The Deal by S&P Global
The Deal by S&P Global podcast network brings The Deal’s award winning coverage in M&A, activist investing, private equity and restructuring to your airwaves. With a suite of offerings, including Activist Investing Today (hosted by Senior Editor Ronald Orol), Drinks With The Deal (hosted by Senior Writer David Marcus and Senior Reporter Bill Meagher), Behind The Buyouts (hosted by Senior Reporter Steve Gelsi, Chief Reporter Nikitha Sattiraju and Senior Writer Chris Nolter) and Fresh Start (hosted by Senior Reporter Stephanie Gleason), The Deal’s podcast network is your go-to source for timely financial news and perspective.
Episodes
390 episodes
Drinks With The Deal: Ted Smith of Union Square Advisors
Ted Smith, president of Union Square Advisors, discusses Permira's purchase of a majority stake in Lytx, the rise of tech PE, the outlook for software M&A, his work in building Union Square and his love of wine in this month's Drinks With T...
Activist Investing Today: Hamermesh on Icahn, Bylaws and Insider Votes
Widener University's Lawrence Hamermesh talks about why there isn't much clarity about whether activists can gain access to corporate books and records to help director fights. The corporate governance and Delaware expert discussed books and re...
Drinks With The Deal: Sullivan & Cromwell’s Frank Aquila
Frank Aquila discusses his work for Tiffany’s on its sale to LVMH, for AmGen on its purchase of Otezla, and for Novartis on its billion purchase of Medicines Co. as well as his favorite spots in New York, Hong Kong and Tokyo in the Drinks with ...
Activist Investing Today: Columbia’s Coffee on WeWork, Softbank and IPO Ratchets
Retail investors are being harmed by essentially secret IPO protection deals still-private companies are reaching with mutual funds. At least that’s the view of Columbia Law School professor John Coffee, who spoke with The Deal for its Activist...
Drinks With The Deal: Chris Varelas
The former Citi tech investment banker and author of 'How Money Became Dangerous' talks with The Deal’s David Marcus about working at Disneyland in the 1980s, being a tech banker in after the dot-com crash and investing in influencers.
Activist Investing Today: Antitrust Expert Talks Activism
Diana Moss, president of the American Antitrust Institute, suggested that financial activists are exerting pressure on companies to merge even though they carry a high amount of antitrust or other regulatory risk.
Drinks With The Deal: PJ Solomon's Marc Cooper
PJ Solomon’s Marc Cooper talks about brand authenticity, the challenges of being a CEO and the joys of the half-bottle.
Activist Investing Today: Snow Park’s Pierce Talks Activism in Australia
Jeffrey Pierce, managing partner at activist fund Snow Park Capital, discusses his experiences with agitation at an Australian REIT and gives commentary the recent situation between Elliott and BHP as well as nuances to Australia’s federal corp...
Activist Investing Today: McRitchie Targets Shareholder Proposals, BRT’s ‘Stakeholders’
The top proponent of shareholder proposals spoke to The Deal’s Activist Investing Today podcast about what he thinks would happen if the nation’s securities regulator made it more difficult to submit proposals on environmental, social and gover...
Activist Investing Today: Goodwin On Friedman Doctrine and CEO Lobby’s Stakeholders Push
Goodwin On CEO Lobby’s ‘Stakeholders’ Push -The chief of the Applied Corporate Governance Institute told The Deal that Milton Friedman’s 1970 doctrine of shareholder primacy is misunderstood and that the Business Roundtable’s recent ‘stakeholde...
Activist Investing Today: Harvard’s Roe Disputes Perceptions Around Short-termism and Activists
Activist funds face an uphill effort getting the votes they need to effectuate change. That’s the view of Mark Roe, professor of Law at Harvard Law School. Roe spoke with The Deal for its Activist Investing Today podcast about why he thinks tha...
Activist Investing Today: State Street’s Vernardis Says Many Companies “Surrender” to Activists When They Settle
Some settlements reached between activist hedge funds and corporations represent an “unconditional surrender” by the targeted firm rather than a truce. At least that’s the view of State Street Global Advisers' vice president of the asset stewar...
