Merger arbitrage
Merger arbitrage, in one place.
The live deals, the words they use and how each fact is checked. Free to read. Members follow a deal and get an email when it changes.
Buying shares of a company that has agreed to be acquired, to collect the gap between the share price and the price the buyer has agreed to pay when the deal closes. More in the Handbook
The guide
How it works, start to finish.
A plain-English guide: where the money comes from, how to run the numbers, how deals break and how to analyze your first deal, with a worked example.
By Jera Value · Oct 6, 2026 · 63 min read
Read the guide on jeravalue.com (opens in a new tab)- 01What merger arbitrage is
- 02From announcement to payday
- 03Paid in cash or in stock?
- 04The math (it's just subtraction)
- 05What's good about it
- 06How deals break
- 07How to analyze your first deal
- 08How much should I put in?
- 09When a crisis hits
- 10Following a deal calmly
- 11When to get out early
- 12Payday
- 13On your own or through a fund?
- 14Taxes and currency
- 15Extra credit
Handbook
Every term and filing, in plain words.
82 terms and 26 SEC filings. Start with the nine words that explain most of it:
- Merger arbitrage
- Offer
- Spread
- Annualized spread
- Undisturbed price
- Deal break
- Shareholder vote
- HSR
- Outside date
- SEC filings
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