Shareholder Activism: A Survival Plan

“If you look at the amount of US activist funds that are investing in Europe, it is around 6 times higher
than last year,” explained Malcolm McKenzie, Head of European Corporate Transformation Services at Alvarez & Marsal (A&M).

As Rio Tinto, Rolls-Royce and The London Stock Exchange all hit the headlines due to shareholder activism, we ask what marks a company out as a target.

Some of the key points include:

- What specifically are activists looking for when they identify target companies? A share price that is below what is expected is one factor, this means there is value to be released. 

- Advice on how best to avoid activists and how to perform an ‘outside-in’ analysis of your organisation. This entails asking challenging questions such as: what would an activist do differently and what would a private equity owner do if they owned the business?

- The importance of creating a robust, well coordinated communication strategy that does not rely on one spokesperson. This could involve inviting NEDs to sit in on broker meetings and meet investors. 

- Tips on how to engage with activists and how to fight back if they do target your business.

Featuring commentary from:  

Paul Kinrade, Managing Director UK, A&M
 
Malcolm McKenzie, Head, European Corporate Transformation Services, A&M




Related Insights

Read, watch & listen to some of the latest thought leadership from our Community.

Click here to download this insight
Navigating Growth: CFOs at th...

The CFO of a growth company is tasked with laying out the financial pathway to support its growth objectives. This involves fundraising, capital allocation and reporting, but nowadays the role is much broader. Criticale...

Click here to download this insight
True Diligence - Research Fin...

With increasing pressure on businesses to ‘do no harm’, leaders need to ask themselves: ‘what do we want to stand for as a business’? In the report based on opinion research from 1,200 C-Sui...

Inspiring Leaders Podcast: Ho...

Exploring how to be agile as a leader in 2024, this episode is part of Criticaleye's Inspiring Leaders Podcast, featuring Host and Director of Content, Marc Barber, and special guests Sally Bridgeland, Chair, Impax ...


1 2 3 4 5 6 7 8 9 10
Displaying 1 to 3 of 1,420




Royal London Group Google London Stock Exchange Robert Walters E.ON UK Amazon UK Lightsource bp Bunzl plc LDC Tullow Oil plc Eton Bridge Partners Redwood Bank Workday Legal & General Investment Management Accenture NATS Drax Group plc Veolia Water Technologies Concentrix GlaxoSmithKline plc Mayborn Group