Welcome to our dedicated page for Live Oak Acquisition V SEC filings (Ticker: LOKV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Live Oak Acquisition Corp. V (NASDAQ: LOKV) brings together the company’s regulatory disclosures as a special purpose acquisition company pursuing a proposed business combination with Teamshares Inc. As a SPAC and blank check company, Live Oak V uses filings such as Forms 8-K and the anticipated Form S-4 to outline key terms of its merger agreement, capital structure, and transaction process.
Among the important filings is a Form 8-K that describes the Agreement and Plan of Merger between Live Oak Acquisition Corp. V, Teamshares, and related entities. This document details the planned domestication from the Cayman Islands to Delaware, the two-step merger structure, the calculation of merger consideration in shares of Live Oak common stock, and an earnout framework tied to future share price targets. It also summarizes customary covenants, board composition expectations, and the role of the sponsor and representatives for various security holders.
Future filings are expected to include a registration statement on Form S-4, which will contain a proxy statement for Live Oak shareholders and a prospectus for the Live Oak securities to be issued in the business combination. That document will provide more extensive information on Teamshares, risk factors, financial statements, and the mechanics of the proposed transaction. Additional Forms 8-K may furnish investor call transcripts, transaction updates, and other material information.
On Stock Titan, these filings are updated in line with EDGAR and can be paired with AI-powered summaries that explain complex sections, such as the merger consideration, earnout triggers, and conditions to closing. Users can review Live Oak V’s listed securities (LOKV, LOKVU, LOKVW), monitor how the SPAC describes its emerging growth company status, and track the evolution of the Teamshares transaction through official SEC documents.
Live Oak Acquisition Corp. V filed a 425 relating to a public podcast appearance by Teamshares and Live Oak discussing their proposed business combination. The speakers described Teamshares as a programmatic acquirer of small-to-mid SMEs, reported a $126 million PIPE (initially marketed at $75 million), and summarized operating metrics and forecasts disclosed in the investor presentation.
The transcript details Teamshares' sourcing funnel, portfolio scale (about 90 operating subsidiaries and roughly $60 million operating EBITDA), acquisition cadence, target leverage (~2.5–3x), and guidance of $35–40 million acquired EBITDA in 2026 and $45–50 million in 2027. The filing notes that registration and proxy materials will be filed with the SEC and mailed to Live Oak shareholders when available.
Live Oak Acquisition Corp. V is a Cayman Islands-based SPAC that completed an IPO of 23,000,000 units at $10.00 per unit, placing $231,150,000 in a Nasdaq-traded trust while it searches for a business combination.
On November 14, 2025 it signed a Merger Agreement to combine with Teamshares, a tech-enabled acquirer of small businesses with consolidated revenue over $400 million. Teamshares stockholders and in-the-money option holders are slated to receive shares of new common stock valued at $525,000,000 at $10.00 per share, plus any converted interim financing, with up to 6,000,000 additional earnout shares tied to future share-price targets or a qualifying change of control.
The deal is supported by a PIPE commitment for 13,695,652 shares at $9.20 per share for $126.0 million and requires at least $120,000,000 of combined trust and financing cash at closing. Live Oak must complete a business combination by March 3, 2027 or liquidate the trust, and public shareholders will have redemption rights at a per-share amount that was about $10.39 as of December 31, 2025.
Live Oak Acquisition Corp. V disclosed that Teamshares Inc. will host an investor day on March 31, 2026 ahead of an anticipated Nasdaq listing via a proposed business combination with Live Oak.
The communication restates that the transaction includes a $126 million common equity PIPE anchored by accounts advised by T. Rowe Price Investment Management, and that Live Oak and Teamshares intend to file a registration statement that will include a proxy statement/prospectus for the Business Combination.
Live Oak Acquisition Corp. V director Somsak Chivavibul filed an initial Form 3, which is a statement of beneficial ownership for insiders. This filing lists him as a director of the company but does not report any buy, sell, acquire, or dispose transactions in this submission.
Live Oak Acquisition Corp. V reported that its Board appointed Somak Chivavibul as a Class I director, effective February 25, 2026. The Board determined he is an independent director and named him to the audit committee and as chair of the compensation committee.
