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

Activist Investing Today: Privet’s Rosenzweig on Synalloy, Covid-19

By Ronald Orol
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Published: March 30th, 2020
The partner at the event-driven and value-oriented insurgent fund explains why he is plodding ahead with a change-of-control director contest at a metals and specialty company even though he is 'cognizant' of the coronavirus' effects on the world.
Activism

Activist Investing Today: Coast's Rasteh on FirstGroup, Covid-19

By Ronald Orol
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Published: March 23rd, 2020
The founder of the New York-based activist fund explains why he's sticking with his investment and campaign at transport and school bus company FirstGroup — one of the fund's largest positions — even as its share price gets battered.
Activism

Activist Investing Today: V&E's Elbaum on Covid-19 vs. 2008

By Ronald Orol
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Published: March 13th, 2020
The co-head of the shareholder activism practice at Vinson & Elkins explains what the 2008 financial crisis can teach us about how activists might react and perform during the coronavirus outbreak.
Activism

CorpGov: Sell-Side Scarcity Opens Doors for Activists in U.K.

By Lisa Botter
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Published: March 3rd, 2020
A regulation implemented to increase transparency at investment houses in Europe has led to a drastic cutback in spending on investment research and in turn, opened the door wider for activists at many undercovered companies on U.K. exchanges.
Activism

CorpGov: Lesser-Known U.S. Funds Join the European Action

By Ronald Orol
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Published: March 3rd, 2020
Europe is facing not only well-known U.S. activists such as Nelson Peltz and Dan Loeb, but the Continent also has to deal with smaller American insurgents who are making waves, PJT partner Simon Lyons says.