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.

Page 2

Activism

Activist Target: Divestiture Pressure Builds at Leidos

By Ronald Orol
|
Published: September 22nd, 2023
A small accumulation by Jana in the defense and government technology services company may indicate that investors want a new CEO to explore divesting assets that haven't shown growth since acquisition.
Activism

Elliott Picks Apart SEC Case on Disclosures

By Ronald Orol
|
Published: July 24th, 2023
Draft regulations requiring faster activist disclosures are supported by corporate lobbyists and retailer investors, though the measure faces at least one big detractor: Paul Singer.
Activism

Activists Seek REIT Renovations

By Ronald Orol
|
Published: July 21st, 2023
Investor attempts to block mergers, launch hostile bids and remove convoluted board and management structures are on the rise as the real estate industry remains volatile and old habits die hard.