The facts are sourced from a Form 425 filing with the SEC via EDGAR, published June 30, 2026. The deal's status is pending regulatory, indicating it had not yet closed as of that filing.
Two financial advisors are disclosed, one per side, both designated lead. J.P. Morgan Securities LLC is serving as lead financial advisor to Patrick Industries (the acquirer), with Baird serving as co-lead financial advisor to Patrick Industries per the same source sentence, and McDermott Will & Schulte LLP serving as legal advisor to Patrick Industries. On the target side, Perella Weinberg Partners LP is serving as financial advisor to LCI Industries, with Kirkland & Ellis LLP serving as LCI's legal advisor, per the corresponding source sentence.
Legal advisors are disclosed for both sides: Kirkland & Ellis LLP is serving as legal advisor to the target, LCI Industries, while McDermott Will & Schulte LLP is serving as legal advisor to the acquirer, Patrick Industries.
Beyond identifying the transaction as an all-stock merger, the facts block does not specify the exchange ratio or any other structural terms of the stock consideration.
A number of facts are not disclosed in this record. The transaction's dollar value is not stated. No expected closing date is given. The facts block also does not clarify Baird's lead-versus-non-lead status relative to J.P. Morgan on the Patrick Industries side beyond its explicit designation as "co-lead" in the source sentence.