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

Jana Agitates for M&A at Rapid7

Published: June 28th, 2024
The Barry Rosenstein-led activist accumulates a stake in the cybersecurity company, which joined The Deal’s Watch List in October, and is partnering with Bill Foley's Cannae Holdings in an M&A campaign.
Activism

Insurgents Part Ways With Targets Through Block Trades

By Ronald Orol
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Published: June 28th, 2024
Corporations will at times buy a large dissident investor’s stake, which can be beneficial to companies, activists and other holders if they are struck at an appropriate price — otherwise call it greenmail.
Activism

Activist Investing Today: Wachtell’s Tetelbaum Talks NDAs

By Ronald Orol
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Published: February 23rd, 2024
The activist defense partner takes AIT behind the scenes to explain how companies and activists negotiate confidentiality agreements, as well as the trading and campaigning restrictions they typically include.
Activism

Activist U: Insurgent Tactics Make the Curriculum

By Ronald Orol
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Published: February 8th, 2024
Top activists, including Glenn Welling, Jeff Smith and Jim Mitarotonda, as well as key legal and financial advisers are volunteering their time at a growing number of university programs on activism.