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

Activist Investing Today: Donahue Talks Vote-No Amid Activism

By Ronald Orol
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Published: July 26th, 2024
Paul Hastings activist defense adviser Sean Donahue discusses nontraditional activist campaigns seeking to oust directors in uncontested elections, at special meetings and via written consent solicitations.
Activism

Elliott Eyes Starbucks Campaign Amid Slump

By Ronald Orol
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Published: July 22nd, 2024
The Paul Singer-led insurgent fund is engaging with the coffee chain, which joined our Watch List of possible activist targets after it cut earnings and revenue forecasts.
Activism

Jana Agitates for M&A at Rapid7

Published: June 28th, 2024
The Barry Rosenstein-led activist accumulates a stake in the cybersecurity company, which joined The Deal’s Watch List in October, and is partnering with Bill Foley's Cannae Holdings in an M&A campaign.
Activism

Insurgents Part Ways With Targets Through Block Trades

By Ronald Orol
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Published: June 28th, 2024
Corporations will at times buy a large dissident investor’s stake, which can be beneficial to companies, activists and other holders if they are struck at an appropriate price — otherwise call it greenmail.