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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 7 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: 109 Form D filings · 20 executive changes · 14 13D filings · 6 acquisitions · 1 bankruptcy filing.

5 Oct 2026
  1. Executive change
    Bunge Global SA — officer change (8-K Item 5.02)

    Bunge Global SA

    Bunge Global SA: Joseph Podwika departs as Chief Legal Officer (8-K Item 5.02).

  2. Executive change
    PINTEREST, INC. — officer change (8-K Item 5.02)

    PINTEREST, INC.

    PINTEREST, INC.: James Dibbo appointed as Chief Financial Officer (8-K Item 5.02).

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

    Aterian, Inc.

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

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

    Innventure, Inc.

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

  5. Executive change
    Southport Acquisition Corp. II — officer change (8-K Item 5.02)

    Southport Acquisition Corp. II

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

  6. Executive change
    SOLAREDGE TECHNOLOGIES, INC. — officer change (8-K Item 5.02)

    SOLAREDGE TECHNOLOGIES, INC.

    SOLAREDGE TECHNOLOGIES, INC.: Daniel Huber departs as Chief Revenue Officer (8-K Item 5.02).

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

    Vitesse Energy, Inc.

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

  8. Executive change
    OS Therapies Inc — officer change (8-K Item 5.02)

    OS Therapies Inc

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

  9. Executive change
    TEN Holdings, Inc. — officer change (8-K Item 5.02)

    TEN Holdings, Inc.

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

  10. Executive change
    Advantage Solutions Inc. — officer change (8-K Item 5.02)

    Advantage Solutions Inc.

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

  11. Executive change
    FORGE NANO, INC. — officer change (8-K Item 5.02)

    FORGE NANO, INC.

    FORGE NANO, INC.: Arrelaine Dameron appointed (8-K Item 5.02).

  12. Executive change
    Stagwell Inc — officer change (8-K Item 5.02)

    Stagwell Inc

    Stagwell Inc: Bradley J. Gross departs (8-K Item 5.02).

  13. Executive change
    Boost Run Inc. — officer change (8-K Item 5.02)

    Boost Run Inc.

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

  14. Executive change
    COMTECH TELECOMMUNICATIONS CORP — officer change (8-K Item 5.02)

    COMTECH TELECOMMUNICATIONS CORP

    COMTECH TELECOMMUNICATIONS CORP: Christopher D. Maloney appointed as independent director (8-K Item 5.02).

  15. Executive change
    NEIGHBORHOOD INTELLIGENCE, INC. — officer change (8-K Item 5.02)

    NEIGHBORHOOD INTELLIGENCE, INC.

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

  16. Executive change
    WERNER ENTERPRISES INC — officer change (8-K Item 5.02)

    WERNER ENTERPRISES INC

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

  17. Executive change
    BOX INC — officer change (8-K Item 5.02)

    BOX INC

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

  18. Executive change
    HOULIHAN LOKEY, INC. — officer change (8-K Item 5.02)

    HOULIHAN LOKEY, INC.

    HOULIHAN LOKEY, INC.: Todd J. Carter departs (8-K Item 5.02).

  19. 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).

  20. 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).

