Activism
Controlled Companies' Overtenured Directors Avoid Activists, M&A
By Ronald Orol
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Published: April 10th, 2023
Many overtenured directors reside at companies with dual-class shares, giving insiders control of the vote in a clubby atmosphere.
Insights & Analysis
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Activism
Activist Target: Credit Suisse Rescue May Put UBS in Crosshairs
By Ronald Orol
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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
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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
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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
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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.
Activism
Activist Investing Today: Saur on Peltz, Disney, Icahn, M&A
By Ronald Orol
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Published: December 8th, 2022
Matt Saur, one of the founding partners of law firm Woolery, explains why Nelson Peltz faces an uphill battle at Disney, what it was like working with Carl Icahn on his Xerox campaign and why activists will continue to push for M&A.
Activism
Activist Investing Today: Zaba Sees M&A Activism Amid Uncertainty
By Ronald Orol
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Published: September 30th, 2022
The co-chair of Sidley’s shareholder activism practice explains why an insurgent investor might be more willing to push for M&A than seek out an operational thesis in today’s volatile markets.
Activism
Activist Investing Today: Ides Capital's McKeever Talks Monro, Safety Insurance
By Ronald Orol
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Published: September 19th, 2022
The head of Ides Capital Management discusses her latest campaigns and talks about collaborative efforts at Arcosa and Graphic Packaging.
Activism
Activist Investing Today: Kimmeridge’s Viviano Talks ESG and Control Pay
By Ronald Orol
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Published: September 8th, 2022
The lead portfolio manager of the oil and gas-focused activist investor discusses its latest investment and why change-of-control payments should include stock in combined companies.
