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Going Beyond

M&A and Activism Compendium

Bloomberg flash - activist rankings 3

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

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…

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Adam Riches

Adam Riches

Alliance Advisors

Stephen Glover

Stephen Glover

Gibson Dunn & Crutcher LLP

Demetrius A. Warrick

Demetrius A. Warrick

Skadden, Arps, Slate, Meagher & Flom LLP

Amy Lissauer

Amy Lissauer

Bank of America Merrill Lynch

David A. Katz

David A. Katz

Wachtell, Lipton, Rosen & Katz

Activism Insights & Case Studies

Activism Trends In North America, Europe And Asia.

South Korean consumer products company under attack from an activist.

People working in the office
a woman looking at products in a convenience store

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.

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.

Written By Alliance Advisors' Activism Expert
Adam Riches

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.

Written By Alliance Advisors' Activism Expert
Julie Rhee

Julie Rhee
Managing Director

Julie has an in depth understanding across a wide range of disciplines including corporate governance/ESG and . She has guided Korean issuers successfully through both special and regular shareholder meetings including landmark restructuring agenda items.

Activism Trends In North America, Europe And Asia.

People working in the office

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.

Written By Alliance Advisors' Activism Expert
Adam Riches

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.

South Korean consumer products company under attack from an activist.

a woman looking at products in a convenience store

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.

Written By Alliance Advisors' Activism Expert
Julie Rhee

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

Activism Advisory Support under one Roof

Ownership Intelligence

Using our proprietary data base built from 18 years of proxy campaigns we can identify institutions behind the custodians with 96% + accuracy with how and when they vote.

Shareholder Engagement/Solicitation

Our team has decades of experience in soliciting proxies.

Corporate Governance Team

We have former ISS and GL experts on staff that can help craft your presentations to proxy advisors. Our team can help you spot/fix weaknesses in corporate governance profiles.

Retail Outreach

We analyze your retail base and provide unique retail outreach strategies. Our virtual agent platform allows for rapid retail/NOBO shareholder outreach.

Investor Perception Targeting

Alliance Advisors has the capability to conduct an audit of key sell-side and buy-side constituents to ascertain perceptions and expectations of a company’s shareholder base.

Proxy Logistics

Print mail documents on demand. No more waiting for 3rd party suppliers to deliver.

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.

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