Earlier this month — 130 more
  1. NEW CH11: American Hospitality Properties REIT, Inc.· American Hospitality Properties REIT, Inc.
  2. SCHEDULE 13D - AGM GROUP HOLDINGS, INC. (0001705402) (Subject)· AGM GROUP HOLDINGS, INC.
  3. D - Shalom Partners Fund I, L.P. (0002158390) (Filer)· Shalom Partners Fund I, L.P.
  4. D - Shalom Partners Erebor, L.P. (0002158392) (Filer)· Shalom Partners Erebor, L.P.
  5. KKR to acquire Gen II from Hg, General Atlantic for $5.1bn· Gen II
  6. Schneider Electric to acquire PTC in $22.6bn deal - Gulf Business· PTC
  7. Informa Acquires Clarion Events for £2.24bn in Major B2B Live Events Consolidation - streamlinefeed.co.ke· Clarion Events
  8. Informa to acquire Clarion for £2.24bn — The Guardian - UA.NEWS· Clarion
  9. KKR to acquire Gen II Fund Services for $5.1 billion in private-markets push - finance.yahoo.com· Gen II Fund Services
  10. Arthur J. Gallagher & Co. Acquires Winter & Co Solicitors LLP· Winter & Co Solicitors LLP
  11. SCHEDULE 13D/A - Constitution Capital Access Fund, LLC (0001918767) (Subject)· Constitution Capital Access Fund, LLC
  12. SCHEDULE 13D/A - Phunware, Inc. (0001665300) (Subject)· Phunware, Inc.
  13. SCHEDULE 13D/A - Navigator Holdings Ltd. (0001581804) (Subject)· Navigator Holdings Ltd.
  14. SCHEDULE 13D/A - HERTZ GLOBAL HOLDINGS, INC (0001657853) (Subject)· HERTZ GLOBAL HOLDINGS, INC
  15. SCHEDULE 13D/A - Diginex Ltd (0002010499) (Subject)· Diginex Ltd
  16. SCHEDULE 13D/A - Nuveen Quality Municipal Income Fund (0001083839) (Subject)· Nuveen Quality Municipal Income Fund
  17. SCHEDULE 13D/A - Target Hospitality Corp. (0001712189) (Subject)· Target Hospitality Corp.
  18. SCHEDULE 13D - ADARx Pharmaceuticals, Inc. (0001802369) (Subject)· ADARx Pharmaceuticals, Inc.
  19. SCHEDULE 13D - Empire State Realty Trust, Inc. (0001541401) (Subject)· Empire State Realty Trust, Inc.
  20. SCHEDULE 13D/A - Better Home & Finance Holding Co (0001835856) (Subject)· Better Home & Finance Holding Co
  21. SCHEDULE 13D - RXO, Inc. (0001929561) (Subject)· RXO, Inc.
  22. SCHEDULE 13D/A - Cannae Holdings, Inc. (0001704720) (Subject)· Cannae Holdings, Inc.
  23. SCHEDULE 13D/A - Arbutus Biopharma Corp (0001447028) (Subject)· Arbutus Biopharma Corp
  24. D - BroadVail PXV (QP), a series of BlueArc Core Alternatives, LLC (0002157628) (Filer)· BroadVail PXV (QP), a series of BlueArc Core Alternatives, LLC
  25. D/A - J.P. Morgan REIT (US Plan) LLC (0001950603) (Filer)· J.P. Morgan REIT (US Plan) LLC
  26. D - Panlaw Ventures, Inc. (0002156618) (Filer)· Panlaw Ventures, Inc.
  27. D - SWITCHBOARD FUND I, L.P. (0002158037) (Filer)· SWITCHBOARD FUND I, L.P.
  28. D - EquityZen Growth Technology Fund LLC - Series 2386 (0002139414) (Filer)· EquityZen Growth Technology Fund LLC - Series 2386
  29. D - WealthHaus Alpha Partners, LP (0002158186) (Filer)· WealthHaus Alpha Partners, LP
  30. D/A - Mountain Steel Capital LLC (0002048566) (Filer)· Mountain Steel Capital LLC
  31. D/A - Cornerstone Financial Technology Fund LP (0001946369) (Filer)· Cornerstone Financial Technology Fund LP
  32. D/A - Disruptive Flagship Reservation Fund, LP (0002154304) (Filer)· Disruptive Flagship Reservation Fund, LP
  33. D/A - HGS-2, a series of ALEXTAR VC, LLC (0002146070) (Filer)· HGS-2, a series of ALEXTAR VC, LLC
