ArbLens - Merger Arbitrage Tool

Free merger arbitrage tracker. 50+ live deals, spread charts, deal analysis, & weekly coverage.

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[ArbLens - Merger Arbitrage Tool @ArbLens]

ArbLens is live.

A free merger arbitrage tracker built for investors who actually follow deals.

→ 40+ active deals with live spreads
→ Spread history charts
→ Full deal analysis: risks, catalysts, thesis
→ Weekly blog coverage

Check it out: https://t.co/ArWBdZFBgP

[ArbLens - Merger Arbitrage Tool @ArbLens]

@severincapital that was a mistake and has been corrected.. the tab has been updated to "Contested Situations" only. thank you

[ArbLens - Merger Arbitrage Tool @ArbLens]

New on ArbLens: ⚔️ Hostile / Contested tab.

Not all merger spreads are wide because of timelines. Some are wide because someone is fighting.

$ZIM — government veto
$TWO — board vs. shareholders
$NSC — multi-party opposition
$BLD — hostile takeover
$CZR — go-shop + LBO risk
$SSTK — distressed acquirer

https://t.co/nI44PJM6UI

[ArbLens - Merger Arbitrage Tool @ArbLens]

$WBD arb heating up: Skydance drops concessions to dodge state antitrust suit. Plus today’s options flow? Massive call buying (139k vs 24k puts). Regulatory path clearing + options conviction = spread compression setup. Still like it into Q3. #MergerArbitrage

[ArbLens - Merger Arbitrage Tool @ArbLens]

@Noalgos $WBD is one of the top 6 deals by risk-reward in our tracker. Near-term catalyst with explicit July 15 close target. $7B break fee. All domestic approvals done. CMA Phase 1 decision any day. Even worst case (Phase 2), ticking fee compensates.

[ArbLens - Merger Arbitrage Tool @ArbLens]

$WBD at 17% spread — here's where the deal actually stands.

✅ Shareholders voted YES — April 23 (overwhelmingly)
✅ Debt consents — completed May 27
✅ DOJ HSR — expired Feb 19, no US impediment
⚠️ EU regulatory review — key remaining condition
⚠️ State AGs — could challenge

$31 cash. $111B deal. PIF + UAE + QIA backing $24B.

Q3 2026 close target. $0.25/qtr ticking fee if delayed.

https://t.co/nI44PJLz5a

[ArbLens - Merger Arbitrage Tool @ArbLens]

$TWO update today.

Special meeting postponed AGAIN. Now June 23.

TWO board challenges UWMC: submit a clean all-cash offer with no stock component. CCM waived non-solicitation to enable direct engagement.

The stock default risk just got worse as UWMC hit an all-time low of $2.49. Miss the election → ~$5.81/share.

https://t.co/nI44PJM6UI

[ArbLens - Merger Arbitrage Tool @ArbLens]

Bottom line: Passive ETFs are just the starting point.
The investors who extract the most value are those who truly understand the deals they own, spotting the difference between a wide spread from real deal-break risk vs. one mispriced by the market on regulatory outcomes.
That knowledge turns a 3% return into a +10% return in a given year.

That is exactly what ArbLens is built for.

Full 2026 Merger Arbitrage ETF guide: https://t.co/I79TGyb8AR 5/5

[ArbLens - Merger Arbitrage Tool @ArbLens]

🔥 Merger Arbitrage ETFs: The Complete 2026 Guide now on https://t.co/AJuf2mwzuZ

Retail investors can now access a classic hedge fund strategy: capturing deal spreads for ~3-5% steady returns with near-zero correlation to the S&P 500.

Category AUM sits at just ~$500M across 6 ETFs. Boring? Yes. Powerful portfolio diversifier? Absolutely.

Why it matters in volatile 2026 👇️ 1/5
#MergerArbitrage #ETFs

[ArbLens - Merger Arbitrage Tool @ArbLens]

Canada's difference: @AccelerateFT offers country's first & only dedicated merger arbitrage ETF.

