria Ivashina appointed as independent director (8-K Item 5.02).
- Executive changeFORTRESS CREDIT REALTY INCOME TRUST — officer change (8-K Item 5.02)
FORTRESS CREDIT REALTY INCOME TRUST
FORTRESS CREDIT REALTY INCOME TRUST: James B. Perry departs as trustee (8-K Item 5.02).
- Executive changeFiry Inc. — officer change (8-K Item 5.02)
Firy Inc.
Firy Inc.: Gary Vecchiarelli departs (8-K Item 5.02).
- Executive changeFIRST FINANCIAL BANCORP — officer change (8-K Item 5.02)
FIRST FINANCIAL BANCORP
FIRST FINANCIAL BANCORP: James M. Anderson appointed as President (8-K Item 5.02).
- Executive changeHub Group, Inc. — officer change (8-K Item 5.02)
Hub Group, Inc.
8-K Item 5.02 filed by Hub Group, Inc. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- Executive changeGSR IV Acquisition Corp. — officer change (8-K Item 5.02)
GSR IV Acquisition Corp.
GSR IV Acquisition Corp.: Anantha Ramamurti departs (8-K Item 5.02).
- Executive changeFLEX LTD. — officer change (8-K Item 5.02)
FLEX LTD.
8-K Item 5.02 filed by FLEX LTD. (departure, election or appointment of directors or officers; the sentence shape was not one the desk reads).
- 13DSCHEDULE 13D/A - D-MARKET Electronic Services & Trading (0001850235) (Subject)
D-MARKET Electronic Services & Trading
SCHEDULE 13D/A filed on D-MARKET Electronic Services & Trading (subject company) by Joint Stock Co Kaspi.kz.
- 13DSCHEDULE 13D - GENERAL STEEL HOLDINGS INC (0001239188) (Subject)
GENERAL STEEL HOLDINGS INC
SCHEDULE 13D filed on GENERAL STEEL HOLDINGS INC (subject company) by Alternative Liquidity Index LP.
- 13DSCHEDULE 13D/A - NutriBand Inc. (0001676047) (Subject)
NutriBand Inc.
SCHEDULE 13D/A filed on NutriBand Inc. (subject company) by Sheridan Gareth.
Earlier this month — 130 more
- ASSA ABLOY acquires PACLOCK in the US· PACLOCK in the US
- SCHEDULE 13D/A - enVVeno Medical Corp (0001661053) (Subject)· enVVeno Medical Corp
- SCHEDULE 13D/A - Tessera Defense & Homeland Security Inc. (0001739174) (Subject)· Tessera Defense & Homeland Security Inc.
- SCHEDULE 13D/A - PetVivo Holdings, Inc. (0001512922) (Subject)· PetVivo Holdings, Inc.
- SCHEDULE 13D/A - Designer Brands Inc. (0001319947) (Subject)· Designer Brands Inc.
- SCHEDULE 13D - XCF Global, Inc. (0002019793) (Subject)· XCF Global, Inc.
- SCHEDULE 13D/A - ELTEK LTD (0001024672) (Subject)· ELTEK LTD
- SCHEDULE 13D/A - BOSTON OMAHA Corp (0001494582) (Subject)· BOSTON OMAHA Corp
- SCHEDULE 13D - Korsana Biosciences, Inc. (0001755237) (Subject)· Korsana Biosciences, Inc.
- SCHEDULE 13D/A - Dave Inc./DE (0001841408) (Subject)· Dave Inc.
- SCHEDULE 13D/A - Advanced Flower Capital Inc. (0001822523) (Subject)· Advanced Flower Capital Inc.
- SCHEDULE 13D/A - Hyperscale Data, Inc. (0000896493) (Subject)· Hyperscale Data, Inc.
- SCHEDULE 13D/A - Conexeu Sciences Inc. (0002066836) (Subject)· Conexeu Sciences Inc.
- SCHEDULE 13D/A - Braemar Hotels & Resorts Inc. (0001574085) (Subject)· Braemar Hotels & Resorts Inc.
- SCHEDULE 13D/A - New Fortress Energy Inc. (0001749723) (Subject)· New Fortress Energy Inc.
