Market activity

Ownership and acquisition activity

What changed hands, what probably did, and what moved without a known cause, on the public record of privately held employers. Four classes that are never conflated, and on every row: what changed, the buyer if one is known, whether the line is a fact or an inference, the rule and its measured precision when it is inferred, the source, and when it was last verified.

Clear
Confirmed transaction
1,497
Public transaction evidence identifies the ownership transaction, and usually the buyer. The source URL is on the row.
Likely ownership change
50
Structural observations on the filing strongly imply ownership changed (the plan sponsor of record became a holding or acquisition vehicle), but no announcement has been found. The rule and its measured precision are on the row.
Company transition
14,571
A meaningful company or plan transition occurred: a final filing then absence from the record, a final filing whose next year is not yet published, a sponsor rename or EIN change. The economic cause is unresolved and is not asserted.
Unresolved record departure
3,532
The company left the observable Form 5500 universe with no final filing and no successor EIN. Absence is observed; the cause is not, and a late filer can still reappear. Never counted as a transaction.
Not counted as activity.

16,118 rows of activity across the first three classes; 3,532 unresolved departures are listed only when asked for. 1,300 rows name a buyer. The full event tape, every source and every event type, is at Event tape.

Company transition

A meaningful company or plan transition occurred: a final filing then absence from the record, a final filing whose next year is not yet published, a sponsor rename or EIN change. The economic cause is unresolved and is not asserted.

Final filing, then absent 5,419Final filing, next year unpublished 4,554Plan terminated, sponsor continues 2,517Sponsor EIN changed 598Sponsor renamed 1,474HoldCo rename, internal restructure 7HoldCo rename, same owner 1Entity conversion 1
1 rows · 1 in this view
Jan 1, 2024TransitionPontchartrain MEP, LLC (formerly PONTCHARTRAIN MECHANICAL CO., INC.)
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The weekly brief

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