secwatch / observer
8-K filed January 27, 2026, 6:59 PM ET CIK 0001515816
M&A confidence high sentiment neutral materiality 1.00

Makarora & Ares complete $2.1B all-cash acquisition of Plymouth Industrial REIT; $22.00/share

Plymouth Industrial REIT, Inc.

Machine-readable event card

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0001193125-26-024519
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cik
0001515816
company_name
Plymouth Industrial REIT, Inc.
filed_at
2026-01-27T23:59:59+00:00
discovered_at
2026-05-14T18:02:35.291040+00:00
generated_at
2026-05-16T07:30:50.525387+00:00
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neutral
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edgar_index_url
https://www.sec.gov/Archives/edgar/data/1515816/000119312526024519/0001193125-26-024519-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/1515816/000119312526024519/plym-20260127.htm
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Source-grounded claims

4bd2a9e32c7fd80bd12776c82d3b8e33bd55b662

Plymouth Industrial REIT, Inc.: Certificate of formation and LLC operating agreement of REIT Merger Sub became governing documents of REIT Surviving Entity at REIT Merger Effective Time.

By operation of law and in accordance with the Merger Agreement, as of the REIT Merger Effective Time, the certificate of formation and limited liability company operating agreement of REIT Merger Sub, as in effect immediately prior to the REIT Merger Effective Time, became the certificate of formation and limited liability company operating agreement of the REIT Surviving Entity.

SEC 8-K Item 5.03/5.05/5.06 confidence 0.9 SEC evidence

5b658932b1b1d4d012a0dca17a52d55e07392b93

Plymouth Industrial REIT, Inc. underwent a change of control involving Makarora Management LP (together with Ares Alternative Credit funds) for $22.00 per share in cash (closed 2026-01-27).

share, of the Company (the “Company Common Stock”) then outstanding was cancelled and retired and automatically converted into the right to receive an amount in cash equal to $22.00 (the “REIT Merger Consideration”), without interest (subject to any applicable withholding taxes); • each share of restricted Company Common Stock granted pursuant to the

SEC 8-K Item 2.01/5.01 confidence 0.9 SEC evidence

003bee49aa42deb193c0a13369d02b56738d3edf

Plymouth Industrial REIT, Inc. terminated Third Amended and Restated Credit Agreement with KeyBank National Association valued at repaid in full.

Effective as of the Closing Date, all outstanding amounts under that certain Third Amended and Restated Credit Agreement, dated as of November 6, 2024, by and among the Operating Partnership, the guarantors from time to time party thereto, KeyBank National Association and the other lenders party thereto and as amended, restated or modified prior to the date hereof, were repaid in full, all outstanding obligations and commitments thereunder were terminated and all related security interests and liens were released.

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

Comparable filings

Enviri II Corp

New Enviri completes spin-off; starts trading June 2 under NVRI; ~$1.2B revenue, ~$140M EBITDA

Enviri II Corp June 1, 2026, 5:18 PM ET m_and_a Items 1.01, 2.03, 3.03, 5.03, 5.01, 5.02, 5.05, 7.01, 9.01

same fact type: governance_change, ma_transaction, material_agreement same SEC item: 3.03, 5.01, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

By operation of law and in accordance with the Merger Agreement, as of the REIT Merger Effective Time, the certificate of formation and limited liability company operating agreement of REIT Merger Sub, as in effect immediately prior to the REIT Merger Effective Time, became the certificate of formation and limited liability company operating agreement of the REIT Surviving Entity.

Comparable filing

In connection with the Spin-Off, the Board adopted the Code of Conduct, a copy of which is available on New Enviri’s website at www.enviri.com.

Filing page SEC filing

NVRI

Enviri completes sale of Clean Earth to Veolia for $3.04B; spins off remaining businesses as New Enviri

ENVIRI Corp June 1, 2026, 5:15 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 9.01

same fact type: ma_transaction, material_agreement same SEC item: 1.02, 2.01, 3.01, 3.03, 5.01, 9.01 same event type: m_and_a similar materiality

This filing

share, of the Company (the “Company Common Stock”) then outstanding was cancelled and retired and automatically converted into the right to receive an amount in cash equal to $22.00 (the “REIT Merger Consideration”), without interest (subject to any applicable withholding taxes); • each share of restricted Company Common Stock granted pursuant to the

Comparable filing

On June 1, 2026, pursuant to the terms of the Separation Agreement and the Merger Agreement, the following series of transactions occurred

Filing page SEC filing

CTLP

Cantaloupe completes merger with 365 Retail Markets; shareholders receive $11.20/share

CANTALOUPE, INC. May 8, 2026, 7:59 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 9.01

same fact type: ma_transaction, material_agreement same SEC item: 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 9.01 same event type: m_and_a similar materiality

This filing

share, of the Company (the “Company Common Stock”) then outstanding was cancelled and retired and automatically converted into the right to receive an amount in cash equal to $22.00 (the “REIT Merger Consideration”), without interest (subject to any applicable withholding taxes); • each share of restricted Company Common Stock granted pursuant to the

Comparable filing

Rollover Shares immediately prior to the Effective Time, and were canceled at the Effective Time for no consideration) were canceled and converted into the right to receive $11.20 in cash, without interest (such amount per share, the “ Merger Consideration ”). At the Effective Time, (i) each Company RSU (as defined in the Merger Agreement) that was

