Going Beyond
M&A and Activism Compendium
Thank you for visiting our M&A and Activism Compendium. The content you clicked on is directly below along with other articles, Case Studies and recent transactions. Our goal is to help executives, investors and financial service professionals navigate the ever-shifting world of M&A and activism.
We strive to provide relevant content on how to win, with a view from our angle, down in the trenches with the shareholders.
Executive Guide to M&A Shareholder Votes: Do’s and Don’ts
Six Key Steps Companies Should Take Before Launching Their Shareholder Meeting
Read the panel discussion on mergers & acquisitions
Several key trends have been shaping global M&A activity over the past 12 months. Geopolitical factors, digital transformation, fluctuating interest rates and tightening regulatory frameworks are among the factors disrupting the deal landscape, leaving many transactions delayed or restructured to mitigate risks. Despite the uncertainty of this new normal, dealmakers are optimistic, willing to pursue new targets as market caution gives way to more ambition – potentially sparking a resurgence in dealmaking.
Case Study: Insurance Company Under Attack by a Serial Activist.
A $70 million market capitalization insurance company was surprised to find a serial activist investor.
Wherever you look, shareholder activism is on the rise. As a recent study by Diligent uncovered, 2023 saw shareholder activism reach a four-year global high, with almost 1,000 companies subjected to activist demands publicly. With this trend seeming set to continue – nearly a quarter of Russell 3000 companies disclosed the potential for activism in their 10-K reporting – executives must understand the precise threats they’re likely to encounter.
Adam Riches
Senior Managing Director (Global)
Adam is a well-respected figure within shareholder activism and has strong relationships with leading professionals across the engagement, stewardship and corporate governance spaces.
The activist had acquired a substantial stake in the company and was demanding the company triple the dividend payout and elect 2 new directors. To complicate matters, more than 45% of the company’s outstanding shares was in the hands of foreign shareholders. It was projected that the activist could win because these shares were likely to vote against management and with the activist.
Julie Rhee
Managing Director
Julie has an in depth understanding across a wide range of disciplines including corporate governance/ESG and investor relations. She has guided Korean issuers successfully through both special and regular shareholder meetings including landmark restructuring agenda items.
Activism Representations 2025/2024
Representative Transactions
Our Activism Experts
Activism & Governance Overview
With Alliance Advisors Going Beyond research series, we bring to the forefront pivotal discussions and content that are shaping the world of Corporate Governance, Executive Compensation, ESG, Shareholder Activism, Retail Outreach and M&A.