Monitor the shareholder vote on the extension proposal; failure to extend could trigger liquidation and dissolution of the SPAC, returning trust proceeds to public shareholders. The disclosed potential business combination with David's Bridal adds a layer of uncertainty around deal terms and regulatory approvals.
Price Chart
Executive Summary
K&F Growth Acquisition Corp. II filed a DEFA14A (additional definitive proxy soliciting material) on October 26, 2026, disclosing that on October 23, 2026, it issued 9,583,332 Class A ordinary shares to its sponsor upon conversion of an equal number of Class B shares. The filing also references the pending shareholder vote to extend the SPAC's deadline to complete a business combination from November 6, 2026 to February 7, 2028, and notes a potential business combination with David's Bridal, Inc.
Key Facts
- On October 23, 2026, the company issued 9,583,332 Class A ordinary shares to sponsor K&F Growth Acquisition LLC II upon conversion of Class B shares.
- Following the conversion, there were 39,256,059 Class A ordinary shares and 1 Class B ordinary share outstanding.
- The company is seeking shareholder approval to extend its business combination deadline from November 6, 2026 to February 7, 2028.
- The trust held approximately $308.1 million (~$10.716 per share) as of October 5, 2026.
- David's Bridal, Inc. and its Pearl division are named as participants in the solicitation for a potential business combination.
- The conversion was exempt from registration under Section 3(a)(9) of the Securities Act.
Financial Impact
Conversion of 9,583,332 Class B shares to Class A shares; no cash consideration. Trust value ~$308.1 million (~$10.716 per share).
Risk Factors
- If the extension proposal fails and no business combination closes, the SPAC will liquidate and dissolve, returning trust proceeds to shareholders.
- Conversion of founder shares increases public float and may dilute existing public shareholders.
- The potential business combination with David's Bridal is subject to regulatory approvals and shareholder votes; no definitive agreement has been filed.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001213900-26-112288 |
| Document: 0001213900-26-112288-index-headers.html | 0001213900-26-112288 |
| Document: 0001213900-26-112288-index.html | 0001213900-26-112288 |
| Document: 0001213900-26-112288.txt | 0001213900-26-112288 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 425 | $10.71 | awaiting T+1 | — | $10.73 (+0.19%) |
Oct 26, 2026 1d ago | DEFA14A | $10.71 $10.73 | ▲ +0.19% | ▼ −0.37% | $10.73 (+0.19%) |
Oct 26, 2026 1d ago | 8-K | $10.71 $10.73 | ▲ +0.19% | ▼ −0.37% | $10.73 (+0.19%) |
Oct 22, 2026 4d ago | 425 | $10.71 $10.71 | · 0.00% | ▼ −0.71% | $10.73 (+0.19%) |
Oct 22, 2026 5d ago | DEFA14A | $10.72 $10.71 | ▼ −0.09% | ▲ +0.43% | $10.73 (+0.09%) |
Oct 22, 2026 5d ago | 425 | $10.72 $10.71 | ▼ −0.09% | ▲ +0.43% | $10.73 (+0.09%) |
Oct 22, 2026 5d ago | 8-K | $10.72 $10.71 | ▼ −0.09% | ▲ +0.43% | $10.73 (+0.09%) |
Oct 6, 2026 21d ago | DEF 14A | $10.71 $10.71 | · 0.00% | ▼ −0.42% | $10.73 (−0.19%) |
US Market Status
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