Insights & Analysis

Industry insights that are curated and delivered to inform your dealmaking strategies. We select the most relevant information, providing a consistent, convenient source for exclusive intelligence and analysis.

Activism

Pills Emerge Amid Tariff Uncertainty, Activism

By Ronald Orol
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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

Activists Leverage 'Network Effect' to Drive Campaigns

By Ronald Orol
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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.
Activism

Activist Investing Today: Anson's Gupta Talks TMT Sector Focus

By Ronald Orol
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Published: January 15th, 2025
Sagar Gupta, who oversees Anson Funds' activism activities, discusses why sector specialization is vital for an activist, and he also talks about recent campaigns at Twilio, Globalstar and Lionsgate.
Activism

Activist Investing Today: KPMG's Brown on ESG Activism, M&A, Trump

By Ronald Orol
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Published: December 18th, 2024
Stephen Brown, senior adviser and managing director at KPMG's Board Leadership Center, covers a number of topics, including why he thinks there could be unintended consequences to new limits on activist shareholder proposals.