Manalo Advisors

Independent research on global M&A & risk-arb. Deal-specific analysis for hedge funds & institutions.

[Manalo Advisors @ManaloAdvisors]

New report on the 12 state attorneys general suing to block Warner Bros. Discovery / Paramount Skydance, a deal the DoJ already cleared: we explore the odds of a settlement, who might win in court, and downside on a break. #WBD #PSKY https://t.co/yTKh7QHaFG

[Manalo Advisors @ManaloAdvisors]

New report on Boston Scientific’s $14.5bn Penumbra deal. We break down the antitrust risk, the shareholder vote dynamics, and why interlopers still cannot be ruled out. https://t.co/j1717WXnrv

[Manalo Advisors @ManaloAdvisors]

US asset managers break M&A spending record. https://t.co/pyYz1cw7qu

[Manalo Advisors @ManaloAdvisors]

Global dealmaking hits $4.5tn in second-best year on record https://t.co/velgnhN9Pd

[Manalo Advisors @ManaloAdvisors]

New report out: our take on Abbott’s $21bn bid for Exact Sciences. We cover the strategic fit and overlaps in oncology diagnostics, scrutiny in Abbott’s prior acquisitions, and regulatory/timing risks. https://t.co/0TlOQPVMA6

[Manalo Advisors @ManaloAdvisors]

New report on Axalta / Akzo Nobel's proposed merger-of-equals: we explore where the regulatory pressure points might be, and how shareholders could shape the deal's outcome. https://t.co/SWTrxJDvdp

[Manalo Advisors @ManaloAdvisors]

New report: Our 51-page deep dive on Toyota Industries explains why, even with shares trading through the offer, weak process, activist momentum and valuation gaps keep upside alive – both pre- and post-tender offer. https://t.co/H8CVGwTgis #Riskarb

[Manalo Advisors @ManaloAdvisors]

New report: $KMB–$KVUE: acquirer activism could become the main focus of this deal. We look at what could trigger it, past precedents, and our current trading recommendations. https://t.co/rAj23oHPjF
#KimberlyClark #Kenvue #RiskArb

[Manalo Advisors @ManaloAdvisors]

New research: Mapping EU Foreign Subsidies Regulation risk for the proposed EA / PIF, Silver Lake, Affinity transaction - FSR scope, triggers, process, timing, and potential remedies. https://t.co/mvTlkaDl17 #EA #PIF #FSR

[Manalo Advisors @ManaloAdvisors]

New Report: Covestro–ADNOC: Navigating the EU Foreign Subsidies Regulation (FSR) & German National Security
What does this landmark takeover reveal about the new FSR regime? Political sensitivities & precedent analysis. 🔗https://t.co/sCpw4xZwSe
#FSR #ADNOC #Covestro

[Manalo Advisors @ManaloAdvisors]

Wall Street wants Harris to turn the antitrust tide
https://t.co/vYHCuVWaGW

[Manalo Advisors @ManaloAdvisors]

Global M&A lurches back to life
https://t.co/YgFIOaqNqV

[Cristina Caffarra @Caffar3Cristina]

Antitrust, Regulation & the Next World Order - final programme.

Join us (early start!) 31 Jan for a discussion to wake everyone up: the agenda for the next 5 years. And look, some creative serious economists too! Nothing like this event anywhere.
https://t.co/9hNyLtjqzq

[Manalo Advisors @ManaloAdvisors]

Adobe and Figma end proposed $20bn merger
https://t.co/uXqeeVFfHV

[Manalo Advisors @ManaloAdvisors]

What Lina Khan’s antitrust case could mean for Amazon
https://t.co/ifKguAVuHu

[Manalo Advisors @ManaloAdvisors]

Google prepares for biggest US antitrust showdown since Microsoft
https://t.co/qF9xak1fzo

[Manalo Advisors @ManaloAdvisors]

Banker glee does not tell the whole story on Lina Khan setbacks via @FT
https://t.co/FsWuptA0aJ

[Manalo Advisors @ManaloAdvisors]

US M&A: demand for more form-filling smacks of overkill
https://t.co/O052iAwuJN

[Manalo Advisors @ManaloAdvisors]

Chinese takeovers become a geopolitical frontline
https://t.co/9sxnBfvM5r

[Bloomberg @business]

BREAKING: Elon Musk is proposing to buy Twitter for the original offer price of $54.20 a share, according to people familiar with the matter https://t.co/XyvT788qN2