Merger Arbitrage Spreads
The merger arbitrage spreads list is a FREE list of the largest all-cash deal spreads trading on a major U.S. stock exchange. Namely, this is the most recent list update of Merger Arbitrage Spread List November 1, 2021. The FREE merger tracker spreadsheet below contains the latest essential deal information and criteria as per official company announcements. Thus providing the user with a merger arb spread tracker list and investable database of the largest 20 deal spread opportunities. We refer to this list of arbitrage spreads of pending mergers as the “T20 Index” & “T20 portfolio”. Finally, we demonstrate how examples of this information can provide a solid investment foundation.
Prior to the spread list we review the changes to the list and upcoming any announcements to list members in the “Past, Present & Future” Table. Following the list, we show the average annualized return for the aggregate merger arbitrage spread list using current returns and official expected closing dates.
Merger Arbitrage Spreads - Analysis Table
| The Past | |||
|---|---|---|---|
| Closures (Past & Pevious Index Members) | Medallia (MDLA) | ||
| Failures | None | ||
| Additional Index Removals | Trillium Therapeutics (TRIL) PNM Resources (PNM) Kadmon Holdings (KDMN) | ||
| The Present | |||
| Constituents | 20 constituent deals out of a maximum of 20 | ||
| New Deal Entry(s) | None | ||
| Existing Deal Entry(s) | Meredith Corporation (MDP) Domtar (UFS) Monmouth Real Estate Investment (MNR) | ||
| Largest Simple Spread | Magnachip Semiconductor (MX) - 52.95% | ||
| The Future for the week beginning November 1 | |||
| Earnings | Magnachip Semiconductor (AJRD 51job (JOBS) Acceleron Pharma (XLRN) Change Healthcare (CHNG) Soliton (SOLY) Ferro (FOE) Domtar (UFS) Intersect ENT (XENT) Landmark Infrastructure Partners (LMRK) Welbilt (WBT) State Auto Financial Corporation (STFC) Hill-Rom Holdings (HRC) Triple-S Management (GTS) Magellan Health (MGLN) DSP Group (DSPG) Adamas Pharmaceuticals (ADMS) )Kadmon Holdings (KDMN) Flexion Therapeutics (FLXN) PAE (PAE) | November 5 November 8 November 3 November 4 November 5 November 8 November 4 November 1 November 4 November 5 November 2 November 2 November 5 November 2 November 1 November 3 November 5 November 5 November 4 | |
| Dividends | Teekay LNG Partners (TGP) | November 4 | |
| Extraordinary General Meeting | Kadmon Holdings (KDMN) | November 5 | |
| Hart-Scott-Rodino (Est.) | None | - | |
| Go-Shop Expiry (Est.) | None | - | |
We announce additional deal & stock trading related news pertinent to this week’s T20 Index in real time via our twitter feed @MergeArbLimited.
*These dates may include estimated dates. Traders are advised to check for updates on this site or via our twitter feed.
Merger Arbitrage Spreads - Index List Eligibility Rules
Rules for inclusion in the largest cash merger arbitrage spread list are found on the Spread Tracker Rules page. This page also includes additional help and user guidelines. Common rules for inclusion on the investable database arbitrage list include (but are not limited to) minimum price. Lower stock prices and can have a dramatic effect on the percentage movement of a spread value. In addition, unlike some other data providers, we include dividends in the return calculation. Our forecast date for future ex-div dates uses historical payment dates in lieu of official announcements. For this reason, we calculate the final dividend amount up to the expected completion date as given by the parties involved.
Find us on Twitter @MergeArbLimited for the latest updates.
Merger Arbitrage Spread List November 1, 2021
NOTES:
Magnachip Semiconductor (MX) has not yet been updated to the latest $35.00 offer until further details are announced.
Average Potential Return for T20 Index Cash Merger Arbitrage Spreads
| Record Date | Expected Return | Expected Avg Closing Date | Annualized Return |
|---|---|---|---|
| September 26 | 9.99% | January 15, 2022 | 54.21% |
| October 3 | 9.97% | January 8, 2022 | 62.88% |
| October 10 | 9.42%/td> | January 18, 2022 | 70.32% |
| October 17 | 10.18% | January 20, 2022 | 92.92% |
| October 24 | 9.37% | January 16, 2022 | 101.05% |
| October 31 | 9.27% | January 22 2022 | 117.69% |
Additional Merger Arbitrage Resources
Complementary to our merger arbitrage spread list, you can also access more FREE trading content using the menu bar above.
- Quickly obtain merger details and news updates on selected deals such as
- Change Healthcare (CHNG) Acquisition
- Aerojet Rocketdyne (AJRD) Acquisition
- Advanced Micro Devices (AMD) and Xilinx (XLNX) Merger
- S&P Global (SPGI) & IHS Markit (INFO) Merger
- Visit our deals category for more pending all cash acquisitions & stock deal mergers and takeovers, or click the blue link in the spreadsheet above
- Visit our closed deals or failed deals categories to review past deals
- Scroll through the listings on the “performance” and “strategy” pages to view our regular weekly output
- In addition, to the right you can see what everyone else is reading in “Recent Posts” or click on the “Categories” links
- Download our FREE to use Excel merger arbitrage trader spread calculation tool. This can calculate any stock-for-stock deal spreads you may be interested in trading along with detailed instructions for use. Investors can also use this tool in a pairs trading strategy
- Quickly obtain merger details and news updates on selected deals such as
