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US Merger & Acquisition SEC Filings β€” February 09, 2026

USA M&A & Takeover Activity

12 high priority12 total filings analysed

Executive Summary

A cluster of 12 8-K filings on February 10, 2026, signals heightened USA M&A and takeover activity, dominated by 8 SPAC/acquisition corporations (EQV Ventures, StoneBridge II, byNordic, Jackson II, EGH, Iris II, Cambridge, Hall Chadwick) announcing mergers under Items 8.01/9.01, alongside 4 operating company deals (Hillenbrand, Dynavax, La Rosa, BiomX) reporting acquisitions completions (Item 2.01). Critical red flags include 3 delisting notices (Hillenbrand, Dynavax, Jackson Acquisition II; Items 3.01) and 2 changes in control (Hillenbrand, Dynavax; Item 5.01), suggesting potential take-private transactions or compliance failures amid M&A. Sentiments skew neutral (8/12) to mixed (2/12) or bearish (1/12), with high materiality (7+ score) in 7 filings averaging 8.1/10, but no quantitative deal valuations/terms disclosed across all, increasing uncertainty. No period-over-period trends, insider trades, or forward-looking guidance provided in summaries, limiting growth/margin insights but highlighting portfolio-level SPAC de-SPAC momentum. Implications: Near-term catalysts from Item 9.01 exhibits and follow-on proxy filings; watch for shareholder dilution via equity sales (e.g., Cambridge Item 3.02) and post-merger integrations.

Tracking the trend? Catch up on the prior US Merger & Acquisition SEC Filings digest from February 08, 2026.

Investment Signals(12)

Risk Flags(10)

Opportunities(10)

Sector Themes(6)

  • SPAC Merger Surge
    β—†

    8/12 filings from acquisition corps (e.g., EQV, StoneBridge, Iris) under Item 8.01/9.01 on same day, signals accelerated de-SPAC activity; implications: liquidity events for SPAC holders, watch redemptions.

  • Delisting Clusters in M&A
    β—†

    3/12 (25%) report Item 3.01 (Hillenbrand, Dynavax, Jackson), tied to control changes; avg high materiality 9.7/10, suggests take-private trend reducing public float.

  • Acquisition Completions Wave
    β—†

    4/12 (33%) disclose Item 2.01 completions (Hillenbrand, Dynavax, La Rosa, BiomX), neutral/mixed sentiment but high materiality avg 9/10; portfolio signal of deal execution momentum.

  • Control & Rights Changes
    β—†

    2 high-risk cases (Hillenbrand, Dynavax) with Item 5.01/3.03, mixed sentiment; cross-filings pattern indicates shareholder rights dilution in takeovers.

  • Biotech M&A Momentum
    β—†

    Dynavax/BiomX show acquisitions + leadership shifts, higher materiality (10/10, 7/10) vs SPACs; potential sector consolidation without disclosed valuations.

  • Disclosure Gaps Across Board
    β—†

    12/12 lack quantitative terms/valuations/parties, neutral sentiment dominant (67%); implications: review Item 9.01 exhibits for alpha, high uncertainty favors patient investors.

Watch List(8)

Filing Analyses(12)
Hillenbrand, Inc.8-Kmixedmateriality 10/10

10-02-2026

Hillenbrand, Inc. disclosed in its 8-K filing the entry into a new material definitive agreement (Item 1.01) and termination of a prior material definitive agreement (Item 1.02), alongside completion of an acquisition or disposition of assets (Item 2.01). The filing also reports creation of direct financial obligations (Item 2.03), notice of delisting or failure to satisfy listing standards (Item 3.01), material modifications to security holder rights (Item 3.03), changes in control of the registrant (Item 5.01), and changes in directors/officers including compensatory arrangements (Item 5.02), with partial mention of amendments to articles of incorporation (Item 5.03). No quantitative financial terms, parties involved, or specific impacts are disclosed.

EQV Ventures Acquisition Corp.8-Kneutralmateriality 5/10

10-02-2026

EQV Ventures Acquisition Corp. filed an 8-K on 2026-02-10 disclosing other events under Item 8.01 and financial statements and exhibits under Item 9.01 in connection with a merger/acquisition event. No specific deal structure, parties, valuation, financial metrics, or performance comparisons are explicitly stated in the provided filing information. Sector is not specified.

DYNAVAX TECHNOLOGIES CORP8-Kmixedmateriality 10/10

10-02-2026

Dynavax Technologies Corp filed an 8-K on 2026-02-10 disclosing entry into a new material definitive agreement (Item 1.01) and termination of a prior material definitive agreement (Item 1.02), while also reporting completion of an acquisition or disposition of assets (Item 2.01). However, the filing includes notice of delisting or failure to satisfy listing standards (Item 3.01), material modifications to rights of security holders (Item 3.03), changes in control of the registrant (Item 5.01), departures or elections of directors/officers (Item 5.02), and amendments to articles of incorporation or bylaws (Item 5.03). No financial terms, parties, or quantitative metrics were disclosed.

