Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Insignia Financial (IFL AU): Three's A Crowd As Brookfield Joins Bain And CC Capital

Insignia Financial (IFL AU): Bain Matches CC Capital's Terms. And Also Afforded DD

Insignia Financial (IFL AU): The Field Narrows As Bain And CC Capital Bump Terms

Quiddity Advisors

Event-Driven

<ul>
<li>You could see this coming. With due diligence expected to close on the 15th May, Bain has <a href="https://announcements.asx.com.au/asxpdf/20250514/pdf/06jq3sqhyp56bp.pdf" target="_blank" rel="noopener">notified</a>  <strong><a href="https://www.smartkarma.com/entities/insignia-financial-ltd" target="_blank" data-smartkarma-citation="entities:12349:1" rel="noopener">Insignia Financial (IFL AU)</a></strong> it won't proceed due to macro uncertainties. </li>
<li>Discussions remain ongoing with CC Capital. No fixed timeline on those talks, although it appears negotiations will extend beyond the 15th May.</li>
<li>NBIOs were not an ideal place to hide amid Trump’s trade war. They still aren't. Insignia is down 14.9% as I type.</li>
</ul>


You could see this coming. With due diligence expected to close on the 15th May, Bain has notified  Insignia Financial (IFL AU) it won't proceed due to macro uncertainties. 
Discussions remain ongoing with CC Capital. No fixed timeline on those talks, although it appears negotiations will extend beyond the 15th May.
NBIOs were not an ideal place to hide amid Trump’s trade war. They still aren't. Insignia is down 14.9% as I type.


Insignia Financial (IFL AU): Bain Walks Due To "Macro Uncertainty". CC Capital's Still In. For Now