Cowen Deal Spread Leaves 1.06% Of Upside To Toronto-Dominion Deal Closing

Bram de Haas
19.95K Followers

Summary

  • The Toronto-Dominion Bank is buying Cowen for $39 in cash per share.
  • The acquirer is a huge Canadian bank and the target is a small U.S. player.
  • I expect this merger to close as planned.
  • With the shareholder vote out of the way, the acquisition could close quickly.
  • The annualized return could be very attractive if the deal does close quickly but moderates if it takes longer.

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The Toronto-Dominion Bank (NYSE:TD) is acquiring Cowen Inc. (COWN) for $39 in cash per share. Cowen trades at $38.59. This is a practical example of picking up pennies in front of the proverbial steamroller, but sometimes that's something I like

I write the Special Situation Report. I look at special situations like spin-offs, share repurchases, rights offerings and a lot of M&A events. The point is to make money with risks under control. Check it out here. Follow me on Twitter here 

This article was written by

19.95K Followers
Bram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on special situations.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of COWN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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