- SCHEDULE 13D/A - Diameter Dynamic Credit Fund (0002067955) (Subject)· Diameter Dynamic Credit Fund
- SCHEDULE 13D/A - Solana Co (0001610853) (Subject)· Solana Co
- SCHEDULE 13D/A - New Fortress Energy Inc. (0001749723) (Subject)· New Fortress Energy Inc.
- SCHEDULE 13D - JATT II Acquisition Corp. (0002112446) (Subject)· JATT II Acquisition Corp.
- SCHEDULE 13D/A - BuzzFeed, Inc. (0001828972) (Subject)· BuzzFeed, Inc.
- SCHEDULE 13D/A - CPI Card Group Inc. (0001641614) (Subject)· CPI Card Group Inc.
- SCHEDULE 13D/A - FLOTEK INDUSTRIES INC/CN/ (0000928054) (Subject)· FLOTEK INDUSTRIES INC
- D/A - Stone Temple Liquid Alternatives Fund LP (0002076898) (Filer)· Stone Temple Liquid Alternatives Fund LP
- D/A - White Oaks Moderate Growth Fund, LLC (0001299871) (Filer)· White Oaks Moderate Growth Fund, LLC
- D/A - White Oaks Alternative Strategies Fund, LLC (0001299868) (Filer)· White Oaks Alternative Strategies Fund, LLC
- D/A - White Oaks Low Volatility Fund, LLC (0001299872) (Filer)· White Oaks Low Volatility Fund, LLC
- D/A - White Oaks Low Volatility Fund SP (0001672812) (Filer)· White Oaks Low Volatility Fund SP
- D/A - White Oaks Flexible Strategies Fund SP (0001672814) (Filer)· White Oaks Flexible Strategies Fund SP
- D/A - WHITE OAKS AGGRESSIVE GROWTH FUND SP (0001672804) (Filer)· WHITE OAKS AGGRESSIVE GROWTH FUND SP
- D/A - White Oaks Moderate Growth Fund SP (0001672813) (Filer)· White Oaks Moderate Growth Fund SP
- D/A - WHITE OAKS ALTERNATIVE STRATEGIES FUND SP (0001672801) (Filer)· WHITE OAKS ALTERNATIVE STRATEGIES FUND SP
- D/A - CMSP Investment Vehicle 1 LP (0002089114) (Filer)· CMSP Investment Vehicle 1 LP
- D/A - A.R.T. International Investors (USA) LLC (0001399415) (Filer)· A.R.T. International Investors (USA) LLC
- D/A - A.R.T. INTERNATIONAL INVESTORS (BVI) LTD. (0001588336) (Filer)· A.R.T. INTERNATIONAL INVESTORS (BVI) LTD.
- D - Turnstone Data Inc. (0002143950) (Filer)· Turnstone Data Inc.
- D/A - PMF Central Florida IV LLC (0001990503) (Filer)· PMF Central Florida IV LLC
- D - SSIB Fund I LP (0002149230) (Filer)· SSIB Fund I LP
- D - Eichler Inc (0002153667) (Filer)· Eichler Inc
- D - LiCube, Inc. (0002153478) (Filer)· LiCube, Inc.
- D/A - Sundance Capital Partners, LLC (0001834899) (Filer)· Sundance Capital Partners, LLC
- D/A - SHORECLIFF PACIFIC INSTITUTIONAL PARTNERS FUND LP (0002085785) (Filer)· SHORECLIFF PACIFIC INSTITUTIONAL PARTNERS FUND LP
- D/A - Callodine BDC Income Fund, LP (0001814004) (Filer)· Callodine BDC Income Fund, LP
- D/A - Callodine Capital Fund, LP (0001741616) (Filer)· Callodine Capital Fund, LP
- D - Shorecliff Pacific Institutional Partners (Cayman) Fund LP (0002153520) (Filer)· Shorecliff Pacific Institutional Partners (Cayman) Fund LP
- D/A - PMTS-2, a series of ALEXTAR VC, LLC (0002146100) (Filer)· PMTS-2, a series of ALEXTAR VC, LLC
- D - SPECTRA Holdings US, Ltd. (0002068120) (Filer)· SPECTRA Holdings US, Ltd.
