Top Consumer Discretionary Transactions September 2025

Top 10 Consumer Discretionary Transactions | September 2025

Top 10 Consumer Discretionary Transactions | September 2025
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For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. 

In September alone, Dakota Marketplace added more than 2,000 new private company transactions, bringing the total to over 5,000 searchable deals across sectors, industries, and transaction types.

Inside Dakota Marketplace, you’ll find the transactions tab that provides structured, filterable data on deal types, values, and dates, while our editorial team curates daily updates through the dakota transactions newsletter, helping you cut through the noise and focus on what matters most.

To ensure the most comprehensive coverage of private market activity, Dakota monitors over 10,000 websites including company websites, newswires, and numerous third-party news providers to capture and verify transaction data as it happens.

Below are the top 10 consumer discretionary transactions.

1. Allwyn International AG - Strategic Acquisition

  • Transaction Date: 9/22/2025
  • Industry: Hotels & Restaurants & Leisure
  • Type: Acquisition / Merger 
  • Transaction Value: $2.5B 
  • Participants: Allwyn International AG, KKCG Group, PrizePicks, 305 Ventures, Australis Partners, Phoenix Capital Ventures, Freshfields, Moelis & Company, Cooley LLP

Allwyn International will acquire a 62.3% majority stake in PrizePicks, the largest daily fantasy sports operator in North America, in a deal valuing the company at $2.5 billion, with potential earnouts raising the valuation to $4.15 billion. The acquisition marks Allwyn’s expansion into the U.S. sports and entertainment market, combining its global scale with PrizePicks’ innovative, fan-driven platform to accelerate growth and engagement.

2. Tampa Bay Rays - Strategic Acquisition

  • Transaction Date: 9/23/2025
  • Industry: Hotels & Restaurants & Leisure
  • Type: Acquisition / Merger 
  • Transaction Value: $1.7B

Major League Baseball owners have unanimously approved the $1.7 billion sale of the Tampa Bay Rays to a group led by Dream Finders Homes CEO Patrick Zalupski, marking a major ownership change after 20 years under Stuart Sternberg. The new ownership group is expected to finalize the deal within weeks and will explore new ballpark options in the Tampa–St. Petersburg area while the team continues playing at Tropicana Field through 2028.

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3. Big Brand Tire & Service - Recapitalization 

  • Transaction Date: 10/2/2025
  • Industry: Specialty Retail
  • Type: Growth Equity 
  • Transaction Value: $1.6B
  • Participants: Blue Owl Capital, ICONIQ Capital, Warburg Pincus, Evercore Inc, Jefferies Prime Brokerage, Percheron Capital, Kirkland & Ellis LLP

Percheron Capital completed a $1.625 billion recapitalization of Big Brand Tire & Service through a single-asset continuation vehicle, backed by Blue Owl Capital, ICONIQ, and Warburg Pincus. The transaction will support Big Brand’s next phase of growth as it continues expanding its technology-enabled platform and high-velocity M&A strategy toward 1,000 service centers nationwide.

4. Groupe La Centrale - Strategic Acquisition

  • Transaction Date: 9/26/2025
  • Industry: Specialty Retail
  • Type: Acquisition / Merger 
  • Transaction Value: $1.3B 
  • Participants: Prosus N.V., OLX, Providence Equity Partners

OLX Group, a Prosus-owned online classifieds leader, agreed to acquire French autos platform La Centrale from Providence Equity Partners for €1.1 billion, marking its entry into Western Europe. The deal strengthens OLX’s European motors portfolio and positions Prosus to expand its AI-driven ecommerce ecosystem, leveraging La Centrale’s trusted brand and strong market position in France’s resilient used car market.

5. The ODP Corporation - Take-Private / Public-to-Private 

  • Transaction Date: 9/22/2025
  • Industry: Specialty Retail
  • Type: Buyout / Private Equity 
  • Transaction Value: $1B
  • Participants: J.P. Morgan Securities LLC, Simpson Thacher & Bartlett LLP, Lazard, Willkie Farr & Gallagher LLP, Atlas Holdings, The ODP Corporation

Atlas Holdings will acquire The ODP Corporation, parent of Office Depot, for $28 per share in cash, valuing the company at approximately $1 billion and representing a 34% premium to its prior closing price. The transaction will take ODP private, enabling Atlas to support its B2B growth initiatives and operational transformation as it navigates a challenging retail environment.

