The Deal - Dealmaking Insights & Analysis

Activism

Activist Investing Today: Akin's Rappaport, Koenig Talk 13D, Delaware

By Ronald Orol

Published: December 21st, 2023

Akin’s Doug Rappaport and Jason Koenig discuss strategic board subcommittee disclosures, books and records requests and unintended consequences for companies with 13D rules.

M&A

Drinks With The Deal: Fried Frank’s Epstein on Lessons Learned From Early Banking Stint

By David Marcus

Published: December 20th, 2023

Steve Epstein, the co-head of M&A and PE at Fried Frank, discusses his time as a junior banker in Frank Quattrone’s tech group at Credit Suisse, his return to the law and the challenges of running a group.

M&A

Drinks With The Deal: Fenwick's Lee Talks Tech, Making Partner and WFH

By David Marcus

Published: December 19th, 2023

On the latest Drinks With The Deal podcast, Fenwick M&A partner Bomi Lee talks about her decision to focus on tech M&A and what changes when a lawyer makes partner at a firm.

M&A

Behind the Buyouts: Goldman's Dubner on Rise in Spinoffs

By Nikitha Sattiraju

Published: December 19th, 2023

Goldman Sachs global head of M&A structuring David Dubner discusses the growth in corporate separations, particularly at large-cap businesses with diversified operations, amid a rise in interest rates over the past couple of years.

Podcasts

Behind the Buyouts: Corsair's Schein on Payments, Software Mashup

By Chris Nolter

Published: December 18th, 2023

Corsair Capital partner Jeremy Schein discusses the convergence of payments and software, unpacks a recent insurance exit and takes stock of sponsors' portfolio company pipeline.

M&A

Dow Considers Options for Infrastructure Assets

By Tom Terrarosa

Published: December 6th, 2023

The company is working with two bulge-bracket advisers to build a potential sale process around Gulf Coast infrastructure that sources said could amount to around $5 billion.

Private Equity

Mubadala's Plan to Digitize Corporate Enterprise

By Chris Nolter

Published: December 5th, 2023

Direct investments unit technology head Ali Osman discusses the firm's approach to investing in software and collaborating with sponsors such as Thoma Bravo and Vista.

M&A

Resetting Expectations for IFF's Pharma Exit

By Tom Terrarosa

Published: December 5th, 2023

The chemicals conglomerate is said to need a deal for its pharma business, but the market may deliver it a disappointment on valuation.

Activism

Adviser, Index Votes Show Contest Correlation

By Ronald Orol

Published: December 4th, 2023

Similarities between recommendations made by ISS and Glass Lewis and the votes of big index funds managers drive election outcomes.

Insights & Analysis

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