Going Beyond
M&A and Activism Compendium
Thank you for visiting our Activism Compendium. The content you clicked to is here along with other articles, Case Studies and our recent transactions that help executives and Activists navigate the ever-shifting world of Activism.
Whether your company is on offense or defense we strive to provide content that gives companies insight on how to win.
We urge you to reach out to any one of our Activism experts, they would be happy to share their expertise with you or your team.
Roundtable Discussion - Shareholder Activism & Engagement
Shareholder activism remains high in 2024, with the number of campaigns on track to surpass last year.
Check out the views of our panel of experts in our roundtable discussion on Financier International…
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 2024
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.