- D - Forests VC LLC (0002155275) (Filer)· Forests VC LLC
- D/A - Steamboat Capital Partners II LP (0001737290) (Filer)· Steamboat Capital Partners II LP
- D/A - Hurricane Hunter Global Strategies Fund Offshore 1 Ltd (0001975691) (Filer)· Hurricane Hunter Global Strategies Fund Offshore 1 Ltd
- D/A - Callodine Capital Offshore Fund, Ltd. (0001768435) (Filer)· Callodine Capital Offshore Fund, Ltd.
- D/A - YIELD STRATEGIES FUND II LP (0001197302) (Filer)· YIELD STRATEGIES FUND II LP
- D/A - Callodine Asset Backed Credit Fund, LLC (0002137440) (Filer)· Callodine Asset Backed Credit Fund, LLC
- D - PI-1, a series of ALEXTAR VC, LLC (0002154831) (Filer)· PI-1, a series of ALEXTAR VC, LLC
- D - GL-IVP XIX, LP (0002155194) (Filer)· GL-IVP XIX, LP
- D - Venture Capital Access Fund 1, L.P. (0002146569) (Filer)· Venture Capital Access Fund 1, L.P.
- D - HLV Opportunity Fund LLC (0002155264) (Filer)· HLV Opportunity Fund LLC
- D/A - Megalith Ventures II, LP (0002078754) (Filer)· Megalith Ventures II, LP
- D/A - SB Diversified Asset Fund XI Series Interests of the SALI Multi-Series Fund, L.P. (0002047916) (Filer)· SB Diversified Asset Fund XI Series Interests of the SALI Multi-Series Fund, L.P.
- D - TIFF Secondaries 2026, L.P. (0002148341) (Filer)· TIFF Secondaries 2026, L.P.
- D - SMV Series LLC - Singit 2025 Series (0002106474) (Filer)· SMV Series LLC - Singit 2025 Series
- D/A - SB Diversified Asset Fund XII Series Interests of the SALI Multi-Series Fund, L.P. (0002044581) (Filer)· SB Diversified Asset Fund XII Series Interests of the SALI Multi-Series Fund, L.P.
- D/A - SB Diversified Asset Fund XIII Series Interests of the SALI Multi-Series Fund, L.P. (0002071493) (Filer)· SB Diversified Asset Fund XIII Series Interests of the SALI Multi-Series Fund, L.P.
- D/A - Magnetar Opportunity 2025-3 LP (0002085903) (Filer)· Magnetar Opportunity 2025-3 LP
- D/A - SCS Insurance Global Series I Series Interests of the SALI Multi-Series Fund, L.P. (0002056649) (Filer)· SCS Insurance Global Series I Series Interests of the SALI Multi-Series Fund, L.P.
- D - Birch Hill Holdings Inc. (0002150232) (Filer)· Birch Hill Holdings Inc.
- D/A - SCS Insurance Global Series III Series Interests of the SALI Multi-Series Fund, L.P. (0002053964) (Filer)· SCS Insurance Global Series III Series Interests of the SALI Multi-Series Fund, L.P.
- D - Tenac Global Offshore Fund, Ltd. (0002154064) (Filer)· Tenac Global Offshore Fund, Ltd.
- D - Vora LP (0002154161) (Filer)· Vora LP
- D - CounterMeasure Inc. (0002148911) (Filer)· CounterMeasure Inc.
- D/A - MaiTRICS, Inc. (0002082734) (Filer)· MaiTRICS, Inc.
- D - AL Gray Wolf Fund VIII Co-Invest, L.P. (0002139925) (Filer)· AL Gray Wolf Fund VIII Co-Invest, L.P.
- D - Mountain V 2026 Fund III, LP (0002155046) (Filer)· Mountain V 2026 Fund III, LP
- D/A - Sequence Multi Asset IDF Series Interests of the SALI Multi-Series Fund, LP (0002059837) (Filer)· Sequence Multi Asset IDF Series Interests of the SALI Multi-Series Fund, LP
- D - Scoring Factory AI Inc. (0002155011) (Filer)· Scoring Factory AI Inc.
