DFX Intelligence
Market activity
Ownership and acquisition activityAbout this listWhat 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.
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.
3,532 rows match
Unresolved record departure
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.
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- SteelPro, LLC (LFM Capital platform)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20241014095904NAL0014733267001; edition: 2026-09-11; adjudication: {"url":"https://www.lfmcapital.com/news/steelproaddscobuilt","date":"2024-01-11","note":"asset purchase by a PE-backed platform; CoBuilt closed as an entity after the sale","buyer":"SteelPro, LLC (LFM Capital platform)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRMED_ACQUISITION"}; final filing: false; last
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Steel Fab Inc.
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240819115804NAL0001570049001; edition: 2026-09-11; adjudication: {"url":"https://bell-steel.com/about/","date":"2024-01-19","note":"the company's own About page: acquired by long-term partner Steel Fab after 40 years","buyer":"Steel Fab Inc.","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRMED_ACQUISITION"}; final filing: false; last plan year: 2023-01-01; checked against: ev
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- McCormick & Company
- Last verified
- 2026-09-13
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240912145449NAL0010290913001; edition: 2026-09-11; adjudication: {"url":"https://www.sec.gov/Archives/edgar/data/0000063754/000119312517249949/d439451dex993.htm","date":"2017-08-17","note":"McCormick completed its $4.2B purchase of Reckitt Benckiser's food division (French's, Frank's RedHot) on 2017-08-17, more than 2 years before the 2024 gap; the 2024 absence most plausibly reflects the French's plan being folded into McCormick's plan, but no plan-merger docume
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Tony Powe, Epoch Capital Management (private investment firm)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20260715101546NAL0001954163001; edition: 2026-09-11; adjudication: {"url":"https://www.exploreokoboji.com/news/northern-iowa-die-casting-announces-transition-in-ownership/","date":"2022-03-30","note":"owned by the Stockdales from 1983 until their deaths in 2018 and 2019, then by the next generation with the president; sold to a private investment manager in March 2022; the record departure (2024) came two years after the deal with no final filing; an owner-death-th
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Dynamo Specialty Distributing
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240624132224NAL0008846736001; edition: 2026-09-11; adjudication: {"url":"https://www.instagram.com/p/C7plD7JJGh6/","date":"2024-06-01","note":"the company's own post: final day as a stand-alone venture, reps moving to Dynamo; craft beer distributor since 2013","buyer":"Dynamo Specialty Distributing","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRMED_ACQUISITION"}; final fili
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Solesis (Altaris portfolio company)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240425121620NAL0019393184001; edition: 2026-09-11; adjudication: {"url":"https://www.businesswire.com/news/home/20221102005801/en/Solesis-Acquires-Polyzen-Expanding-Film-and-Coating-Capabilities","date":"2022-11-02","note":"medical film and coating maker; PE-backed strategic add-on; the record departure came two plan years later","buyer":"Solesis (Altaris portfolio company)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjud
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- BradyIFS (Kelso & Company platform)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240705100438NAL0010027249001; edition: 2026-09-11; adjudication: {"url":"https://www.inddist.com/mergers-acquisitions/news/21808991/bradyifs-acquires-millennium-packaging-in-san-antonio","date":"2021-11-02","note":"foodservice and janitorial distributor; PE platform add-on; the record departure (2024) came three plan years after the deal with no final filing","buyer":"BradyIFS (Kelso & Company platform)","sample":"departures_sample_2026-09-12","population":"UNRES
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Gravitee
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240509094456NAL0016492275001; edition: 2026-09-11; adjudication: {"url":"https://www.gravitee.io/blog/ambassador-labs-gravitee-what-our-acquisition-means-for-you","date":"2025-07-01","note":"Ambassador Labs (Insight Partners-backed); the record departure (2024) precedes the July 2025 acquisition, a fourth pre-transaction plan end in the sample","buyer":"Gravitee","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- undisclosed private equity firm (Cincinnati Business Courier, Oct 2024); Aquiline Capital Partners had held a majority stake since June 2021
- Last verified
- 2026-09-13
