Institutional Research

Led by Tom Burnett, CFA, Vice Chairman, the Merger Arbitrage team brings unparalleled experience in the financial, legal and regulatory aspects of announced merger and acquisition deals in the U.S. and Canada that are greater than $500MM.  At every step of pending transactions, our clients gain a clear picture of success probabilities as well as risk and reward characteristics. Our analysis includes a concise guide to all aspects of merger proposals and recommendations for trading strategies. We circulate comprehensive intra-day deal notes, frequently written updates, and a weekly deal-calendar of pertinent events.

Our proprietary website offers the largest database of written Merger Arbitrage research in the industry. The sophisticated platform enables investors to track both historic and real-time deal information – from regulatory filings to court proceedings – crucial for making quick and confident investment decisions. Every deal is covered by a designated Wall Street Access analyst and has its own password-protected page. Investors can follow every step of a transaction and can subscribe to receive automatic updates as developments emerge. Additionally, the deal-related events calendar can be synced to investor’s personal calendars in Outlook, Google or Yahoo.

Our unbiased expertise and accessibility provide clients a significant competitive advantage in Merger Arbitrage.