- D - Topwater Biological Conversion Pool 1, LLC (0002146128) (Filer)· Topwater Biological Conversion Pool 1, LLC
- D - TEMPUS EXCELSIOR CROSSINGS, LLC (0002151922) (Filer)· TEMPUS EXCELSIOR CROSSINGS, LLC
- D/A - Sequence Multi Asset IDF III Series Interests of the SALI Multi-Series Fund IV, L.P. (0002057118) (Filer)· Sequence Multi Asset IDF III Series Interests of the SALI Multi-Series Fund IV, L.P.
- D/A - CPCM PEF LP (0001882185) (Filer)· CPCM PEF LP
- D/A - CPCM DAF LP (0001882210) (Filer)· CPCM DAF LP
- D/A - Seven Bridges Emerging Markets Fund Series Interests of the SALI Multi-Series Fund, LP (0002057137) (Filer)· Seven Bridges Emerging Markets Fund Series Interests of the SALI Multi-Series Fund, LP
- D/A - CPCM DAF Master LP (0001882206) (Filer)· CPCM DAF Master LP
- D - Felicitas Income Fund (0002121502) (Filer)· Felicitas Income Fund
- D - TogetherMade, PBC (0002155192) (Filer)· TogetherMade, PBC
- D/A - Oakmark Global Equity L.P. (0001406950) (Filer)· Oakmark Global Equity L.P.
- D/A - Oakmark International Equity L.P. (0001124046) (Filer)· Oakmark International Equity L.P.
- D - 6700 SLOANE DRIVE INVESTMENTS, LLC (0002153048) (Filer)· 6700 SLOANE DRIVE INVESTMENTS, LLC
- D/A - Seven Bridges Long/Short Equity Fund Series Interests of the SALI Multi-Series Fund L.P. (0002073816) (Filer)· Seven Bridges Long/Short Equity Fund Series Interests of the SALI Multi-Series Fund L.P.
- D/A - Nationwide Private Placement Variable Account PPLI - A (0002105471) (Filer)· Nationwide Private Placement Variable Account PPLI - A
- D - Paranormal Broadway Ltd Liability Co (0002153516) (Filer)· Paranormal Broadway Ltd Liability Co
- D - Stratos Systematic Equity Fund LP (0002154958) (Filer)· Stratos Systematic Equity Fund LP
- D - TransactionTree, Inc (0001526507) (Filer)· TransactionTree, Inc
- D - CAZ Founders Class - GPG Fund Investment, L.P. (0002148504) (Filer)· CAZ Founders Class - GPG Fund Investment, L.P.
- D - Birchway Capital FF SPV LP (0002147179) (Filer)· Birchway Capital FF SPV LP
- D - OHMA LLC (0002155084) (Filer)· OHMA LLC
- D - PARTNERTAP, INC. (0001718481) (Filer)· PARTNERTAP, INC.
- D - ROC Holdings SPV IV, LP (0002151748) (Filer)· ROC Holdings SPV IV, LP
- D/A - Seven Bridges Strategic Equity Fund Series Interests of the SALI Multi-Series Fund, LP (0002058596) (Filer)· Seven Bridges Strategic Equity Fund Series Interests of the SALI Multi-Series Fund, LP
- D/A - Shenkman Short Duration Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P. (0002051830) (Filer)· Shenkman Short Duration Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P.
- D/A - Route One Fund II, L.P. (0001502190) (Filer)· Route One Fund II, L.P.
- D/A - Sixth Street Insurance Dedicated Fund I Series of the SALI Multi-Series Fund, L.P. (0002095281) (Filer)· Sixth Street Insurance Dedicated Fund I Series of the SALI Multi-Series Fund, L.P.
- D - SP ATOMS, LLC (0002154717) (Filer)· SP ATOMS, LLC
- D - Zaden Technologies, Inc. (0002153585) (Filer)· Zaden Technologies, Inc.
- D/A - Net Alliance Fund One LLC (0002126536) (Filer)· Net Alliance Fund One LLC
- D - SP Cognition, LLC (0002154713) (Filer)· SP Cognition, LLC
- D/A - Solus Opportunities IDF Series Interests of the SALI Multi-Series Fund, L.P. (0002073841) (Filer)· Solus Opportunities IDF Series Interests of the SALI Multi-Series Fund, L.P.
