Mastering Merger Arbitrage: A Guide to the Deal Spread
Learn how merger arbitrage works, why deal spreads exist, and how to analyze SEC filings like Form 8-K and Schedule TO to evaluate M&A risk…
Deals & Capital Guides
Mergers, tender offers, stock offerings, convertible notes and other capital-market deals.
Understanding the Tender Offer: A Guide to Acquisitions and Buybacks
Learn how a tender offer works for corporate acquisitions and share buybacks, including SEC rules, filing timelines, and key Schedule TO re…
Understanding Stock Offering Dilution: A Complete Investor Guide
Understanding stock offering dilution is vital for retail investors. Learn to calculate equity impact using SEC filings like Form 424(b) an…
Mastering the At-the-Market Offering: An Investor's Guide
Understand how an at-the-market offering works, including SEC Rule 415 requirements, the role of sales agents, and the impact on share pric…
Convertible Notes Explained: What a Convertible Offering Means for Shareholders
Coupon, conversion price, conversion premium and capped calls: how convertible notes work, and why they matter to people who own the stock.
How a Merger or Acquisition Works: From Announcement to Closing
Definitive agreements, deal premiums, antitrust review, shareholder votes, tender offers and break fees: the steps between a deal's announc…