The Special Situation Report

The Special Situation Report

Share this post

The Special Situation Report
The Special Situation Report
The Special Situation Report #41: 10/30 Roundup
User's avatar
Discover more from The Special Situation Report
A weekly report on special situations in US public equities.
Over 4,000 subscribers
Already have an account? Sign in

The Special Situation Report #41: 10/30 Roundup

Summary of the Week in Special Situations

David Paolella's avatar
David Paolella
Oct 30, 2022
18

Share this post

The Special Situation Report
The Special Situation Report
The Special Situation Report #41: 10/30 Roundup
Share

Table of Contents:

  1. Update on Developing M&A

  2. Update on Shareholder Activism

  3. Update on Other Special Situations

  4. Announced M&A


Update on Developing M&A

Strategic Alternatives & Ongoing Situations

  • AgroFresh Solutions (AGFS) announced a proposed transaction with Pain Schwartz (Filing)

  • Weber (WEBR) received an unsolicited takeover proposal from BDT Capital (Press Release)

Rumors

  • Aerojet Rocketdyne (AJRD) reportedly soliciting offers (Reuters)


Update on Shareholder Activism

  • Barnwell Industries (BRN) activist MRMP-Managers announced proxy contest for full board control (Filing)

  • ClearBridge MLP and Midstream (CEM) activist Saba Capital Management submitted intent to nominate candidates to the board (Filing)

  • Global Net Lease (GNL) activist Blackwells launched a proxy campaign, called for governance overhaul (Filing)

  • Monro (MNRO) considering governance reforms after pressure by activist Ides Capital (Reuters)

  • The Necessity Retail REIT (RTL) activist Blackwells launched a proxy battle (Filing)

  • Turtle Beach (HEAR) appointed Terry Jimenez to the board pursuant to earlier agreement with Donerail (Filing)

  • Unilever (UL) activist Peltz said to meet with potential CEO candidates (Reuters)


Update on Other Special Situations

Spin-Offs

  • Medtronic (MDT) announced its intent to spin-off its patient monitoring and respiratory interventions businesses (Press Release, Presentation)

Other

  • Aegon (AEG) announced deal to combine Dutch operations with a.s.r. (Press Release)

  • Comcast (CMCSA) reportedly mulls sale of Sky Deutschland (Bloomberg)


Announced M&A

Target / Acquirer – Transaction Enterprise Value

Financials

  • Limestone Bancorp (LMST) / Peoples Bancorp (PEBO) – $208mm (Press Release)

Healthcare

  • Myovant Sciences (MYOV) / Sumitomo Biopharma – $1.7bn (Press Release)

Industrials

  • Altra Industrial Motion (AIMC) / Regal Rexnord (RRX) – $5bn (Press Release)

Technology, Media & Telecommunications

  • UserTesting (USER) / Thoma Bravo & Sunstone Partners – $1.3bn (Press Release)


If you enjoyed reading this Report, please do me the huge favor of simply pressing the “Like” button.

Just reply to this email to get in touch, or follow me on Twitter.


Subscribe to The Special Situation Report

By Asif · Launched 3 years ago
A weekly report on special situations in US public equities.
Anita Paolella's avatar
Sophia Tan's avatar
Sammy Jr's avatar
steve kahn's avatar
Loudmenshinner's avatar
18 Likes
18

Share this post

The Special Situation Report
The Special Situation Report
The Special Situation Report #41: 10/30 Roundup
Share

Discussion about this post

User's avatar
The Special Situation Report #59: 3/19 Roundup
Summary of the Week in Special Situations
Mar 19, 2023 • 
David Paolella
31

Share this post

The Special Situation Report
The Special Situation Report
The Special Situation Report #59: 3/19 Roundup
1
The Special Situation Report #104: 3/24 Roundup
Summary of the Week in Special Situations
Mar 25, 2024 • 
David Paolella
32

Share this post

The Special Situation Report
The Special Situation Report
The Special Situation Report #104: 3/24 Roundup
The Special Situation Report #114: 6/9 Roundup
Summary of the Week in Special Situations
Jun 9, 2024 • 
David Paolella
34

Share this post

The Special Situation Report
The Special Situation Report
The Special Situation Report #114: 6/9 Roundup

Ready for more?

© 2025 The Special Situation Report
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Create your profile

User's avatar

Only paid subscribers can comment on this post

Already a paid subscriber? Sign in

Check your email

For your security, we need to re-authenticate you.

Click the link we sent to , or click here to sign in.