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.

Activism

Activist Investing Today: KPMG's Brown on ESG Activism, M&A, Trump

By Ronald Orol
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Published: December 18th, 2024
Stephen Brown, senior adviser and managing director at KPMG's Board Leadership Center, covers a number of topics, including why he thinks there could be unintended consequences to new limits on activist shareholder proposals.
Activism

ESG Comp: An Easy A for CEOs?

By David Marcus
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Published: October 1st, 2024
In a new paper, academics Adam Badawi and Robert Bartlett find that 63% of the S&P 500 include ESG components in their calculation of executive compensation and that such goals are almost always met.
Activism

Activist Investing Today: Donahue Talks Vote-No Amid Activism

By Ronald Orol
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Published: July 26th, 2024
Paul Hastings activist defense adviser Sean Donahue discusses nontraditional activist campaigns seeking to oust directors in uncontested elections, at special meetings and via written consent solicitations.
Activism

Elliott Eyes Starbucks Campaign Amid Slump

By Ronald Orol
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Published: July 22nd, 2024
The Paul Singer-led insurgent fund is engaging with the coffee chain, which joined our Watch List of possible activist targets after it cut earnings and revenue forecasts.