Spin-Off Insight

Spin-Off Insight focuses on various companies currently separating a business unit via a spin-off transaction.

Methodology

The spin-off research methodology underlying the Spin-Off Insight service entails a robust proprietary screening process designed to identify and highlight spin-off transactions likely to result in significant equity mispricing (overvalued/undervalued) investment theses and recommendations.

Monthly coverage includes in-depth reports primarily relating to the spun entity, as well as alerts, updates, and analysis of events during the spin-off process from announcement to closure. The service also includes continued coverage on the spun entities following the finalization of the transaction, complete calendars for announced and closed domestic and foreign spin-offs, potential spin-off candidates, and domestic and foreign carve-outs.

Utilizing a rigorous and time-intensive approach, Spin-Off Insight seeks to uncover, isolate and assess the relative attractiveness of the new, standalone publicly-traded businesses separated via the spin-off transaction.

Monthly investment recommendations are based upon an integrated approach of fundamental qualitative analysis, including an in-depth examination of each spin-off announcement in the context of overall firm health and financial viability, shifting macroeconomic and sector-specific trends, as well as the direct alignment of management strategy and shareholder interests.

With each situation examined on a case-by-case basis, the ultimate focus of Spin-Off Insight is to pinpoint spin-off entities likely to have opportunistic price levels relative to intrinsic value.

Deliverables and Pricing

The Service Includes:

  • Featured Reports: In-depth analysis, price targets, and recommendations for the spinoff and in some cases the parent company
  • Intra-Monthly E-mails: Timely spin-off announcements and potential spin-off developments
  • Monthly Calendars: Announced and closed spin-off transactions for both domestic and foreign companies, potential spin-off candidates, and domestic and foreign carve-outs
  • Archived Reports: Provided on WhiteSand Research’s website
  • Access to our Financial Weapons blog, with relevent news updates as well as access to the WhiteSand research user community
  • Access to our WhiteSand Research Twitter and Facebook communities, with up-to-the minute news on spin-offs and bankruptcies and other restructurings

Pricing

  • This is a yearly-based subscription
  • There are unlimited users that can be added to the distribution list
  • This is an approved soft dollar-able service and clients have the freedom to use any broker