Market Intel

10 articles this week

Top 3 SPAC Targets – Back to Cash

As SPACs head into the fourth quarter of 2026, they could be facing a different environment for this stage of their target searches and the SPAC cycle as a whole could change shape with it. More

Nicholas Alan Clayton·Oct 1

September 2026 Corporate Actions Analysis

September's corporate actions analysis showed a continued cooling in IPO issuance, but a strong increase in newly announced business combinations. The month recorded 16 new merger announcements, more than double the seven announced in both July and August, while only five SPACs priced IPOs, down from 12 in August and 18 in July. More

Caleb Walvoord·Oct 1

Morning SPAC News Roundup: October 1, 2026

The third quarter of 2026 is in the books and with it comes a chance to look back on how SPACs stacked up during this period. More

Nicholas Alan Clayton·Oct 1

Southport Acquisition Corp. II (PORT.U) Prices $200M IPO

Southport Acquisition Corp. II (NYSE:PORT.U) announced the pricing of its $200 million IPO and its units are expected to begin trading on the NYSE under the symbol "PORT.U" on Thursday, October 1, 2026. More

Nicholas Alan Clayton·Oct 1

Third Quarter 2026 SPAC Market Report

An In-Depth Look at SPAC Activity in Q3-2026 Below is a summary of the Q3-2026 SPAC market. If you'd like a pdf copy, you can access the link HERE. Q3-2026 at a Glance Issuance slowed. More

Kristi Marvin·Oct 1

New SPACs: Calm Seas (CSEA.U), BHAV II (BHAIU), TCGX II (TCXB), MNBS (MNBSU), Orange Street (OSACU) File for IPOs

Calm Seas Acquisitions Corp. Calm Seas (NYSE:CSEA.U) has filed for a $300 million SPAC that brings a management team staffed with former generals into the hunt for a target in the oil and gas, offshore drilling and shipping sectors. More

Nicholas Alan Clayton·Sep 30

SPAC Lock-Up Expirations to Watch in October 2026

The set of de-SPACs releasing investors from their lock-up agreements in October has one clear winner as the month begins, and that pair of company and sponsor are the first to reach their opportunity for liquidity. More

Nicholas Alan Clayton·Sep 30

OceanLight (OCLT) to Combine with AIRE Global Group in $1Bn Deal

OceanLight (NASDAQ:OCLT) has entered into a plan of merger with home textile and green sleep company AIRE for a company net value of $1 billion. AIRE is a consumer lifestyle firm aimed at providing sustainable sleep aids. More

Nicholas Alan Clayton·Sep 29

Harvard Ave (HAVA) to Combine with OAG Pipeline Technologies

Harvard Ave (NASDAQ:HAVA) has entered into a definitive agreement to combine with industrials firm OAG International for undisclosed terms. Malaysia-based OAG provides a number of services to the offshore oil and gas industry including pipeline construction, non-destructive testing and field joint coating. More

Nicholas Alan Clayton·Sep 29

Futurewave (FWAC) to Combine with Olympian in $400M Deal

Futurewave (NASDAQ:FWAC) has entered into a definitive agreement to combine with chip and component solutions provider Olympian for $400 million in equity consideration. Olympian provides chip and electronics manufacturing products to clients in the automotive and industrial technology sectors. More

Nicholas Alan Clayton·Sep 29