We seek to exploit pricing inefficiencies that occur before or after an event
Events include M&A deals, spin-offs, activist investors, share buybacks, significant corporate transactions and special situations
These are diversified by types of risk and risk/return profiles, with an emphasis on value investing principles
Research Service
Our Research – August 2020
Our Research – September 2020
Our Research – October 2020
IPO Monitor – November 2020
Updates on event-driven equity situations
21 November, 2023
OVINTIV ANNOUNCED PRICING OF SECONDARY OFFERING more
20 November, 2023
WORTHINGTON INDUSTRIES TO SPIN-OFF WORTHINGTON STEEL more
17 November, 2023
BRIGHTHOUSE FINANCIAL AUTHORIZED $750 MILLION SHARE BUYBACK more
17 November, 2023
LEONARDO DRS ANNOUNCED PRICING OF SECONDARY OFFERING more
16 November, 2023
THERMO FISHER SCIENTIFIC AUTHORIZED $4 BILLION SHARE BUYBACK more
16 November, 2023
HOTEL CHOCOLAT TO BE ACQUIRED BY MARS more
16 November, 2023
GOODYEAR TIRE ANNOUNCED STRATEGIC TRANSFORMATION PLAN more
16 November, 2023
PRAESIDIUM INVESTMENT MANAGEMENT DISCLOSED 4.9% STAKE IN ZUORA more
14 November, 2023
GLENVIEW CAPITAL MANAGEMENT DISCLOSED 5.7% STAKE IN DXC TECHNOLOGY COMPANY more
14 November, 2023
DOUBLEVERIFY ANNOUNCED PRICING OF SECONDARY OFFERING more
14 November, 2023
TECK RESOURCES ANNOUNCES SALE OF STEELMAKING COAL BUSINESS more
14 November, 2023
CARGO THERAPEUTICS PRICES IPO more
14 November, 2023
HAMILTON INSURANCE GROUP PRICES IPO more
10 November, 2023
BLUEGREEN VACATIONS TO BE ACQUIRED BY HILTON GRAND VACATIONS more
10 November, 2023
ASCENDENT CAPITAL PARTNERS DISCLOSED 13.7% STAKE IN HOLLYSYS, PROPOSED TO ACQUIRE THE COMPANY FOR $26 PER SHARE IN CASH more
10 November, 2023
GROUPON ANNOUNCED $80 MILLION RIGHTS OFFERING FOR COMMON STOCK more
10 November, 2023
KNIFE RIVER CORPORATION ANNOUNCED LAUNCH OF SECONDARY OFFERING more
7 November, 2023
CLEARWATER ANALYTICS ANNOUNCED LAUNCH OF SECONDARY OFFERING more
7 November, 2023
THE VITA COCO COMPANY ANNOUNCED SECONDARY OFFERING OF COMMON STOCK more
7 November, 2023
CORE & MAIN INC ANNOUNCED SECONDARY OFFERING AND SHARE BUYBACK more
6 November, 2023
EXXONMOBIL COMPLETED ACQUISITION OF DENBURY more
6 November, 2023
TPG COMPLETED ACQUISITION OF ANGELO GORDON more
6 November, 2023
NASDAQ COMPLETED ACQUISITION OF ADENZA more
6 November, 2023
BLUE APRON TO BE ACQUIRED BY WONDER GROUP more
2 November, 2023
WESTERN DIGITAL TO SEPARATE HDD AND FLASH BUSINESSES INTO TWO COMPANIES more
31 October, 2023
VODAFONE TO SELL VODAFONE SPAIN TO ZEGONA COMMUNICATIONS more
31 October, 2023
SANOFI ANNOUNCED PLANS TO SEPARATE CONSUMER HEALTHCARE BUSINESS more
31 October, 2023
INSTRUCTURE HOLDINGS TO ACQUIRE PARCHMENT more
31 October, 2023
LUMENTUM TO ACQUIRE CLOUD LIGHT more
31 October, 2023
CLARIANT TO ACQUIRE LUCAS MEYER COSMETICS FROM INTERNATIONAL FLAVORS & FRAGRANCES more
31 October, 2023
REALTY INCOME TO ACQUIRE SPIRIT REALTY CAPITAL IN $9.3 BILLION TRANSACTION more
31 October, 2023
HEALTHPEAK PROPERTIES TO MERGE WITH PHYSICIANS REALTY TRUST more
24 October, 2023
ROCHE TO ACQUIRE TELAVANT FROM ROIVANT more
24 October, 2023
TEXTAINER TO BE ACQUIRED BY STONEPEAK more
24 October, 2023
CHEVRON TO ACQUIRE HESS CORPORATION more
18 October, 2023
THERMO FISHER SCIENTIFIC TO ACQUIRE OLINK more
