DiscoverSchwab NetworkTaking Advantage of M&A Deals with Merger Arbitrage
Taking Advantage of M&A Deals with Merger Arbitrage

Taking Advantage of M&A Deals with Merger Arbitrage

Update: 2025-10-10
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Roy Behren explains how investors can use merger arbitrage to take advantage of M&A activity, which is expected to rise in the next few years. There has already been more than $3.4 trillion in M&A in 2025. He shows his firm’s fund based around this idea, MERIX, and covers the sectors that he’s watching for potential M&A activity.


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Taking Advantage of M&A Deals with Merger Arbitrage

Taking Advantage of M&A Deals with Merger Arbitrage

Schwab Network