- D - Heartland Water Technology, Inc. (0001704027) (Filer)· Heartland Water Technology, Inc.
- D - HARD MONEY BANKERS, LLC (0002150440) (Filer)· HARD MONEY BANKERS, LLC
- D - 213 Management Group Inc. (0002132699) (Filer)· 213 Management Group Inc.
- D - Cool Hammer Storage, LP (0002155252) (Filer)· Cool Hammer Storage, LP
- D - KeyCare, Inc. (0001898572) (Filer)· KeyCare, Inc.
- D - Starlight Sports, Inc. (0002147201) (Filer)· Starlight Sports, Inc.
- D/A - Charleston Harbor Concentrated SMID-Cap, LP (0002085894) (Filer)· Charleston Harbor Concentrated SMID-Cap, LP
- D/A - Capital Group Quantitative Investments LLC (0002087454) (Filer)· Capital Group Quantitative Investments LLC
- D - NexPoint Marina II DST (0002154436) (Filer)· NexPoint Marina II DST
- D/A - Route One Offshore Fund, Ltd. (0001503229) (Filer)· Route One Offshore Fund, Ltd.
- D/A - HarbourVest Infrastructure Income Cayman Parallel Partnership L.P. (0001931064) (Filer)· HarbourVest Infrastructure Income Cayman Parallel Partnership L.P.
- D - Serendipity Capital Global Quantum Technologies Fund I (US) LP (0002152911) (Filer)· Serendipity Capital Global Quantum Technologies Fund I (US) LP
- D - Penny SPV, LP (0002154385) (Filer)· Penny SPV, LP
- D - Hexamer Therapeutics, Inc (0001797915) (Filer)· Hexamer Therapeutics, Inc
- D - St. Joe Place Limited Partnership (0002155100) (Filer)· St. Joe Place Limited Partnership
- D - AHvos Corp (0002154079) (Filer)· AHvos Corp
- D/A - Route One Fund I, L.P. (0001497232) (Filer)· Route One Fund I, L.P.
- D - Hygia Technologies, Inc. (0002085068) (Filer)· Hygia Technologies, Inc.
- D - DeskJockee, Inc. (0002154369) (Filer)· DeskJockee, Inc.
- D - Zaden Technologies, Inc. (0002153585) (Filer)· Zaden Technologies, Inc.
- D/A - Steamboat Capital Partners Fund, LP (0001551896) (Filer)· Steamboat Capital Partners Fund, LP
- D/A - Pacific Direct Mortgage & Real Estate, Inc (0002023056) (Filer)· Pacific Direct Mortgage & Real Estate, Inc
- D/A - Deloitte Touche Tohmatsu Services, LLC (0001591229) (Filer)· Deloitte Touche Tohmatsu Services, LLC
- D - D. Boral Master SPV LLC, Series XII Atoms (0002152919) (Filer)· D. Boral Master SPV LLC, Series XII Atoms
- D/A - DELOITTE & TOUCHE LLP (0001050269) (Filer)· DELOITTE & TOUCHE LLP
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 — 41 transactions this week.
16 Sep 2026
- Deal
15 Sep 2026
- Deal
- Deal
- Dealan Individual Investor
Advised by Generational Group
- Deal
- Deal
- Deal
- Deal
- Deal
- Deal
Earlier this month — 50 more
- Ranger Fire and Security
- Spaggiari
- Strawberry Fields REIT
- Avenrock Energy
- Blackstone acquires Audax Private Equity
- Wooclap
- Loenbro
- Allyant
- Superhuman
- Moody's
- Veracyte
- Define Capital
- Avenrock Energy
- Blackstone acquires Audax Private Equity
- Brookfield
- Blackstone acquires Audax Private Equity
- Ubicquia
- Endpoint Clinical
- BabyDoge
- Ty J. Young Wealth Management
- Urja Ships Converts 16 Lakh Warrants
- Sixth Street and Bayview
- Identixweb Ltd
- JM&A Design & Development Inc and Marquee Brands LLC
- Blackstone Inc
- Indiabulls
- Blackstone
- Pacific West
- Ivy Fertility
- Hanger
- Truecaller
- Kiwa Holding Canada Inc
- Deutsche Lufthansa Aktiengesellschaft
- Kirin Holdings Company Limited
- TorQuest Partners Management Inc
- McCormick & Company Inc
- G Square
- Relevant Solutions
- Blackstone
- Blackstone acquires Audax Private Equity
- Centre Partners
- CargoSense
- Arrow
- Simplicity Group
- Relevant Solutions
- Daybright Financial
- SeQent
- No Dig Alliance
- Abu Dhabi-Based BlueFive Capital acquires Porsche
- Mubadala· $1bn
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 — 3 retentions this week: 2 counsel · 1 advisor.
