K&F Growth Acquisition Corp. II filed a Form 425 communication on October 29, 2026, disclosing a LinkedIn post shared by David's Bridal, Inc. on October 28, 2026, relating to Pearl, the wedding planning, media and commerce division of David's Bridal, Inc., in connection with a potential business combination.

Key Highlights

  • Filing party: K&F Growth Acquisition Corp. II (NASDAQ:KFII) filed pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934.
  • Subject matter: The communication relates to a potential business combination between K&F Growth Acquisition Corp. II and Pearl, the wedding planning, media and commerce division of David's Bridal, Inc.
  • LinkedIn post: The filing consists of a LinkedIn post shared by David's Bridal, Inc. on October 28, 2026, concerning Pearl.
  • Extension proxy: The company filed a definitive Extension Proxy Statement with the SEC and mailed it to shareholders on or about October 16, 2026, relating to an amendment to extend the deadline for completing an initial business combination.
  • Pearl's plans: According to the filing, forward-looking statements reference Pearl's "plans to transition its business into a standalone entity and to expand into the home and baby markets."
  • Registration statement pending: The filing states that if definitive documentation is entered into, the parties will be required to file a registration statement on Form S-4, including a preliminary proxy statement and prospectus.

K&F Growth Acquisition Corp. II and the Potential Combination with Pearl

According to the filing, K&F Growth Acquisition Corp. II (Commission File No.: 001-42503) is a blank-check special purpose acquisition company currently engaged in discussions regarding a potential business combination with Pearl. Pearl is described in the filing as the wedding planning, media and commerce division of David's Bridal, Inc., a business that operates in the bridal and wedding-related sector. The filing notes that Pearl has expressed plans to transition into a standalone entity and to expand into the home and baby markets, characterizations the filing attributes to forward-looking statements subject to the company's cautionary language.

The filing discloses that no definitive documentation has been entered into as of the date of the communication. If and when such documentation is executed, the filing states the parties would be required to submit a registration statement on Form S-4 containing a proxy statement and prospectus for shareholder approval. Separately, the company disclosed that it filed and mailed a definitive Extension Proxy Statement to shareholders on or about October 16, 2026, seeking approval to amend its organizational documents to extend the deadline by which it must consummate an initial business combination. The filing contains forward-looking statements, which the company identifies as subject to risks and uncertainties including the possibility that definitive agreements may not be reached, that the combination may not be completed on time or at all, and that public shareholders may elect to redeem their shares in connection with any shareholder vote.

What Was Disclosed

K&F Growth Acquisition Corp. II filed a Rule 425 communication consisting of a David's Bridal LinkedIn post dated October 28, 2026, concerning Pearl. The filing also describes a pending Extension Proxy Statement mailed to shareholders on or about October 16, 2026, and outlines conditions that could affect any potential business combination.