The Arbitrageur @MergerArbitrage
Merger Arbitrage | NFA The Street Joined January 2025-
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When you have several positions on, and a deal with a wider spread (same parameters as deals you are currently in) comes along and you have no cash available. Do you raise cash by selling off the trade with the lowest spread, or do you stick with what you have?
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Might have to raise cash to buy just a little more $CCRN
Picked up some $CCRN on the decline today. Spread is nice as long as the deal holds up.
The Arbitrageur retweeted
@diane_alter So no closing today. Feels like they aren’t out of the woods with reg approvals. Stock should fall tomorrow as there was some chance that Aya could’ve closed it today.
The Arbitrageur retweeted
Take notes
The Arbitrageur retweeted
Take it from Jeff Bezos: “If you’re going to take bold bets, they’re going to be experiments. And if they’re experiments, you don’t know ahead of time if they’re going to work. But a few big successes compensate for dozens and dozens of things that didn’t work.”…
The Arbitrageur retweeted
Videogame Giant Electronic Arts $EA Nears Roughly $50 Billion Deal to Go Private - WSJ @laurenthomas @jtoonkel @miriamgottfried A group of investors, including private-equity firm Silver Lake, Saudi Arabia’s Public Investment Fund, and Jared Kushner’s investment firm Affinity…
The Arbitrageur retweeted
Someone with half your IQ is making 10x as you because they aren’t smart enough to doubt themselves.
$IAS deal that was announced, current spread is 3.54% annualised, current Four Wk T-Bill Is 4.04%
Good Evening Arbs. How was the start to your week? What deals are you in? What deals are you evaluating? What is the most important part of evaluation for you?
The Arbitrageur retweeted
Today's M&A notes $MTSR to be acquired by $PFE for $47.50 cash per share + CVR worth up to $22.50, 42.6% premium, $4.9 billion $HOUS to be acquired by $COMP for 1.436x shares, 90.0% premium, $4.4 billion $PRO to be acquired by Thoma Bravo for $23.25 cash per share, 41.7%…
Have a good Sunday Arbs. Take a break, slow down, love your family. We will have more deals to review, but that can wait till tomorrow. Rest.
A little Saturday reading. When you are evaluating a deal, what is your biggest concern? Spread? Antitrust? Annualised return?
The Arbitrageur retweeted
In antitrust merger enforcement, size matters. For deals above $10 billion, 47.1% of transactions were issued an HSR second request. For deals below $500 million, just 1.0% of transactions faced further antitrust scrutiny.
The Arbitrageur retweeted
$LNSR buyout by Alcon looks interesting after the recent selloff. Solid r/r with the stock below pre-announcement levels and the spread to $14/share cash offer at 13% + $2.75/share worth of CVR for free 👇
The Arbitrageur retweeted
$RITM $PGRE Rithm Capital has agreed to acquire Paramount Group for $1.6bn, paying $6.60 cash per share. The deal represents a 38% premium to PGRE's undisturbed closing price on May 16. The transaction is expected to close in late Q4 2025. To get insight about new deals…
The Arbitrageur retweeted
MNG submitted a higher offer to DallasNews $DALN for $20 per share in cash, which represents a $1.5 per share increase over its earlier offer of $18.5 per share.
MNG submitted a higher offer to DallasNews $DALN for $20 per share in cash, which represents a $1.5 per share increase over its earlier offer of $18.5 per share.
The Arbitrageur retweeted
Workday to Buy Sana for $1.1 Billion as Part of Enterprise AI Push on.wsj.com/3JXUfTk
The Arbitrageur retweeted
Eli Lilly to Acquire Verve Therapeutics for Up to $1.3 Billion on.wsj.com/45tBD6o
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