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Berto Acquisition Sponsor II LLC and related parties report significant ownership in Berto Acquisition Corp. II ordinary shares. The Sponsor reports beneficial ownership of 2,779,808 ordinary shares, representing 7.1% of the class, all held directly by Berto Acquisition Sponsor II LLC.
Harry L. You reports beneficial ownership of 5,311,910 ordinary shares (including 2,532,102 shares held in his Roth IRA and the Sponsor-held shares), or 13.5% of the class. Robert You reports 2,215,590 ordinary shares held in his Roth IRA, or 5.6% of the class. Percentages are based on 39,387,500 ordinary shares outstanding. The Sponsor also holds 3,500,000 warrants exercisable at $11.50 per share after the initial business combination, which are excluded from these beneficial ownership calculations because they are not exercisable within 60 days. The reporting persons are making a joint filing but state it should not be construed as forming a “group.”
Berto Acquisition Corp. II, a Cayman Islands SPAC, completed its IPO on May 18, 2026, issuing 31,510,000 units at $10.00 each for gross proceeds of $315.1 million, alongside a $3.5 million private placement of 3,500,000 warrants to its sponsor.
As of June 30, 2026, the company held $316.4 million in a U.S. Trust Account and $1.1 million of cash outside the trust, supporting working capital of about $1.5 million. Public shares are fully redeemable and recorded as temporary equity. The quarter’s net income of $1.07 million and year-to-date net income of $0.96 million were driven almost entirely by interest on trust investments, offset by general and administrative expenses.
The SPAC has until May 18, 2028 (or August 18, 2028 with a qualifying agreement) to complete an initial business combination or liquidate and redeem public shares. Management believes current liquidity, plus potential sponsor funding, is sufficient for at least one year while it searches for a target.
Berto Acquisition Corp. II states that President and Chief Financial Officer Robert You resigned effective immediately on July 31, 2026. The company states that his resignation was not due to any disagreement with management, the board, or with operations, policies or practices.
The board appointed Executive Chairman Vikas Mittal, age 46, as Interim Chief Financial Officer, effective the same day, while an executive search for a permanent CFO is conducted. Mittal leads Meteora Capital, LLC, which acquired 300,000 founder shares for $1,043.48 and received a $500,000 cash fee under a consulting agreement related to the SPAC’s IPO. He is party to indemnity, letter and registration rights agreements and has executed an omnibus joinder to those agreements.