secwatch / observer
8-K filed March 24, 2026, 7:59 PM ET ticker LYTS CIK 0000763532
M&A confidence high sentiment positive materiality 0.85

LSI INDUSTRIES INC (LYTS): M&A transaction — LSI Industries completes $325M acquisition of Royston Group; new credit facility funds deal

LSI INDUSTRIES INC

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.95

LSI INDUSTRIES INC incurred credit facility of $350 million with PNC Capital Markets LLC and PNC Bank, National Association at Secured Overnight Financing Rate or a customary base rate, plus an applicable ma maturing March 31, 2031.

Instrument
credit facility
Principal
$350 million
Counterparty
PNC Capital Markets LLC and PNC Bank, National Association
Rate
Secured Overnight Financing Rate or a customary base rate, plus an applicable ma
Maturity
March 31, 2031
Event
incurrence
Exact text from the filing
The Credit Agreement provides LSI with a senior secured credit facility (“ Senior Secured Credit Facility ”) pursuant to which the Company will be able to borrow up to $350 million, consisting of a $200 million five-year term loan, and a $150 million revolving credit facility.
View on SEC.gov
M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

LSI INDUSTRIES INC completed an acquisition involving Royston for $325 million (closed 2026-03-24).

Action
acquisition
Counterparty
Royston
Consideration
$325 million
Closing
2026-03-24
Exact text from the filing
On March 24, 2026, LSI completed its acquisition of Royston pursuant to the Merger Agreement. At the closing of the transactions contemplated by the Merger Agreement (the “ Closing ”), LSI paid to the stockholders of Royston the aggregate merger consideration of $325 million, subject to a working capital adjustment (the “ Merger Consideration ”), consisting of (i) $320 million in cash and (ii) $5 million in shares of the Company’s common stock, no par value, (the “ LSI Common Stock ”) issued at a price per share of $22.07, the closing price of the LSI Common Stock on February 19, 2026.
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

LSI INDUSTRIES INC entered into Credit Agreement with PNC Capital Markets LLC and PNC Bank, National Association valued at $350 million (effective 2026-03-24).

Action
entry
Agreement
credit facility
Counterparty
PNC Capital Markets LLC and PNC Bank, National Association
Value
$350 million
Effective
2026-03-24
Exact text from the filing
On March 24, 2026, LSI Industries Inc. (“ LSI ” or the “ Company ”) entered into a Credit Agreement by and among PNC Capital Markets LLC (“ PNC Capital ”) and PNC Bank, National Association, as Administrative Agent, Swingline Loan Lender and Issuing Lender (“ PNC Bank ” and together with PNC Capital, “ PNC ”), the other lenders party thereto and the guarantors party thereto. The Credit Agreement provides LSI with a senior secured credit facility (“ Senior Secured Credit Facility ”) pursuant to which the Company will be able to borrow up to $350 million
View on SEC.gov

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LSI INDUSTRIES INC filing history →

Source: SEC EDGAR
accession 0001437749-26-009635
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