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.

All News Activism M&A Podcasts Private Cos. Private Equity Restructuring Scoops & Exclusives SPACs
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

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

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.
Activism

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

By Ronald Orol
|
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.
 Company
Solutions
Contact The Deal
Tel:
+1 646 891 2135
International:
+44 (0) 20 7832 6500
Email:
[email protected]
© 2025 The Deal.

A With Intelligence company. All rights reserved. Privacy Policy, Cookies, Terms, Modern Slavery Act