Author Archives: joshblack2

SCOOP: HomeStreet activist wants ROE targets

This story originally appeared on Activist Insight Online, April 23, 2019. Dallas-based Blue Lion Capital says HomeStreet has started to address the issues with the bank’s mortgage business it raised last year but now must up its game elsewhere. In an

SCOOP: HomeStreet activist wants ROE targets

This story originally appeared on Activist Insight Online, April 23, 2019. Dallas-based Blue Lion Capital says HomeStreet has started to address the issues with the bank’s mortgage business it raised last year but now must up its game elsewhere. In an

Why an activism campaign at Bed Bath & Beyond was so long in coming

Originally appeared as part of Activism this week, March 29, 2019.   I’ve been told for as long as I can remember that retail is a graveyard for activists, and yet they keep coming back. Indeed, this week’s big campaign

Why an activism campaign at Bed Bath & Beyond was so long in coming

Originally appeared as part of Activism this week, March 29, 2019.   I’ve been told for as long as I can remember that retail is a graveyard for activists, and yet they keep coming back. Indeed, this week’s big campaign

How Starboard failed to derail a mega-merger

Originally appeared in Activism this week, March 22, 2019. Could Starboard Value’s “nutritional broth for cells” be to Bristol-Myers Squibb what salting the water was to Olive Garden? This week, the activist published a 197-slide presentation outlining its objections to the merger

How Starboard failed to derail a mega-merger

Originally appeared in Activism this week, March 22, 2019. Could Starboard Value’s “nutritional broth for cells” be to Bristol-Myers Squibb what salting the water was to Olive Garden? This week, the activist published a 197-slide presentation outlining its objections to the merger

ValueAct Capital Partners profile

In the March 2019 issue of Activist Insight Monthly, I profiled ValueAct Capital Partners – an activist hedge fund that recently won board seats for its principals on three continents and has launched the industry’s first impact fund. Within weeks

ValueAct Capital Partners profile

In the March 2019 issue of Activist Insight Monthly, I profiled ValueAct Capital Partners – an activist hedge fund that recently won board seats for its principals on three continents and has launched the industry’s first impact fund. Within weeks

SCOOP: Houlihan Lokey names activism defense chief

This story originally appeared on Activist Insight Online, February 12, 2019. Mark Mikullitz, who until recently was head of contested situations at Deutsche Bank, has joined Houlihan Lokey to reinvigorate its work in activism advisory, Activist Insight Online has learned. Houlihan plans to announce

SCOOP: Houlihan Lokey names activism defense chief

This story originally appeared on Activist Insight Online, February 12, 2019. Mark Mikullitz, who until recently was head of contested situations at Deutsche Bank, has joined Houlihan Lokey to reinvigorate its work in activism advisory, Activist Insight Online has learned. Houlihan plans to announce

Activist Investing Annual Review 2019

I managed the production of my sixth Activist Investing Annual Review, contributing several articles and copy-editing other submissions. Read the Review here.

Activist Investing Annual Review 2019

I managed the production of my sixth Activist Investing Annual Review, contributing several articles and copy-editing other submissions. Read the Review here.

Exclusive interview with Jeff Smith

This article originally appeared as Activism this week, October 26, 2018. Until last year, having management and dissident nominees listed on the same proxy card was largely a pipe dream. Now, it has become a tactical battlefield and Starboard Value’s

Exclusive interview with Jeff Smith

This article originally appeared as Activism this week, October 26, 2018. Until last year, having management and dissident nominees listed on the same proxy card was largely a pipe dream. Now, it has become a tactical battlefield and Starboard Value’s