The Tip Desk

Micro-Caps — page 7

Gentherm Wins Shareholder Approval for Modine Spin-Off Combination

Gentherm shareholders backed the all-stock Reverse Morris Trust with Modine’s Performance Technologies unit, clearing the last major hurdle before an October 1 close.
Deals · September 18, 2026

Colony to Buy First Reliance in $163 Million Mixed Deal

The combined Southeast community bank is expected to have about $5 billion in assets and a fourth-quarter close.
Deals · September 18, 2026

Torrid Quantifies China Exit as Tariff Refund Uncertainty Spreads

Torrid Holdings disclosed a concrete drop in Chinese sourcing while Oxford Industries and V F Corp flagged new uncertainty over whether tariff refunds owed to them will ever arrive.
Theme Survey · September 15, 2026

Bernhard Capital Partners to Buy Bowman Consulting for $1.0 Billion

The 35-day go-shop ended with no competing bids, leaving the $43.00-a-share cash deal on track for a fourth-quarter close.
Deals · September 15, 2026

Lovesac Resale Platform Reaches 30 States

The furniture maker’s Loved by Lovesac program is now live in a limited set of markets after a June 2025 debut.
Product Launch Watch · September 12, 2026

GameStop Insiders Bought $21.7 Million of Stock

Four GameStop insiders added 1.07 million shares in a week, the largest cluster of the period.
Insider Signal · September 11, 2026

Modine to Combine Performance Technologies With Gentherm

The Reverse Morris Trust deal is expected to close October 1, 2026, creating a scaled thermal-management company with Modine shareholders owning 40%.
Deals · September 11, 2026

Arrow Financial to Acquire Skene Valley Agency

The Glens Falls bank holding company said the deal will expand Upstate Agency’s insurance operations in Washington County.
Deals · September 11, 2026

Copart to Buy ACV in $1.9 Billion Cash Deal

The online vehicle-auction operator will pay $10.50 a share to add a digital dealer-to-dealer wholesale platform and close by year-end 2026.
Deals · September 11, 2026

Centerspace to Merge With Independence Realty Trust in $8.1 Billion Deal

The all-stock combination of two middle-market apartment REITs is expected to be about 5% accretive to 2027 Core FFO per share on a leverage-neutral basis.
Deals · September 10, 2026

Sonida's Labor Costs Jump 26.6% as Wage Language Spreads

Sonida Senior Living put a dollar figure on labor inflation that most peers still describe only in hedged, forward-looking terms.
Theme Survey · September 8, 2026

Equity Bancshares to Buy Lincoln Bancorp for $123.8 Million

The Wichita-based holding company said the mixed stock-and-cash deal builds on its Iowa footprint and is expected to close in the fourth quarter of 2026.
Deals · September 4, 2026

Bank7 to Buy Century Financial in $91 Million Cash Deal

The Oklahoma City bank holding company said the purchase would create a combined Southwest organization with about $3.4 billion in assets.
Deals · September 4, 2026

Apogee Enterprises to Buy SIA GroGlass for Up to €62.5 Million

The all-cash deal is expected to add coating technologies, materials-science expertise and a European manufacturing footprint to Apogee’s Performance Surfaces Segment.
Deals · September 4, 2026

G-III Apparel Group to Acquire Marc Jacobs Brand

The apparel licensing company said the deal targets $1 billion in long-term annual revenue and will accelerate its shift to owned brands.
Deals · September 3, 2026

Limbach Holdings to Buy 1901 Inc. for $63 Million

The building systems firm said the all-cash deal will create its largest electrical operation and deepen Midwest scale.
Deals · September 2, 2026

Enovis to Buy eCential Robotics in €155 Million Deal

The surgical enabling technology company will fold robotic automation into its ASTRA platform, with up to €35 million in milestone payments.
Deals · September 2, 2026

Sonic Automotive's BEV Margin Drag Narrows as Hybrids Outpace EVs

Auto retailer, supplier and utility disclosures this window trace a widening gap between hybrid and battery-electric demand even as California's zero-emission car share kept climbing.
Theme Survey · September 1, 2026

Helen of Troy's Order Cuts Sharpen Consumer Trade-Down Story

Helen of Troy disclosed a realized drop in retailer replenishment orders tied to softer demand, while Petco, Oxford Industries and Zumiez detailed how price sensitivity and trade-down behavior are reshaping category and promotional dynamics.
Theme Survey · September 1, 2026

Credo Flags 'Bubble' Talk as AI Capex Language Splits Filings

Credo Technology became the first company in the group to name market 'bubble' concerns around AI infrastructure spending, as peers diverged between warning on capex sustainability and doubling down on buildout risk.
Theme Survey · September 1, 2026

ARRAY Technologies to Buy Affordable Wire Management for $203 Million

The solar tracking maker said the wire-management purchase is expected to be high single-digit accretive to adjusted earnings in year one before synergies.
Deals · September 1, 2026

Getty Investors Form Capital-Solutions Group With KED

Getty Investments and KED acknowledged a Section 13(d)(3) group on August 25, 2026, as Getty Images weighs financing alternatives.
Stake Watch · August 28, 2026

Velocity Financial to Buy Toorak Capital for $3.2 Billion

The all-cash acquisition is expected to add a capital-light, fee-based origination business to Velocity’s platform.
Deals · August 28, 2026

Nabors to Invest $35 Million in Quaise Energy

The drilling contractor said the stake advances its plan to put automation and well-construction capabilities into adjacent energy markets.
Deals · August 28, 2026

Malibu Boats to Buy Saxdor Yachts in $203.9 Million Deal

The recreational powerboat maker said the mixed-structure purchase of the Finnish adventure-dayboat builder fills a premium whitespace in its portfolio.
Deals · August 28, 2026

Electronics Distributors Face Widening Supply Chain Squeeze

Four electronics companies said memory, sole-source parts, supplier consolidation, and tariffs are tightening their supply chains at once.
Filing Trends · August 27, 2026

Navitas Semiconductor to Buy Claros in $232.8 Million Deal

The power-semiconductor maker said the acquisition completes its grid-to-xPU portfolio and advances its AI-infrastructure strategy under Navitas 2.0.
Deals · August 26, 2026

Supreme Court IEEPA Tariff Ruling Opens Refund Path for Importers

A February 2026 Supreme Court decision striking down IEEPA-based tariffs has triggered a refund process for U.S. importers, though new trade levies have quickly filled the gap.
Filing Trends · August 21, 2026

ARRAY Technologies to Buy Affordable Wire Management in $203 Million Deal

The acquisition expands ARRAY's balance-of-system portfolio into cable management and creates new entry points into the battery energy storage and datacenter markets.
Deals · August 21, 2026

Wolfspeed revenue flattens as AI data center growth slows

The silicon carbide supplier reported consolidated revenue of approximately $150 million for the fourth quarter of fiscal 2026.
Earnings · August 20, 2026