Institutional Research

Wall Street Access provides institutional money managers with unbiased, conflict-free proprietary research, including actionable long and short investment ideas. Led by Tom Burnett, CFA, Vice Chairman and Director of Research, our team of veteran analysts is sector-agnostic and possesses unparalleled experience with the financial, legal, and regulatory aspects of mergers & acquisitions as well as special situations. 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, restructurings, demergers, privatizations, spinoffs, and other corporate actions along with recommendations for trading strategies. We circulate comprehensive intra-day deal notes, frequently written updates, and a weekly calendar of pertinent events.