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
May 7, 2020 • 18min
Activist Investing Today: Goldstein Targets Fund Bylaws
Activist investor Phil Goldstein believes a recent Securities and Exchange Commission decision upholding a closed-end fund's right to ignore a shareholder proposal poses a broader threat to investor rights.
Apr 22, 2020 • 21min
Activist Investing Today: Jackson Eyes eBay M&A Amidst Covid-19
Eric Jackson, manager of technology-focused hedge fund EMJ Capital, says he thinks the company should use cash on hand — and proceeds from expected unit sales — to make its own acquisitions. Jackson explains on Activist Investing Today why eBay may be a "coronavirus play" and what activist investors in the business may be thinking about its new CEO.
Mar 30, 2020 • 28min
Activist Investing Today: Privet’s Rosenzweig on Synalloy, Covid-19
The activist investor Ben Rosenzweig talked about why Privet doesn’t want to buy Synalloy now even though he is seeking to take control of its board. He also discussed Privet’s partnership with an operating company for the campaign and his thesis that there could be “fantastic opportunities” that emerge when the volatility subsides.
Mar 23, 2020 • 20min
Activist Investing Today: Coast's Rasteh on FirstGroup, Covid-19
The founder of the New York-based activist fund explains why he hires CEO experts and other advisers to assist with the fund's campaigns. He also explains why he will stick with his investment and campaign at transport and school bus company FirstGroup — one of the fund's largest positions — even as its share price gets battered.
Mar 13, 2020 • 25min
Activist Investing Today: V&E's Elbaum on Covid-19 vs. 2008
Many hedge funds first-time activists, family offices and private equity funds who have been contemplating activism are going to walk away from their campaigns, while established activist investors such as Carl Icahn are building stakes and pressing forward with insurgencies, according the co-head of Vinson & Elkins' shareholder activism practice. Elbaum looked back at the 2008 crisis to offer a view of how activist investors might act during the unfolding coronavirus outbreak.
Mar 6, 2020 • 29min
Drinks With The Deal: Steven Lipin of Gladstone Place Partners
Steven Lipin, founder of communications firm Gladstone Place Partners, talks with The Deal’s David Marcus about the Anixter and Disney/Fox deals, the lessons of WeWork, how he’s gone about building his firm since its 2017 launch, his love of natural wine and his favorite places to eat in New York.
Mar 5, 2020 • 30min
Activist Investing Today: Author Geoffrey Cain
Geoffrey Cain, author of a "Samsung Rising," talked with The Deal for its Activist Investing Today Podcast, about chaebols, the biggest swing vote in South Korea and activist investing. Cain provided behind-the-scenes details about Samsung's campaign to activist Elliott Management and complete its 2015 restructuring. He also talked about Hyundai's own fight with Paul Singer's activist fund.
Feb 10, 2020 • 34min
Activist Investing Today: Banking Insurgent on M&A, Majority Votes
New community banking activist Abbott Cooper offers his thoughts on his M&A pushes at Community Bankers Trust and First United, two middle-market financial institutions. In a wide ranging conversation, Cooper discussed what he considers to be strong and weak majority vote standards, why there isn’t much succession planning at small financial institutions and his thesis about consolidation in the fragmented banking sector.
Feb 7, 2020 • 29min
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 The Deal.
Jan 28, 2020 • 20min
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 record requests, company advanced notice bylaw litigation victories and why he thinks sunset provisions for insider-controlled share voting structures may not make sense.
