About Us

We work with clients to help them understand the risks and investment opportunities surrounding public M&A. Through our team’s extensive experience in risk arbitrage and M&A investment banking, we have deep transaction knowledge and understanding of valuation, legal and regulatory landscapes, with particular expertise in:

Our Research Approach

Our research is unbiased and 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:

  • Risk Arbitrage Monthly Updates: news and our views related to all situations under our coverage;
  • New Deal Insights: our thoughts on the latest announced mergers;
  • Deal Commentaries: detailed write-ups focusing on a specific aspect of a transaction; and,
  • In-Depth Research Reports: comprehensive analysis on an announced, definitive M&A deal, of typically 30-60 pages.

A full subscription also includes bespoke work and access to all our financial models and our team.

Our Clients

We have built enduring relationships based on trust, and our clients range from multi-trillion-dollar institutional investors to both large and small global event driven hedge funds, many of whom have been with us since our inception. Our subscription model allows for all clients to be treated equally, regardless of their AUM, and we restrict the number of clients in order to provide the highest quality service.

If you are a qualified investor and would like more information on our event driven research services, please get in touch.