6. Curtis Instruments, Inc - Strategic Acquisition

  • Transaction Date: 9/18/2025
  • Industry: Automobiles 
  • Type: Acquisition / Merger 
  • Transaction Value: $1B
  • Participants: Parker-Hannifin Corporation, Rehlko, Guggenheim Securities Investment Banking, Jones Day, Eversheds Sutherland, BofA Securities, Inc., Goldman Sachs Bank Europe SE, Gibson Dunn & Crutcher LLP

Parker-Hannifin Corporation completed its $1 billion acquisition of Curtis Instruments, a manufacturer of motor controllers and power conversion technologies. The deal strengthens Parker’s electrification capabilities across electric and hybrid vehicle applications, enhancing its motion and control solutions for the mobile machinery market.

7. Prime Insights - Add-On / Bolt-On Acquisition

  • Transaction Date: 9/3/2025
  • Industry: Diversified Consumer Services 
  • Type: Buyout / Private Equity 
  • Transaction Value: $250M
  • Participants: Aonic AB, Prime Insights, Metric Capital Partners

Aonic acquired Prime Insights, a leading research technology firm, in a transaction exceeding $250 million—its largest deal to date. The acquisition unites two high-growth rewards platforms to form a global data and engagement ecosystem reaching over 50 million consumers and generating more than $300 million in annual revenue.

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8. Nothing - Series C

  • Transaction Date: 9/15/2025
  • Industry: Household Durables
  • Type: Venture
  • Transaction Value: $200M
  • Participants: Tiger Global Management, GV (Google Ventures), Highland Europe (UK) LLP, I2BF, Qualcomm Ventures, Tapestry VC, Latitude Ventures, EQT Group

Nothing raised $200 million in a Series C round led by Tiger Global, reaching a $1.3 billion valuation. With support from investors like GV, Highland Europe, EQT, Qualcomm Ventures, and Nikhil Kamath, the company has now raised over $450 million to expand its lineup of AI-powered smartphones and connected devices, aiming to make technology more intuitive and seamless.

9. Classic Vacations

  • Transaction Date: 9/3/2025
  • Industry: Travel and Leisure 
  • Type: Acquisition / Merger
  • Transaction Value: $125M
  • Participants: TBO

TBO agreed to acquire U.S.-based Classic Vacations from The Najafi Companies for up to $125 million, expanding its reach into the premium luxury travel market. The deal combines TBO’s global technology platform with Classic Vacations’ network of over 10,000 high-end travel advisors, strengthening its position as a leading B2B luxury travel provider.

10. Ace Group International

  • Transaction Date: 9/16/2025
  • Industry: Hospitality and Leisure
  • Type: Acquisition / Merger
  • Transaction Value: $90M
  • Participants: Seibu Prince Hotels Worldwide

Seibu Prince Hotels Worldwide (SPW) agreed to acquire Ace Group International, parent company of Ace Hotel and Atelier Ace, for approximately $90 million through its new U.S. subsidiary. The deal adds Ace’s globally recognized lifestyle hotel brand to SPW’s expanding international portfolio, combining Ace’s creative, culture-driven hospitality with SPW’s scale and Japanese service heritage.

Transactions in Dakota Marketplace

At Dakota, we understand how important it is to stay current on deal activity as it happens. That’s why our editorial team continuously monitors the news for real-time updates on platform investments, add-ons, divestitures, and more to deliver daily highlights straight to your inbox through our transactions newsletter.

Inside Dakota Marketplace, the transactions tab provides structured, filterable data with deal dates, types, sectors, and financials, allowing you to build a customized feed that aligns with your focus areas. 

Whether you're evaluating a new investment opportunity or tracking trends within a target sector, Dakota Marketplace helps you cut through the noise and focus on what matters most.

For more information on these transactions and a deeper dive into their industries and sub-industries, book a demo of Dakota Marketplace.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.