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

TDE Middle Market: Activists Eye Pay During Covid

By Greg Morcroft
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Published: July 30th, 2020
Companies that were unprepared for the coronavirus due to too-cozy relationships between board and management could become the next targets, panelists said during an activist webcast, part of The Deal Economy: Middle Market Week.
Activism

Activist Investing Today: Axler Talks Forescout, Forensics

By Ronald Orol
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Published: July 17th, 2020
The activist short seller behind Spruce Point Capital offers a behind-the-scenes look at two campaigns and his investigative approach to companies, which includes running background checks on executives and directors as well as working with private investigators.
Activism

Webcast: Pills, CEOs Get Dose of Covid-Era Scrutiny

By Tom Terrarosa
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Published: July 14th, 2020
A July 9 panel hosted by The Deal illustrated that activists and advisers largely agree execs should have shared in Covid-19 market pain, but that poison pills are tricky business.
Activism

Cevian Opens Dialogue With Pearson

By Chris Nolter
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Published: June 19th, 2020
The educational publisher counts Swedish activist Cevian Capital among its shareholder rolls.
Activism

Activist Investing Today: AVI’s Bauernfreund on Japan Insurgencies

By Ronald Orol
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Published: May 29th, 2020
The manager of a $1 billion sometimes activist fund discusses why he may submit shareholder proposals at Fujitec’s annual meeting in 2021 if it doesn’t consider divesting stakes, buy back shares, set up board subcommittees or perform a strategic review.