In short: Arb closing: its sale to The Doctors Company got final approval and is set to close Friday — 16 grueling months after announcement, but still a ~7% IRR if set on day one.
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In short: Merger-arb — management reiterated guidance to close by June 30, 2026 (incremental positive), but the name has been a laggard among the arb book.
ProAssurance is a medical-malpractice insurance company that is in the process of being acquired. Management recently confirmed they still expect the deal to close by June 30, which is a small positive.
It's another merger-arbitrage position, but it has been a weak performer — one of the laggards in the basket of deal-driven bets — so the view is lukewarm.
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