Steadfast (SDF AU): Amwins/Dragoneer/ KKR Firms $6/Share Scheme Offer. Looks Clean
Terms are fair; on par with late-Oct 2025 levels when a workplace complaint emerged. There's an apparent valuation arbitrage between Aussie-listed...
144 Views
Steadfast (SDF AU): Consortium’s Binding Proposal at A$6.00 as Peers Have Materially Re-Rated
Despite the material re-rating of peers, the scheme vote should pass. At the last close and for an end-of-December payment, the gross/annualised...
120 Views
Merger Arb Mondays (17 Aug) - Steadfast, Con Aero, Z Fin, Cleanaway, OFX, BetMakers, FleetPartners
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
121 Views
Aussie Shorts [28 Sep 2026]: BHP Group, Steadfast, Artrya, ECHOiQ, Catalyst Metals, Core Lithium
The largest industry net increase in the past week was A$0.4bn into "Banks"; the largest industry net decrease was A$0.1bn out of "Interactive...
107 Views
Asia-Pac Weekly Wrap: Perpetual, Vault Minerals, Accent Group, Steadfast, Avarga, Z Fin,
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
113 Views