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.

BBVA/Sabadell: Potential BBVA Bump, TSB Dividend Catalyst, and Positioning Via Equity and Options

BBVA/Sabadell Update: TSB Sale Shifts Dynamics, Adds Dividend Optionality

BBVA/Sabadell: AGM Approvals Lock in Value, Raise Bar for Deal Success

Under Review: Banking on Politics in BBVA’s Bid for Sabadell

Cabinet Clause: Political Hurdles in BBVA’s Takeover of Sabadell

TSB: Divestment as a Defensive Lever in Sabadell’s BBVA Saga

Event-Driven

<ul>
<li>Sabadell trades above the implied offer value, signaling investor expectations of a revised bid or deal failure.</li>
<li>Government-Imposed integration freeze severely impairs BBVA’s ability to realize synergies.</li>
<li>Political dependence on Catalan nationalist parties complicates execution despite formal regulatory clearance.</li>
</ul>


Sabadell trades above the implied offer value, signaling investor expectations of a revised bid or deal failure.
Government-Imposed integration freeze severely impairs BBVA’s ability to realize synergies.
Political dependence on Catalan nationalist parties complicates execution despite formal regulatory clearance.


BBVA/Sabadell: Trading Above Terms After Government Imposes Integration Freeze

Banco De Sabadell SA

BBVA/Sabadell: Trading Above Terms After Government Imposes Integration Freeze