Activism
New Era for Proxy Fights
By Ronald Orol
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Published: March 21st, 2022
Advisers to corporations and activists have strongly divergent views about a new SEC rule concerning universal proxy cards.
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
Caligan Hovers Amid ADMA Review
By Armie Margaret Lee
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Published: March 18th, 2022
The investment firm is unlikely to launch a contest, though it is focused on a successful outcome from the company's ongoing strategic review with Morgan Stanley.
Activism
Activist Investing Today: Arkhouse’s Kahane Seeks Multiple Roads to Success
By Ronald Orol
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Published: March 11th, 2022
The co-founder of the real estate-focused private equity firm talks about activism within a market that is experiencing 'rapacious private demand.'
Activism
Activist Investing Today: Lazard’s Jim Rossman
By Ronald Orol
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Published: February 18th, 2022
Rossman, a top corporate defender and banker, explains why a new disclosure rule is a 'big win' for companies while changes to proxy contest rules will open the floodgates to activists nominating director candidates.
Activism
Activist Investing Today: Wachtell's Katz Discusses 13D Change
By Ronald Orol
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Published: February 11th, 2022
David Katz, a top corporate defender, explains why he is excited that the nation’s securities regulator just issued new tougher transparency rules for activists that he has been pushing for over a decade.
Activism
Kohl’s Retains Goldman, Rejects Bids
By Ronald Orol
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Published: February 4th, 2022
The activist-targeted department store chain rejects expressions of interest while noting it has retained Goldman Sachs — first reported last month in The Deal — to engage with interested parties.
Activism
Kohl’s Retains Goldman to Fend Off Macellum
By Ronald Orol
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Published: January 25th, 2022
Goldman Sachs is providing advice to the department store chain after assisting with other insurgencies, The Deal has learned.
Activism
Activist Investing Today: R5’s Mushkin Talks Dollar Tree, Hain
By Ronald Orol
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Published: December 19th, 2021
Scott Mushkin, a consumer-focused researcher, discusses Mantle Ridge’s contest at Dollar Tree and compares the discount retailer’s new pricing strategy to Coca-Cola’s failed 'New Coke' endeavor.
Activism
Share Lending Under Fire
By Ronald Orol
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Published: December 17th, 2021
A regulatory proposal requiring big index fund managers and other institutional investors to disclose share lending programs could upend short-selling activism and drive an uptick in ESG voting.