17 October, 2023
CHOICE HOTELS PROPOSES TO ACQUIRE WYNDHAM HOTELS & RESORTS more
16 October, 2023
VISTA OUTDOOR TO SELL SPORTING PRODUCTS BUSINESS more
11 October, 2023
BRISTOL MYERS SQUIBB TO ACQUIRE MIRATI THERAPEUTICS more
11 October, 2023
NCR TO SPIN-OFF NCR ATLEOS, NCR CORP TO BE RENAMED NCR VOYIX more
11 October, 2023
SCHAEFFLER AG TO LAUNCH TENDER OFFER TO ACQUIRE VITESCO more
2 October, 2023
SAMPO COMPLETED MANDATUM SPIN-OFF more
2 October, 2023
BAUSCH + LOMB COMPLETES ACQUISITION OF XIIDRA FROM NOVARTIS more
2 October, 2023
XEROX TO REPURCHASE SHARES FROM CARL ICAHN more
29 September, 2023
ARAMARK TO SPIN-OFF VESTIS, SPIN-OFF TO BE ADDED TO S&P MIDCAP 400 more
28 September, 2023
AGCO CORPORATION TO ACQUIRE TRIMBLE AG ASSETS FOR $2 BILLION more
28 September, 2023
VISTA OUTDOOR TO HOST INVESTOR DAY more
28 September, 2023
SCHOTT PHARMA PRICES IPO more
28 September, 2023
SPIN-OFF OF WK KELLOGG CO, KELLOGG COMPANY WILL BE RENAMED KELLANOVA more
27 September, 2023
SENSATA TECHNOLOGIS HOSTS INVESTOR DAY, ANNOUNCES SHARE BUYBACK more
27 September, 2023
NOVARTIS TO SPIN-OFF SANDOZ more
26 September, 2023
DANAHER TO SPIN-OFF VERALTO
20 September, 2023
KLAVIYO PRICES IPO more
20 September, 2023
INSTACART PRICES IPO more
13 September, 2023
BIRKENSTOCK PREPARES FOR IPO more
13 September, 2023
ENDEAVOR AND WORLD WRESTLING ENTERTAINMENT CLOSED MERGER TRANSACTION AND LAUNCH TKO GROUP HOLDINGS more
12 September, 2023
SMURFIT KAPPA AND WESTROCK AGREE TO MERGE more
11 September, 2023
KELLOGG COMPANY BOARD OF DIRECTORS APPROVES SEPARATION INTO TWO COMPANIES more
11 September, 2023
THE S.J. SMUCKER CO TO ACQUIRE HOSTESS BRANDS more
6 September, 2023
ARAMARK ANNOUNCES NEW NAME FOR THE SPIN-OFF OF ITS UNIFORMS AND WORKPLACE SUPPLIES BUSINESS more
1 September, 2023
STANDARD INDUSTRIES TAKES A 10% STAKE IN JOHNSON MATTHEY PLC more
25 August, 2023
INSTACART PREPARES FOR IPO more
25 August, 2023
DANAHER CORPORATION PLANS TO COMPLETE VERALTO SPIN-OFF more
18 August, 2023
ACTIVIST INVESTOR STARBOARD VALUE TAKES A STAKE IN BLOOMIN BRANDS more
14 August, 2023
EXOR BECOMES A LONG-TERM INVESTOR IN PHILIPS more
10 August, 2023
BORON FAMILY OFFICE TAKES A STAKE IN INTERCONTINENTAL HOTELS GROUP more
10 August, 2023
KENVUE SET TO JOIN S&P 500 INDEX more
10 August, 2023
TAPESTRY TO ACQUIRE CAPRI HOLDINGS FOR $8.5 BILLION more
7 August, 2023
FIESTA RESTAURANT GROUP TO BE ACQUIRED BY AUTHENTIC RESTAURANT BRANDS more
7 August, 2023
VERITIV CORPORATION TO BE ACQUIRED BY CD&R FOR $2.3 BILLION more
7 August, 2023
CAMPBELL SOUP ANNOUNCED ACQUISITION OF SOVOS BRANDS FOR $2.3 BILLION more
25 July, 2023
REUTERS: GOODYEAR TIRE TO ADD THREE DIRECTORS TO SETTLE WITH ELLIOTT more
13 July, 2023
EXXONMOBIL ANNOUNCED ACQUISITION OF DENBURY INC FOR $4.9 BILLION more
21 June, 2023
IPO MARKET IS NOT COMPLETELY DEAD: SAVERS VALUE VILLAGE PLANS TO RAISE $300 MILLION more
20 June, 2023
KODIAK GAS SERVICES FILES FOR IPO more
20 June, 2023
BLOOMBERG: ABU DHABI WEALTH FUND ADQ HELD EARLY TALKS TO ACQUIRE LAZARD more
19 June, 2023
FINANCIAL TIMES: ASTRAZENECA DRAFTS PLAN TO SPIN OFF CHINA BUSINESS AMID TENSIONS more
15 June, 2023
CUMMINS INC COMPLETED AN IPO OF ATMUS FILTRATION TECHNOLOGIES more
15 June, 2023
LABCORP EXPECTS TO COMPLETE FORTREA SPIN-OFF IN JUNE 2023 more
