European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

Advent - U-Blox: Offer Successful (67.55%); AAP 16–29 Oct; ~0.3% Residual Spread

Event-Driven

<ul>
<li>Provisional acceptance 64.64%, below 66⅔% minimum; ~155,900 shares short. Definitive interim due 15 Oct; Advent may secure additional tenders or buy stock under Swiss rules.</li>
<li>If threshold met, residual carry modest at CHF 133.8 close; if not, offer lapses and shares likely revert toward standalone value pending any revised Advent approach.</li>
<li>Positioning: stay light and tactical until 15 Oct print; monitor block trades/irrevocables; interloper risk low, re-bid or bump more plausible path than competing strategic bid.</li>
</ul>


Provisional acceptance 64.64%, below 66⅔% minimum; ~155,900 shares short. Definitive interim due 15 Oct; Advent may secure additional tenders or buy stock under Swiss rules.
If threshold met, residual carry modest at CHF 133.8 close; if not, offer lapses and shares likely revert toward standalone value pending any revised Advent approach.
Positioning: stay light and tactical until 15 Oct print; monitor block trades/irrevocables; interloper risk low, re-bid or bump more plausible path than competing strategic bid.


Advent × U-Blox — 64.64% Vs 66⅔%; Watch Oct 15

U-Blox AG

Advent × U-Blox — 64.64% Vs 66⅔%; Watch Oct 15