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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Podcasts

Drinks With The Deal: Author Destin Jenkins

By David Marcus
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Published: June 17th, 2021
Jenkins, a history professor at the University of Chicago, discusses his new book 'The Bonds of Inequality' and how San Francisco's municipal bond market was used for more than four decades to advantage whites at the expense of Blacks and the city’s Asian American community.
Activism

Activist Investing Today: Minow Contrasts Gordon Gekko, Engine No. 1

By Ronald Orol
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Published: June 11th, 2021
The former activist investor and ex-president of Institutional Shareholder Services explains why insurgent fund managers no longer must resemble the corporate raider-type character portrayed in 'Wall Street' when considering director contests.
M&A

Drinks With The Deal: O'Melveny's David Makarechian

By David Marcus
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Published: June 3rd, 2021
David Makarechian, who heads the emerging technologies group and the northern California corporate department at O’Melveny & Myers, compares today's tech market with that of the late 1990s and discusses his work with Silicon Catalyst and his love of Singapore street food.
Activism

Activist Investing Today: Rose on Robovoting, Proxy Fights

Published: May 27th, 2021
The associate dean for strategic initiatives at Ohio State University talks about his new study on the relationship between big investors and proxy advisers as well as his view that the activist investment movement wouldn’t exist in its current form without the help of proxy advisers.
M&A

Drinks With The Deal: Skadden's Ann Beth Stebbins

By David Marcus
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Published: May 20th, 2021
Stebbins discusses her work with Gucci, Westfield and Apax; her thoughts about building and strengthening client relationships; and her deep ties to Georgetown on this week's Drinks With The Deal podcast.
Podcasts

Drinks With The Deal: Electricity Grid Expert Julie Cohn

By David Marcus
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Published: April 29th, 2021
Julie Cohn, author of a leading history of the electricity grid, discusses the February power outages in Texas as well as how the grid might change in this week's Drinks With The Deal.