Stock Markets August 3, 2026 09:02 PM

BOA Acquisition Corp. II Prices $125 Million IPO, Targets Real Estate and Infrastructure Deals

Special-purpose acquisition company to list units on Nasdaq with a targeted search in energy, telecommunications and transportation assets

By Hana Yamamoto
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BOA Acquisition Corp. II completed the pricing of its public offering of 12,500,000 units at $10.00 each, raising $125 million. The units are slated to begin trading on the Nasdaq Global Market on August 4, 2026 under the ticker THEOU, with the offering expected to close on August 5, 2026, subject to customary closing conditions. The firm plans to concentrate its acquisition efforts on direct investments in real estate and infrastructure, particularly in energy, telecommunications and transportation.

BOA Acquisition Corp. II Prices $125 Million IPO, Targets Real Estate and Infrastructure Deals
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Key Points

  • The IPO comprises 12,500,000 units priced at $10.00 each, raising $125 million.
  • Units expected to begin trading on Nasdaq Global Market as THEOU on August 4, 2026; offering expected to close on August 5, 2026, subject to customary closing conditions.
  • Company intends to focus on direct investments in real estate and infrastructure assets, especially energy, telecommunications and transportation; underwriters have a 45-day over-allotment option for up to 1,875,000 additional units.

BOA Acquisition Corp. II, a special purpose acquisition company, has set the price for its initial public offering at $10.00 per unit, issuing 12,500,000 units and raising $125 million in gross proceeds, the company said in a press release.

Each unit comprises one Class A ordinary share together with one right to receive an additional Class A ordinary share upon the closing of the company's initial business combination. The units are expected to begin trading on the Nasdaq Global Market under the ticker symbol "THEOU" on August 4, 2026. The offering is expected to close on August 5, 2026, subject to customary closing conditions.

When the components of the units begin to trade separately, the Class A ordinary shares are expected to trade under the symbol "THEO" and the rights under "THEOR." The company has indicated that it will pursue a focused acquisition search, targeting direct investments in real estate and infrastructure assets. Within infrastructure, it identified energy, telecommunications and transportation as particular areas of emphasis, while noting that it may nonetheless consider opportunities across any industry or geography.

D. Boral Capital LLC is serving as the sole book-running manager for the offering. In connection with the IPO, the underwriters have been granted a 45-day option to buy up to 1,875,000 additional units at the IPO price to cover potential over-allotments.

The U.S. Securities and Exchange Commission declared the company's registration statement effective on August 3, 2026, clearing the way for the offering to proceed on the schedule the company has outlined.


Context and structure

The capital raised through this unit offering will be held in trust until BOA Acquisition Corp. II completes an initial business combination, at which point the separate Class A ordinary shares and rights will trade independently. The structure—units made up of shares plus rights—aligns with the typical SPAC model in which public investors gain exposure to a blank-check vehicle pending an announced merger or acquisition.


Market implications

By signaling a concentration on direct real estate and infrastructure investments, with particular attention to energy, telecommunications and transportation, the company has framed the sectors in which it expects to deploy capital while preserving flexibility to pursue deals outside those areas.

Risks

  • The offering's closing is subject to customary closing conditions, creating timing and execution uncertainty for when funds will be formally available - impacting deal timeline and markets related to SPAC activity.
  • Underwriters hold a 45-day option to purchase up to 1,875,000 additional units, which could increase the total units issued and affect investor dilution dynamics.
  • The company has stated a focus on select infrastructure sectors but retains the ability to pursue opportunities in any industry or geography, introducing uncertainty about the ultimate sector exposure and investment profile.

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