Activist Investing Today: Columbia's Coffee on Board Diversity and Litigation
A lawsuit or two challenging California's recently approved board diversity law requirement is likely to emerge, though the proponents of such a challenge may not be immediately apparent. At least that's the view of Columbia Law School Professo...
Activist Investing Today: Columbia’s Coffee on Activists, Icahn, M&A and Proxy Adviser Rules
Activist hedge funds hurt research & development budgets at U.S. corporations, which has a broader negative impact on the economy.At least that’s the view of Columbia Law School Professor John Coffee, who spoke with The Deal for its Activis...
Activist Investing Today: CCGG’s McCall on Canada ‘Say on Pay,’ ESG and Diverse Boards
Canada currently doesn’t have legislation mandating a non-binding vote of shareholders on executive compensation, but legislation percolating on Parliament Hill in Ottawa is likely soon to change the situation. That’s according to Catherine McC...
Activist Investing Today: What’s Next at Sony With Third Point Hovering
The Activist Investing Today podcast spoke with The Deal’s media, technology and communications expert Chris Nolter, about whether there would be interest in acquiring Sony’s entertainment assets now that it appears Third Point’s Dan Loeb is se...
Activist Investing Today: 'Dear Chairman' Author Gramm Discusses Luby's, Corporate Raiders
It’s okay to call activist investors corporate raiders. At least that’s the view of Jeff Gramm, the author of “Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism.” Gramm talked to The Deal for its Activist Investing Today pod...
Activist Investing Today: Turkey’s First Activist Talks Istanbul Insurgencies
In 2015, Ertan Enginalev, launched his first public insurgency campaign in Turkey, urging an industrial conglomerate, Akfen Holdings, to consider strategic options such as listing a minority stake of a container port it controlled. Enginalev to...
Activist Investing Today: Glass Lewis’ Grothe Talks Peltz, Campbell and Director Fights
Activist investors like Nelson Peltz who have board and operational experience are more likely to be viewed positively by influential proxy adviser Glass Lewis than hedge fund managers that have never held director positions.That’s the view of ...
Activist Investing Today: What’s Next For Rent-a-Center, Vintage in Delaware
The Activist Investing Today Podcast spoke with The Deal’s intrepid Delaware expert, David Marcus, about what to expect in Delaware Chancery Court later this month when rent-to-own retailer Rent-a-Center faces off against its would-be buyer, Vi...
Activist Investing Today: UofW’s Nili Targets ‘Succession CEOs’ With Study
Chief executives who also serve as board chairs are leaving CEO roles but maintaining chairman positions at a large number of U.S. corporations, a situation that is jeopardizing boards’ independence and effectiveness.That’s the view of Yaron Ni...
Activist Investing Today: Governance Guru Schulzke On Strong, Diverse Boards
Individuals who sit on five or more corporate boards - particularly at the largest U.S. corporations -- may not have the bandwidth to focus enough energy and time on each company's strategic and operational issues. At least that's the view of K...
Activist Investing Today: Raymond James’ Duncan Herrington Eyes Middle Market
A recent proxy season found that the median market capitalization of companies targeted by activist investors was well below $300 million. That’s according to Duncan Herrington, a veteran adviser in the activist investor world, who talked to Th...
Activist Investing Today: Diligent’s Stafford on CEO-Chairmen and Scandal-Driven Board Shakeups
Lead independent directors at U.S. corporations have become more important, especially when it comes to “clubby” boards. That’s the view of Brian Stafford, CEO of Diligent Corp., a board management software company, who spoke with The Deal's Ac...
Activist Investing Today: MacKenzie’s Marese talks M&A, Wynn and Poison Pills
Institutional investors aren’t afraid to tell companies that shareholders should be permitted to buy as many shares as they want as long as they don’t breach antitrust limits. At least that’s the view of MacKenzie Partners’ Bob Marese, who spok...
