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

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.
Activism

CorpGov: Sell-Side Scarcity Opens Doors for Activists in U.K.

By Lisa Botter
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Published: March 3rd, 2020
A regulation implemented to increase transparency at investment houses in Europe has led to a drastic cutback in spending on investment research and in turn, opened the door wider for activists at many undercovered companies on U.K. exchanges.
Activism

CorpGov: Lesser-Known U.S. Funds Join the European Action

By Ronald Orol
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Published: March 3rd, 2020
Europe is facing not only well-known U.S. activists such as Nelson Peltz and Dan Loeb, but the Continent also has to deal with smaller American insurgents who are making waves, PJT partner Simon Lyons says.