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Concentrated Merger Arbitrage Funds – Q1 2024 Update

  • May 23, 2024

This is our third update about new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. You can find our first update here and our Q4 2023 update here.

There are currently 78 active M&A situations in the U.S. ranging from highly risks deals like the acquisition of Capri (CPRI) by Tapestry (TPR) that is trading at a spread (potential profit) of almost 65% to the management-led take private of Astra Space (ASTR) in a tiny $15 million deal, which is trading at a negative spread of 22%.

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