Research

In-depth analysis of tender offers, odd-lot opportunities, and small-value strategies to help you make informed decisions.

Special Situations

Aterian (ATER) $18M Asset Sale: Cash Distribution Setup with a Tariff-Refund CVR

Aterian (ATER) is selling its brand portfolio to Trademark Global for $18M and pushing net proceeds plus a CVR to common holders in Q3 2026. Shares at $0.95 sit in the lower-middle of an estimated $0.83-$1.20 per-share distribution range.

Small St Value Research·Apr 30, 2026·9 min read
Tender Offer

American Eagle Gold Launches Hostile 1.41-Share Exchange Offer for Pacific Booker Minerals (PBMLF)

American Eagle Gold (AMEGF) launched a hostile all-stock bid for Pacific Booker Minerals (PBMLF), offering 1.41 AE shares per PBM share at a claimed 30.6% premium. Pacific Booker's CEO called it "half a sandwich." Here's the math, the risks, and the angle.

Small St Value Research·Apr 20, 2026·10 min read
Tender Offer

Neurocrine Launches $53/Share Tender Offer for Soleno Therapeutics (SLNO)

Neurocrine Biosciences is acquiring Soleno Therapeutics (SLNO) at $53/share in an all-cash tender offer worth $2.9B. The spread sits at just 1.2%.

Small St Value Research·Apr 8, 2026·5 min read
Tender Offer

Biogen Launches $41/Share Tender Offer for Apellis Pharmaceuticals (APLS)

Biogen is acquiring Apellis Pharmaceuticals (APLS) for $41/share cash plus a CVR worth up to $4/share. APLS trades at $40.70 with a 0.7% spread. All-cash, no financing contingency, expected Q2 2026 close.

Small St Value Research·Apr 8, 2026·7 min read
Tender Offer

Aurinia Pharmaceuticals to Acquire Kezar Life Sciences (KZR) for $6.955 Plus CVR

Aurinia is acquiring Kezar Life Sciences (KZR) for $6.955/share cash plus a non-transferable CVR. The tender offer commenced April 13, 2026. Partnership CVR buckets are worth ~$0. Excess cash above $50M is the only near-term value driver.

Small St Value Research·Apr 2, 2026·13 min read
Tender Offer

Agero Launches $5.50/Share Tender Offer for Urgent.ly (ULYX)

Agero is acquiring Urgent.ly (ULYX) at $5.50/share in cash via tender offer. The $12.1M deal has a ~2% spread, Nasdaq delisting risk, and an outside date of July 31, 2026.

Small St Value Research·Apr 1, 2026·6 min read
Tender Offer

Merck's $53.00 Tender Offer for Terns Pharmaceuticals (TERN): What Investors Need to Know

Merck is acquiring Terns Pharmaceuticals (TERN) for $53.00/share in an all-cash tender offer valued at ~$6.7 billion. The deal targets TERN-701, a novel CML drug. With TERN trading at $53.01, the spread is zero — the market has priced in completion.

Small St Value Research·Mar 27, 2026·7 min read
Tender Offer

Beretta Proposes $44.80 Partial Tender Offer for Sturm Ruger (RGR)

Beretta Holding has proposed a partial tender offer to acquire up to 20.05% of Sturm Ruger (RGR) shares at $44.80/share in cash, a roughly 9% premium to the current price. The offer has not yet commenced and is conditioned on Ruger waiving its poison pill.

Small St Value Research·Mar 27, 2026·9 min read
Tender Offer

Servier Launches $21.50/Share Tender Offer for Day One Biopharmaceuticals (DAWN)

Servier is acquiring Day One Biopharmaceuticals (DAWN) at $21.50/share in cash via tender offer, a 68% premium. The $2.5B deal is funded from existing cash and expected to close in Q2 2026.

Small St Value Research·Mar 25, 2026·5 min read
Tender Offer

Robin Energy (RBNE) Self-Tender at $3.00: 29% Spread on a Micro-Cap Shipping Play

Robin Energy (RBNE) is offering $3.00/share for up to 1M shares in an issuer self-tender expiring April 23, 2026. With RBNE at $2.32, the 29% spread looks attractive, but proration risk is high and liquidity is thin.

Small St Value Research·Mar 25, 2026·8 min read
Tender Offer

Scholastic (SCHL) $200M Self-Tender: Modified Dutch Auction at $36–$40

Scholastic (SCHL) is buying back up to $200M of its own stock at $36–$40/share via modified Dutch auction. With shares trading at $39.09 near the top of the range, the strategy choice matters. Expires April 20, 2026.

