Your company is being acquired, or its lockup is ending. Start here.
One page for each deal or lockup we cover in tech and biotech, with the public facts, the timeline, and the questions an employee should answer before the money moves.
Don’t see your company? The questions are nearly the same for every stock or cash deal. Read the guide Before Your Company Is Sold for Cash, or book the free Checkup. Not sure where to start? Four taps, and you see the first thing to check.
The checklist. Twelve questions to ask before your company’s acquisition closes. One page. Leave your email and it is yours, along with the letters, two most weeks, unsubscribe any time.
DoorDash and Instacart
Cash, DoorDash stock or a mix for each Instacart share, with the stock capped at what the companies called 25% of the total consideration. When they announced it, the companies said they expected it to close at the end of 2027 or in the first half of 2028.
Salesforce and Braze
All cash, $47.50 a share. When they announced it, the companies said they expected it to close in Salesforce’s fiscal year 2028, which runs February 1, 2027 through January 31, 2028.
Proofpoint and Varonis
All cash, $49.75 a share. On October 15, 2026, the companies said they expected the deal to close in the first half of 2027.
GTCR and CCC Intelligent Solutions
A take private at $7.75 a share in cash, by an investor group led by GTCR that includes Elliott. On October 15, 2026, CCC said it expected the deal to close in the first quarter of 2027.
Schneider Electric and PTC
All cash, $205 a share. On October 5, 2026, PTC said it expected the deal to close by the third quarter of calendar year 2027.
Anthropic IPO
What the filing says about employee RSUs, tax withholding and the staged lockup, and the questions to answer before your first sale.
SpaceX (SPCX) lockup
IPO priced at $135. Trading since June 12, 2026. Staged employee releases through the fall, full release December 8. The questions to answer before the window opens.
AMD and World Labs
All stock, about $8.2 billion. When AMD announced it, AMD said it expected the deal to close by the end of 2026.
Curium and Lantheus
$102.50 a share in cash plus a CVR that pays up to $12.00 more if set sales milestones are reached, and may pay nothing. In its quarterly report dated November 5, 2026, Lantheus said it and Curium continued to expect the deal to close in the first half of 2027.
BFA Wealth Management isn’t affiliated with DoorDash, Instacart, Salesforce, Braze, Proofpoint, Varonis, GTCR, Elliott, CCC Intelligent Solutions, Schneider Electric, PTC, Anthropic, SpaceX, AMD, World Labs, Curium or Lantheus.