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Merger & Acquisition Tracker Excel Template

Profit from M&A activity with comprehensive arbitrage analysis, deal probability assessment, timeline tracking, and regulatory milestone monitoring.


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Capitalize on M&A Opportunities with Precision

Merger arbitrage offers unique profit opportunities by capturing the spread between current market prices and announced deal values. Our M&A Tracker provides systematic analysis of deal probability, regulatory timelines, and risk-adjusted returns to help you identify the most attractive arbitrage opportunities.

From cash deals to stock-for-stock transactions, analyze deal structures, regulatory hurdles, and completion probabilities. Built for hedge funds, institutional investors, and sophisticated individuals, this template helps you navigate complex M&A transactions while managing downside risk.

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Advanced Merger Arbitrage Analytics

Spread Calculation & Analysis

Calculate gross and net arbitrage spreads for cash deals, stock deals, and mixed consideration transactions. The template adjusts for dividends, special distributions, and collar provisions to provide accurate spread calculations and annualized returns.

Deal Probability Assessment

Evaluate deal completion probability based on regulatory complexity, antitrust concerns, financing conditions, and shareholder approval requirements. The template includes a scoring system that incorporates historical completion rates for similar transactions.

Risk-Adjusted Return Calculation

Calculate risk-adjusted returns accounting for deal break probability, downside protection, and time to completion. The template helps you compare different arbitrage opportunities on a risk-adjusted basis.

Position Sizing Optimization

Optimize position sizes based on deal probability, spread size, and correlation with other M&A positions. The template ensures proper diversification across different deal types and regulatory jurisdictions.

Comprehensive Deal Monitoring System

Regulatory Timeline Tracking

Monitor regulatory approval processes including antitrust reviews, SEC filings, and international regulatory approvals. The template tracks key milestones and provides alerts for important deadlines and announcements.

Shareholder Approval Monitor

Track shareholder voting requirements, proxy filing dates, and voting results. The template calculates the probability of shareholder approval based on voting patterns and shareholder composition.

Financing Condition Analysis

Monitor financing conditions for leveraged buyouts and debt-financed transactions. Track credit market conditions, covenant compliance, and financing availability that could impact deal completion.

Competing Bid Tracker

Track potential competing bids, unsolicited offers, and auction processes. The template helps you position for bidding wars and assess the likelihood of higher offers.

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Frequently Asked Questions

How do I calculate merger arbitrage spreads?

The template calculates spreads by comparing current market prices to deal consideration, adjusting for dividends, special distributions, and deal structure. It provides both gross spreads and annualized returns based on expected closing timelines.

What factors affect deal completion probability?

The template evaluates regulatory complexity, antitrust concerns, financing conditions, shareholder approval requirements, and management cooperation. It uses historical data to assess completion probability for similar deals.

How does it handle stock-for-stock deals?

For stock deals, the template calculates exchange ratios, tracks acquirer stock price movements, and adjusts for collar provisions. It helps you decide whether to hedge the acquirer position or remain unhedged.

Can I track international M&A deals?

Yes, the template includes international regulatory processes, currency hedging considerations, and cross-border approval requirements. It adjusts for different regulatory timelines and approval processes.

How does it handle deal breaks?

The template tracks deal break fees, termination conditions, and potential downside scenarios. It calculates maximum loss potential and helps you assess risk-adjusted returns incorporating break probability.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.
Is there a discount for students, professors, or teachers?
Students and faculty receive a 50% discount on the Pro and Max plans. Email support@sourcetable.com to get your discount.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write Python code for you.
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Profit from M&A Activity

Advanced merger arbitrage analysis and deal tracking tools for sophisticated M&A investors.

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