Small St Value Research·Mar 25, 2026·9 min read
Tender Offer

Urgent.ly (ULY) Tender Offer: Agero to Acquire All Shares at $5.50 Cash

Agero is acquiring Urgent.ly (ULY) at $5.50 per share in cash via tender offer followed by merger. The offer has not yet formally commenced. With shares at $5.38, the spread is roughly 2.2%. Expected close by end of May 2026.

Small St Value Research·Mar 25, 2026·6 min read
Spinoffs

Avidity Biosciences (RNAM) Spins Off Atrium Therapeutics (RNA): What Investors Need to Know

Avidity Biosciences (RNAM) distributed shares of Atrium Therapeutics (RNA) at a 1:10 ratio ahead of its $72/share Novartis merger. Atrium launches with $270M and two preclinical cardiology programs.

Small St Value Research·Mar 14, 2026·7 min read
Spinoffs

Unilever (UL) Completes Ice Cream Spin-Off: What to Know About Magnum Ice Cream (MICC)

Unilever (UL) spun off its ice cream division as The Magnum Ice Cream Company (MICC), distributing 1 MICC share per 5 UL shares. MICC trades at $15.12 with a $9.1B valuation and 2.4x leverage.

Small St Value Research·Mar 14, 2026·7 min read
Spinoffs

Comcast (CMCSA) Spins Off Versant Media Group (VSNT): What Investors Need to Know

Comcast (CMCSA) completed its tax-free spinoff of Versant Media Group (VSNT), housing its legacy cable networks. At $36.13 per share, VSNT trades at roughly 2.4x EBITDA with $6.7B in revenue and a $1B buyback authorized.

Small St Value Research·Mar 14, 2026·7 min read
Tender Offer

Kuva Labs Launches $5.00/Share Tender Offer for Lisata Therapeutics (LSTA) Plus $1.00 CVR

Kuva Labs is acquiring Lisata Therapeutics (LSTA) for $5.00/share in cash plus a CVR worth up to $1.00 tied to a certepetide NDA filing. The board unanimously recommends tendering, with closing expected in Q2 2026.

Small St Value Research·Mar 14, 2026·5 min read
Tender Offer

Black Pearl Raises Bid to $5.05/Share for Selectis Health (GBCS)

Black Pearl Equities has commenced a $5.05/share cash tender offer for all outstanding shares of Selectis Health (GBCS), up from its preliminary $4.00 bid. The offer expires May 11, 2026, with a 51% minimum tender condition.

Small St Value Research·Mar 11, 2026·7 min read
Tender Offer

Wix (WIX) Tender Offer: $1.75B Dutch Auction Buyback at $80-$92 — Full Analysis

Wix launched a $1.75B modified Dutch auction tender offer at $80-$92/share — roughly 35% of its float. Stock at $93.89, above the range. No spread today, but actionable if WIX drops below $92. Expires April 1, 2026.

Small St Value Research·Mar 6, 2026·10 min read
Tender Offer

Great Lakes Dredge & Dock (GLDD) - $17 Tender Offer From Saltchuk Resources

Saltchuk Resources is acquiring GLDD at $17.00/share in an all-cash tender offer with no financing condition. The spread is just 0.3%, but JPMorgan had a $20 target weeks before the deal was announced.

Small St Value Research·Mar 5, 2026·6 min read
Tender Offer

Lands' End (LE) Tender Offer: WHP Global Bids $45 Per Share

WHP Global offers $45/share for up to 2.2M LE shares (7% of float). Severe proration guaranteed with Lampert's 56% stake tendering. Blended return -4% to +5% at current prices if stock reverts to pre-announcement levels. Expires March 26.

Small St Value Research·Mar 4, 2026·8 min read
Tender Offer

Gilead to Acquire Arcellx (ACLX) for $115/Share Plus CVR in Cell Therapy Deal

Gilead is acquiring Arcellx (ACLX) at $115/share cash plus a non-transferable CVR worth up to $5.00. With the stock at $114.08, the 0.8% cash spread is noise. The real question is whether the CVR pays.

Small St Value Research·Mar 4, 2026·6 min read
Tender Offer

Docebo (DCBO) Tender Offer at $20.40: A 10% Premium Issuer Bid

Docebo (DCBO) offers $20.40/share in a $60M issuer bid expiring March 10. Canadian deemed-dividend withholding tax eats most of the spread for U.S. taxable accounts; Roth IRA holders may fare better.

Small St Value Research·Mar 4, 2026·10 min read
Tender Offer

Paramount Skydance's $31 Cash Bid for Warner Bros. Discovery (WBD)

WBD to be acquired for $31/share all-cash. 10.6% spread (~21% annualized). HSR cleared. Main risk is regulatory. $7B termination fee protects downside. Expected close Q3 2026.

Small St Value Research·Mar 4, 2026·6 min read