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Insurance M&A: More t...
Insurance M&A: More t...
Insurance M&A: More t...
9-22-2016 Insurance - Bill Wilt
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Succession winds blow at NCR, careful reading too much...
Succession winds blow at NCR, careful reading too much into change-in-control tweaks, lot of capi...
9-22-2016 Event-Driven Research - Don Bilson
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Dozen companies that have amended / crafted new change...
Dozen companies that have amended / crafted new change in control plans - JNPR, SRCL, INCR, BERY,...
9-21-2016 Event-Driven Ideas - Event-Driven Team
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Refocusing on VFC following debt raise, Juniper...
Refocusing on VFC following debt raise, Juniper upgrades its change-in-control plan, the green li...
9-21-2016 Event-Driven Research - Don Bilson
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A tailwind for Intel's breakup story, don't...
A tailwind for Intel's breakup story, don't sleep on Esterline as window opens, Icahn reaches int...
9-20-2016 Event-Driven Research - Don Bilson
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Stressed out Community Health searching for Plan B,...
Stressed out Community Health searching for Plan B, Vista buys another toe-hold, Alere still a pa...
9-19-2016 Event-Driven Research - Don Bilson
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September 12 - Septem...
September 12 - Septem...
September 12 - Septem...
9-16-2016 Event-Driven Weekly - Event-Driven Team
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Level 3 targets coming into focus, flagging a comp...
Level 3 targets coming into focus, flagging a comp change at INC Research, sale optionality findi...
9-16-2016 Event-Driven Research - Don Bilson
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E*TRADE pitch selection explained, frustration at...
E*TRADE pitch selection explained, frustration at FOXA, Goodyear riding atop a new capital alloca...
9-15-2016 Event-Driven Research - Don Bilson
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Rising Interest Rates...
Rising Interest Rates...
Rising Interest Rates...
9-15-2016 Insurance - Bill Wilt
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2016's most unsatisfying deal, revisiting Air...
2016's most unsatisfying deal, revisiting Air Products with Linde now in play, Icahn with a not s...
9-14-2016 Event-Driven Research - Don Bilson
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A Trump issue for Kansas City Southern, NuVasive now...
A Trump issue for Kansas City Southern, NuVasive now on the clock, third strike at Polaris (KSU, ...
9-13-2016 Event-Driven Research - Don Bilson
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PGR: Robust August PI...
PGR: Robust August PI...
PGR: Robust August PI...
9-13-2016 Insurance - Bill Wilt
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Two discussed deals take different paths, a curious...
Two discussed deals take different paths, a curious trade at E*Trade, Perrigo sees pirates off th...
9-12-2016 Event-Driven Research - Don Bilson
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September 6 - Septemb...
September 6 - Septemb...
September 6 - Septemb...
9-9-2016 Event-Driven Weekly - Event-Driven Team
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Politics in focus at Hewlett, "October...
Politics in focus at Hewlett, "October Surprise" at Williams comes one month early, succession ta...
9-9-2016 Event-Driven Research - Don Bilson
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DaVita goes back to its maiden name, F5 losing its...
DaVita goes back to its maiden name, F5 losing its deal premium, Alcoa boards loaded up with bank...
9-8-2016 Event-Driven Research - Don Bilson
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Ackman hops into the ring with tough foe, Harman shot...
Ackman hops into the ring with tough foe, Harman shot clock set to go off, holstering Scripps ide...
9-7-2016 Event-Driven Research - Don Bilson
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Asbestos Liabilities:...
Asbestos Liabilities:...
Asbestos Liabilities:...
9-7-2016 Insurance - Bill Wilt
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Another "hoser" pipeline deal, life science...
Another "hoser" pipeline deal, life science space remains white hot, a glance at the open-ended d...
9-6-2016 Event-Driven Research - Don Bilson

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