Posts Tagged: Shareholder activism

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,

Activist Investing Annual Review 2015

In January 2015, Activist Insight published its third annual review of trends in shareholder activism. I managed, wrote and edited the review, liaising with seven external advertisers, crunching data and interviewing a number of key players in the field. By contacting

Activist Investing Annual Review 2015

In January 2015, Activist Insight published its third annual review of trends in shareholder activism. I managed, wrote and edited the review, liaising with seven external advertisers, crunching data and interviewing a number of key players in the field. By contacting

Elliott seeks to protect stake in Family Dollar

A trip to New York for meetings with several activist investors and their advisers yielded this breaking news story. To read the piece, click here.

Elliott seeks to protect stake in Family Dollar

A trip to New York for meetings with several activist investors and their advisers yielded this breaking news story. To read the piece, click here.

How much does a proxy contest cost?

I devised and led an independent investigation into the reported costs of shareholder activism, based on information disclosed in quarterly earnings reports and proxy statements. The resulting data were reported by several other media. While the amounts spent by corporations

How much does a proxy contest cost?

I devised and led an independent investigation into the reported costs of shareholder activism, based on information disclosed in quarterly earnings reports and proxy statements. The resulting data were reported by several other media. While the amounts spent by corporations