Our leaders from the Shareholder Engagement and M&A Capital Markets team reflect on global activism trends.
What is behind the rise in shareholder activism?
As shareholder activism gains momentum worldwide, David Freedman, Alfredo Porretti and Darren Novak from our Shareholder Engagement and M&A Capital Markets team shed light on key trends covering universal proxy rules, the capital allocation debate, M&A activity and the overall global outlook. Learn how boards and management teams can prepare for activism efforts and navigate the evolving business environment.
“Shareholder activism is growing globally, including in the U.S., where newer investors with ties to established activists are targeting larger companies. Multiple activists are involved, each with different approaches, making defense strategies more complex.”
David Freedman
Global Head of Shareholder Engagement and M&A Capital Markets
“It's crucial for companies to be proactive in mitigating activist risks. Clear communication, action and alignment on valuation, portfolio composition, capital allocation and board composition are fundamental strategies to get ahead of these challenges.”
Darren Novak
Head of Shareholder Engagement and M&A Capital Markets for EMEA
“As private activist campaigns become public and M&A markets recover, there will be increased activism targeting companies with potential for transactions. While not revolutionary, universal proxy rules encourage more activism, hinting at increased future activity. Long-term readiness involves staying informed on activism trends, understanding vulnerabilities and having a prepared team with advisors in place.”
Alfredo Porretti
Head of Shareholder Engagement and M&A Capital Markets for NAMR
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