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

Activists Seek REIT Renovations

By Ronald Orol
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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.
Activism

SEC Evaluation of Swap Disclosures Misguided

By Ronald Orol
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Published: July 20th, 2023
Data provided by the commission isn’t useful in identifying how the commission’s derivatives disclosure rule would impact fund strategies, advisers on both sides of activist situations agree.
Activism

Activists Get Crafty to Circumvent Candidate Crackdown

By Ronald Orol
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Published: June 26th, 2023
As companies implement tougher dissident director qualification bylaws, activists are trying a variety of proxy contest strategies, such as nominating more candidates than there are available seats.
Activism

New Buyback Reporting Rules May Expose Deal Talks

By Ronald Orol
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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
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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

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

By Ronald Orol
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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.