Special Situations

Description

The Special Situations group focuses on opportunities that arise from distinctive and often complex circumstances within companies or markets. These can include corporate restructurings, distressed debt investments, merger arbitrage, recapitalizations, and activist campaigns. Members learn to assess scenarios that require non-traditional analysis, considering factors such as legal constraints, regulatory hurdles, and strategic motives that might affect a company’s financial trajectory. This group offers a rich blend of traditional financial analysis with elements of game theory, behavioral finance, and institutional understanding, teaching students to weigh variables like strategic maneuvers by activist investors, company management decisions, and market reactions. Through investment pitches on distressed companies, students are exposed restructuring strategies, providing them with an understanding of the complex situations often overlooked in standard equity analysis.

Experience from this group can lead to roles in restructuring and special situations investment banking, activist hedge funds, distressed debt funds, arbitrage trading, and consulting positions that involve navigating complex financial or strategic scenarios within companies.

Meet the Team

  • Aidan Bergin

    Theme Head | Evercore, Houston | 2025

  • Mateo Cordoba

    Senior Associate | National Bank Financial, Toronto | 2025

  • Anna Puscas

    Senior Associate | Jefferies, Toronto | 2026

  • Ishaan Kamra

    Senior Associate | Evercore, Houston | 2026

  • Arjun Kapur

    Senior Associate | Fidelity, Toronto | 2025

  • Alexander Moghadam

    Associate | 2027

  • Lucy Kolde

    Associate | Bank of America, Palo Alto | 2027

  • Tanner Kiss

    Associate | 2027

  • Thomas Soumakis

    Associate | Citi, New York | 2027

  • Bill Han

    Analyst | 2028

  • Maya Heitelman

    Analyst | 2028