14 Sep 2026
- AdvisorAccordion Partners
Trajector Holdings, LLC · United States Bankruptcy Court, M.D. Florida
11 Sep 2026
- CounselFoley & Lardner
Trajector Holdings, LLC · United States Bankruptcy Court, M.D. Florida
- CounselYoung Conaway
BioXcel Therapeutics, Inc. · United States Bankruptcy Court, D. Delaware
Earlier this quarter — 37 more
- Reed Smith· And Go Concepts, LLC
- Kirkland & Ellis· GoHealth, Inc.
- Willkie Farr· Camp Mystic, LLC and Natural Fountains Properties, Inc.
- Greenberg Traurig· RAD Diversified REIT, Inc.
- Kirkland & Ellis· Hughes Satellite Systems Corporation
- White & Case· Hughes Satellite Systems Corporation
- FTI Consulting· Hughes Satellite Systems Corporation
- Triple P· Bitcoin Depot Inc.
- Ducera· First Brands Group, LLC and WEM US Co.
- Kirkland & Ellis· Hughes Satellite Systems Corporation
- Porter Hedges· Lurin Real Estate Holdings XXI, LLC
- Kirkland & Ellis· Republic National Distributing Company, LLC
- Porter Hedges· Republic National Distributing Company, LLC
- Lazard· Republic National Distributing Company, LLC
- GLC Advisors· Spanish Broadcasting System, Inc.
- Houlihan Lokey· Simply Interior Homes, LLC
- Houlihan Lokey· Pacifica of the Valley Corporation
- Kirkland & Ellis· Republic National Distributing Company, LLC
- PJT Partners· Marelli Automotive Lighting USA LLC
- Dentons· Superior Star, LLC
- Dentons· The Sisters of Saint Ann, Inc.
- Jefferies· Ascend Elements, Inc.
- SierraConstellation· S.M.F. Group Inc.
- Young Conaway· Omnis Pleasants, LLC
- Cleary Gottlieb· Braskem Idesa, S.A.P.I.
- Alvarez & Marsal· Omnicare, LLC
- KPMG· Omnicare, LLC
- Guggenheim Securities· Sleep Number Corporation
- Lazard· Braskem Idesa, S.A.P.I.
- Deutsche Bank· Trajector Holdings, LLC
- Simpson Thacher· First Brands Group, LLC
- Womble Bond· Searles Valley Minerals Inc.
- Fox Rothschild· Pacific Capital Funding Group, Inc.
- FTI Consulting· DISH DBS Corporation
- Houlihan Lokey· Omnicare, LLC
- Sidley Austin· U.S. TelePacific Corp.
- Triple P· U.S. TelePacific Corp.
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 — 36 moves this week: 1 Life Sciences · 35 without a stated sector.
16 Sep 2026
- MoveKyle McLaughlin · EVP
from Clear Secure, Inc.
15 Sep 2026
- MoveKirsten Green · director
To GAP INC
- MoveKirk Konert
from BigBear.ai Holdings, Inc.
- MoveEllen Rubin · director
To QUANTA SERVICES, INC.
- MoveVictoria Ivashina · independent director
To Talon Capital Corp.
- MoveJames B. Perry · trustee
from FORTRESS CREDIT REALTY INCOME TRUST
- MoveGary Vecchiarelli
from Firy Inc.