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240708225838NAL0027984450001; edition: 2026-09-11; adjudication: {"url":"https://surepoint.com/resources/news/fast-growing-cincinnati-software-company-sold-to-private-equity-firm-cincinnati-business-courier/","date":"2024-10","note":"SurePoint's own news page reposts the 2024-10-10 Cincinnati Business Courier story 'Fast-growing Cincinnati software company sold to private equity firm'; the buyer name is unconfirmed; earlier Aquiline majority investment 2021-06.",
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Grupo de Diagnostico Aries (Empresas Aries)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240614090544NAL0031892145001; edition: 2026-09-11; adjudication: {"url":"https://latinlawyer.com/article/mexican-lab-enters-the-us-florida-buy","date":"2023-06","note":"Mexico's Grupo de Diagnostico Aries bought a majority stake in the Jupiter lab in June 2023, the last filing year; a June 2025 release calls Access an Aries subsidiary","buyer":"Grupo de Diagnostico Aries (Empresas Aries)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEP
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- new owner (manager buy-out to Devin McCovery, then a 2026 sale)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240522101322NAL0003731329001; edition: 2026-09-11; adjudication: {"url":"https://www.romesentinel.com/news/celtic-harp-under-new-ownership-after-16-years/article_4080580d-aaf2-48a1-952d-12587205c05e.html","date":"2026-01-10","note":"listed for sale at $1.5M in fall 2024 and sold January 2026; the record departure (2024) precedes the listing, a third pre-transaction plan end in the sample","buyer":"new owner (manager buy-out to Devin McCovery, then a 2026 sale)","
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- OnLine Transport Inc.
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240621124830NAL0003794272001; edition: 2026-09-11; adjudication: {"url":"https://www.prnewswire.com/news-releases/online-transport-continues-streak-of-acquisitions-with-at-transportation-deal-301899989.html","date":"2023-08-11","note":"Ferdinand carrier and its brokerage bought by OnLine Transport of Indianapolis effective 2023-08-11, the last filing year","buyer":"OnLine Transport Inc.","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPA
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Stonebridge Partners / Hydraulex International (later Hydraulex Global)
- Last verified
- 2026-09-13
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20250226171944NAL0002153618001; edition: 2026-09-11; adjudication: {"url":"https://stonebridgepartners.com/stonebridge-partners-completes-the-acquisition-of-attica-hydraulic-exchange/","date":"2010-08-02","note":"Stonebridge Partners acquired Attica on 2010-08-02 into the Hydraulex holding company and later merged it with HRD; far more than 2 years before the 2024 gap, so the actual 2024 trigger (likely consolidation under the Hydraulex entity) is not directly evid
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- CJ Spray
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240404100545NAL0008338147001; edition: 2026-09-11; adjudication: {"url":"https://www.paintproject.com/about/","date":null,"note":"industrial finishing distributor whose site says it has officially transitioned to CJ Spray (a Minnesota spray equipment distributor that now lists Medfield as a location); same team, same site; no announcement date or terms published","buyer":"CJ Spray","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE"
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- H.I.G. Capital (DazPak Flexible Packaging)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240829110348NAL0006392275001; edition: 2026-09-11; adjudication: {"url":"https://hig.com/news/h-i-g-capital-completes-growth-investments-in-action-packaging-and-signature-flexible-packaging/","date":"2021-01-05","note":"H.I.G. Capital bought the company in January 2021 and merged it into the DazPak platform in 2022; the plan ran through plan year 2023 then left the record","buyer":"H.I.G. Capital (DazPak Flexible Packaging)","sample":"departures_sample_2026-09-12
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Airtron Heating and Air Conditioning
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240409083735NAL0024183905001; edition: 2026-09-11; adjudication: {"url":"https://airtron.com/blog/news/airtron-heating-air-conditioning-acquires-sierra-air-conditioning","date":"2025-03-05","note":"Las Vegas HVAC contractor sold to S|E in January 2020 and to Airtron in March 2025; the 2023 last filing sits between the two deals","buyer":"Airtron Heating and Air Conditioning","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjud
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Accenture
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240718113029NAL0009490048001; edition: 2026-09-11; adjudication: {"url":"https://newsroom.accenture.com/news/2023/accenture-acquires-ocelot-consulting-to-expand-data-engineering-and-cloud-first-capabilities-in-north-america","date":"2023-11-28","note":"St. Louis cloud and data consultancy acquired by Accenture, announced 2023-11-28, the last filing year","buyer":"Accenture","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudi
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Limbach Holdings, Inc.