  34. D - Lumida Series LLC, Tranche IX (0002157176) (Filer)· Lumida Series LLC, Tranche IX
  35. D - EquityZen Growth Technology Fund LLC - Series 2401 (0002144728) (Filer)· EquityZen Growth Technology Fund LLC - Series 2401
  36. D - Lionsmark Firefly Investors, LLC (0002155006) (Filer)· Lionsmark Firefly Investors, LLC
  37. D - Hedosophia Investments VI U L.P. (0002126822) (Filer)· Hedosophia Investments VI U L.P.
  38. D/A - Energea Project 1 LLC (0001918162) (Filer)· Energea Project 1 LLC
  39. D - Quadrant Private Capital Solutions Platform, LP (0001894716) (Filer)· Quadrant Private Capital Solutions Platform, LP
  40. D/A - Ishtar Gate Capital Partners, LP (0001983480) (Filer)· Ishtar Gate Capital Partners, LP
  41. D - ICP Bedrock, a Series of A Master Series LLC (0002158613) (Filer)· ICP Bedrock, a Series of A Master Series LLC
  42. D/A - Institutional Drilling Fund III LP (0002107894) (Filer)· Institutional Drilling Fund III LP
  43. D - Factron AI, Inc (0002158560) (Filer)· Factron AI, Inc
  44. D - Hadestown UK Tour Ltd Liability Co (0002114069) (Filer)· Hadestown UK Tour Ltd Liability Co
  45. D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
  46. D - ERP Funds IV, LLC (0002157597) (Filer)· ERP Funds IV, LLC
  47. D/A - Institutional Drilling Fund III LP (0002107894) (Filer)· Institutional Drilling Fund III LP
  48. D - IEP Capital IV, LLC (0002158136) (Filer)· IEP Capital IV, LLC
  49. D - K5 Tech Fund II LP - Series 210 (0002153875) (Filer)· K5 Tech Fund II LP - Series 210
  50. D/A - RRE25 Cornerstone Tributer LLC (0002086221) (Filer)· RRE25 Cornerstone Tributer LLC
  51. D/A - RRE25 Cornerstone Tributer Feeder Fund LP (0002086936) (Filer)· RRE25 Cornerstone Tributer Feeder Fund LP
  52. D - Metaview Technologies Inc. (0001894764) (Filer)· Metaview Technologies Inc.
  53. D - Red Dune Resources Ltd. (0002157021) (Filer)· Red Dune Resources Ltd.
  54. D - One NYP Partners V LP (0002139190) (Filer)· One NYP Partners V LP
  55. D/A - Coatue Growth Fund VI Private Investors US, LLC (0002143819) (Filer)· Coatue Growth Fund VI Private Investors US, LLC
  56. D/A - Coatue Growth Fund VI Private Investors Cayman, L.P. (0002143818) (Filer)· Coatue Growth Fund VI Private Investors Cayman, L.P.
  57. D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
  58. D - PurposeBook LLC (0002158522) (Filer)· PurposeBook LLC
  59. D/A - R-Squared Ventures III, LP (0002090000) (Filer)· R-Squared Ventures III, LP
  60. D - Brother Justus Whiskey Co. (0001680758) (Filer)· Brother Justus Whiskey Co.
  61. D - EnCap Paloma Permian II Co-Invest, L.P. (0002157103) (Filer)· EnCap Paloma Permian II Co-Invest, L.P.
  62. D - Zonaliz, Inc. (0002157556) (Filer)· Zonaliz, Inc.
  63. D/A - Aurum VP Fund I L.P. (0002085102) (Filer)· Aurum VP Fund I L.P.
  64. D/A - USEDC Opportunity Zone IV LP (0002107877) (Filer)· USEDC Opportunity Zone IV LP
  65. D/A - Avendus Structured Credit Fund III (0002093551) (Filer)· Avendus Structured Credit Fund III
  66. D - MEC Pacific I LLC (0002155742) (Filer)· MEC Pacific I LLC
  67. D - SPIR II, LLC (0002153860) (Filer)· SPIR II, LLC
  68. D - Chateau Capital AXS1 LLC (0002158655) (Filer)· Chateau Capital AXS1 LLC
