About Us …Contact Us
We are the only pure specialist in the World that tracks and analyses Global Corporate Demergers …Spinoffs
Founded in 2005 by Jim Osman, the company has become the leading authority in the analysis of corporate divestitures.
The Spinoff Report® has no allegiances, and therefore gives a full and unbiased account of each situation.
Our Services
- Full Analysis Reports (Parent and Spinoff)
- Spinoff Updates (Earnings)
- Monthly Calendar of Spinoffs
- Email Alerts
- Weekly News Digest & Idea Generator
Our Clients
Our clients include some of the largest investment banks, hedge funds, institutions and money managers throughout the world who rely on timely, up to date, impartial and factual information from a deal specialist.
Management & Global Research Team
Jim Osman
Chief Executive Officer & Portfolio Manager
Jim’s core role is to oversee and direct the analysis and subsequent high-conviction decisions, making sure that the analysis is geared bottom-up to the actual situation from a pure investment view. Jim has been in the securities and fund management industry since the early 1990’s.
Prior to founding The Spinoff Report®, Jim was a portfolio manager of a London based special situations fund focusing exclusively on spinoffs. Before that, a portfolio manager at a highly regarded specialized equities and derivatives hedge fund based in Chicago, and an equities and derivatives trader at one of the largest French banks. His added value is that the analysis is geared towards ‘real situations’ from private equity level, that hedge funds and money managers have to evaluate and deal with. Not just a buy or sell-side analyst’s view of them. Jim studied Investment Management at The London Business School.
Ryan Mendy
Chief Operating Officer & Head of Marketing
Ryan jointly works daily with Jim Osman overseeing and managing the full research production and sales/marketing process. Ryan’s core role is ensuring the company’s clients base is fully abreast of every relevant corporate break-up (Spinoff). In 2011, Ryan also co-authored/produced The Spinoff Report’s world first study into Corporate Spinoffs in association with Deloitte. The study focuses on performance, sector, size, structure and timing.
With 15 years experience both as an analyst and in corporate broking with institutions such as WestLB, Goldman Sachs and Numis Securities, he has been responsible for numerous IPO, equity fund raisings and corporate roadshows. Since 2008, having advised on over 100 Corporate Spinoffs from every sector and market cap globally, as COO of The Spinoff Report®, he has been responsible for developing the firm’s unique investment research edge and servicing its global fund management and family office client base.
Dr Nitin Balwani
Chief Analyst
Nitin also has over 10 years banking and analysis experience. He is the senior team leader for the analysts and works closely with Jim on a daily basis. His main roles include overseeing and finalising the analysis, financial modelling appropriate to each individual situation and inspecting & evaluating the end research to clients.
Nitin has authored books and academic journals extensively, having published two books and over thirty published articles in various academic journals & business newspapers. Nitin also has a PHd in Finance.
nitinbalwani@spinoffreport.com
The Global Research Team
Our unique analysis of Spinoffs is geared purely from an event point of view. We have six full-time investment research analysts with access to a network resource of many more when particular sector and geographical expertise is further needed.
Each member of the team has a minimum of a financial MBA and either have or are studying their CFA. The analyst team are managed by our number two, our chief analyst, Nitin Balwani, who vigorously checks and oversees every element of the analysis for every Spinoff situation.
“Our sole aim is to provide as much accurate and in-depth information as possible to the client ensuring they make an informed investment decision.”
Ryan Mendy, The Spinoff Report
