The Deal - Dealmaking Insights & Analysis

Podcasts

Drinks With The Deal: Cohen on Working for Cuomos, Perelman, Napster

By David Marcus

Published: February 15th, 2024

In this week’s Drinks With The Deal, Steve Cohen talks about his varied legal career, in which he’s been the GC at Ron Perelman’s MacAndrews & Forbes and worked for New York governors Mario and Andrew Cuomo.

Activism

Activist Investing Today: Skadden's Breheny on Expected SEC Shifts

By Ronald Orol

Published: June 13th, 2025

Brian Breheny, the former chief of the SEC's M&A division, discusses expected changes to regulations affecting activist investors, including why he thinks the nation's securities regulator can eliminate activist shareholder proposals.

Podcasts

Drinks With The Deal: K&L Gates' Giovannelli on Charlotte PE, Mentoring

By David Marcus

Published: June 12th, 2025

Rick Giovannelli, the incoming co-chair of the management committee at K&L Gates, discusses the growth of private equity in Charlotte, N.C., over the course of his career and how his firm teaches lawyers to mentor and train the next generation.

Podcasts

Behind the Buyouts: HCI's McCormick on Consolidating Fragmented Markets

By Nikitha Sattiraju

Published: June 2nd, 2025

HCI Equity co-founder and chief investment officer Doug McCormick discusses the firm's approach to buy-and-build strategies in large, fragmented and stable markets as well as navigating the challenging M&A environment in 2025.

M&A

Drinks With The Deal: Rob Kindler of Paul Weiss on Career, Connectivity

By David Marcus

Published: May 29th, 2025

Rob Kindler, an M&A partner at Paul Weiss, discusses his career as an M&A lawyer and banker, doing deals at Morgan Stanley and the importance of lifelong connectivity.

Activism

Activist Investing Today: Eldar on Anti-Activist Pill Evolution

By Ronald Orol

Published: May 23rd, 2025

When corporations install anti-activist poison pills they're less likely to implement new share buybacks and their operationally focused capital expenditures tend to be higher, UC Berkeley School of Law professor Ofer Eldar explains.

M&A

Drinks With The Deal: Joele Frank on Building M&A PR Behemoth

By David Marcus

Published: May 15th, 2025

Joele Frank discusses how she came to public relations and her approach to growing her own firm.

Podcasts

Behind the Buyouts: Solomon's Shea on Residential and Facilities Services Frenzy

By Nikitha Sattiraju

Published: May 15th, 2025

Solomon Partners head of business services Tim Shea discusses private equity's growing interest in residential and facilities services and dealmaking activity in the market in 2025.

Activism

Drinks With The Deal: Okapi's Goldfarb on Client Service, Firm Launch

By David Marcus

Published: May 8th, 2025

Bruce Goldfarb, CEO and president of Okapi Partners, discusses launching the proxy solicitor in 2008 and how the client service skills he learned working in his father's dry cleaning business are relevant on Wall Street.

Activism

Pills Emerge Amid Tariff Uncertainty, Activism

By Ronald Orol

Published: April 28th, 2025

As the markets face tariff-related volatility, some companies, especially biotechnology and pharmaceuticals companies, are setting up or extending shareholder rights plans, known as poison pills, to discourage unsolicited bidders and activist accumulations.