StoneBridge Acquisition II Corp8-Kneutralmateriality 5/10

10-02-2026

StoneBridge Acquisition II Corp filed an 8-K on February 10, 2026 (AccNo: 0001829126-26-001192) under Item 8.01 Other Events announcing a Merger/Acquisition event. No specific details on deal structure, parties involved, valuation, financial terms, or impacts are disclosed in the provided filing summary. Sector is not specified, and no quantitative metrics, positive or negative changes, or scheduled events are mentioned.

La Rosa Holdings Corp.8-Kneutralmateriality 9/10

10-02-2026

La Rosa Holdings Corp. filed an 8-K on 2026-02-10 (AccNo: 0001213900-26-014257) disclosing under Item 1.01 its entry into a material definitive agreement and under Item 2.01 the completion of an acquisition or disposition of assets. Item 9.01 provides financial statements and exhibits. No specific details on deal structure, parties, valuation, terms, or financial impacts were disclosed.

byNordic Acquisition Corp8-Kneutralmateriality 3/10

10-02-2026

byNordic Acquisition Corp filed an 8-K on 2026-02-10 under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits), potentially related to a merger or acquisition announcement. No specific details on parties, structure, valuation, or financial metrics are disclosed in the provided filing information. File size is 259 KB with AccNo 0001213900-26-014250; sector not specified.

Jackson Acquisition Co II8-Kbearishmateriality 9/10

10-02-2026

Jackson Acquisition Co II filed an 8-K on February 10, 2026, under Item 3.01 disclosing a notice of delisting or failure to satisfy a continued listing rule or standard, or transfer of listing, which signals potential liquidity and compliance risks with no further details provided. Item 9.01 includes financial statements and exhibits, but no quantitative metrics, deal specifics, or positive developments are mentioned. No positive or flat metrics are disclosed to offset the negative listing notice.

BiomX Inc.8-Kneutralmateriality 7/10

10-02-2026

BiomX Inc. filed an 8-K on February 10, 2026, reporting the completion of an acquisition or disposition of assets under Item 2.01. The filing also covers departures of directors or certain officers, elections of directors, appointments of certain officers, and compensatory arrangements under Item 5.02. Financial statements and exhibits are included under Item 9.01, with no specific transaction details, parties, values, or metrics disclosed.

EGH Acquisition Corp.8-Kneutralmateriality 3/10

10-02-2026

EGH Acquisition Corp. filed an 8-K on 2026-02-10 (AccNo: 0001104659-26-012621, Size: 401 KB) disclosing information under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). No specific details on merger/acquisition structure, parties, valuation, financial metrics, or performance comparisons are provided in the filing summary. All quantitative data, named parties beyond the filer, and transaction terms are NOT_DISCLOSED.

Iris Acquisition Corp II8-Kneutralmateriality 7/10

10-02-2026

Iris Acquisition Corp II filed an 8-K on February 10, 2026 (AccNo: 0001185185-26-000487, Size: 423 KB), disclosing Other Events under Item 8.01 and Financial Statements and Exhibits under Item 9.01 in connection with a merger/acquisition event. No specific deal structure, parties involved, valuation, financial terms, synergies, regulatory details, or shareholder impacts are disclosed. Sector is not specified, and no quantitative metrics or comparisons are provided.

Cambridge Acquisition Corp.8-Kneutralmateriality 8/10

10-02-2026

Cambridge Acquisition Corp. filed an 8-K on 2026-02-10 disclosing entry into a material definitive agreement (Item 1.01), unregistered sales of equity securities (Item 3.02), amendments to articles of incorporation or bylaws and/or change in fiscal year (Item 5.03), other events (Item 8.01), and financial statements and exhibits (Item 9.01). No quantitative metrics, financial terms, parties involved, deal structure, or performance comparisons are explicitly stated. This filing indicates a merger/acquisition event but lacks details for comprehensive assessment.

Hall Chadwick Acquisition Corp8-Kneutralmateriality 2/10

10-02-2026

Hall Chadwick Acquisition Corp filed an 8-K on 2026-02-10 under Item 5.02, disclosing departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers. No specific names, dates, financial details, transaction information, or quantitative metrics are mentioned in the filing details provided. No merger or acquisition is referenced in the disclosed Item.

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US Merger & Acquisition SEC Filings β€” February 09, 2026 | Gunpowder Blog