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.

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Activism

Elliott Puts More Stress on ESG

By Nikitha Sattiraju
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Published: September 28th, 2020
While Elliott will never be an ESG fund, it's paying more attention to ESG considerations in all of its investments, according to Christine O'Brien, head of investment stewardship at the firm.
Activism

Webcast: Diversity a Must for Effective Corporate Governance

By Nikitha Sattiraju
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Published: September 14th, 2020
Corporate boards need to go beyond superficial diversity and simply counting the number of women or people of color if they want to ensure effective corporate governance, according to a panel hosted by The Deal and Cozen O'Connor.
Activism

Activist Investing Today: Columbia’s Ogawa on Abe, Toshiba

By Ronald Orol
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Published: September 9th, 2020
The director of the Center on Japanese Economy and Business at Columbia Business School says it will take some time to determine the legacy of outgoing Japan Prime Minister Shinzo Abe on governance and corporate stewardship.
Activism

TDE Middle Market: Pro-ESG Doesn't Mean Anti-Profits

By Nikitha Sattiraju
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Published: July 31st, 2020
ESG investing is less about checking boxes to screen companies and more about engaging them on sustainability goals to drive long-term growth and returns to investors, a panel of ESG investors said at The Deal Economy: Middle Market Week.
Activism

TDE Middle Market: Activists Eye Pay During Covid

By Greg Morcroft
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Published: July 30th, 2020
Companies that were unprepared for the coronavirus due to too-cozy relationships between board and management could become the next targets, panelists said during an activist webcast, part of The Deal Economy: Middle Market Week.
Activism

Activist Investing Today: Axler Talks Forescout, Forensics

By Ronald Orol
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Published: July 17th, 2020
The activist short seller behind Spruce Point Capital offers a behind-the-scenes look at two campaigns and his investigative approach to companies, which includes running background checks on executives and directors as well as working with private investigators.
Activism

Webcast: Pills, CEOs Get Dose of Covid-Era Scrutiny

By Tom Terrarosa
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Published: July 14th, 2020
A July 9 panel hosted by The Deal illustrated that activists and advisers largely agree execs should have shared in Covid-19 market pain, but that poison pills are tricky business.