Accelerant Shares Surge 43% On Thoma Bravo Buyout Deal

Shell PLC (LON: SHEL) and ARC Resources Ltd. (ARX) have agreed to merge, with ARC Resources shares to be exchanged for Shell shares and cash. The deal, approved by shareholders and regulators, is expected to close on September 2, 2026, leading to ARC Resources' delisting and removal from the S&P/TSX Composite Index.

Accelerant Holdings (ARX) agreed to be acquired by Thoma Bravo in an all-cash deal valuing it at over $4 billion, about a year after its July 2025 IPO. ARX shares rose nearly 44% on Aug. 13, 2026. Class A and B holders receive $20.25 per share. Q2 2026 revenue was $356.9 million (+62.9% YoY) and net income $80 million.

Accelerant Holdings (NYSE:ARX) shares rose about 57% after Thoma Bravo agreed to acquire the company for $4 billion. The offer price is $20.25 per share, a 49% premium to the prior close. ARX said shareholders may receive a 6% annual ticking fee if regulatory approvals delay closing, expected in H1.

Accelerant Holdings (ARX) agreed to a take-private merger with Cherry Tree BidCo, affiliated with Thoma Bravo’s Discover Fund V. If completed, ARX shareholders will receive $20.25 per share plus a ticking amount, and ARX will be delisted. The deal needs two-thirds approval and regulatory clearances, with ACP holding about 82% voting rights to support it.

Simply Wall St reports Accelerant Holdings (ARX) closed at $19.58 after Q2 results. The insurer swung to basic EPS of $0.36 and net income of $78.7m on revenue of $356.9m, up from $204.7m a year earlier. However, trailing 12-month net income (excl. items) was a $1.37b loss, and a Thoma Bravo take-private targets a $20.25 cap.

Accelerant Holdings (ARX) surged about 43% to close near $19.52 after Thoma Bravo announced a definitive all-cash buyout at $20.25 per share. The company also reported stronger-than-expected Q2 results. Investors are tracking deal approval and a first-half 2027 closing timeline. Sector stocks were mixed as S&P 500 and Nasdaq rose.