Special Situation Investments

Focus on event-driven trades and low risk arbitrage opportunities with short term catalysts

Event-Driven Investment Opportunities

Event-Driven Investment Opportunities, Special Situation Investments

Dalius Tauraitis

Event-Driven

<ul><li>Embracer Group faces a 20%-50% conglomerate discount, with potential catalysts including spinoffs and increased LOTR franchise awareness.</li><li>DMC Global's strategic review concluded without a sale; business performance is weaker, impacting Arcadia Products and DynaEnergetics.</li><li>Martin Midstream Partners' acquisition by its GP at $4.02/share faces activist opposition, risking a deal collapse.</li></ul>

Embracer Group faces a 20%-50% conglomerate discount, with potential catalysts including spinoffs and increased LOTR franchise awareness.DMC Global's strategic review concluded without a sale; business performance is weaker, impacting Arcadia Products and DynaEnergetics.Martin Midstream Partners' acquisition by its GP at $4.02/share faces activist opposition, risking a deal collapse.

SSI Newsletter Highlights: Merger Arbitrage, Strategic Reviews, and Activist Investor Developments