The Special Situation Report

The Special Situation Report

Air Lease Joins SMBC Aviation – Merger Arbitrage Mondays

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Asif
Sep 08, 2025
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Air Lease Corporation (AL): $63.7

Market Cap: $7.12B

Deal Size: $28.2B

Air Lease entered a merger agreement on September 2, 2025, to be acquired by Sumitomo Corporation, SMBC Aviation Capital Limited, Apollo Funds (APO), and Brookfield (BAM) in an all-cash deal valued at $28.2 billion. The deal would bring Air Lease under the wing of the world’s third-larg…

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