Group 1 - Bain Capital, the controlling shareholder of Canada Goose, is receiving bids to take the company private at a valuation of approximately $1.4 billion, with Goldman Sachs advising on the sale [1] - Private equity firms Boyu Capital and Advent International have made verbal offers valuing Canada Goose at around $1.35 billion, based on eight times its 12-month average EBITDA [2] - Other interested buyers include Bosideng International and a consortium formed by FountainVest Capital and Anta Sports Product, which previously acquired Amer Sports in 2019 [3] Group 2 - Industry watchers suggest that privatizing Canada Goose would provide buyers with greater autonomy to restructure the company without the scrutiny of regular financial disclosures [4] - Bain Capital is delaying a decision until more offers are received, with due diligence expected to take less than two months once a buyer is selected [4] - Canada Goose's shares have increased over 21% this year, raising its market value to $1.18 billion, although this is significantly lower than its 2018 peak of $7.7 billion [5] Group 3 - As of March, Bain Capital owned approximately 60.5% of Canada Goose's multiple voting shares, which provide 10 times the voting power of publicly traded stock, giving Bain 55.5% of the total voting power [6]

Core Viewpoint - Guess?, Inc. is set to go private in a $1.4 billion deal with Authentic Brands Group, resulting in a significant increase in stock price and shareholder value [1][2]. Group 1: Deal Details - The definitive agreement involves co-founders Maurice Marciano, Paul Marciano, and CEO Carlos Alberini, along with Authentic Brands Group, taking Guess? private [2]. - Shareholders will receive $16.75 per share in cash, representing a 73% premium over the closing price on March 14, 2025, prior to the acquisition proposal [2]. - Authentic Brands Group will acquire 51% of Guess?'s intellectual property, while the Marcianos and Alberini will retain 49% [3]. Group 2: Transaction Timeline and Financials - The transaction is expected to close in the fourth quarter of Guess?'s 2026 fiscal year, subject to customary approvals [4]. - Financing will be sourced from rollover equity by the Rolling Stockholders and cash commitments from Authentic Brands [4]. - Guess? plans to continue paying a quarterly dividend of $0.225 per share until the deal closes [4]. Group 3: Market Reaction - Following the announcement, Guess? stock closed up 26.31% at $16.85 [4].

Core Viewpoint - Global Helium Corp. has entered into an arrangement agreement with 2679158 Alberta Ltd. for a proposed transaction that will be considered a business combination under applicable securities laws [1][17]. Transaction Structure - The proposed transaction will be completed through a statutory plan of arrangement under the Business Corporations Act (Alberta), involving the amalgamation of a wholly-owned subsidiary of the Purchaser and Global [2]. - The Purchaser will acquire all issued and outstanding Class A Common Shares for cash consideration of $0.05 per share, with options for shareholders holding over 250,000 shares to receive Purchaser Shares instead [3]. - The Purchaser will also acquire all issued and outstanding Series A and Series B Preferred Shares for cash consideration of $0.05 per share plus accrued dividends, with similar options for large shareholders [4]. Financial Considerations - The total cash consideration payable is approximately $1.368 million, with an additional amalgamation consideration valued at approximately $2.541 million, leading to an aggregate purchase price of about $3.909 million [13]. - The cash consideration will be subject to tax deductions as required [6]. Funding and Commitments - To fund the cash consideration, the Purchaser has entered into an equity commitment agreement with Thor Resources Investor Inc., which will subscribe for Purchaser Shares for an aggregate price of up to $1,618,461 [7]. - Thor has the option to increase its subscription to maintain a 35% ownership level in the Purchaser [7]. Board and Shareholder Approval - The Board of Directors has unanimously approved the arrangement, following a recommendation from a special committee of independent directors [10]. - The arrangement requires approval from at least two-thirds of the votes cast by shareholders and a simple majority excluding certain shares [16]. Future Plans - Following the completion of the arrangement, Global intends to delist its common shares from the Canadian Securities Exchange and cease being a reporting issuer [9]. - An annual and special meeting of shareholders is planned for September 2025 to vote on the arrangement [11]. Fairness and Valuation - The Board and the Special Committee considered various factors, including market conditions and a fairness opinion from Evans & Evans, which deemed the transaction fair from a financial perspective [12].

Core Viewpoint - Dada Nexus Limited has completed its merger with JD Sunflower Merger Sub Limited, becoming a wholly owned subsidiary of JD.com, Inc., and will cease to be a publicly traded company [1][2]. Group 1: Merger Details - The merger was approved by Dada's shareholders on June 10, 2025, and became effective on June 16, 2025 [2]. - Each American depository share (ADS) will be cancelled in exchange for US$2.0 in cash, while each ordinary share will be cancelled for US$0.5 in cash, excluding certain shares [2]. - Registered shareholders will receive instructions on how to surrender their shares for the merger consideration [3]. Group 2: Trading and Reporting Suspension - Dada has requested the suspension of trading of its ADSs on Nasdaq effective June 17, 2025, and will file a Form 25 for delisting [4]. - The company intends to suspend its reporting obligations under the Securities Exchange Act of 1934 by filing a Form 15 with the SEC [4]. Group 3: Advisory and Legal Counsel - Kroll, LLC is serving as the financial advisor to the Special Committee of independent directors [5]. - UBS AG Hong Kong Branch is the financial advisor to JD, with legal counsel provided by Skadden, Arps, Slate, Meagher & Flom LLP [6]. Group 4: Company Overview - Dada Nexus Limited is recognized as China's leading local on-demand retail and delivery platform, operating JD NOW and Dada NOW, which are interconnected to enhance delivery efficiency [7][8].

Core Viewpoint - Skechers has agreed to be taken private by 3G Capital in a $9.4 billion deal amid challenges from US tariffs and trade policies [1][2][3] Group 1: Deal Details - The acquisition price is set at $63 per share, which represents a 28% premium over Skechers' stock price prior to the announcement [1] - Following the announcement, Skechers' shares increased by 25% to $61.61 [1] - The deal is expected to close in the third quarter of 2025 and will be financed through cash from 3G Capital and debt financing from JPMorgan Chase Bank [4] Group 2: Market Context - Skechers withdrew its annual results forecast last month due to the impact of the Trump administration's trade policies on the global economy and consumer sentiment [2][5] - The Trump administration has increased import tariffs on Chinese goods to 145%, significantly affecting Skechers as China constitutes a major source of imports for its US business [2]