  69. D - BAM Life, Inc. (0002154264) (Filer)· BAM Life, Inc.
  70. D - SKB-Trellis West LLC (0002158362) (Filer)· SKB-Trellis West LLC
  71. D/A - First Light Focus Feeder Fund, Ltd. (0001994984) (Filer)· First Light Focus Feeder Fund, Ltd.
  72. D/A - Elements Holdco 1 Ltd (0002021849) (Filer)· Elements Holdco 1 Ltd
  73. D/A - LAACClamp Inc. (0002104335) (Filer)· LAACClamp Inc.
  74. D/A - Coatue Innovative Strategies Fund iCapital Offshore Access Fund SPC (0002088363) (Filer)· Coatue Innovative Strategies Fund iCapital Offshore Access Fund SPC
  75. D/A - ALLOYED INCOME FUND 1 A SERIES OF ALLOYED STRATEGIES MASTER FUND 1 (0002100845) (Filer)· ALLOYED INCOME FUND 1 A SERIES OF ALLOYED STRATEGIES MASTER FUND 1
  76. D - ScaleAlpha Fund I, LP (0002158550) (Filer)· ScaleAlpha Fund I, LP
  77. D - ICG SRE III Co-Invest (USD) SCSp (0002158091) (Filer)· ICG SRE III Co-Invest (USD) SCSp
  78. D - West Street Asia Equity Partners I (C) Employee Offshore Fund, L.P. (0002158027) (Filer)· West Street Asia Equity Partners I (C) Employee Offshore Fund, L.P.
  79. D - 1Stayz Inc (0002157706) (Filer)· 1Stayz Inc
  80. D - Proteus Enterprises PPG LLC (0002052101) (Filer)· Proteus Enterprises PPG LLC
  81. D/A - TESSIER A SERIES OF VUVP EASTERN EUROPE LLC (0002134704) (Filer)· TESSIER A SERIES OF VUVP EASTERN EUROPE LLC
  82. D - PeakAlts 2026 - MidOcean Tactical Credit Fund IV, LP (0002145216) (Filer)· PeakAlts 2026 - MidOcean Tactical Credit Fund IV, LP
  83. D - Center Point Road LB, LP (0002157880) (Filer)· Center Point Road LB, LP
  84. D - West Street Mezzanine Partners IX Employee Fund LP (0002157549) (Filer)· West Street Mezzanine Partners IX Employee Fund LP
  85. D - West Street Mezzanine Partners IX Employee Offshore Fund Ltd. (0002157497) (Filer)· West Street Mezzanine Partners IX Employee Offshore Fund Ltd.
  86. D - West Street Mezzanine Partners IX Employee Offshore Master Fund LP (0002157607) (Filer)· West Street Mezzanine Partners IX Employee Offshore Master Fund LP
  87. D - Level Five Atoms A Series of V360 Holdings LLC (0002158042) (Filer)· Level Five Atoms A Series of V360 Holdings LLC
  88. D - Chicago Partners Special Assets Fund II, LP (0002147665) (Filer)· Chicago Partners Special Assets Fund II, LP
  89. D - TC Fund IV, LLC (0002155298) (Filer)· TC Fund IV, LLC
  90. D - Mammoth Value Fund LLC (0002116617) (Filer)· Mammoth Value Fund LLC
  91. D - Phoenix Life Sciences Feb 2026 a Series of CGF2021 LLC (0002117265) (Filer)· Phoenix Life Sciences Feb 2026 a Series of CGF2021 LLC
  92. D - Hertz Angels Symbiosis a Series of CGF2021 LLC (0002155733) (Filer)· Hertz Angels Symbiosis a Series of CGF2021 LLC
  93. D/A - RED SHIELD, L.P. (0002090931) (Filer)· RED SHIELD, L.P.
  94. D - Tenkara S1 a Series of CGF2021 LLC (0002153737) (Filer)· Tenkara S1 a Series of CGF2021 LLC
  95. D - Titan Blue LP (0002154009) (Filer)· Titan Blue LP
  96. D - Swarm Defense Technologies, Inc. (0002130440) (Filer)· Swarm Defense Technologies, Inc.
  97. D - CC DB I a Series of CGF2021 LLC (0002156429) (Filer)· CC DB I a Series of CGF2021 LLC
  98. D - SPV V0 Fund 6.3.1 Sept 2026 a Series of CGF2021 LLC (0002156337) (Filer)· SPV V0 Fund 6.3.1 Sept 2026 a Series of CGF2021 LLC
  99. D - Captain Ventures Fund I LP (0002157530) (Filer)· Captain Ventures Fund I LP
