secwatch / observer
8-K filed February 23, 2026, 6:59 PM ET ticker INR CIK 0002029118
M&A confidence high sentiment positive materiality 0.85

INFINITY NATURAL RESOURCES, INC. (INR): M&A transaction — Infinity closes $1.2B Antero Ohio Utica acquisition; $350M preferred equity from Quantum, Carnelian

INFINITY NATURAL RESOURCES, INC.

Key facts

Extracted from this filing and checked against the source text.

Equity Issuances SEC 8-K Item 3.02/3.03 confidence 0.99

INFINITY NATURAL RESOURCES, INC. issued 350,000 shares of Series A Convertible Preferred Stock of preferred stock to affiliates of Quantum Capital Group and affiliates of Carnelian Energy Capital Management, L.P. for $1,000 per share for an aggregate purchase price of $350 million.

Security
preferred stock
Shares
350,000 shares of Series A Convertible Preferred Stock
Purchaser
affiliates of Quantum Capital Group and affiliates of Carnelian Energy Capital Management, L.P.
Consideration
$1,000 per share for an aggregate purchase price of $350 million
Exact text from the filing
defined below) 350,000 shares of newly designated Series A Convertible Preferred Stock of the Company, par value $0.01 per share (the “Series A Preferred Stock”), at a price of $1,000 per share (the “Initial Liquidation Preference”) for an aggregate purchase price of $350 million (the “Preferred Investment”). The Securities Purchase Agreement contains customary
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Governance Changes SEC 8-K Item 5.03/5.05/5.06 confidence 0.7

INFINITY NATURAL RESOURCES, INC.: Filed Certificate of Designation for Series A Preferred Stock with Secretary of State of Delaware (effective 2026-02-23).

Change
charter amendment
Effective
2026-02-23
Exact text from the filing
In connection with the issuance of Series A Preferred Stock, on February 23, 2026, the Company filed the Certificate of Designation with respect to the Series A Preferred Stock with the Secretary of State of the State of Delaware. The Certificate of Designation became effective that same day.
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M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

INFINITY NATURAL RESOURCES, INC. completed an acquisition involving Antero Resources Corporation, Antero Minerals LLC and Monroe Pipeline LLC (Upstream Sellers); Antero Midstream LLC, Antero Water LLC and Antero Treatment LLC (Midstream Sellers) for combined cash purchase price of approximately $800 million and ... approximately $400 million (closed 2026-02-23).

Action
acquisition
Counterparty
Antero Resources Corporation, Antero Minerals LLC and Monroe Pipeline LLC (Upstream Sellers); Antero Midstream LLC, Antero Water LLC and Antero Treatment LLC (Midstream Sellers)
Consideration
combined cash purchase price of approximately $800 million and ... approximately $400 million
Closing
2026-02-23
Exact text from the filing
On February 23, 2026, Infinity Natural Resources, LLC (“INR Holdings”) and Northern Oil and Gas Inc. (“Northern” and, together with INR Holdings, the “Buyers”) completed their previously announced acquisitions (the “Antero Acquisitions”) of (i) certain rights, title and interests in upstream oil and gas properties, rights and related assets located in the State of Ohio (the “Upstream Assets”) from Antero Resources Corporation, Antero Minerals LLC and Monroe Pipeline LLC (collectively, the “Upstream Sellers”), pursuant to that certain purchase and sale agreement (the “Upstream Purchase Agreement”), dated December 5, 2025, by and among INR Holdings, Northern and the Upstream Sellers, for a combined cash purchase price of approximately $800 million and (ii) certain gathering, compression and transportation systems, water facilities and systems, equipment and related assets located in the counties of Belmont, Guernsey, Monroe, Noble and Washington, Ohio (the “Midstream Assets” and, togethe
View on SEC.gov

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INFINITY NATURAL RESOURCES, INC. filing history →

Source: SEC EDGAR
accession 0001193125-26-064039
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