The Spin-Off Report

For over 25 years, The Spin-Off Report has been the preeminent independent research service for tracking and analyzing the U.S. spin-off space by covering all transactions over $250 million from announcement through distribution date and 60 days post-completion. Our comprehensive reports provide fair value estimates and buy/hold/sell recommendations for both the spin-off company and the parent and these may be updated periodically, based on peer and M&A multiples, changes to the distribution ratio as well as industry trends and market conditions.

The service consists of the following:

Comprehensive Reports - Comprehensive research reports analyzing the strategic rationale for the separation and examine the business segments in order to obtain fair value estimates and recommendations on both the spinco and parent company prior to completion of the spin-off.
Update Reports - Periodic updates on every spin-off that provide updated fair value estimates to reflect any significant developments within the company, the industry or the structure of the transaction.
Radar Screen - This monthly publication provides ongoing analysis on 20-25 companies where we see potential for a value-unlocking event. A similar company may have recently announced a spin-off, the company may be under investor pressure to consider strategic alternatives, or the business segments may lack operational and supply chain synergies.
Spin-Off Calendar - Published monthly, The Spin-Off Calendar provides one-page summaries of every spin-off under coverage from the announcement date, followed by the filing of the Form 10 and continuing 60 days post completion.
The Spin-Off Report Compendium - Published quarterly, the Spin-Off Report Compendium is authored by Murray Stahl of Horizon Kinetics and includes commentary and analysis on a wide-range of topics including recent spin-offs, structural inflation, currency debasement, the effects of equity indexation as well as three to four single-stock recommendations.
Bits & Pieces - This monthly publication covers mispriced stub securities, tracking stocks and other arbitrage opportunities.

For sample research reports and analyst bios, please visit spinoff.report. Please contact us at +1-212-233-0100 if you have questions regarding the service or would like to subscribe.