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.

Alpha Accumulation: UniCredit’s Strategic Wedge in Greek Banking

Cross-Border Capital: BAMI, Brussels, and the Battle for Banking Integration

Event Update: UniCredit Withdraws BPM Offer — End of the Line

UniCredit's Banco BPM Takeover: A Deal on the Brink?

Unicredit/Banco BPM: Italian Banking Consolidation

Danish or Not, UniCredit’s Consolidation Appetite Is Intact

Banco BPM’s Sweetened Takeover Offer for Anima Holding

Event-Driven

<ul>
<li>Consob suspends offer: Italy’s market regulator halts UniCredit’s bid amid unresolved regulatory conditions and growing uncertainty.</li>
<li>Shareholders push back: With Crédit Agricole holding 19.8%, resistance builds against a bid lacking premium or clarity.</li>
<li>Higher bid unlikely, but Possible: UniCredit has room to raise terms, but tighter capital impact and ROI pressure post-DC rejection make an improved offer improbable without regulatory or shareholder shifts.</li>
</ul>


Consob suspends offer: Italy’s market regulator halts UniCredit’s bid amid unresolved regulatory conditions and growing uncertainty.
Shareholders push back: With Crédit Agricole holding 19.8%, resistance builds against a bid lacking premium or clarity.
Higher bid unlikely, but Possible: UniCredit has room to raise terms, but tighter capital impact and ROI pressure post-DC rejection make an improved offer improbable without regulatory or shareholder shifts.


No Compromise: Deal on Hold, and UniCredit Won’t Pay More

Banco BPM SpA

No Compromise: Deal on Hold, and UniCredit Won’t Pay More