Educational Series · Mini Course

Merger Arb:
A Practitioner's Mini Course

Master the deal spread. Learn to find, analyze, and size opportunities like a professional hedge fund.

Mechanics of Merger Arbitrage

Understand the core lifecycle of a risk arbitrage trade, from deal announcement to ultimate closing.

Spread Calculation Frameworks

Master the 'Institutional Spread' methodology used by leading hedge funds to normalize returns.

Risk Analysis

Deep dive into regulatory hurdles (DOJ/FTC/EC), financing risks, and shareholder approval paths.

Portfolio Sizing Strategies

Learn why sizing is the most critical driver of returns and how to manage idiosyncratic deal risk.

Advanced Options Overlays

Using call/put structures to enhance yield or protect against downside deal breaks.

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