Every 8-K that K&F Growth Acquisition Corp. II Unit (KFIIU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KFIIU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KFIIU filings page.
K&F Growth Acquisition Corp. II entered a non-binding letter of intent on October 21, 2026, with David’s Bridal, Inc. for a proposed combination involving Pearl, its wedding planning, media and commerce division. The plan would separate Pearl as a standalone public company that would own David’s Bridal’s brand and intellectual property; terms remain subject to negotiation and approvals.
The LOI values Pearl at $250 million pre-money equity value and approximately $350 million pro forma enterprise value, assuming no K&F shareholder redemptions. It contemplates a $75 million PIPE, subject to upsize; CION Investment Corporation proposed a $25 million anchor investment, subject to definitive documentation. The parties anticipate closing in the first half of 2027, subject to due diligence, definitive agreements, board and shareholder approvals, regulatory approvals and customary conditions.
Pearl management projects 2027 revenue of $85 million to $95 million, versus $42 million projected for 2026, greater than 30% EBITDA margins in 2026, and positive free cash flow in both years. The projections are unaudited and were not independently verified by K&F. K&F shareholders are scheduled to vote November 3, 2026, on extending the business-combination deadline from November 6, 2026, to February 7, 2028.
K&F Growth Acquisition Corp. II (KFII) reports that, after receiving a Nasdaq notice for not meeting the Nasdaq Listing Rule 5450(a)(2) requirement of at least 400 total holders for the Nasdaq Global Market, it applied to transfer its securities to the Nasdaq Capital Market. The company submitted the transfer application on August 26, 2026, Nasdaq granted the application on September 14, 2026, and the transfer became effective on September 16, 2026. Following this transfer, the prior deficiency relating to total shareholders has been rendered moot.
K&F Growth Acquisition Corp. II (KFII) reported that on August 19, 2026 it received a deficiency notice from Nasdaq stating it is not in compliance with Nasdaq Listing Rule 5450(a)(2), which requires at least 400 Total Holders for continued listing on the Nasdaq Global Market. The notice does not currently affect the listing or trading of KFII’s Class A ordinary shares, which continue to trade on the Nasdaq Global Market under the symbol KFII as of August 21, 2026. The company has 45 calendar days to submit a plan to regain compliance, and Nasdaq may grant up to 180 calendar days from the notice date to evidence compliance if the plan is accepted. If the plan is not accepted, the company can appeal to a Nasdaq Hearings Panel and is also considering options such as regaining compliance or transferring its listing to the Nasdaq Capital Market.