Our subscription-based research service provides an expert opinion on large transactions in addition to uncovering opportunities in smaller, lesser followed situations
| Publication Date | Target/Acquirer | Download |
|---|---|---|
| Aug 5, 2025 | Voyager Acq / Frontier Comm (USD 20B) | PDF |
| Aug 2, 2025 | Verizon (Fios) / Frontier Comm (USD 20B) | PDF |
| Aug 1, 2025 | Verizon (Fios) / Frontier Comm (USD 20B) | PDF |
| Jul 31, 2025 | Verizon (Fios) / Frontier Comm (USD 20B) | PDF |
| Jul 30, 2025 | The Kroger Co. / Albertsons | PDF |
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
Helping investors anticipate what's next and act with confidence
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.
Filter and download reliable M&A data, including industry-specific takeout multiples, directly from our client portal. This dataset is updated twice a month and includes over two thousand transactions in North America and Europe.
Trusted by leading merger arbitrage teams in North America, Europe and Asia-Pacific
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
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