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

Elliott Gains FERC OK for NRG Stake Hike

By Ronald Orol
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Published: January 17th, 2024
The fund receives approval to hike its stake in the utility to 20%, a blow to an advocacy group’s efforts and a move that suggests the activist continues to put pressure on NRG after a settlement.
Activism

Adviser, Index Votes Show Contest Correlation

By Ronald Orol
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Published: December 4th, 2023
Similarities between recommendations made by ISS and Glass Lewis and the votes of big index funds managers drive election outcomes.
Activism

Activist Target: Divestiture Pressure Builds at Leidos

By Ronald Orol
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Published: September 22nd, 2023
A small accumulation by Jana in the defense and government technology services company may indicate that investors want a new CEO to explore divesting assets that haven't shown growth since acquisition.