Special Situation Analysis

Ipreo's Situational Analytics offers practical examination of a company's business strategy and special situations that could impact a company's valuation and market performance. Our comprehensive analyses provide critical insight into expected shareholder reaction to significant events such as mergers, spin-offs, and shareholder activism, and enable clients to fully understand what to expect from investors and how to position themselves.

  • Merger and Spin-off Situations: Examination of historical and pro forma valuations of the company, forecast of shareholder reaction and short & long-term implications of the transaction
  • Dividend Analysis: Evaluation of company dividend policies, quantitative advice and investor perceptions to support dividend case to the Board, ensure effective messaging to the investment community regarding long-term cash deployment strategy
  • Investor Activism: Valuable insight on prominent shareholder activists, which include hedge funds, pension funds, investment management firms and individuals, in-depth analysis of both ongoing and past activist plays and outcomes
  • Corporate Actions: Predictive analysis of shareholder reaction to crucial events such as a share buyback program; understanding of how being included in or excluded from an index or exchange will effect the capital pool available