M&A / Special Situations Trading Desk

Corporate actions that lead to acquisitions and/or mergers within the public-company arena is an inherent element to every business cycle; activity is driven by the current economic environment, the relative performance of individual companies, competition within respective industries, regulatory changes, innovation, and of course, capital market financing.

WallachBeth plays a crucial role for M&A-focused and opportunistic fund managers who seek objective, deal-centric insight and affirmation of specific trading strategies. We communicate directly with corporate officers, objectively qualify news events, interrogate corporate filings, and skillfully decipher trading market activity and pricing; the key components to developing and executing both short and long-term trading and investment strategies.

Working together with WallachBeth's entire team of trading market professionals, our special events team is led by risk arbitrage industry experts who provide an ongoing assessment of the events and actions taking place across the spectrum of financial markets. Our constituents include sophisticated hedge funds, institutional portfolio managers, and Tier 1 sell-side traders; each of whom values our objective and unqualified perspective.

Consistent with the role of our ETF, Options and Delta One trading desks, the WallachBeth Special Situations Desk serves as an advocate for customers by efficiently evaluating market dynamics and discretely navigating both equity and derivative markets to execute trading strategies on behalf of our sophisticated customers and clients.