DealLawyers.com Blog

We’ve recently posted another episode of our “Understanding Activism with John & J.T.” podcast. This time, J.T. Ho and I were joined by Bill Fiske, who leads Georgeson’s M&A and Contested Situations Group, and David Farkas, who serves as Head of Investor Intelligence, North America for Computershare. Bill and David discussed some of the key findings in Georgeson’s Global Activism Report. Topics covered during this 23-minute podcast include:

– Factors driving the 2025 environment and activists’ response
– The changing mix of activist objectives in U.S. campaigns
– How activists are adapting their stake building strategies to the changing environment
– How the decline of ESG activism in the U.S. has shifted activist messaging
– The behavior of large index and quasi index investors in contested U.S. elections
– Common mistakes boards make when responding to early activist engagement

This podcast series is intended to share perspectives on key issues and developments in shareholder activism from representatives of both public companies and activists. We continue to record new podcasts, and they’re full of practical and engaging insights from true experts – so stay tuned!

– John Jenkins