https://www.arblens.com/blog/ Weekly merger arbitrage analysis, special situations deep dives, and event-driven investing insights. en-us Sun, 25 May 2026 12:00:00 GMT https://www.arblens.com/blog/special-tipt.html https://www.arblens.com/blog/special-tipt.html Sun, 25 May 2026 12:00:00 GMT Tiptree sells Fortegra for $1.65B on May 29. Stock at $16.96 vs $23.80 pro-forma book value — a 40% NAV discount. Pro-forma waterfall breakdown, three scenarios (bull/base/bear), and what to watch post-close. A governance bet, not merger arb. mergerarblens@gmail.com (Ramin) https://www.arblens.com/blog/weekly-003.html https://www.arblens.com/blog/weekly-003.html Fri, 23 May 2026 12:00:00 GMT 14 merger arbitrage deals targeting June close dates. WONDF outside date June 1, UNF dual binary catalyst June 11, KALV tender expires June 10, GTLS EC Phase I filed, two CFIUS deals at risk. The busiest month in merger arb this year. mergerarblens@gmail.com (Ramin) https://www.arblens.com/blog/weekly-002.html https://www.arblens.com/blog/weekly-002.html Tue, 20 May 2026 12:00:00 GMT The widest spread isn't always the best trade. WBD targets July 15 close (14% in 8 weeks), BHF has near-zero deal-break risk, EA has only CFIUS remaining, GSAT has Amazon's infinite resources behind it, and IMXI annualizes at 40% in 6 weeks. mergerarblens@gmail.com (Ramin) https://www.arblens.com/blog/weekly-001.html https://www.arblens.com/blog/weekly-001.html Sat, 17 May 2026 12:00:00 GMT ZIM 36.9% (Israeli Golden Share), BLD 26.0% (QXO/Brad Jacobs), WBD 14.9% (CMA Phase 1), NSC 13.8% (STB refiling), BHF 11.9% (insurance regulatory), GSAT 9.8% (Amazon/FCC) — plus UNF June 11 binary, TWO bidding war, MPX vote results. mergerarblens@gmail.com (Ramin)