- MoveJames M. Anderson · President
To FIRST FINANCIAL BANCORP
- MoveAnantha Ramamurti
from GSR IV Acquisition Corp.
14 Sep 2026
- MoveLarry G. Paige II · Class III director to the Board
To AZIO AI HOLDINGS, INC.
Earlier this month — 30 more
- Sunit S. Patel · Executive Vice President and Chief Financial Officer· from CROWN CASTLE INC.
- Kenneth Park · Director and the Chief Marketing Officer· from I-ON Digital Corp.
- Jereme Sylvain· to DEXCOM INC
- Derek Walker · Board· to Bowhead Specialty Holdings Inc.
- Patricia K. Wagner· from APOGEE ENTERPRISES, INC.
- Changzheng Ye· from CIMG Inc.
- Lisa Fan · Chief Financial Officer and Director· from Fly-E Group, Inc.
- Sabir Sami · director· to CHIPOTLE MEXICAN GRILL INC
- Matthew L. Schissler· from IIOT-OXYS, Inc.
- Kanishka Ragula · Chief Financial Officer and principal financial officer· to Fatpipe Inc
- Deniece Ky · Principal Accounting Officer· from TransparentBusiness, Inc.
- Kevin C. Donnelly · Executive Vice President· from TREDEGAR CORP
- Jake Gosa · President· from Amrize Ltd
- Kelly Rooney · Executive Vice President and Chief Operating Officer in order· from UNIFIRST CORP
- Stephen M. Silver · Chief Executive Officer· from M Evo Global Acquisition Corp II
- Chelsea Voss· from Q/C TECHNOLOGIES, INC.
- Jason Hawkins · member of the Board· to Greenland Mines Ltd
- James Sullivan · Chief Financial Officer and Secretary· from Peraso Inc.
- David Enholm · Chief Financial Officer· from Zone Frontier Inc.
- Anand S. Kangala · Board· to FLEXSTEEL INDUSTRIES INC
- Soraya Benchikh · Chief Financial Officer· to COTY INC.
- Jeff Mason · Chief Operating Officer of Flux Power Holdings· from Flux Power Holdings, Inc.
- Duane Nash · member of the Board· from Immunic
- Matthew Liotta · Chief Executive Officer· from Volato Group, Inc.
- Lisa Fan · Chief Executive Officer and Director· from Fly-E Group, Inc.
- William Franklin · Chief Financial Officer and principal financial officer· to Oportun Financial Corp
- Frederick Hundt· to New Fortress Energy Inc.
- Van H. Singleton, II · Co-President - Land· from Matador Resources Co
- Glenn S. Boehnlein · director· to DEXCOM INC
- James Lim· to Reborn Coffee, Inc.
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.
Citi Wealth
Global Family Office Survey. Expected ~Sep, annual. Date as the publisher's past cadence suggests.
Goldman Sachs
Family Office Investment Insights. Expected ~Sep 10, annual
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
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.
3.62%
SOFR
Secured overnight financing rate · as of 10 Sep 2026 · -0.02 over 30 days
4.56%
2-Year Treasury
Constant-maturity yield · as of 10 Sep 2026 · +0.34 over 30 days
4.95%
10-Year Treasury
Constant-maturity yield · as of 10 Sep 2026 · +0.25 over 30 days
2.7%
High-Yield Spread
Option-adjusted spread · as of 10 Sep 2026 · -0.02 over 30 days
0.8%
Investment-Grade Spread
Option-adjusted spread · as of 10 Sep 2026 · +0.01 over 30 days
-0.564
Financial Conditions
Chicago Fed index · as of 4 Sep 2026 · -0.015 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 — 3 lessons this week.
15 Sep 2026
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.
Read the source14 Sep 2026
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.
Read the sourceApollo'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.
Read the sourceEarlier this quarter — 12 more
- $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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- $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.
- 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.
- 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.
- 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.
- 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.
The Watch
Your Field, Read Weekly
The archive is not on this page. A watch carries it: the weekly read for a named field, inside an engagement.
An engagement turns the tape into a watch on your own field: the companies, sponsors and banks you name, read every week from the same documents, and delivered into the systems your team already uses.