  100. D - Votive CLNR 2026 a Series of Votive Venture Partners LLC (0002156423) (Filer)· Votive CLNR 2026 a Series of Votive Venture Partners LLC
  101. D/A - Homegrown Ventures Fund I, LP (0002014846) (Filer)· Homegrown Ventures Fund I, LP
  102. D - LACM Global Long/Short Equity Fund L.P. (0002158197) (Filer)· LACM Global Long/Short Equity Fund L.P.
  103. D - Altera Silas Access 2, LLC (0002158645) (Filer)· Altera Silas Access 2, LLC
  104. D - Company Ventures - CO IV a Series of CompanyVentures LLC (0002151942) (Filer)· Company Ventures - CO IV a Series of CompanyVentures LLC
  105. D - WV-MT2 a Series of CGF2021 LLC (0002156334) (Filer)· WV-MT2 a Series of CGF2021 LLC
  106. D - KKR - Hudson 2026 L.P. (0002158557) (Filer)· KKR - Hudson 2026 L.P.
  107. D - Lia Angel SPV a Series of CGF2021 LLC (0002153721) (Filer)· Lia Angel SPV a Series of CGF2021 LLC
  108. D - KKR Lending - Hudson 2026 COV L.P. (0002158559) (Filer)· KKR Lending - Hudson 2026 COV L.P.
  109. D - KKR Lending - Hudson 2026 SQV L.P. (0002158558) (Filer)· KKR Lending - Hudson 2026 SQV L.P.
  110. D - ScOp Ventures Pan2026 a Series of CGF2021 LLC (0002155650) (Filer)· ScOp Ventures Pan2026 a Series of CGF2021 LLC
  111. D/A - Bond Biosciences, Inc. (0001824224) (Filer)· Bond Biosciences, Inc.
  112. D - Third light KSPVI a Series of CGF2021 LLC (0002156342) (Filer)· Third light KSPVI a Series of CGF2021 LLC
  113. D - Amarra Capital Credit Fund LLC (0002155086) (Filer)· Amarra Capital Credit Fund LLC
  114. D - PPVP Growth XV a Series of Pari Passu Master II LLC (0002143021) (Filer)· PPVP Growth XV a Series of Pari Passu Master II LLC
  115. D - Flowtex Lucky Strike Joint Venture (0002157402) (Filer)· Flowtex Lucky Strike Joint Venture
  116. D - OAII 0826 a Series of CGF2021 LLC (0002154560) (Filer)· OAII 0826 a Series of CGF2021 LLC
  117. D - VI Snow Leopard a Series of CGF2021 LLC (0002155530) (Filer)· VI Snow Leopard a Series of CGF2021 LLC
  118. D - RIVER OTTER RENEWABLES, INC. (0002157257) (Filer)· RIVER OTTER RENEWABLES, INC.
  119. D - CXHI0726 a Series of CGF2021 LLC (0002148143) (Filer)· CXHI0726 a Series of CGF2021 LLC
  120. D/A - SHORE CAPITAL REAL ESTATE PARTNERS FUND II-CV, L.P. (0001994732) (Filer)· SHORE CAPITAL REAL ESTATE PARTNERS FUND II-CV, L.P.
  121. D - Altera QSBS Fund, LLC (0002158684) (Filer)· Altera QSBS Fund, LLC
  122. D - First Order Fund II LP (0002156395) (Filer)· First Order Fund II LP
  123. D - BR Coinvest RT, LLC (0002158248) (Filer)· BR Coinvest RT, LLC
  124. D/A - Blackbird Real Estate Partners III, L.P. (0001995427) (Filer)· Blackbird Real Estate Partners III, L.P.
  125. D/A - 12X Wealth Strategies V, LLC (0002011007) (Filer)· 12X Wealth Strategies V, LLC
  126. D - Bewater Growth Fund II, LP (0002142391) (Filer)· Bewater Growth Fund II, LP
  127. D/A - Nishkama Capital Offshore Fund Ltd. (0001702083) (Filer)· Nishkama Capital Offshore Fund Ltd.
  128. D - Eyequant, Inc. (0002090890) (Filer)· Eyequant, Inc.
  129. D - Hillsboro Shoppes Investor LLC (0002155681) (Filer)· Hillsboro Shoppes Investor LLC
  130. D - Eldil Corp. (0002158117) (Filer)· Eldil Corp.
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 — 43 transactions this week.

