EVENT-DRIVEN RESEARCH

We provide independent equity research with a focus on on event driven and value equities

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

 

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