Filing page SEC filing

CTRA

Coterra Energy completes merger with Devon; shares converted at 0.70x ratio

Coterra Energy Inc. May 7, 2026, 7:59 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 9.01

same fact type: ma_transaction, material_agreement same SEC item: 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 9.01 same event type: m_and_a similar materiality

This filing

share, of the Company (the “Company Common Stock”) then outstanding was cancelled and retired and automatically converted into the right to receive an amount in cash equal to $22.00 (the “REIT Merger Consideration”), without interest (subject to any applicable withholding taxes); • each share of restricted Company Common Stock granted pursuant to the

Comparable filing

ith Devon Energy Corporation, a Delaware corporation (“Devon”), and Cubs Merger Sub, Inc., a Delaware corporation and

Filing page SEC filing

OCFC

OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus

OCEANFIRST FINANCIAL CORP June 1, 2026, 5:19 PM ET m_and_a Items 1.01, 3.02, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 9.01

same fact type: ma_transaction same SEC item: 2.01, 3.03, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

share, of the Company (the “Company Common Stock”) then outstanding was cancelled and retired and automatically converted into the right to receive an amount in cash equal to $22.00 (the “REIT Merger Consideration”), without interest (subject to any applicable withholding taxes); • each share of restricted Company Common Stock granted pursuant to the

Comparable filing

of Flushing (“ Flushing Common Stock ”) issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, was converted into the right to receive 0.85 of a share (the “ Exchange Ratio ”) of common stock, par value $0.01 per share, of OceanFirst (“ OceanFirst Common Stock ” and such consideration, the “ Merger Consideration ”).

Filing page SEC filing

EEX

Apollo Funds acquire Emerald (EEX) for $5.03/sh (42% premium); combine with Questex

Emerald Holding, Inc. May 11, 2026, 7:59 PM ET m_and_a Items 1.01, 5.07, 8.01, 9.01

same fact type: material_agreement same SEC item: 8.01, 9.01 same event type: m_and_a similar materiality

This filing

Effective as of the Closing Date, all outstanding amounts under that certain Third Amended and Restated Credit Agreement, dated as of November 6, 2024, by and among the Operating Partnership, the guarantors from time to time party thereto, KeyBank National Association and the other lenders party thereto and as amended, restated or modified prior to the date hereof, were repaid in full, all outstanding obligations and commitments thereunder were terminated and all related security interests and liens were released.

Comparable filing

On May 9, 2026, Emerald Holding, Inc., a Delaware corporation (the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) with Emma Buyer, LLC, a Delaware limited liability company (“ Parent ”), and Emma Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of Parent (“ Merger Sub ”).

Filing page SEC filing

TWO

Two Harbors raises all-cash merger consideration to $12.00/share in amended CrossCountry deal

TWO HARBORS INVESTMENT CORP. May 8, 2026, 7:59 PM ET m_and_a Items 1.01, 8.01, 9.01

same fact type: material_agreement same SEC item: 8.01, 9.01 same event type: m_and_a similar materiality

This filing

Effective as of the Closing Date, all outstanding amounts under that certain Third Amended and Restated Credit Agreement, dated as of November 6, 2024, by and among the Operating Partnership, the guarantors from time to time party thereto, KeyBank National Association and the other lenders party thereto and as amended, restated or modified prior to the date hereof, were repaid in full, all outstanding obligations and commitments thereunder were terminated and all related security interests and liens were released.

Comparable filing

On May 7, 2026, Two Harbors Investment Corp. (“Two Harbors”) entered into a Second Amendment to the Agreement and Plan of Merger (the “Second Amendment”), by and among Two Harbors, CrossCountry Intermediate Holdco, LLC (“CCM”) and CrossCountry Merger Corp., a wholly owned subsidiary of CCM (“Merger Sub”), to amend the terms of the previously disclosed Agreement and Plan of Merger, dated March 27, 2026 (the “Original CCM Merger Agreement”), as amended by the First Amendment to the Agreement and Plan of Merger, dated April 28, 2026 (the “First Amendment”), by and among Two Harbors, CCM and Merger Sub (the Original CCM Merger Agreement, as amended by the First Amendment and the Second Amendment, the “Amended CCM Merger Agreement”).

Filing page SEC filing

EWCZ

European Wax Center completes take-private by General Atlantic at $5.80/share; stock delisted

European Wax Center, Inc. May 8, 2026, 7:59 PM ET m_and_a Items 1.01, 1.02, 2.01, 2.03, 3.01, 3.03, 5.02, 5.03, 5.01, 8.01, 9.01

same fact type: ma_transaction, material_agreement same SEC item: 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01 same event type: m_and_a

This filing

share, of the Company (the “Company Common Stock”) then outstanding was cancelled and retired and automatically converted into the right to receive an amount in cash equal to $22.00 (the “REIT Merger Consideration”), without interest (subject to any applicable withholding taxes); • each share of restricted Company Common Stock granted pursuant to the

Comparable filing

excluded shares pursuant to the terms of the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive an amount in cash equal to $5.80 per share of Class A Common Stock, without interest thereon (the “ Class A Per Share Price ”), (ii) each share of the Company’s Class B common stock, par value $0.00001 per share

Filing page SEC filing

Source: SEC EDGAR
accession 0001193125-26-024519

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.