Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access
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, we added more than 2,700+ new private company transactions, bringing the total to over 32,000+ searchable deals across sectors, industries, and transaction types in Dakota Private Markets
Inside Dakota Private Markets, 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’s team 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.
- Transaction Date: 9/3/2026
- Industry: Hotels & Restaurants & Leisure
- Type: Acquisition/Merger
- Transaction Value: $9.6B
The Khosla family has completed its purchase of the Seattle Seahawks from the Estate of Paul G. Allen following NFL owner approval on August 26, with Vinod Khosla serving as Chair. The ownership group includes co-owners such as Mark Stevens, Penny Pritzker, Val Blavatnik, Carlyle and Sixth Street. Financial terms were not disclosed.
- Transaction Date: 9/29/2026
- Industry: Hotels & Restaurants & Leisure
- Type: Buyout/Private Equity
- Transaction Value: $6.3B
Long Lake, an AI holding company backed by General Catalyst and Alpha Wave, has completed its $6.3 billion all-cash acquisition of American Express Global Business Travel at $9.50 per share, a 65.1% premium to the 30-day VWAP. Amex GBT has been delisted from the NYSE and is now private, with financing from Long Lake’s existing investors, Koch Equity Development, and committed debt from JPMorgan, Bank of America, Citi, and MUFG.
- Transaction Date: 9/2/2026
- Industry: Hotels & Restaurants & Leisure
- Type: Acquisition/Merger
- Transaction Value: $4.0B
Stan Kroenke, through Kroenke Sports & Entertainment, has agreed to buy a controlling interest in the Los Angeles Angels from Arte Moreno at a reported $4 billion valuation, a record for an MLB sale that tops the $3.9 billion Padres deal earlier this year. The transaction is expected to close in Q1 2027, subject to MLB approval, and adds the Angels to a portfolio that includes the Rams, Nuggets, Avalanche, Rapids, and Arsenal.
- Transaction Date: 9/2/2026
- Industry: Hotels & Restaurants & Leisure
- Type: Acquisition/Merger
- Transaction Value: $3B
Royal Caribbean Group will acquire a 50% equity interest in Sandals and Beaches Resorts for approximately $3 billion (about 10x forward EBITDA), forming a joint venture that moves the cruise operator into all-inclusive resorts. The deal is funded with committed Morgan Stanley debt, with Adam Stewart remaining Executive Chairman, and is expected to close in early 2027 and be accretive to earnings next year.
- Transaction Date: 8/5/2026
- Industry: Diversified Consumer Services
- Type: Buyout/Private Equity
- Transaction Value: $2B
KKR has agreed to acquire A1 Garage Door Service, a residential garage door repair and replacement provider operating in about 20 states, for around $2 billion, according to Reuters sources. The deal, bought from growth investor Cortec Group, adds to KKR’s home services holdings (Neighborly, Groundworks) and a wave of PE interest in the sector, with the terms not officially confirmed.
Want to track consumer discretionary deal activity like this as it happens? Explore the full transactions tab in Dakota Private Markets for real-time, filterable data on every deal in this sector.
- Transaction Date: 9/24/2026
- Industry: Diversified Consumer Services
- Type: Acquisition/Merger
- Transaction Value: $1.7B
Afya and Yduqs, two major Brazilian higher education groups, have signed a binding all-stock merger agreement under which Afya merges into Yduqs, with Afya shareholders receiving 6.408347 new Yduqs shares per Afya share. Afya holders would own 69.0% of the combined company and Yduqs holders 31.0%, giving Bertelsmann a 47.4% stake, with the combined entity listed solely on B3 and the deal subject to shareholder, Brazilian antitrust, and third-party approvals. No dollar value was disclosed.
- Transaction Date: 9/1/2026
- Industry: Hotels & Restaurants & Leisure
- Type: Buyout/Private Equity
- Transaction Value: $1.5B
LongRange Capital has completed its acquisition of Pizza Hut (excluding Mainland China) from Yum! Brands, taking the pizza chain, with about $10 billion in system-wide sales, private as a standalone business. The headline of your linked Yum! announcement points to a $2.7 billion sale price, though the release text doesn’t state a figure, so please confirm that number before publishing.
- Transaction Date: 9/16/2026
- Industry: Automobiles
- Type: Acquisition/Merger
- Transaction Value: $1.4B
May Mobility will go public through a SPAC merger with ACP Holdings Acquisition Corp., implying a pro forma enterprise value of about $1.4 billion and up to $337 million in gross proceeds, including a fully committed $120 million PIPE. The combined company is expected to list on Nasdaq as “MAY” and become the first U.S. publicly listed pure-play autonomous ride-hail technology company. The deal is expected to close by year-end 2026, subject to shareholder and Nasdaq listing approvals.
- Transaction Date: 9/1/2026
- Industry: Hotels & Restaurants & Leisure
- Type: Real Assets
- Transaction Value: $1.38B
Ryman Hospitality Properties has closed its $1.38 billion acquisition of Grande Lakes Orlando Resort from Trinity Investments, a 409-acre complex with 1,592 rooms across a JW Marriott and a Ritz-Carlton plus a Greg Norman-designed golf course. The purchase price represents 12.5x trailing Adjusted EBITDAre, with Marriott continuing to operate the hotels, and the deal is expected to be accretive to Adjusted FFO per share in 2027.
- Transaction Date: 9/10/2026
- Industry: Hotels & Restaurants & Leisure
- Type: Growth Equity
- Transaction Value: $1B
Mubadala has agreed to make a significant minority investment in Luckin Coffee alongside controlling shareholder Centurium Capital, in a transaction with an aggregate value of approximately $1 billion. Luckin operates more than 36,000 stores and has nearly 500 million cumulative transacting customers. The release doesn’t specify Mubadala’s share of the $1 billion or the stake size, and the deal remains subject to customary closing conditions.
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 Private Markets, 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 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, request access to Dakota Private Markets.