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20250310133742NAL0031898210001; edition: 2026-09-11; adjudication: {"url":"https://www.limbachinc.com/news-events/press-releases/detail/163/limbach-holdings-inc-acquires-greensboro-nc-based-specialty-mechanical-contractor-industrial-air","date":"2023-11-01","note":"Greensboro mechanical contractor bought by Limbach on 2023-11-01 for $13.5M plus earn-outs, the last filing year","buyer":"Limbach Holdings, Inc.","sample":"departures_sample_2026-09-12","population":"UN
- plan year 20241 Jan 2024Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Holladay Design House
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20240711051649NAL0010129747001; edition: 2026-09-11; adjudication: {"url":"https://homenewsnow.com/blog/2024/09/10/kindel-acquired-by-holladay-design-house/","date":"2024-09-10","note":"luxury furniture maker acquired, renamed Kindel Karges; price undisclosed","buyer":"Holladay Design House","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRMED_ACQUISITION"}; final filing: false;
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Fortis Solutions Group (Harvest Partners platform)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20230919174036NAL0000615091001; edition: 2026-09-11; adjudication: {"url":"https://www.prnewswire.com/news-releases/fortis-solutions-group-acquires-west-coast-labels-301702529.html","date":"2022-12-01","note":"label printer founded 1972; PE platform add-on","buyer":"Fortis Solutions Group (Harvest Partners platform)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRMED_ACQUISITI
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- DWK Life Sciences (One Equity Partners portfolio)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20231012100534NAL0021060099001; edition: 2026-09-11; adjudication: {"url":"https://www.dwk.com/na/news-events/press-releases/dwk-life-sciences-completes-acquisition-of-assem-pak-aluseal","date":"2023-05-05","note":"110 employees in Vineland; PE-backed strategic add-on","buyer":"DWK Life Sciences (One Equity Partners portfolio)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRME
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Dometic Group (strategic)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20230519162145NAL0006777888001; edition: 2026-09-11; adjudication: {"url":"https://www.cbinsights.com/company/cdi-electronics","date":"2022-03-02","note":"marine ignition electronics, net sales over $16M in 2021; acquired by a listed strategic","buyer":"Dometic Group (strategic)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRMED_ACQUISITION"}; final filing: false; last plan y
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Enghouse Systems Ltd.
