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Activist Insight

Josh Black

Research

24 Pages

Activist Insight examines how shareholder activism and private equity are increasingly converging as both pursue similar value creation opportunities. The paper argues activism may be displacing traditional buyouts in some situations. It also highlights activist campaigns rising from 143 in 2010 to 417 in 2014.

Key Takeaways

Activism Growth Accelerates: Publicly targeted companies increased from 143 in 2010 to 417 in 2014, far outpacing growth in buyout funds over the same period.
Private Equity Exit Path: Activists exited 79 positions through private equity buyouts since 2010, representing nearly 18% of all activist M&A exits recorded.
Retail Support Emerging: A Brunswick survey found 77% of retail investors believe companies could do more to create shareholder value, while 44% took action on campaigns.
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