Core Viewpoint - Concentrix Corporation has announced a public offering of $600 million in Senior Notes with a 6.500% interest rate, due in 2029, to refinance existing debt and cover related expenses [1]. Group 1: Offering Details - The offering consists of $600 million aggregate principal amount of 6.500% Senior Notes due 2029 [1]. - The proceeds will be used to redeem or repay all or a portion of the 6.650% Senior Notes due August 2, 2026, which currently has an outstanding amount of $800 million [1]. - The expected closing date for the offering is February 24, 2026, pending customary closing conditions [1]. Group 2: Management and Underwriters - The offering is managed by BofA Securities, J.P. Morgan, BNP Paribas, Citigroup, HSBC, PNC, TD Securities, Truist, U.S. Bancorp, and Wells Fargo as joint book-running managers [2]. - Co-managers for the offering include Fifth Third Securities, Goldman Sachs, MUFG Securities, and Standard Chartered Bank [2]. Group 3: Regulatory Information - The offering will be made under an effective shelf registration statement filed with the U.S. Securities and Exchange Commission (SEC) [3]. - Investors are encouraged to read the prospectus supplement and accompanying prospectus for detailed information regarding the offering [3].

Core Insights - Thoma Bravo has completed the acquisition of Dayforce, Inc. for approximately US$12.3 billion, enhancing its position in the human capital management (HCM) sector [1][2] - Dayforce stockholders will receive US$70.00 per share in cash, and the company's common stock will be delisted from the New York Stock Exchange and the Toronto Stock Exchange [2] Company Overview - Dayforce is recognized as a global leader in HCM technology, focusing on improving work life for thousands of customers and millions of employees worldwide [5] - The company offers a single AI-powered platform for HR, Pay, Time, Talent, and Analytics, aimed at unlocking workforce potential and delivering quantifiable value [5] Strategic Goals - The acquisition is expected to accelerate Dayforce's growth, enhance customer value, and strengthen its leadership in AI-driven HR technologies [3] - Dayforce aims to leverage Thoma Bravo's support to scale its business and drive innovation, thereby empowering its community [3] Investment Firm Profile - Thoma Bravo is the largest software-focused investment firm, managing over $181 billion in assets as of September 30, 2025, and has a history of acquiring or investing in over 565 software and technology companies [6]

Core Viewpoint - Polaris Inc. has successfully completed the separation of Indian Motorcycle into a standalone business and sold a majority stake to Carolwood LP, enhancing its strategic focus on core growth areas and creating immediate value for shareholders [1]. Group 1: Transaction Details - The separation of Indian Motorcycle allows Polaris to sharpen its strategic and operational focus on its primary growth businesses [1]. - Carolwood LP, an independent private equity firm founded in 2014 and based in Los Angeles, has acquired the majority stake in Indian Motorcycle [1]. - The transaction was advised by Goldman Sachs & Co. LLC as the financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP as the legal advisor [1]. Group 2: Company Overview - Polaris Inc. is recognized as a global leader in powersports, having been in operation since 1954 [1]. - The company offers a wide range of products including off-road vehicles, snowmobiles, boats, military vehicles, and commercial transportation vehicles, along with parts, garments, and accessories [1]. - Polaris serves customers in nearly 100 countries and is known for its iconic brands such as RANGER, RZR, and Slingshot [1].

Core Insights - OpenText Corporation has reached a definitive agreement to divest Vertica, a non-core part of its Analytics portfolio, to Rocket Software for US$150 million in cash [1][2] - The divestiture aligns with OpenText's strategic plan to focus on core product offerings and secure data solutions for Enterprise AI, aiming to strengthen its portfolio and enhance long-term growth and shareholder value [2][3] - Vertica contributed approximately US$80 million in annual revenue for OpenText in the fiscal year ending June 30, 2025, and the proceeds from the sale will be used to reduce outstanding debt [2] Transaction Details - The transaction involves the transfer of software, customer contracts, associated services, and employees to Rocket Software, with an expected closing during fiscal year 2026, pending customary approvals [3] - Goldman Sachs & Co. LLC is serving as the financial advisor for OpenText in this transaction [4]

