Special Situations Digest @specsitsdigest
A structured weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 30+ markets. By @clarksquarecap specialsitsdigest.com Joined June 2026-
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$KDP will be splitting the company into coffee and beverages in early 2027. One to watch.
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$BNC 👀 Activist Settles with YZi Labs; appoints 3 directors, forms CEO search committee Mcap $97M · EV $90M · Industrials
$INVE 📤 Divestiture Sells IoT business to Trackonomy for $50M in Series C Preferred; remains listed on Nasdaq to Trackonomy Systems · $50M of Series C Preferred Stock deal Mcap $90M · Tech
$HSCS 🤝 Merger Acquired by Fortitude Mining in all-stock merger stock Mcap $6M · EV $6M · Healthcare
$CEPO 🤝 Merger Postpones shareholder vote on BSTR merger to July 2; redemption deadline June 30 BSTR Holdings Mcap $267M · EV $267M · Financials
$SVAC 🤝 Merger Acquires General Fusion with $107.5M PIPE; vote July 6 stock · close Q3 2026 Mcap $317M · EV $316M · Financials
$FSRL 🤝 Merger Acquired by Colony Bankcorp for $19.75 cash or 0.94 CBAN shares; close Q4 2026 Colony Bankcorp (CBAN) · $163 million deal · cash+stk Mcap $120M · Financials
$NOTE 🪙 Debt Restr. Extends forbearance on subordinated convertible debt defaults to July 21 Mcap $5M · EV $124M · Industrials
$CBAN 🤝 Merger Acquires First Reliance Bancshares for $19.75 cash or 0.94 CBAN shares per FSRL share; close Q4 2026 cash+stk Mcap $446M · Financials
$MDV 🤝 Merger Acquired by GNL for 1.975 shares per MDV common; vote Aug 10 Global Net Lease · stock · close Q3 2026 Mcap $186M · EV $491M · Real Estate
$MS 💧 Capital Return · Buyback Reauthorizes $20B buyback; dividend raised to $1.15 Mcap $357B · Financials
$ADIG 🪓 Spinoff Spin-off from Resideo; pro-rata distribution of ADIG shares to REZI holders Mcap $49M · Financials
@ACapitalLP the stock or the proceeds from the litigation?
$CODI ⚖️ Litigation · Settled Settles Lugano claims for 34.79% of net liquidation proceeds; court approval pending Mcap $771M · EV $3.4B · Financials
$ALSAF 🤝 Merger Merger with Xdata Group approved; closing imminent stock Mcap $50M · EV $52M · Financials
$MSW 💧 Capital Return · Recap Creates dual-class structure; founder gets 100 votes/share Mcap $17M · EV $24M · Industrials
$KOYN 🤝 Merger · Preliminary Reaffirms LOI with First Digital Group for business combination Mcap $320M · EV $317M · Financials
$OBX 🤝 Merger Merges Galera and Obsidian; $389M equity; $350M PIPE; OBX on Nasdaq $389M (equity) + $350M PIPE deal · stock Mcap $26M · EV $30M · Tech
$SGI 🤝 Merger Acquires Leggett & Platt for 0.1455 SGI shares/LEG share (~$11.36) 13.7 prem · stock Mcap $16B · EV $22B · Cons Disc
$PASG 🤝 Merger Acquires Remix Therapeutics for $226M stock; $100M PIPE stock Mcap $20M · Healthcare
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