Merger Arbitrage: A Fundamental Approach to Event-Driven Investing

Author: Lionel Melka, Amit Shabi
Publisher: Wiley
Published: 02/03/2014
Pages: 310
Binding Type: Hardcover
Weight: 1.27lbs
Size: 9.00h x 6.30w x 1.00d
ISBN: 9781118440018

About the Author

About the authors

LIONEL MELKA started his career in 1998 with Lazard Frères, where he undertook numerous M&A advisory engagements for blue chip clients (French State, LVMH, Air France, Saint-Gobain, Casino, France Telecom, Thomson, Air Liquide, Danone, Vivendi, and Kingfisher) in a large scope of situations: privatizations, friendly and hostile takeover bids, LBOs, asset disposals and IPOs. He then joined the M&A Department of Crédit Agricole, where he worked on various advisory assignments in the TMT-Defence team and, in 2005, he joined LCF Rothschild where he led many M&A cross-border assignments in various industry sectors. He is also a teacher at the University of Paris Dauphine and is the co-writer of Le Merger Arbitrage, a French reference book published in 2011 by Economica. Lionel received a Master's degree in finance from the University of Paris - Dauphine.

AMIT SHABI started his career as a commander of an analyst team in a military intelligence unit of the Israel Defence Forces. Prior to founding Bernheim, Dreyfus & Co. and launching the Diva Synergy Fund, he worked in asset management at LCF Rothschild and then as an OTC derivatives sales at MAN group and BGC Cantor Fitzgerald. Amit holds a Master's degree in business administration from the Sorbonne University and is the co-writer of Le Merger Arbitrage, a French reference book published in 2011 by Economica.

Lionel and Amit are the cofounders of Bernheim, Dreyfus & Co., a Paris-based asset manager specialized in alternative investments. They use a merger arbitrage strategy to manage the Diva Synergy funds.