secwatch.observer — SEC 8-K summary
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Issuer:     INVO Fertility, Inc. (IVF)
CIK:        0001417926
Form:       8-K
Filed at:   2026-02-24T23:59:59+00:00
Accession:  0001493152-26-007830
Event type: m_and_a
Sentiment:  positive
Materiality: 0.75
Item codes: 1.01, 2.01, 5.03, 3.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

INVO Fertility closes acquisition of Family Beginnings clinic for $760K (cash + preferred stock)
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- Total purchase price $760K: $360K cash (net $210K after $150K holdback) plus 400 shares of Series D Preferred ($400K).
- Clinic generated ~$1M revenue and ~$0.2M net income for 9 months ended Sep 30, 2025 (18% of INVO's clinic revenue).
- Dr. James Donahue to continue leading clinic under multi-year agreement; existing care team remains in place.
- Series D Preferred convertible at $1.20/share, subject to anti-dilution adjustments, with 4.99% beneficial ownership cap.
- Lease for 4,387 sq ft at 8435 Clearvista Plaza, Indianapolis; $132,398.61 annual rent with 2% annual escalator.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1417926/000149315226007830/0001493152-26-007830-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1417926/000149315226007830/form8-k.htm
  HTML page:      https://secwatch.observer/filing/0001493152-26-007830

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