secwatch.observer — SEC 8-K summary
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Issuer:     Accelerant Holdings (ARX)
CIK:        0001997350
Form:       8-K
Filed at:   2026-08-13T11:57:39+00:00
Accession:  0001193125-26-347925
Event type: m_and_a
Sentiment:  positive
Materiality: 1.00
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Accelerant to be acquired by Thoma Bravo for $20.25/share (49% premium); Q2 EWP up 23%
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- All-cash deal valued at >$4B enterprise value; shareholders get $20.25/share, 49% premium to Aug 12 close.
- Expected close H1 2027; Altamont (82% voting) supports; no financing condition; shares to delist from NYSE.
- Q2: Exchange Written Premium $1.32B (+23% YoY); net income $80M, EPS $0.36; adjusted EPS $0.32 (+146%).
- Adjusted EBITDA $93.1M (30.6% margin, up from 29.0%); repurchased 4.7M shares for $66M.
- Earnings call canceled; Q2 results issued Aug 13, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1997350/000119312526347925/0001193125-26-347925-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1997350/000119312526347925/d286225d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-347925

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer