Ronald D. Orol
Senior Editor at The Deal
I write about #activist #investors @TheDealNewsroom, part of @Euromoney. #Author of Extreme Value Hedging book @wileyglobal. Previously @TheStreet, @MarketWatch
Articles
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2 weeks ago |
thedeal.com | Ronald D. Orol
Back to News Activism|Published: April 7th, 2025A disclosure regime set up for hostile takeovers and tender offers needs to be completely revamped for today’s modern activism campaign environment, defense adviser Keith Gottfried explains. A disclosure regime set up for hostile takeovers and tender offers must be updated for today’s modern activism campaign environment, defense adviser Keith Gottfried explains.
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1 month ago |
thedeal.com | Ronald D. Orol
Sagar Gupta of Anson Fund Management LP joined the board of U.S. call center software company Five9 Inc. (FIVN) in December — a rare activist portfolio manager installation at a targeted company. The addition, though, puts a spotlight on Gupta’s exclusive investment focus on corporations in telecom, media and technology. Like many other activist investors, Gupta developed a sector specialization over the years.
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1 month ago |
thedeal.com | Ronald D. Orol
Back to News Activism|Published: February 28th, 2025Richard Mansouri, who recently joined Arkhouse, discusses the phenomenon of companies replacing problem directors only when activists show up and why board members often just aren't independent. A corporate decision to install new management-backed directors when an activist is agitating is troubling, said Richard Mansouri, who recently joined activist-focused investor and real estate company Arkhouse Management Co. LP.
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2 months ago |
thedeal.com | Ronald D. Orol
Dual-class share structures can be protective against activists, as the high-vote bloc shields boards in proxy contests, but never assume they’re a “bulletproof” defense, Paul, Weiss, Rifkind, Wharton & Garrison LLP partner Carmen Lu told the Activist Investing Today podcast. “Activists have successfully targeted dual-class companies,” Lu said.
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Jan 15, 2025 |
thedeal.com | Ronald D. Orol
Back to News Activism|Published: January 15th, 2025Sagar Gupta, who oversees Anson Funds' activism activities, discusses why sector specialization is vital for an activist, and he also talks about recent campaigns at Twilio, Globalstar and Lionsgate. Sector specialization helps activists identify ideas, issue recommendations and improve their credibility when engaging with corporate executives and directors, explained Sagar Gupta, portfolio manager at Anson Funds Management LP.
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I spoke to defense attorney Keith Gottfried on the latest Activist Investing Today #podcast about why he thinks a disclosure regime set up for hostile takeovers, tender offers needs to be revamped for today’s modern #activism campaign environment. @SECGov https://t.co/i8WkjYc1Mi
Listen to the latest Activist Investing Today #podcast with @rorol, where defense adviser @KeithGottfried says a disclosure regime set up for hostile takeovers + tender offers needs to be revamped for today’s modern #activism campaign environment. https://t.co/x5V7pU893Y https://t.co/7LIK3YvgkT
RT @TheDealNewsroom: Listen to the latest Activist Investing Today #podcast with @rorol, where defense adviser @KeithGottfried says a discl…
RT @TheDealNewsroom: Check out the latest Activist Investing Today #podcast with @rorol, where Carmen Lu, a @PaulWeissLLP partner focused o…