---
title: "List deal facts against the 2026 HSR thresholds"
url: "https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/prepare-the-information-request-for-merger-notification-screening/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A2-P20260916-1-US"
practice_area: "Mergers & Acquisitions / Private Equity"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List deal facts against the 2026 HSR thresholds

> Record the transaction value and the party-size figures that are printed in the file, and place each figure next to the adjusted threshold row it is being compared with. Do not say a filing is required.…

Canonical page: https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/prepare-the-information-request-for-merger-notification-screening/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Mergers & Acquisitions / Private Equity](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Record the transaction value and the party-size figures that are printed in the file, and place each figure next to the adjusted threshold row it is being compared with. Do not say a filing is required. Write no information-request letter. |
| What the lawyer must review | The FTC program page says the Hart-Scott-Rodino Act requires the parties to certain proposed transactions to submit a Notification and Report Form before closing, and that they may not close until the waiting period in the Act has passed or early termination is granted. The page does not state the waiting-period length as a number. The thresholds page says the 2026 adjusted figures take effect on 17 February 2026. The rows opened are 7A(a)(2)(A) $535.5 million, up from $200 million; 7A(a)(2)(B)(i) $133.9 million, up from $50 million, and $535.5 million, up from $200 million; and the 7A(a)(2)(B)(ii) rows at $26.8 million, up from $10 million, and $267.8 million, up from $100 million. The lawyer applies section 7A. The tool does not. |
| Written for | United States |
| Applies to | [Prepare the information request for merger notification screening](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/prepare-the-information-request-for-merger-notification-screening.md) |

## Checking plan

- What the AI does: Record the transaction value and the party-size figures that are printed in the file, and place each figure next to the adjusted threshold row it is being compared with. Do not say a filing is required. Write no information-request letter.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not treat a figure next to a threshold as a decision to file.
- The request letter to the client, if one is sent, is written by the lawyer.

## Sources

- [FTC, Current HSR Thresholds](https://www.ftc.gov/enforcement/premerger-notification-program/current-thresholds) (checked 2026-10-22)
- [FTC Premerger Notification Program](https://www.ftc.gov/enforcement/premerger-notification-program) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [ACCC merger notification screening worksheet](https://ailawframework.com/precedents/mergers-and-acquisitions-private-equity/merger-notification-screening-worksheet.md) | Checklist | Yellow | A worksheet to screen a share or asset acquisition against the ACCC notification thresholds, the control and Chapter 6 exemptions, and the rule that a notifiable acquisition must not proceed before… |

Signed-in accounts can read the full text of each one.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*