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

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.
Activism

Companies May Regret Rejecting Pre-Covid Deals

By Tom Terrarosa
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Published: May 8th, 2020
Those companies that rebuffed suitors offering premiums in the 10th straight year of market expansion may find themselves easy pickings when activist campaigns return in full force.
Activism

Activist Investing Today: Goldstein Targets Fund Bylaws

By Ronald Orol
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Published: May 7th, 2020
Activist investor Phil Goldstein of Bulldog Investors believes a recent SEC decision upholding closed-end fund Dividend & Income's right to ignore a shareholder proposal poses a broader threat to investor rights.
Activism

Oil Patch Activists Forced to Play Waiting Game

By Tom Terrarosa
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Published: April 24th, 2020
It is unclear when commodity prices will recover, but when they do, activists will be sure to have fully sharpened blades and a list of demands for companies across the oil and gas production industry.
Activism

Activist Investing Today: Jackson Calls for eBay M&A

By Ronald Orol
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Published: April 22nd, 2020
The manager of technology-focused hedge fund EMJ Capital says he thinks the company should use cash on hand — and proceeds from expected unit sales — to make its own acquisitions.
Activism

Starboard Ends eBay Fight Following CEO Selection

By Ronald Orol
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Published: April 21st, 2020
The activist fund managed by Jeff Smith said it was 'excited' about the online marketplace company’s decision to hire former Walmart executive Jamie Iannone to the company's top post.
Activism

Activist Investing Today: Privet’s Rosenzweig on Synalloy, Covid-19

By Ronald Orol
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Published: March 30th, 2020
The partner at the event-driven and value-oriented insurgent fund explains why he is plodding ahead with a change-of-control director contest at a metals and specialty company even though he is 'cognizant' of the coronavirus' effects on the world.
Activism

Activist Investing Today: Coast's Rasteh on FirstGroup, Covid-19

By Ronald Orol
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Published: March 23rd, 2020
The founder of the New York-based activist fund explains why he's sticking with his investment and campaign at transport and school bus company FirstGroup — one of the fund's largest positions — even as its share price gets battered.
Activism

Activist Investing Today: V&E's Elbaum on Covid-19 vs. 2008

By Ronald Orol
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Published: March 13th, 2020
The co-head of the shareholder activism practice at Vinson & Elkins explains what the 2008 financial crisis can teach us about how activists might react and perform during the coronavirus outbreak.