In this episode of The Insight, Avinash Mehrotra discusses what’s contributing to the current wave of shareholder activism and how companies can stay prepared. M&A volumes are down and market volatility is up, creating an environment where activists can more easily accumulate stakes in quality companies trading below their historical averages. As a result, the number of new positions is up nearly 50% year over year. Mehrotra, global head of the Activism and Shareholder Advisory and Takeover Defense practices, stresses that preparing for activism is not only prudent, but an essential part of doing business in today’s environment.
Source: 13F Filings, FactSet, Activist Insight
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