Our subscription-based research service provides an expert opinion on large transactions in addition to uncovering opportunities in smaller, lesser followed situations.
Communicate with our analysts via Zoom, Bloomberg and email
Truly independent research with no banking or trading relationships
Client-only access to our research publications via email, online portal, Bloomberg and AlphaSense
A clear trading recommendation on every deal, backed up with structured analysis
Merger agreement highlights and analysis
Including regulatory risks, timing and shareholder approvals
Analysis of potential counterbidders, price increases and other deal dynamics
Downside estimates and financial analysis incorporating various valuation methodologies
The following deliverables provide in-depth deal analysis, frequent updates and daily news flow to our clients.
Full-length research reports with a complete view of the confirmed transaction including the strategic rationale, timetables, anti-trust and regulatory issues, potential counterbids, shareholder approvals and a summary of the merger agreement.
Timely analysis on recent developments that may have changed or confirmed our trading recommendation. This may include news flow, regulatory challenges or recent conversations with competitors, suppliers and industry experts.
Published by region (Americas, Europe, APAC) on the 15th of each month, these reports consist of one-page summaries on our highest conviction ideas including regulatory risk, timing, downside estimates and our recommended trading strategy.
A comprehensive morning note for each region, alerting clients to important events scheduled for the day, deals announced within the last 24 hours, news flow on previously announced deals and updates on potential acquisition targets.
A concise look at our top ideas globally, published every Friday, including analyst commentary on the week's news flow. Clients without global coverage are provided with a glimpse of our top ideas across all three regions.
Focused on potential acquisition targets where the strategic rational has been identified with a non-binding offer or media report. This includes company fundamentals, deal rationale, valuation analysis and a recommended trading strategy when appropriate.
Our team will be in touch within 24 hours