- Last verified
- 2026-09-13
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20230502120353NAL0025583520001; edition: 2026-09-11; adjudication: {"url":"https://www.businesswire.com/news/home/20240212028966/en/Sonic-Foundry-Announces-Sale-of-Mediasite-Business-to-Enghouse-Systems","date":"2024-02-09","note":"Sonic Foundry sold its Mediasite operating business (the employees) to Enghouse for $15.5M cash, closed 2024-02-09; the remaining shell entered receivership March 2024 and was liquidated December 2025, so the 2023 plan year return was ne
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- RIST Transport Ltd. (Wadhams Enterprises)
- Last verified
- 2026-09-13
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20231204165255NAL0010059939001; edition: 2026-09-11; adjudication: {"url":"https://www.freightwaves.com/news/northeast-ltls-combine-rist-transport-acquires-ama-transportation","date":"2023-06-01","note":"RIST Transport completed its acquisition of AMA Transportation Company, Inc. of Billerica on 2023-06-01 (also Trucking Dive, FleetOwner, Land Line); the Bruzzese owners stayed on.","buyer":"RIST Transport Ltd. (Wadhams Enterprises)","sample":"departures_sample_long
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- American Welding & Gas
- Last verified
- 2026-09-13
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20231009121047NAL0026160177001; edition: 2026-09-11; adjudication: {"url":"https://www.kirkland.com/news/press-release/2023/05/kirkland-advises-coastal-welding-supply-on-being-acquired-by-american-welding-gas","date":"2023-05-01","note":"AWG bought the assets of Coastal Welding Supply from the Mazoch family on 2023-05-01 (14 Gulf Coast locations, 200+ staff).","buyer":"American Welding & Gas","sample":"departures_sample_long_form_2026-09-12","population":"UNRESOLVE
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Schneider Electric
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20230906112041NAL0029575442001; edition: 2026-09-11; adjudication: {"url":"https://pitchbook.com/profiles/company/278249-14","date":null,"note":"PitchBook records the acquisition by Schneider Electric; date not on the free page","buyer":"Schneider Electric","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09-12","classification":"CONFIRMED_ACQUISITION"}; final filing: false; last plan year: 2022-01-01; checke
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Sysco Corporation (Greco)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20231005150226NAL0014546787001; edition: 2026-09-11; adjudication: {"url":"https://seekingalpha.com/article/4574002-sysco-corporation-syy-q2-2023-earnings-call-transcript","date":"2022-10","note":"Southern California Italian foods distributor acquired by Sysco in Q4 2022 and folded into Greco; matches the 2022 last filing","buyer":"Sysco Corporation (Greco)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicated_at":"2026-09
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- DecisionHR
- Last verified
- 2026-09-13
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20230821092824NAL0006275856001; edition: 2026-09-11; adjudication: {"url":"https://finance.yahoo.com/news/decisionhr-acquires-modern-business-associates-120000247.html","date":"2021-12-22","note":"DecisionHR (PEO) announced its acquisition of MBA on 2021-12-22, effective 2022-01-01; consistent with the 2023 gap (plan folded into DecisionHR).","buyer":"DecisionHR","sample":"departures_sample_long_form_2026-09-12","population":"UNRESOLVED_RECORD_DEPARTURE","adjudicat
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Titan Holdings (Renuity)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20230124170748NAL0007032787001; edition: 2026-09-11; adjudication: {"url":"https://www.businesswire.com/news/home/20211220005434/en/Titan-Holdings-Renuity-Announce-Acquisition-Of-Louisiana-Based-MaxHome","date":"2021-12-20","note":"Louisiana home improvement company acquired into the Renuity platform in December 2021, one year before the 2022 last filing","buyer":"Titan Holdings (Renuity)","sample":"departures_sample_2026-09-12","population":"UNRESOLVED_RECORD_DEPA
- plan year 20231 Jan 2023Departure: Left the record
Evidence
- Class
- Unresolved record departure
- Sub-rule
- Left the record
- Rule
- a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not
- Buyer
- Alkami Technology (NASDAQ: ALKT)
- Last verified
- 2026-09-12
- Evidence
- note: a late filer can still appear in a later edition of the file; absence from the record is observed, the cause is not; ack id: 20231013130139NAL0067152482001; edition: 2026-09-11; adjudication: {"url":"https://www.prnewswire.com/news-releases/alkami-to-acquire-segmint-inc-leading-financial-data-analytics-and-transaction-cleansing-provider-301511574.html","date":"2022-04-25","note":"$135.5M cash; FT Partners advised; the record departure (2023) came the plan year after the deal with no final filing","buyer":"Alkami Technology (NASDAQ: ALKT)","sample":"departures_sample_2026-09-12","populati
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