Phil Denning, Partner, Co-Head of Special Situations, ICR, explains how activism is increasingly part of the conversation with his roster of publicly-treaded clients. Telling the “better story” and thinking deeply about the business case and value case are as crucial as ever. “We are saying to management teams, ‘you’re publicly traded and need to be thinking about your vulnerabilities,’” he says.
CorpGov and The Palm Beach Hedge Fund Association hosted the 2022 Winter Activism Forum on Feb. 16 featuring leading market participants and advisors who have consulted on board intelligence and the most prominent activism campaigns in recent years. A complete report with more videos can be found here.