Special Situations Investment Research

Arch Research has considerable expertise in evaluating event-driven investment opportunities. Clients are provided with research reports covering M&A, activist campaigns, financial restructurings, regulatory and governmental policy shifts. Topics covered, estimation of deal completion probability based on multiple criteria: strategic rationale, premium paid, industry dynamics and regulatory hurdles.

Our experience investing in special situations is replete with examples of analyzing transactions that required complex antitrust reviews. Examples of prior research include the calculation of market shares, mapping geographic overlaps and evaluating divestiture scenarios.

Evaluating the pro forma company is a key component of the analysis. Comprehensive financial models are constructed to help derive the company’s intrinsic value. Fundamental analysis includes accretion/dilution calculations, sum-of-the-parts valuation, and discounted cash flows.