EVENT-DRIVEN RESEARCH

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

 

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