Research

Event Driven Research

We offer event driven research services that cover select M&A deals from every angle, with a particular focus on identifying and analysing the key upside and downside risks to a particular transaction. We specialise in European risk arbitrage but also assess deals globally to understand key trends, shareholder tendencies and regulatory and political matters.

Our event driven research reports can be bought individually, or as part of an annual subscription package.

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Date Report Country Sector Status
13-Sep-2017 Sky / Twenty-First Century Fox
"Non-Fanciful Concerns" and New Deal Risks
UK Telecom Active
02-May-2017 WS Atkins / SNC-Lavalin Group
Potential M&A Activism and Bumpitrage
UK Industrials Ended
26-Jun-2017 Sky / Twenty-First Century Fox
UK Political Impacts on the Sky-Fox Deal
UK Telecom Active
26-Sep-2016 Technip / FMC Technologies
Mergers-of-Equals and Negative Arb Spreads
France Energy Ended
26-Oct-2017 Abertis / Atlantia
Reactions and Thoughts on the Hochtief Counterbid
Spain Industrials Ended
27-Oct-2017 Huntsman / Clariant
Post-Mortem: Companies Terminate Merger, Break Prices
US Materials Ended
21-Jun-2017 Sky / Twenty-First Century Fox
Heading into 29 June Announcement
UK Telecom Active
20-Jul-2017 Huntsman / Clariant
M&A Acquirer Activism and Standalone Values
US Materials Ended
01-Nov-2016 Delta Lloyd / NN Group
Pre-Event Risks, the Stichting and Shareholder Reactions
Netherlands Financials Ended
24-Jan-2017 Sky / Twenty-First Century Fox
Opportunities and Risks For M&A Activism
UK Telecom Active
01-Sep-2016 Syngenta / ChemChina
Sources of Funds
Switzerland Materials Ended
10-Mar-2017 Actelion / Johnson & Johnson
Uptravi Assessment and the R&D NewCo Spin-off
Switzerland Health Care Ended
02-May-2017 Amec Foster Wheeler / John Wood Group
Antitrust, Interloper and Break Price Risks
UK Energy Ended
03-Apr-2017 Zodiac / Safran
Assessing the Consequences of Zodiac’s Profit Warnings
France Industrials Ended
01-Sep-2016 SABMiller / AB InBev
Proxy Adviser Risks
UK Consumer Staples Ended
26-Jul-2016 ARM Holdings / SoftBank Group
Committed Buyer, Swift Timeline to Completion
UK Technology Ended
02-Jun-2016 Kuka / Midea
German Protectionism and CFIUS Scrutiny
Germany Industrials Ended
18-Feb-2016 Syngenta / ChemChina
CFIUS Analysis, Monsanto
Switzerland Materials Ended
23-Jan-2018 Sky / Twenty-First Century Fox
The CMA’s Findings and the ‘Event-Based’ Sunset Clause
UK Telecom Active
19-Jun-2017 NXP Semiconductors / Qualcomm
Conflicting Break Price Analyses
US Technology Active
30-Aug-2017 Abertis / Atlantia
M&A Re-Rating and Counterbid/Bump Scenarios
Spain Industrials Ended
26-Sep-2017 Worldpay / Vantiv
Target and Acquirer Susceptibility to a Counterbid
UK Technology Ended
26-Oct-2016 Kuka / Midea
Implications of the BMWi Certificate Withdrawal of Aixtron / Grand Chip
Germany Industrials Ended
17-Nov-2017 Uniper / Fortum
Bumping Offers Versus Building Stakes in German M&A
Germany Utilities Active
29-Sep-2016 Kuka / Midea
Update on CFIUS and ITAR Reviews
Germany Industrials Ended
04-Aug-2016 SABMiller / AB InBev
Scheme Vote Considerations
UK Consumer Staples Ended
25-Apr-2018 Time Warner / AT&T
Expected Verdict, Unwavering Confidence and Crowdedness
US Telecom Active
24-Nov-2017 Time Warner / AT&T
Precedent Parallels: EC-Blocked Vertical / Conglomerate Mergers
US Telecom Active
19-Dec-2017 Sky / Twenty-First Century Fox
The Disney Effect and UK Chain Principle Considerations
UK Telecom Active
23-Jan-2018 Linde / Praxair
Antitrust Implications and Break Prices
Germany Industrials Active
28-Apr-2016 Meda / Mylan
VEB, the Dutch Enterprise Chamber, and Deal Collars
Sweden Health Care Ended
01-May-2018 Time Warner / AT&T
From the Court House – Closing Arguments
US Telecom Active
01-Jun-2017 Sky / Twenty-First Century Fox
Public Interest and Fit and Proper Analysis
UK Telecom Active
13-Oct-2016 Syngenta / ChemChina
Loan Refinancing Considerations
Switzerland Materials Ended
16-Feb-2018 Com Hem / Tele2
Manageable Antitrust and Break Scenarios, Plus Optionality
Sweden Telecom Active
26-Feb-2018 Sky / Twenty-First Century Fox
Comcast’s Intentions and Whether Fox or Disney Comes Back
UK Telecom Active
15-Mar-2018 GKN / Melrose Industries
Bumping, Waiving and Extending in UK Hostile Deals
UK Industrials Ended
21-Dec-2016 Monsanto / Bayer
International Antitrust Scrutiny
US Materials Active
30-Mar-2016 London Stock Exchange / Deutsche Boerse
Other Suitors, the UK Referendum and Antitrust Risks
UK Financials Ended
15-May-2018 Shire / Takeda
Weighing Upside Versus the Acquirer Vote and Pipeline Risks
UK Health Care Active
24-May-2018 Twenty-First Century Fox / Comcast
Impact of AT&T, over Disney, and across Sky
US Telecom Active