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

Share Lending Under Fire

By Ronald Orol
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Published: March 22nd, 2022
A regulatory proposal requiring big index fund managers and other institutional investors to disclose share lending programs could upend short selling activism and drive an uptick in ESG voting.
Activism

New Era for Proxy Fights

By Ronald Orol
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Published: March 21st, 2022
Advisers to corporations and activists have strongly divergent views about a new SEC rule concerning universal proxy cards.
Activism

Caligan Hovers Amid ADMA Review

By Armie Margaret Lee
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Published: March 18th, 2022
The investment firm is unlikely to launch a contest, though it is focused on a successful outcome from the company's ongoing strategic review with Morgan Stanley.
Activism

Activist Investing Today: Lazard’s Jim Rossman

By Ronald Orol
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Published: February 18th, 2022
Rossman, a top corporate defender and banker, explains why a new disclosure rule is a 'big win' for companies while changes to proxy contest rules will open the floodgates to activists nominating director candidates.
Activism

Activist Investing Today: Wachtell's Katz Discusses 13D Change

By Ronald Orol
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Published: February 11th, 2022
David Katz, a top corporate defender, explains why he is excited that the nation’s securities regulator just issued new tougher transparency rules for activists that he has been pushing for over a decade.
Activism

Kohl’s Retains Goldman, Rejects Bids

By Ronald Orol
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Published: February 4th, 2022
The activist-targeted department store chain rejects expressions of interest while noting it has retained Goldman Sachs — first reported last month in The Deal — to engage with interested parties.