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.

Uber Technologies / Delivery Hero: Paid to Wait

Delivery Hero: Uber’s Appetite for Scale

Uber Technologies / Delivery Hero: Negotiations Move Centre Stage

Event-Driven

<ul>
<li>Uber agreed a €41.50/share recommended cash offer. Board support, irrevocable commitments and Uber's existing stake materially improve completion prospects despite a lengthy regulatory timetable.</li>
<li>The simultaneous €1.4bn sale of 14 businesses to SSW Partners addresses key competition concerns before formal antitrust review, strengthening the transaction's overall deliverability.</li>
<li>At €38.20, Delivery Hero trades at an 8.6% gross spread, implying an estimated 6-6.5% annualised gross return assuming completion during Q4 2027.</li>
</ul>


Uber agreed a €41.50/share recommended cash offer. Board support, irrevocable commitments and Uber's existing stake materially improve completion prospects despite a lengthy regulatory timetable.
The simultaneous €1.4bn sale of 14 businesses to SSW Partners addresses key competition concerns before formal antitrust review, strengthening the transaction's overall deliverability.
At €38.20, Delivery Hero trades at an 8.6% gross spread, implying an estimated 6-6.5% annualised gross return assuming completion during Q4 2027.


Uber Technologies / Delivery Hero: The Last Mile

Delivery Hero SE

Uber Technologies / Delivery Hero: The Last Mile