Core Viewpoint - Hain Celestial Group has agreed to sell its North American Snacks business to Snackruptors Inc. for $115 million in cash, aiming to strengthen its financial position and focus on core categories with better growth potential [1][2][5]. Financial Impact - The North American Snacks portfolio accounted for 22% of Hain Celestial's net sales in fiscal 2025 and 38% of the North America segment's net sales, but contributed negligibly to EBITDA over the past year [3]. - The remaining North American portfolio is expected to deliver EBITDA margins in the low double digits, supported by gross margins exceeding 30% [3]. Strategic Focus - Post-transaction, Hain Celestial will concentrate on flagship categories such as tea, yogurt, and baby/kids products, along with meal preparation platforms [4]. - Key brands in North America include Celestial Seasonings teas, The Greek Gods yogurt, Earth's Best Organic baby foods, and Spectrum Organic culinary oils [4]. Leadership Commentary - Alison Lewis, President and CEO of Hain Celestial, emphasized that the sale is a strategic move to sharpen focus on key markets and categories, with proceeds aimed at debt reduction to enhance financial flexibility and support sustainable growth [5]. - Rick Taborda, President of Snackruptors, expressed enthusiasm about acquiring the snack brands, highlighting their growth potential and fit with Snackruptors' existing business [5]. Transaction Details - The transaction is expected to close by February 28, 2026, pending customary closing conditions, with further details to be discussed in the upcoming Q2 Fiscal Year 2026 earnings call [5]. - Goldman Sachs & Co. LLC is acting as the financial advisor for Hain Celestial, while Cravath, Swaine & Moore LLP is providing legal counsel [6].

Core Insights - Jamf has been acquired by Francisco Partners for $13.05 per share in cash, totaling an enterprise value of approximately $2.2 billion [1][2] - The acquisition is expected to enhance Jamf's innovation roadmap and expand its product offerings, positioning the company for accelerated growth [2] - Following the acquisition, Jamf will operate as a privately held company and its common stock will no longer be listed on NASDAQ [3] Company Overview - Jamf specializes in managing and securing Apple ecosystems for organizations, providing a complete management and security solution designed for enterprise security and consumer simplicity [5] - Francisco Partners is a global investment firm with over 25 years of experience, having invested in more than 500 technology companies and raised over $50 billion in capital [6] Transaction Details - The transaction was approved by Jamf's stockholders during a special meeting held on January 8, 2026 [2] - Citi acted as the exclusive financial advisor for Jamf, while RBC Capital Markets served as the lead financial advisor for Francisco Partners [4]

Core Viewpoint - Infinite Eagle Acquisition Corp. has successfully closed its initial public offering (IPO) of 30,000,000 units at a price of $10.00 per unit, with each unit comprising one Class A ordinary share and one Eagle Share Right [2][3] Company Overview - Infinite Eagle Acquisition Corp. is a blank check company aimed at executing mergers, share exchanges, asset acquisitions, or similar business combinations with various businesses across different industries and regions [3] - The management team intends to leverage their global relationships and operational experience to identify suitable business combination targets [3] Management Team - The company is sponsored by Eagle Equity Partners VI, LLC, with Harry Sloan and Jeff Sagansky serving as Co-Chairmen, and Eli Baker as the Chief Executive Officer [4] - Ryan O'Connor is the Chief Financial Officer, having previously held the same position at Bold Eagle Acquisition Corp. [4] IPO Details - The IPO was underwritten by Goldman Sachs & Co. LLC, which has a 45-day option to purchase an additional 4,500,000 units to cover over-allotments [5] - The units are listed on the Nasdaq Global Market under the ticker symbol "IEAGU" and are expected to trade separately under "IEAG" for Class A ordinary shares and "IEAGR" for Eagle Share Rights [2][3]

