VogelHood is a Washington D.C.-based policy analytics firm that specializes in offering analysis of legislative and regulatory policies that impact a broad cross-section of industries.
What we do
Our understanding of politics, process, and political stakeholders allows us to provide critical insight into the policy landscape. Our firm combines seasoned policy expertise, quantitative analytical tools, government pattern analysis, and a comprehensive network of policy professionals to help Fortune 500 companies navigate policy and regulatory risk.
Unlike the antiquated approaches to political intelligence that rely on subjective evidence, we use proprietary, data-driven methodologies to predict outcomes. Our specialty is in determining regulatory approval in public M&A and making high conviction calls on companies and sectors as they relate to government. VogelHood is the only Washington independent research firm on the Bloomberg Tradebook platform.
“Washington’s political-intelligence business is going through a wrenching transformation in the face of heightened legal and regulatory scrutiny, including insider-trading probes. VogelHood Research, [makes] all its predictions based on … publicly available information…”
Walgreens (WBA) and Rite Aid (RAD)
WALGREENS & RITE AID UPDATE: FTC EXPECTED TO APPROVE TRANSACTION; NEW DEVELOPMENTS IN POLITICAL ENGAGEMENT There are four reasons for our shift in position; (1) After United Health and Catamaran, VogelHood believes that the FTC would want more PBM competition. Post-merger, the combined entity can build out RAD’s EnvisionRX into a player that could alleviate…Learn more
Agricultural Chemicals (DOW/DD, BAYN/MON, ChemChina/SYT)
POLITICAL OPPOSITION TO AGRI-CHEM DEALS NOT MEANINGFUL TO DATE; DEAL ON TRACK TO GAIN REGULATORY APPROVAL As with most deals of this magnitude (DOW/DD, BAYN/MON, ChemChina/SYT), there has been expected and routine political pushback from trade associations and some members of Congress, specifically regarding the agriculture chemicals mergers; however, we do believe that the risk…Learn more
Abbott Laboratories (ABT) and Alere, Inc. (ALR)
ABBOTT LABORATORIES AND ALERE —APPROVAL EXPECTED On February 1, 2016, Abbott Laboratories (ABT) announced its plan to acquire Alere Inc. (ALR) for $5.8 billion to boost its global diagnostics business. VogelHood’s HHI™ analysis suggests that the transaction falls in the Level 1 (1-171 HHI change) category, indicating limited antitrust scrutiny. MERGERANX™ score is 0.84; political…Learn more
VogelHood in the news
Barron’s: Johnson Controls Looks CheapMay 21, 2016
“Jeff Hood, a managing partner at VogelHood Research, a policy research outfit in Washington, D.C., says the government is unlikely to oppose it. This is a merger with little business overlap that makes industrial business sense—and isn’t just driven by tax savings, he says.” Johnson Controls Looks Cheap By VITO J. RACANELLI May 21, 2016…Learn more
FT: Investors mine Big Data for cutting-edge strategiesMarch 30, 2016
“Policymaking is another area where data can be turned into trading signals. VogelHood, a Washington DC-based research outfit, scrapes masses of information provided by the federal government and lobbyists to provide the investment industry with raw data and bespoke reports to predict the outcome of mergers and acquisitions, or the winners of government contracts.” Investors…Learn more