Insights & Analysis

Industry insights that are curated and delivered to inform your dealmaking strategies. We select the most relevant information, providing a consistent, convenient source for exclusive intelligence and analysis.

Activism

Pills Emerge Amid Tariff Uncertainty, Activism

By Ronald Orol
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Published: April 28th, 2025
As the markets face tariff-related volatility, some companies, especially biotechnology and pharmaceuticals companies, are setting up or extending shareholder rights plans, known as poison pills, to discourage unsolicited bidders and activist accumulations.
Private Equity

Sponsors, Strategics Home In on Drone Tech

By Chris Nolter
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Published: April 28th, 2025
While drone technology advanced during the Ukraine war, companies such as AeroVironment and Redwire have diversified portfolios through M&A.
Activism

Activists Leverage 'Network Effect' to Drive Campaigns

By Ronald Orol
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Published: March 24th, 2025
Niche sector expertise helps activists develop share-price improvement ideas, improving their credibility with corporate executives, directors, bankers, PE shops and others who also work in their ecosystem.