Early engagement with activists can lead to more constructive dialogue.
Different activists have different points of attack, including strategic, financial, governance or event-driven rationale. Understanding the identity and intentions of an activist early in the process allows greater preparation time for management and often leads to a more constructive and less public dialogue.
Data-driven insights complemented by experience
Key is understanding who the activists are, how and where they build their positions, and which other investors are likely to support them. Investor Update is able to identify and track these investors to ensure management and their advisors can engage with key decision makers.