The Takeover Panel Disclosure Table
The Takeover Panel Disclosure Table The Panel on Takeovers and Mergers (the “Panel”) whose central objective is to ensure fair treatment for all shareholders in…
The Mergers and Acquisitions category is a collection of articles by Merger Arbitrage Limited. These articles contain analysis on the broader subject of the M&A industry. These articles help provide traders and investors with background information necessary for implementing a successful merger arbitrage strategy. For example, we cover topics such as types of mergers and how these fit in to the wider concept of corporate strategy. This section focusses less on mathmatical and investment topics than other areas on this website. Therefore we highly recommend traders familiarize themselves with these publications in addition to reading our Merger Arbitrage Strategy articles. The information and knowledge available in this section is complementary to our spread tracker analysis. This is a current list of merger arbitrage investment opportunities subject to our eligibility filter.
The Takeover Panel Disclosure Table The Panel on Takeovers and Mergers (the “Panel”) whose central objective is to ensure fair treatment for all shareholders in…
This List of Shareholder Rights Lawyers are legal firms specializing in Mergers & Acquisitions and often acting on behalf of private shareholders.When an offer is…
Competition regulators are government agencies often operating on a national basis but occasionally with an international scope. Competition regulators are tasked with regulating and enforcing…
What is a Tender Offer? In order to explain how tender offers work we shall begin with a brief description. A tender offer is a…
Introduction to SEC Filings Securities and Exchange Commission (SEC) Filings can be made for a variety of reasons. Although in many cases this disparity may…
This Investor Bulletin on How to Read an SEC Form 8-K highlights a number of 8-K disclosures investors may find particularly relevant, including red flags.
What is a Proxy Advisory Firm? A Proxy Advisory Firm is a business primarily involved in providing shareholder services to institutional clients. According to The…
Hostile takeovers and merger arbitrage are a natural fit. The disagreement between the parties allows for greater profit potential although at the expense of greater risk. In this article, we answer some of the key questions traders have regarding hostile bid situations and how a merger arbitrage investment strategy can be implemented.
Vertical Merger Definition In this article we discuss vertical mergers with examples. These are commonplace in the M&A space and take place when two (or more)…
Horizontal Merger Definition In this article we discuss horizontal mergers with examples. These are commonplace in the M&A space and take place when two (or…
Introduction Merger & Acquisitions have throughout time been completed for a number of reasons. History demonstrates to us the varying levels of success these approaches…
One of the most important facets of merger arbitrage trading is the understanding of the regulatory landscape. A combination of Federal, State or even Local regulations is the largest cause of deal failure. The HSR act is an extremely important piece of legislation covering antitrust and competition law. Even if a merger/takeover if allowed to proceed, delays in regulatory approval may render the investment a losing proposition. It is imperative merger arbitrage traders are aware of these timelines and how they can affect profitability.
Event driven investment strategies often focus on the eventual outcome of the corporate action. However, it is important to understand the differences between mergers and acquisitions and how these corporate events both overlap and differ in order to profit from merger arbitrage.