Special Situation Investing

Discover how corporate events can create unique investment opportunities.


Special Situation Investing focuses on identifying and understanding investment opportunities that arise from specific corporate actions and events such as mergers, acquisitions, open offers, buybacks, spin-offs, and delistings.

This 3-day India-centric workshop is designed to help participants understand how these situations work, how they can affect shareholders, and how to analyse potential opportunities through real-world Indian case studies.

What You Will Learn


  • Understanding Special Situations
    Learn what special situations are and how they differ from conventional investing approaches.
  • Open Offers & Takeovers
    Understand the mechanics of open offers, takeovers, shareholder participation and potential investment opportunities.
  • Spin-Offs
    Learn how demergers and spin-offs work and how to evaluate the businesses and value created through such corporate actions.
  • Mergers & Acquisitions
    Understand the impact of mergers and acquisitions on companies and shareholders, along with key factors to analyse.
  • Rights Issues & Buybacks
    Explore rights issues, share buybacks and their implications for investors.
  • Delisting
    Understand the delisting process, its impact on shareholders and the factors investors should consider.
  • India-Centric Approach
    Learn through examples and situations from the Indian market, making the concepts practical and relevant.

  • Real-World Case Studies
    Analyse selected Indian corporate situations to understand how special situation investing works in practice.

    • Why Attend?



    • Build a deeper understanding of corporate actions and special situations
    • Learn how to identify and analyse event-driven investment opportunities
    • Understand the key factors that can influence outcomes for investors
    • Apply concepts through India-focused real-world case studies
    • Develop a structured approach to analysing special situations

    Faculty


    Mr. Parag Gotpagar
    Research Analyst

    An intensive 3-day workshop focused on understanding special situations and analysing corporate events through practical, India-centric examples and case studies.