Activism Archives

Activism

New Buyback Reporting Rules May Expose Deal Talks

By Ronald Orol

Published: May 25th, 2023

New rules from the SEC requiring more detailed disclosures on share repurchases by insiders could provide a window into confidential information about dealmaking for activists and other shareholders.

Activism

Activist Investing Today: EY’s Hunker Eyes 2023 Proxy Season

By Ronald Orol

Published: May 24th, 2023

The shareholder activism defense leader at Ernst & Young explains why ESG proponents and second-tier activists may be reticent to launch director contests, while brand-name insurgents can ‘weather the storm.’

Activism

Resurgence of Hostile Bids Provides Insurgents Fodder

By Ronald Orol

Published: May 16th, 2023

Activism

Activist Investing Today: T. Rowe’s Anderson Talks Insurgencies

By Ronald Orol

Published: April 13th, 2023

The chief of corporate governance for the asset manager explains why it will speak publicly about certain deals and why companies facing activists might want to think about visiting her before traveling to see a nearby proxy adviser.

Activism

Controlled Companies' Overtenured Directors Avoid Activists, M&A

By Ronald Orol

Published: April 10th, 2023

Many overtenured directors reside at companies with dual-class shares, giving insiders control of the vote in a clubby atmosphere.

Activism

Activist Target: Credit Suisse Rescue May Put UBS in Crosshairs

By Ronald Orol

Published: April 10th, 2023

A $3.25 billion rescue of Credit Suisse could provide an opportunity for activists to push for a simplification of the new Swiss banking giant if more cracks begin to show.

Activism

Activist Investing Today: Gojkovich Talks Universal Contests, Proxy Advisers, 'Activated' Managers

By Ronald Orol

Published: March 3rd, 2023

Lauren Gojkovich, who switched sides to advise activists at LDG Advisory, discusses prospects for 'activated' historically passive institutions and why the universal card in contests could reduce proxy adviser influence.

Activism

Activist Investing Today: ZMH's Hassan Talks Nominations, Masimo, Disney

By Ronald Orol

Published: February 23rd, 2023

Waheed Hassan, who has advised on major proxy contests at Huntsman, U.S. Foods and LivePerson, discusses activist director recruitment, Masimo's now removed bylaws and Nelson Peltz's battle at Disney.

Activism

Activist Investing Today: White & Case’s Matthews, Tolani on Insurgents, Deals

By Ronald Orol

Published: January 26th, 2023

The U.K.-based attorneys, who advise both activists and companies, explain why they are seeing a trend of insurgent managers partnering with PE to try to buy companies they previously targeted with agitation campaigns.

News & Media

New Buyback Reporting Rules May Expose Deal Talks

Activist Investing Today: EY’s Hunker Eyes 2023 Proxy Season

Resurgence of Hostile Bids Provides Insurgents Fodder

Activist Investing Today: T. Rowe’s Anderson Talks Insurgencies

Controlled Companies' Overtenured Directors Avoid Activists, M&A

Activist Target: Credit Suisse Rescue May Put UBS in Crosshairs

Activist Investing Today: Gojkovich Talks Universal Contests, Proxy Advisers, 'Activated' Managers

Activist Investing Today: ZMH's Hassan Talks Nominations, Masimo, Disney

Activist Investing Today: White & Case’s Matthews, Tolani on Insurgents, Deals

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