InsideArbitrage Event Driven Monitor – October 1, 2025

Merger Arbitrage

1. LVTX: LAVA Therapeutics (LVTX) announced that it has cancelled the Extraordinary General Meeting of Shareholders scheduled to occur on September 30, 2025. LAVA is canceling the EGM to continue discussions with XOMA (XOMA) concerning the terms of the deal, including LAVA’s estimated cash forecast and the consideration payable to the company’s shareholders. The EGM is expected to be reconvened by early November 2025.
2. VRNT: Verint Systems (VRNT) filed the preliminary proxy statement for its acquisition by Thoma Bravo. The company expects the merger to be completed before the end of Verint’s current fiscal year (ending January 31, 2026).
3. STAA: Alcon (ALC) and STAAR Surgical (STAA) announced that the waiting period under the HSR Act expired on September 29, 2025.

You can check out new deals, all deal updates, and spreads on active deals in our Merger Arbitrage Tool for premium members here.

Only plus or premium subscribers can access this post. Subscribe today.