zarvic M&A fund strategy

Zarvic believe's in dynamic capital and our strategy reflects that. We are consistently looking at new opportunities across multiple sectors which have the right set of economics. Our investment research provides us with better long-term risk management and we strive to have multiple paths for exits or value creation.


Deep research and knowledge base over 50 years is the bedrock for success


Creative and flexible solutions to alpha generation


Opportunities exist globally and competitive environment must be understood on global scale


Consultative approach leads to win-win for all stakeholders


Deeper understanding leads to specific investments rather than broad-based baskets


  • An investment strategy that focuses on the securities of companies involved in a merger or acquisition.

  • Strong mis-priced assets
  • Turnaround situations where market has incorrectly discounted 
    the industry or management team’s plan and execution
  • Strong growth by emerging companies in proven business sectors
  • Disruptive business models
  • The primary investment objective of the Zarvic Mergers and Acquisitions Fund is capital appreciation

  • The Fund combines traditional risk arbitrage techniques with a buy-and-hold component for companies believed to be likely takeover targets within 12 to 18 months.  

  • The Fund seeks arbitrage opportunities by investing in the equity securities of companies involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. 

  • Seek to capture the difference or “spread” between the market price of the security and the realized value through deal consummation.

  • Spreads are reflective of the risks associated with the deal and expected timing until deal closure.

  • Despite a need for diversified sources of alpha and a desire to offer in-demand products, most investors have not included private equity in their wealth management portfolio.  Zarvic offers better access, lower investment minimums and greater transparency that helps many investors have access to private equity.   The top five obstacles to offering private equity funds to high-net-worth clients are lock-up periods, the minimum required investment, number of clients with appropriate wealth and time horizons, access to high-quality offerings and transparency.  As far as financial commitments to PE funds, more than half of high-net-worth clients invested between $1 million and $5 million which is likely a function of the investment minimums established by the funds themselves. About one-third invested between $5 million and $10 million and a much smaller group, about 12 percent, invested more than $10 million in private equity funds.  

  • Zarvic has been successfully involved in corporate turnarounds, asset-restructuring, asset-spin offs, recapitalizations, and strategic investments/exits/joint ventures.

Fund Information:

Zarvic Fund Minimum is Less

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