HYAC Haymaker Acquisition Corp. 4

BULLISH Impact: 7/10 425
Horizon weeks Filed Apr 7, 2026 Processed 2mo ago SEC 0001104659-26-040194
Rule 425 M&A communications

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Executive Summary

Haymaker Acquisition Corp. 4 filed a Rule 425 to disclose a prepaid share forward agreement with Harraden Circle entities, under which up to 5 million shares may be purchased from the SPAC's trust account post-merger. This deal, combined with prior non-redemption and PIPE agreements, strengthens capital stability ahead of the Suncrete business combination, reducing redemption risk and ensuring shareholder support.

Actionable Insight

The prepaid forward and non-redemption agreements significantly reduce the risk of mass redemptions, increasing the likelihood of deal close with full capital intact. Traders should monitor the closing of the Suncrete merger and subsequent stock performance, as reduced overhang and strengthened capital position could support a positive post-merger price reaction.

Key Facts

  • Haymaker entered into a prepaid share forward agreement with Harraden Circle entities (HCI, HCSO, HCSI, HCC) for up to 5,000,000 shares.
  • The transaction is structured as a share forward where the seller purchases shares in the open market and is prepaid from Haymaker's trust account upon closing.
  • The agreement includes a waiver of redemption rights and lock-up provisions, reducing redemption risk.
  • This filing follows a $61.6 million PIPE commitment and a non-redemption agreement for 250,000 shares, collectively enhancing deal certainty.
  • Shareholder and warrantholder approvals for the Suncrete business combination were secured on April 2, 2026.

Financial Impact

Up to 5,000,000 shares prepaid from trust at redemption price, supporting ~$50M+ in capital retention assuming $10/share redemption value

cashdilutionredemption riskdeal certainty

Risk Factors

  • Execution risk if the business combination fails to close
  • Potential dilution from the forward purchase of up to 5M shares post-merger
  • Dependence on continued cooperation from Harraden Circle entities

Market Snapshot

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Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001104659-26-040194
Document: tm2611164d1_8k.htm0001104659-26-040194
Document: tm2611164d1_ex99-1.htm0001104659-26-040194
Document: 0001104659-26-040194-index-headers.html0001104659-26-040194
Document: 0001104659-26-040194-index.html0001104659-26-040194
Document: 0001104659-26-040194.txt0001104659-26-040194
5 reports for HYAC
Performance horizon
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Reports for HYAC — sortable, filterable
Type Now
Apr 9, 2026
9w ago
25-NSE
NEUTRAL ★ 6/10
$3.06 $3.06· 0.00%▲ +0.06%
Apr 7, 2026
9w ago
425
BULLISH ★ 7/10
awaiting T+1
Apr 7, 2026
9w ago
8-K
NEUTRAL ★ 5/10
awaiting T+1
Apr 1, 2026
10w ago
425
BULLISH ★ 7/10
awaiting T+1
Mar 9, 2026
13w ago
DEFA14A
NEUTRAL ★ 4/10
$11.47 $11.47· 0.00%▲ +0.10%
Showing 5 of 5

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