Posts Tagged: Activist Insight

Trian at GE

At $2.5 billion, Trian Partner’s investment in General Electric was a big one. As well as being a high-conviction bet on a major turnaround programme, the campaign will be an interesting test of the friendship between GE’s CEO, Jeff Immelt, and

Trian at GE

At $2.5 billion, Trian Partner’s investment in General Electric was a big one. As well as being a high-conviction bet on a major turnaround programme, the campaign will be an interesting test of the friendship between GE’s CEO, Jeff Immelt, and

Doing it Allergan

When Bill Ackman’s Pershing Square Capital Management bought a stake in Allergan and pushed the company to sell itself, lawyers debated whether the activist was guilty of insider trading. Although the deal didn’t succeed, Pershing Square’s massive profits prompted one activist

Doing it Allergan

When Bill Ackman’s Pershing Square Capital Management bought a stake in Allergan and pushed the company to sell itself, lawyers debated whether the activist was guilty of insider trading. Although the deal didn’t succeed, Pershing Square’s massive profits prompted one activist

How to protect your deal from an activist

Activism in the world of M&A is a growing phenomenon, as mainstream investors lose their qualms about intervening publicly and hedge funds seek to challenge announced deals. In this article, I explore some of the do’s and don’ts for companies

How to protect your deal from an activist

Activism in the world of M&A is a growing phenomenon, as mainstream investors lose their qualms about intervening publicly and hedge funds seek to challenge announced deals. In this article, I explore some of the do’s and don’ts for companies

Can activists manage businesses?

In October 2014 an activist investor replaced the entire board of an S&P 500 company for the first time in history. A year on, I revisited Starboard Value’s presentations and Darden Restaurants’ financials to determine whether the activist’s goals had been met,

Can activists manage businesses?

In October 2014 an activist investor replaced the entire board of an S&P 500 company for the first time in history. A year on, I revisited Starboard Value’s presentations and Darden Restaurants’ financials to determine whether the activist’s goals had been met,

Co-investments are funding activist campaigns

From the September 2015 issue of Activism Monthly Premium. How do activists buy enough of a company to gain decisive influence, without unbalancing their portfolios? The answer is increasingly by creating special purpose vehicles and semi-permanent funds for extra firepower.

Co-investments are funding activist campaigns

From the September 2015 issue of Activism Monthly Premium. How do activists buy enough of a company to gain decisive influence, without unbalancing their portfolios? The answer is increasingly by creating special purpose vehicles and semi-permanent funds for extra firepower.

Activism and private equity are converging

For the August 2015 issue of Activism Monthly Premium, I looked at the similarities between activist investing and private equity. Several observers of the sector think a convergence of styles is inevitable, particularly as the former grow their assets under management.

Activism and private equity are converging

For the August 2015 issue of Activism Monthly Premium, I looked at the similarities between activist investing and private equity. Several observers of the sector think a convergence of styles is inevitable, particularly as the former grow their assets under management.

DuPont fight costs spiral

From Activist Insight Online 24 March 2015 Trian Fund Management has spent $1.5 million on its proxy fight with chemicals conglomerate DuPont, taking the current spend by both the activist and the issuer well past $7 million, according to the

DuPont fight costs spiral

From Activist Insight Online 24 March 2015 Trian Fund Management has spent $1.5 million on its proxy fight with chemicals conglomerate DuPont, taking the current spend by both the activist and the issuer well past $7 million, according to the