A weekly note on companies being bought, sold or taken private — built from the SEC’s own filing index, never from a rumour or a press cycle. Every claim on this page can be checked against EDGAR using the accession numbers in the data.
Most newsletters in this space ask you to take the track record on trust. This one publishes the underlying dataset instead: 1,619 deals that reached a merger proxy or tender document between 2012-01-04 and 2026-08-03.
That 97.5% is not a success rate, and calling it one would be the first lie. Every deal in the set had already reached a proxy or tender document. Deals that collapse during negotiation never file one and never appear here, so this is the completion rate among deals that got that far — a survivorship-filtered population, stated as such.
The distinction matters enough that it is the worked example in one of the products: a study that infers the same deals from price data alone sees 2.5% of this set… and every one of those is a non-completion, so it concludes mergers essentially never close. Same underlying reality, opposite answer, purely from which deals were visible.
The hard part is not fetching filings, it is deciding which ones mean anything. Two decisions that shape every issue:
There are 3 hand-corrections recorded against the dataset, each with the reason it was needed. A list that never posts a correction is not a list that is never wrong; it is a list that does not check. The corrections are part of the product.