Activism Archives

Activism

Drinks With The Deal: Wachtell's Kirman, Tetelbaum Discuss Mentorship

Published: July 17th, 2025

Wachtell M&A partners Igor Kirman and Lina Tetelbaum discuss the evolution of their mentor-protege relationship over the past 15 years and how it's enriched their practices and their lives.

Activism

Activist Investing Today: Litt Targets REIT CEO Pay

By Ronald Orol

Published: July 3rd, 2025

Real estate activist Jonathan Litt discusses concerns that REIT boards often identify distorted peer groups to justify problematic executive pay, as well as why specific directors at 15 REITs should face vote-no campaigns.

Activism

Activist Investing Today: Lawndale's Shapiro on 'Problem' Boards

By Ronald Orol

Published: June 25th, 2025

Andrew Shapiro, who ran an activist fund for 32 years, discusses how one campaign helped form his investment vehicle and talks about good and bad investor communication policies.

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.

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.

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.

Activism

Activist Investing Today: Gottfried Seeks Disclosure Regime Revamp for Activism

By Ronald Orol

Published: April 7th, 2025

A disclosure regime set up for hostile takeovers and tender offers needs to be completely revamped for today’s modern activism campaign environment, defense adviser Keith Gottfried explains.

Activism

Activists Leverage 'Network Effect' to Drive Campaigns

By Ronald Orol

Published: March 24th, 2025

Niche sector expertise helps activists develop share-price improvement ideas, improving their credibility with corporate executives, directors, bankers, PE shops and others who also work in their ecosystem.

Insights & Analysis

Drinks With The Deal: Wachtell's Kirman, Tetelbaum Discuss Mentorship

Activist Investing Today: Litt Targets REIT CEO Pay

Activist Investing Today: Lawndale's Shapiro on 'Problem' Boards

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

Activist Investing Today: Eldar on Anti-Activist Pill Evolution

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

Pills Emerge Amid Tariff Uncertainty, Activism

Activist Investing Today: Gottfried Seeks Disclosure Regime Revamp for Activism

Activists Leverage 'Network Effect' to Drive Campaigns

Join our community of dealmakers and advisers