Core Viewpoint - Corvus Pharmaceuticals has initiated an underwritten public offering of $150 million in common stock and pre-funded warrants, with an additional option for underwriters to purchase up to $22.5 million more [1][2]. Group 1: Offering Details - The public offering consists of $150 million in shares of common stock and pre-funded warrants, all offered by Corvus Pharmaceuticals [1]. - The underwriters have a 30-day option to purchase an additional $22.5 million in shares at the public offering price [1]. - The offering is subject to market conditions, and there is no assurance regarding its completion or terms [1]. Group 2: Use of Proceeds - The net proceeds from the offering are expected to be used for working capital and general corporate purposes, including capital expenditures and research and development [2]. - Specific clinical trials funded by the proceeds include Phase 3 for T cell lymphoma and Phase 2 for atopic dermatitis, hidradenitis suppurativa, and asthma [2]. Group 3: Underwriters - Jefferies and Goldman Sachs & Co. LLC are the lead book-running managers for the offering, with Mizuho as the bookrunner and Ladenburg Thalmann as a co-manager [3]. Group 4: Regulatory Information - A shelf registration statement on Form S-3 was declared effective by the SEC on August 15, 2024, allowing the sale of these securities [4]. - A preliminary prospectus supplement will be filed with the SEC on January 20, 2026, and will be available on the SEC's website [4].

Core Viewpoint - Infinite Eagle Acquisition Corp. has announced the pricing of its initial public offering (IPO) of 30,000,000 units at $10.00 per unit, with no warrants issued in connection with the offering [2][3]. Company Overview - Infinite Eagle Acquisition Corp. is a blank check company aimed at executing mergers, share exchanges, asset acquisitions, or similar business combinations with various businesses across different industries and regions [3]. - The management team, including Harry Sloan, Jeff Sagansky, and Eli Baker, intends to leverage their global relationships and operational experience to identify suitable business combination targets [3][4]. IPO Details - The IPO consists of 30,000,000 units, each comprising one Class A ordinary share and one Eagle Share Right to receive 1/25th of a Class A ordinary share upon the completion of a business combination [2]. - The units will be listed on the Nasdaq Global Market under the ticker symbol "IEAGU" starting January 16, 2026, with separate trading expected for Class A ordinary shares and Eagle Share Rights under the symbols "IEAG" and "IEAGR," respectively [2]. - An amount equal to $10.00 per unit will be deposited into a trust account upon closing, with the offering expected to close on January 20, 2026 [2]. Underwriting and Additional Options - Goldman Sachs & Co. LLC is serving as the underwriter for the offering, with a 45-day option granted to purchase up to an additional 4,500,000 units at the IPO price to cover over-allotments [5].

Core Viewpoint - Hilton is launching a new lodging category called Apartment Collection by Hilton, which will offer unique, spacious furnished apartments, expected to be available for booking in the first half of 2026 [1][5]. Group 1: Partnership and Growth - The partnership with Placemakr will add up to 3,000 new apartment-style units to Hilton's existing inventory of approximately 10,000 units, with plans for significant growth in the apartment-style segment through additional franchise agreements [2][4]. - Placemakr brings expertise in the furnished apartment sector, leveraging its operational model to convert multi-family properties into furnished short-term rentals, which aligns with Hilton's growth strategy in this expanding market [4][8]. Group 2: Product Offering - Apartment Collection by Hilton will feature a range of furnished apartments from studio to four-bedroom units, designed for various stay occasions, including family getaways and extended business trips [3][6]. - Each property will include chef-ready kitchens, spacious living areas, on-site laundry, and access to amenities such as fitness centers and communal spaces, enhancing the guest experience [3][6]. Group 3: Brand Integration and Loyalty - The new brand will maintain Hilton's trusted quality standards and will be integrated into Hilton's booking and loyalty systems, allowing guests to earn and redeem Hilton Honors Points [5][8]. - The Apartment Collection will be available in key urban destinations, including New York City, Washington, D.C., and Atlanta, ensuring guests have access to sought-after locations [5][6].