Special Situations Digest

A weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 30+ countries.

What is this?

Special Situations Digest is a weekly research publication covering activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 30+ countries.

It is built as a sourcing and triage workflow for investors who want broader event-driven coverage without adding more manual screening.

Why it exists

Most event-driven coverage is still concentrated in the US. The goal of the digest is to give investors a single place to track corporate catalysts across a much broader set of markets, including Japan, Korea, China A-shares, Taiwan, Canada, Mexico, and the rest of Europe.

How it works

We monitor public filings, company disclosures, takeover notices, activist letters, and other market sources across the regions we cover. The result is a structured weekly digest plus a real-time Live Feed of high-signal EDGAR filings as they hit.

The digest is built for idea generation and triage. It is meant to help the right situations reach your desk faster, not to replace full diligence or underwriting.

What is inside a typical issue?

The digest is organized around the catalyst types most relevant to event-driven investors:

  • Activist campaigns
  • Strategic reviews
  • Acquisitions
  • Divestitures
  • Going-private deals
  • Tender offers
  • Spin-offs
  • Rights offerings
  • Capital returns (buybacks, special dividends)
  • Restructuring and bankruptcy exits
  • SPACs and deal terminations

Who is this for?

The digest is for event-driven investors, portfolio managers, analysts, family offices, and independent investors who want broader coverage with less manual screening.

It is especially useful for readers who want to widen their sourcing funnel beyond their home market and track corporate catalysts in a more structured way.

What do subscribers get?

Free subscribers can follow the publication through selected digests and archive access.

Pro subscribers get:

  • Every situation, every week, across 30+ countries
  • Excel, PDF, and JSON exports
  • Copy-for-LLM button to paste the full digest straight into Claude or ChatGPT
  • Real-time Live Feed of high-signal EDGAR filings
  • Full archive of past digests

What this is not

Special Situations Digest is published for informational purposes only. It is not investment advice, and it is not a substitute for legal review, deep diligence, or full fundamental underwriting.

Published by Clark Square Capital.

Start here

Read the latest digest or subscribe free to follow new issues as the archive grows.