Research

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We offer an event driven research service that covers 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. If you are a qualified investor and are interested in purchasing our reports or subscribing to our research services, please get in touch.

Latest event driven research

Huntsman (HUN US) / Clariant (CLN VX)

M&A Acquirer Activism and Standalone Values

NXP Semiconductors (NXPI US) / Qualcomm (QCOM US)

Conflicting Break Price Analyses

Amec Foster Wheeler (AMFW LN) / John Wood Group (WG/ LN)

Antitrust, Interloper and Break Price Risks

Monsanto (MON US) / Bayer (BAYN GY)

International Antitrust Scrutiny

Archived deals

WS Atkins (ATK LN) / SNC-Lavalin (SNC CN)

Potential M&A Activism and Bumpitrage

Actelion (ATLN VX) / Johnson & Johnson (JNJ US)

Uptravi Assessment and the R&D NewCo Spin-off

Syngenta (SYNN VX) / ChemChina (private)

Loan Refinancing Considerations

CFIUS Analysis, Monsanto

Delta Lloyd (DL NA) / NN Group (NN NA)

Pre-Event Risks, the Stichting and Shareholder Reactions

London Stock Exchange (LSE LN) / Deutsche Boerse (DB1 GY)

Other Suitors, the UK Referendum and Antitrust Risks

Technip (TEC FP) / FMC Technologies (FTI US)

Technip (TEC FP) / FMC Technologies (FTI US)

Kuka (KU2 GY) / Midea (000333 CH)

German Protectionism and CFIUS Scrutiny

SABMiller (SAB LN) / AB InBev (ABI BB)

Proxy Adviser Risks

Scheme Vote Considerations

ARM Holdings (ARM LN) / SoftBank Group (9984 JP)

Committed Buyer, Swift Timeline to Completion

Meda (MEDAA SS) / Mylan (MYL US)

VEB, the Dutch Enterprise Chamber, and Deal Collars