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Time for Consolidation in the Productivity Software Segment
One of the things that excites me about tracking special situations activity across events like mergers & acquisitions, management changes, insider…
Dec 3 • 
Asif
InsideArbitrage Special Situations Newsletter: December 2025
Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.
Dec 1 • 
Asif
Sinclair Eyes Scripps for Broadcast Merger – Merger Arbitrage Mondays
The E.W.
Dec 1 • 
Asif
Alfred Lin Buys More DoorDash for Sequoia Capital
Insider Weekends
Dec 1 • 
Asif

November 2025

The Special Situation Report #190: November 30 Roundup
Summary of the Week in Special Situations
Nov 30 • 
Asif
Can a New CEO Rehydrate Primo Brands’ Slump?
C-Suite Transitions
Nov 27 • 
Asif
Abbott is Paying up for Exact Sciences in a Massive $23 Billion Deal – Merger Arbitrage Mondays
Exact Sciences (EXAS): $100.90
Nov 24 • 
Asif
A Crucial Secondary Offering At Biohaven
Insider Weekends
Nov 24 • 
Asif
The Special Situation Report #189: November 23 Roundup
Summary of the Week in Special Situations
Nov 23 • 
Asif
Lundbeck Shows Up Uninvited With a Higher Offer for Avadel – Merger Arbitrage Mondays
Avadel Pharmaceuticals plc (AVDL): $23.56
Nov 17 • 
Asif
A Number of Interesting Insider Purchases
Insider Weekends
Nov 17 • 
Asif
The Special Situation Report #188: November 16 Roundup
Summary of the Week in Special Situations
Nov 16 • 
Asif
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