Chivavibul, age 59, brings over 25 years of experience in public company financial management, capital markets, strategic planning, and risk oversight, including senior finance roles at Navient and Sallie Mae. The company states there are no related-party transactions or family relationships involving him, and he entered into standard director letter and indemnification agreements similar to those of current officers and directors.
Healthcare of Ontario Pension Plan Trust Fund (HOOPP) filed an amended Schedule 13G reporting its position in Live Oak Acquisition Corp. V. HOOPP now reports beneficial ownership of 0 Class A ordinary shares, representing 0% of the class, as of the event date 12/31/2025. The fund indicates it has no sole or shared voting or dispositive power over any shares. HOOPP describes itself as a pension plan trust formed under the laws of Ontario, Canada and states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Live Oak Acquisition Corp. V received a Schedule 13G reporting that Live Oak Sponsor V, LLC and its managing member Richard Hendrix beneficially own 5,750,000 of the company’s Class B ordinary shares. These Class B shares automatically convert into Class A ordinary shares at the time of the initial business combination or earlier at the holder’s option on a one-for-one basis.
The 5,750,000 Class B shares represent 20% of the Class A ordinary shares, based on 23,000,000 Class A shares outstanding as of November 12, 2025, assuming full conversion of the Class B shares. The Sponsor holds sole voting and dispositive power over these shares, while Hendrix is deemed to share voting and dispositive power through his control of the Sponsor and disclaims beneficial ownership except to the extent of his pecuniary interest.
Live Oak Acquisition Corp. V and Teamshares Inc. provide an update on their planned business combination and go-public process. Teamshares’ CEO said the company is working to complete its merger with Live Oak in April or May, aiming to begin trading in the second quarter, subject to SEC review and market conditions. Teamshares opted to go effective off its fourth-quarter 2025 results, expects to complete its 2025 audit in early March, and to publicly file its registration statement later that month.
The SPAC raised USD 345m in its IPO, and the transaction includes a USD 126m PIPE, while net proceeds at closing will depend on shareholder redemptions. The deal values Teamshares at USD 756m. Management emphasized a programmatic acquisition strategy, noting it acquired around USD 15m of EBITDA in 4Q 2025 and plans to acquire companies with roughly USD 6m of EBITDA in 1Q. Over the medium term, Teamshares is working toward issuing parent-level corporate bonds and continues to target owner-operated businesses generating about USD 500,000 to USD 5m of EBITDA.
Live Oak Acquisition Corp. V discusses its planned business combination with Teamshares Inc., a programmatic acquirer of small U.S. businesses, in a deal described as a $786 million combination. Leaders outline how Teamshares buys retirement-driven, high-quality companies and uses software and standardized processes to keep diligence and closing costs low.
Teamshares reports adding $15 million of EBITDA from recent acquisitions in Q4 2025 and says it now owns about 90 companies, generally with EBITDA between roughly $0.5 million and $5 million per target. The company targets modest leverage, often around three times operating EBITDA, and expects going public to lower its cost of debt meaningfully over time.
The parties highlight an oversubscribed $75 million-targeted common equity PIPE, ultimately raising about $126 million, anchored by a major institutional investor. Management emphasizes long-term alignment through a lockup tied to four years or a $25 share price, and Teamshares cites corporate EBITDA of about $20 million today with projections of $60 million and $100 million over the next two years, assuming continued acquisition-driven growth.
Live Oak Acquisition Corp. V released a podcast transcript featuring Michael Brown, CEO and co‑founder of Teamshares Inc., in connection with their planned business combination. Brown explains that Teamshares operates a permanent holding-company model focused on buying and holding small businesses while gradually spreading employee ownership, rather than using a traditional private equity “buy and flip” approach.
He notes that by the end of 2025 Teamshares owned about 90 companies with roughly $450 million of revenue and around $60 million of operating profit on a trailing 12‑month basis, and that acquired businesses have shown a low annual failure rate of about 1.5%. For 2025, he highlights what he describes as a record year, adding around $25 million of new EBITDA from acquisitions while existing portfolio company profits grew at a mid‑teens rate. Brown also discusses their deal sourcing funnel, reviewing over 70,000 listings a year, an employee base of well over 2,000 across subsidiaries, and Teamshares’ long‑term plan to become a public company via the business combination with Live Oak.