15 June, 2023
BORGWARNER EXPECTS TO COMPLETE PHINIA SPIN-OFF IN JULY 2023 more
15 June, 2023
CAVA GROUP INC PRICES IPO more
15 June, 2023
FINANCIAL TIMES: FRESH BLOW TO CITY AS WE SODA PULLS $7.5BN LONDON IPO more
13 June, 2023
BUNGE TO ACQUIRE VITERRA IN A STOCK AND CASH DEAL more
12 June, 2023
NASDAQ INC TO ACQUIRE ADENZA FROM THOMA BRAVO FOR $10.5 BILLION more
7 June, 2023
REUTERS EXCLUSIVE: VODAFONE, HUTCHISON TO ANNOUNCE UK MERGER AS SOON AS FRIDAY more
6 June, 2023
FINANCIAL TIMES: ACTIVISTS CLASH WITH LEADING GERMAN CHEMICAL GROUP OVER BOARD VOTE more
5 June, 2023
CIRCOR INTERNATIONAL TO BE ACQUIRED BY KKR more
5 June, 2023
DECHRA PHARMACEUTICALS PLC TO BE ACQUIRED BY EQT more
15 May, 2023
TPG TO ACQUIRE ANGELO GORDON more
9 May, 2023
TEMPUR SEALY TO ACQUIRE MATTRESS SPECIALTY RETAILER MATTRESS FIRM FOR ABOUT $4 BILLION more
4 May, 2023
ARCONIC CORPORATION TO BE ACQUIRED BY APOLLO FUNDS more
3 May, 2023
ASTELLAS PHARMA TO ACQUIRE IVERIC BIO IN $5.9 BILLION DEAL more
26 April, 2023
WALL STREET JOURNAL: MICROSOFT’S $75 BILLION DEAL FOR ACTIVISTION BLIZZARD REJECTED BY U.K. more
26 April, 2023
NOVARTIS SPIN-OFF SANDOZ IS ON TRACK FOR COMPLETION IN SECOND HALF OF 2023 more
26 April, 2023
CARRIER TO ACQUIRE VIESSMANN GROUP FOR EUR 12 BILLION more
24 April, 2023
JOHNSON & JOHNSON EXPECTS TO PRICE CONSUMER HEALTH COMPANY KENVUE AT $20 TO $23 PER SHARE more
24 April, 2023
SILVER LAKE TO ACQUIRE SOFTWARE AG more
23 April, 2023
WALL STREET JOURNAL: J&J CONSUMER-HEALTH IPO PROCESS TO KICK OFF KEY TEST FOR MORIBUND NEW-ISSUE MARKET more
21 April, 2023
MADISON SQUARE GARDEN ENTERTAINMENT COMPLETES SPIN-OFF FROM SPHERE ENTERTAINMENT more
21 April, 2023
MELROSE INDUSTRIES COMPLETED SPIN-OFF OF DOWLAIS GROUP more
19 April, 2023
LOTTOMATICA GROUP SETS IPO PRICE RANGE more
19 April, 2023
REUTERS: ITALIAN DESIGN BRANDS TO LIST ON EURONEXT MILAN more
18 April, 2023
BLOOMBERG: BRENNTAG ACTIVIST ESCALATES FIGHT, SEEKS BOARD SEATS AT AGM more
18 April, 2023
GSK PLC TO ACQUIRE LATE-STAGE BIOPHARMACEUTICAL COMPANY BELLUS HEALTH more
18 April, 2023
ACTIVIST INVESTOR LAND & BUILDINGS URGES AIMCO BOARD TO START SALE PROCESS more
17 April, 2023
AXIALIS MAKES AN UNSOLICITED OFFER TO ACQUIRE FINNISH UPONOR OYJ more
17 April, 2023
MERCK TO ACQUIRE PROMETHEUS BIOSCIENCES FOR $10.8 BILLION more
17 April, 2023
PRIMO WATER ANNOUNCES RESOLUTION OF LITIGATION WITH ACTIVIST INVESTOR LEGION PARTNERS more
17 April, 2023
SEGA SAMMY HOLDINGS TO ACQUIRE ROVIO ENTERTAINMENT more
15 April, 2023
WALL STREET JOURNAL REPORTS THAT SEGA SAMMY HOLDINGS MIGHT ACQUIRE ROVIO ENTERTAINMENT, THE MAKER OF ANGRY BIRDS GAME more
14 April, 2023
TRILLIUM CAPITAL REQUESTS SEAT ON GETTY IMAGES BOARD OF DIRECTORS more
12 April, 2023
EMERSON ELECTRIC TO ACQUIRE NATIONAL INSTRUMENTS more
11 April, 2023
CORE & MAIN INC ANNOUNCED SECONDARY PUBLIC OFFERING AND SHARE REPURCHASE TRANSACTION more
3 April, 2023
CRANE SEPARATED INTO TWO NEW INDEPENDENT COMPANIES: CRANE NXT CO AND CRANE COMPANY more
29 March, 2023
SAMPO PLC ANNOUNCED THAT AFTER STRATERIC REVIEW, IT DECIDED TO IMPLEMENT A PARTIAL DEMERGER OF MANDATUM LIFE INSURANCE BUSINESS more
15 March, 2023
KELLOGG COMPANY UNVEILS NAMES FOR GLOBAL SNACKING AND NORTH AMERICAN CEREAL BUSINESSES FOLLOWING PLANNED SEPARATION more