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MFWire: The Merger Fund
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Westchester Capital Management LLC
100 Summit Lake Drive
Valhalla, NY  10595
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Main Phone: 914-741-5600
Web Site: http://www.mergerfund.com/index.html

Mutual Fund Brand(s)
The Merger Fund

Research Links
  • SEC Fund Filings by CIK

  • Background:
    In February 2021, Virtus Investment Partners unveiled a deal to buy Westchester Capital Management. The deal closed on October 1 of that year.

    Westchester Capital Management Inc. was founded in 1980 by Frederick Green. In 1989, the firm launched the Merger Fund, the first mutual fund devoted solely to merger arbitrage.

    On October 12, 2010, Westchester Capital signed a deal to transfer substantially all of its business and assets to a newly created company called Westchester Capital Management LLC. The firm will be controlled by two of Westchester's portfolio managers, Roy D. Behren and Michael T. Shannon, with an affiliate of Lincoln Peak Capital Management serving as a minority investor.
    Sponsored Opportunities

    Key People:
    Roy Behren
    Managing Member, Portfolio Manager, Westchester Capital Management LLC
    Michael Shannon
    Managing Member, Portfolio Manager, Westchester Capital Management LLC
    Robert Lynch
    Director of Research, Westchester Capital Management LLC
    Abraham R. Cary
    Head Trader and Research Analyst, Westchester Capital Management
    Bruce Rubin
    Chief Operating Officer, Chief Compliance Officer, Westchester Capital Management LLC
    Jody Harris-Stern
    Director of Strategic Accounts and Investor Relations, Westchester Capital Management LLC
    Michael Bauco
    Director of Operations, Westchester Capital Management LLC (The Merger Fund)
    Story Archive for Westchester Capital Management LLC
    Published On Story Headline Publication
    10/8/2021 Four Big Fund Firms Wrap Up Deals MFWire.com
    2/2/2021 Near Gotham, a $4.3B-AUM Fund Firm Sells MFWire.com
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    11/29/2017 Global X Tops Inflows Twice in a Row MFWire.com
    7/5/2017 GlobalX, Angel Oak, and IndexIQ Climb the Ranks! MFWire.com
    7/7/2015 Building Out an Empire State Fund Shop's Brand MFWire.com
    8/12/2013 Westchester Preps an Event-Driven Fund MFWire.com
    4/11/2013 Two PMs Sue to Block a Portfolio Company's Merger MFWire.com
    5/3/2011 Strategic Insight Ranks the 25 Fastest-Growing Fund Firms MFWire.com
    10/14/2010 A $3.6 Billion Mutual Fund is Getting a New But Familiar Home MFWire.com
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