$ARB.TO (~C$50M) trades on TSX → no USD FX risk, tax-efficient for Canadians, ~3.8% yield. Thinner liquidity than US peers, but perfect for CAD investors who want to skip currency noise. Same low-correlation strategy, different wrapper. 4/5

[ArbLens - Merger Arbitrage Tool @ArbLens]

Biggest spread moves in merger arb last week:

$AXTA ($25B) — 26.5% → 0.8% ▼25.7pts
Nippon/SHW withdrew hostile bid for AkzoNobel
$AAUC ($5.5B) — 26.1% → 20.3% ▼5.8pts
Market repricing Beijing risk post-ICA clearance
$GSAT ($11.6B) — 6.9% → 8.9% ▲2.0pts
Amazon deal regulatory timeline uncertainty
$QRVO ($22B) — 3.5% → 5.1% ▲1.5pts
Spreads drifting wider on macro risk-off

Merger arb isn’t passive. Spreads move fast.
https://t.co/nI44PJM6UI

[ArbLens - Merger Arbitrage Tool @ArbLens]

Spot on — containerized freight rates have more than doubled since Feb, a huge tailwind for $ZIM’s earnings & potential dividends.

This rate surge boosts ZIM’s standalone value in the middle of its $35 Hapag-Lloyd deal (97% shareholder approved) vs rival $37.50 bid + golden-share/regulatory risks.

Tracking the full arb picture live (spreads + charts) at @ArbLens 👉 https://t.co/nI44PJLz5a #MergerArb

[Hedgeye @Hedgeye]

Global shipping costs have more than doubled since February

[ArbLens - Merger Arbitrage Tool @ArbLens]

$ZIM $35–$37.50 range makes sense — Hapag-Lloyd’s binding $35 cash deal (97% shareholder approval) now has a rival $37.50 bid on the table.

We’re tracking this live at @ArbLens: wide arb spread reflects Israeli golden share/regulatory risk + competing offer dynamics. Latest charts + risk breakdown here 👉 https://t.co/nI44PJLz5a

[ArbLens - Merger Arbitrage Tool @ArbLens]

@ballz_aj72313 That seems to be the key risk left so makes sense that the spread would decrease

[ArbLens - Merger Arbitrage Tool @ArbLens]

June 11 is the biggest day in merger arb this week — two binary events on the same day.

$UNF (Cintas/UniFirst): HSR waiting period expires + shareholder vote. FTC still reviewing.

$TWO (Two Harbors): Special meeting reconvenes. Board vs. UWMC battle still unresolved.

High-stakes setups. Who's positioned?

Tracking live → https://t.co/nI44PJM6UI

[ArbLens - Merger Arbitrage Tool @ArbLens]

Just sent out our Weekly Briefing to subscribers.

$AXTA $WONDF $TMHC $ZIM $EA — the biggest week in merger arb in months.

Plus: Top 6 by spread, top 6 by risk/reward, and June 11 double binary preview.

Not subscribed? Free at https://t.co/ArWBdZG96n

[ArbLens - Merger Arbitrage Tool @ArbLens]

$ZIM Merger Arb Q&A From Follower:
Any update on ZIM-Hapag arb? Israeli ministers nixing the deal?

Not dead yet... but real headwinds.

May 28: Economy & Ag Ministries slammed the $35/sh deal (risk to maritime/food security, “cripples” Zim Israel).
Today (6/5): Hapag hired ex-IDF Chief Gabi Ashkenazi to clear Defense hurdles. Wide spread lives on.
Sources: Calcalist • Maritime Executive • Haaretz

[ArbLens - Merger Arbitrage Tool @ArbLens]

Appreciate the feedback on ArbLens, thank you!

[Jamal @3mJamal]

@ArbLens Thank you.
Just checked out the site, super clean tracker with live spreads, charts, and solid deal analysis. Exactly what the merger arb community needed.
Appreciate you making it free and public.
Keep it up!

[ArbLens - Merger Arbitrage Tool @ArbLens]

$AXTA spread: 30% → 0% in days.

Nippon Paint and Sherwin-Williams officially withdrew their hostile bid for AkzoNobel on June 3.

The deal-termination risk that drove the wide spread is gone. Market repriced immediately.

AkzoNobel F-4 filed. Both boards unanimously support the merger.

https://t.co/nI44PJLz5a

[ArbLens - Merger Arbitrage Tool @ArbLens]

@ballz_aj72313 Interesting way to play it using options. I will review. How much did you get those options and what trading now?Thanks!

[ArbLens - Merger Arbitrage Tool @ArbLens]

$EA debt tender extended to June 15 — this is a pre-close mechanic, NOT a delay

>4% spread: $202 → $210 all-cash offer
Annualized returns by close:
• June → ~54%
• July → ~25%
• Aug → ~16%
• Sep → ~12%

$55B deal in final stages. Sovereign capital (PIF + Silver Lake + Affinity). Zero deal-break risk.

High-conviction merger arb play.

Track live spreads → https://t.co/nI44PJLz5a