We provide event driven research services to hedge fund managers and institutional investors that cover select definitive and pre-announced M&A deals, focusing on identifying and analysing the key upside and downside risks to a particular transaction. We primarily analyse $billion+ takeovers and mergers of publicly-traded European targets, but we also look at deals globally when there is a key European angle or aspect that can influence the deal outcome.
With decades of experience in risk arbitrage and investment banking, we specialise in providing research and advisory services on all facets of risk arbitrage, with particular expertise in:
Our research is unbiased and is based on facts. We are not influenced by corporate advisory mandates, positions on proprietary trading books or expected sales & trading commissions. With neither conflicts of interest nor pressure to push investment ideas, we are able to provide truly objective, value-added research and advice. We work with our clients to scrutinise deals and understand the key risks and considerations, and then step back to let them undertake any appropriate investment actions, with confidence.
Through an annual subscription to our research services, clients receive insightful, high-quality and comprehensive analysis that helps them make sound investment decisions. Our products include:
A full subscription also includes bespoke work, and access to all our financial models and our team.
If you are a qualified investor and would like more information on our research services, please get in touch.
Rod is a specialist in mergers & acquisitions (M&A) and risk arbitrage with over 18 years’ experience in financial services in Europe, the United States and Asia. Prior to founding Manalo LLP, Rod was a Managing Director and led the European and Asian Event Driven Strategy effort at Jefferies International Limited. He previously worked as a senior merger arbitrage and special situations strategist at Deutsche Bank AG in London.
Before moving to London, Rod was a desk analyst on Citigroup Global Markets’ US Risk Arbitrage team and also worked in Equity Capital Markets at Citigroup in New York. He began his career in corporate finance and M&A investment banking at Bank of America in Chicago.
Through covering hundreds of M&A transactions and special situations globally, Rod has particular expertise in cross-border and hostile M&A, takeover codes by region, financial valuation analysis, antitrust laws and identifying where and why negotiations or definitive deals can fail. He employs a grounded and rigorous analytical approach to every deal under coverage.
Rod was born and raised in Toronto and holds a B.A. (Honours) in Applied Economics from Queen’s University in Kingston, Canada.
Jeremy has extensive experience analysing the risks and opportunities associated with public M&A transactions and his specialisms include hostile and cross-border takeovers, investor activism and merger regulation in Europe and the US. Jeremy previously held senior event driven research roles at Berenberg Bank in London and Crédit Industriel et Commercial (CIC) in Paris. While at CIC, Jeremy was ranked as the #1 research analyst for special situations in the Thomson Reuters Extel Pan-European Awards.
Jeremy’s prior experience also includes working in technology, media and telecoms M&A at JPMorgan and as an Economic Policy Research Fellow at HEI in Geneva, with a focus on European Merger and Competition Regulation. He has authored several books and academic papers on European takeovers, corporate governance, hedge fund activism and international competition law. His book “European Takeovers: The Art of Acquisition” is currently in its second edition and he is completing a book on merger arbitrage strategy to be published next year.
Jeremy earned a law degree and a Masters in management and international relations from the London School of Economics. In addition, he holds a PhD in finance from the University of Cambridge.
We are looking for talented individuals to join our team. The following career opportunities are currently available for individuals with relevant experience in our business. Please submit your CV via the appropriate link below.