Those who kept tabs on the markets during the summer could be forgiven for thinking activism forgot to take its habitual summer break. Several proxy fights are only now reaching a crescendo, including yesterday’s annual meeting at Box Inc (NYSE:BOX), or giving way to new contentious periods, including deals for Kansas City Southern and Monmouth Real Estate Investment...
The Exxon Mobil campaign has caused a lot of conversation, and given a lot of credence to the idea that a combination of ESG and classic underperformance can be the basis for a successful activist campaign.
Several situations in which we've been involved this year have had a deep, deep retail component.
It is a deception, like the Trojan horse.
- Annual Meeting
- real estate
- Exxon Mobil
- Electronic Arts
- Kansas City
- Proxy Season
- John Chevedden
- Pershing Square Tontine Holdings
- The SEC
- voting rights