6 Oct 2026
  1. Deal
  2. Deal
  3. Deal
    Informa

    £2.24bn

  4. Deal
    Informa

    £2.24bn

  5. Deal
    KKR

    $5.1 billion

  6. Deal
Earlier this month — 50 more
  1. Cenovus Energy· $12.00
  2. Rexel acquires Audax Private Equity
  3. EVIDENT
  4. Basware
  5. SEI Group
  6. Standard Dental Labs
  7. Roland Foods acquires Dot Foods
  8. Marsh
  9. Banner Capital
  10. SGS
  11. SU Group Investment
  12. HydroEdge Solutions
  13. MES Life Safety
  14. Fisher Funds And Direct Capital
  15. Nayax
  16. ESCO
  17. Vortex Energy
  18. Axogen
  19. Hypercharge
  20. Wealth Enhancement
  21. Siris
  22. Wealth Enhancement
  23. KromAmericas
  24. SupplyOne
  25. Parkdale Mills
  26. Heintz Performance
  27. DIVERSIS CAPITAL
  28. ENERGY SERVICES OF AMERICA
  29. Samsonite Group
  30. Highway Roop
  31. IMG
  32. Legacy Distribution
  33. Nuveen
  34. DCP Capital
  35. Algebris acquires Nadara
  36. Swiss Coatings Group Berlac
  37. EMS
  38. Eaton
  39. Apollo
  40. ChrysCap
  41. H.I.G. Capital
  42. QMS Medical Allied Services
  43. Transom Capital Group
  44. Greenbriar
  45. Eaton
  46. AAR· $1.8bn
  47. Summit Private Equity Fund II
  48. Sterling Organization
  49. Motorola Solutions
  50. AGS American Glass Services
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 — 1 retention this week: 1 advisor.

2 Oct 2026
  1. Advisor
    Armory Securities

    Vineburg, LLC · United States Bankruptcy Court, N.D. California

Earlier this quarter — 39 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.
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 — 29 moves this week: 1 Healthcare · 28 without a stated sector.

5 Oct 2026
  1. Move
  2. Move
  3. Move
    Daniel Huber · Chief Revenue Officer

    from SOLAREDGE TECHNOLOGIES, INC.

  4. Move
    Arrelaine Dameron

    To FORGE NANO, INC.

  5. Move
    Bradley J. Gross

    from Stagwell Inc

  6. Move
    Christopher D. Maloney · independent director

    To COMTECH TELECOMMUNICATIONS CORP

  7. Move
    Todd J. Carter

    from HOULIHAN LOKEY, INC.

2 Oct 2026
  1. Move
    Marie Iannitelli · director

    from Awaysis Capital, Inc.

  2. Move
    Michael Farello

    from Better Home & Finance Holding Co

  3. Move
Earlier this month — 30 more
  1. Xun Wu · Chief Executive Officer· to Professional Diversity Network, Inc.
  2. Hirsh Jain · member of the Board· to Leef Brands Inc.
  3. Jon Newhard · President and Chief Executive Officer· to VERRA MOBILITY Corp
  4. Michael Nuzzo· from KinderCare Learning Companies, Inc.
  5. Michael Mack · new member· to PROCEPT BioRobotics Corp
  6. Steven E. Rodgers · Class II director· from Aveanna Healthcare
  7. Mary Elizabeth Truss · director· to RTB Digital, Inc.
  8. Steven F. Urvan· to Outdoor Holding Co
  9. Peter Lloyd · Chief Financial Officer· from EQT Exeter Real Estate Income Trust, Inc.
  10. Debanjan Saha · director· to Vertex, Inc.
  11. Stephen F. Shamrock · Vice President and Controller· to GOODYEAR TIRE & RUBBER CO
  12. Benjamin Halladay· to ACHIEVE LIFE SCIENCES, INC.
  13. Jeremy M. Patten · President· from MODINE MANUFACTURING CO
  14. Jennifer Kong-Picarello · independent· to James Hardie Industries plc
  15. Rami Qasem · Board· to KBR, INC.
  16. David R. Jolley · member of the Board· to Traeger, Inc.
  17. Stuart Kovensky · fill the vacancy from the increase in the number of directors· to Teads Holding Co.
  18. Kevin Jay Hayes Jr· to Omnitek Engineering Corp
  19. Don Liu· from Flutter Entertainment plc
  20. Shelley Goff · Chief Financial Officer· from ATLANTICA INC
  21. Jake Carney · Chief Financial Officer· to Exascale Labs Holdings Inc.
  22. Fady Boctor · President and Chief Commercial Officer· from Petros Pharmaceuticals, Inc.
  23. Emmit McHenry· from Cycurion, Inc.
  24. William Z. Wyatt · member of the Board· from Newbury Street II Acquisition Corp
  25. David Noble · fill the resulting vacancy· to Neptune Insurance Holdings Inc.
  26. Jason O'Briant · head of portfolio talent in a newly created role· to Vision Ridge Partners
  27. Pete Dalrymple· to William Blair
  28. Bill Nay· to William Blair
  29. Andrea Devoe · partner· to Freshfields
  30. Joshua Becker · partner· to Womble Bond Dickinson
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.