The Deal
The Deal
The Deal 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 Reporters Steve Gelsi, 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
Mentioned books
Jul 16, 2020 • 20min
Activist Investing Today: Axler On Forescout and Forensics
Ben Axler, the activist shortseller behind Spruce Point Capital Management, offered a behind the scenes look at two campaigns and his investigative approach to companies, which includes running background checks on executives and directors as well as working with private investigator partners.
Jul 9, 2020 • 26min
Drinks With The Deal: Sidley's Dan Clivner
Sidley's Dan Clivner discusses lateral hiring, building a PE practice in Los Angeles and law firm diversity in the Drinks With The Deal podcast.
Jun 26, 2020 • 17min
Behind the Buyouts: Great Hill Re-Ups on Wayfair Amid Uncertainty
Great Hill Partners co-founder and managing partner Christopher S. Gaffney says the public markets got the valuation of online home products retailer Wayfair all wrong during Covid-19 stock market swoon earlier this year. So, the PE firm teamed up in April with two other private investors to buy $535 million in senior notes in Wayfair, convertible at $72.50 a share, at a time when the stock was trading at about $50. Now, three months later, Wayfair is trading at more than $200 a share.
Jun 25, 2020 • 27min
Drinks With The Deal: Kirkland's David Fox
David Fox discusses building an M&A practice at Kirkland & Ellis, his friendship with Joe Flom and his plans for the next phase of his career in the Drinks With The Deal Podcast with David Marcus.
Jun 18, 2020 • 26min
Drinks With The Deal: Author Chase Purdy
Chase Purdy discusses his new book "Billion Dollar Burger: Inside Big Tech’s Race For The Future of Food", in which he describes the effort to produce cell-cultured meat on a commercially viable scale.
Jun 9, 2020 • 26min
Activist Investing Today: CII's Bertsch on Pills, Virtual Meetings
Ken Bertsch, the executive director of the Council of Institutional Investors speaks with The Deal for its Activist Investing Today podcast about why he thinks 5% threshold poison pills are an 'extraordinary statement of weakness' on the part of the company adopting them. Bertsch also talks about virtual meeting shenanigans and universal proxy cards.
Jun 4, 2020 • 27min
Drinks With The Deal: Author Sarah Frier
Sarah Frier, the author of the new book 'No Filter: The Inside Story of Instagram' and a technology reporter for Bloomberg, talks about how the app’s co-founder Kevin Systrom was able to succeed for so long after Facebook purchased his startup and what he might do next. She also discussed the elements of good design in the smartphone era and how regulators should approach tech M&A.
May 29, 2020 • 19min
Activist Investing Today: AVI’s Bauernfreund on Japan Insurgencies
Joe Bauernfreund, manager of a $1 billion sometimes activist U.K. fund Asset Value Investors, discussed why he may start submitting shareholder proposals at Fujitec’s annual meeting in 2021 if it doesn’t consider divesting stakes, buy back shares, set up board subcommittees or perform a strategic review.
May 28, 2020 • 25min
Behind the Buyouts: Steen Brings the Farmer's Voice to VC
Colin Steen, managing director at Syngenta Ventures, talks about investing opportunities in the agriculture and food sectors in the The Deal's inaugural edition of Behind the Buyouts, the new podcast that drills down into private equity and venture capital transactions.
May 14, 2020 • 29min
Drinks With The Deal: UPenn's David Skeel
David Skeel, a bankruptcy professor at the University of Pennsylvania, talks about his work with the Puerto Rico Oversight Board and the lessons of the great financial crisis for the bankruptcy system on the Drinks With The Deal podcast.
