Shareholder Activism
Schulte has successfully handled some of the highest-profile and most complex campaigns in the history of investor engagement. Working closely with the full range of the firm’s practices, our Shareholder Activism Group takes a holistic approach to counseling clients on every phase of engagements with public companies and their leadership teams.
“It is better than any other firm in the US for corporate governance work, it is really unparalleled.” — Chambers USA
Representations
- Trian Partners in its successful campaign for change at The Walt Disney Company
- E. Shaw & Co. in its agreement with FedEx regarding the composition of the FedEx board of directors
- Engine No. 1 in its successful proxy contest at Exxon Mobil
- JANA Partners in several investments, including Freshpet, Zendesk, New Relic, and Mercury Systems
- Starboard Value in various investments, including Ritchie Bros. Auctioneers and Papa John’s
- Elliott Management in numerous investments, including Marathon Petroleum, Akamai Technologies, and Hess Corp.
- Starboard Value in investment in Papa John’s International
- Trian Fund Management in campaign at Legg Mason
- Caligan Partners, Falcon Edge Capital and Patriot Global Management in settlement agreement with Knowles Corporation
- Wellington Management Company in challenging Bristol-Myers Squibb takeover of Celgene Corporation
- JANA Partners in its activist campaign at Bristol-Myers Squibb
- Cyrus Capital Partners in its campaign at Catalyst Paper Corporation
- Villere & Co. in its campaign at EPIQ Systems
- SpringOwl Asset Management and Cove Street Capital in an activist campaign at Forestar Group
- Saba Capital Management in its campaign at Franklin Limited Duration Income Trust
- Greenlight Capital in its proxy contest at General Motors
- JANA Partners in its campaign at Hertz Global Holdings
- Blue Harbour Group in its campaign at Investors Bancorp
- Elliott Management in its activist campaign at Marathon Petroleum Corporation
- Trian Partners in its campaign at Procter & Gamble
- Starboard Value in its campaign at Stewart Information Services
- JANA Partners in its campaign at Tiffany & Co.
- Altimeter Capital in its campaign at United Continental Holdings Inc., the parent company of United Airlines
- Kimmeridge Energy Management in its campaign at PDC Energy
- Voce Capital Management in its campaign at Argo Group International Holdings
- Blackwells Capital in its cooperation agreement with Colony Capital Inc.
- Voce Capital Management in its campaign at Air Methods Corporation
- Engine Capital in its campaign at Ann Inc.
- Clinton Group in its campaign at Arlington Capital Partners
- Lone Star Value Management in its campaign at Aviat Networks
- SRS Investment Management in its campaign at Avis Budget Group
- Elliott Associates in its campaign at Avon Products
- JANA Partners in its campaign at Blackhawk Network Holdings
- Sandell Asset Management in its campaign at Bob Evans Farms
- Sandell Asset Management in its campaign at Brookdale Senior Living
- Water Asset Management in its campaign at Cadiz
- Clinton Group in its campaign at Campus Crest Communities
- JANA Partners in its campaign at Civeo Corporation
- Casablanca Capital in its campaign at Cliffs Natural Resources
- JANA Partners in its campaign at Computer Sciences Corporation
- JANA Partners in its campaign at ConAgra Foods
- Saba Capital Management in its campaign at Deutsche High Income Trust
- Clinton Group in its campaign at Dillard’s
- Trian Fund Management in its campaign at Dupont
- Clinton Group in its campaign at EVINE Live, formerly ValueVision Media
- Saba Capital Management in its campaign at First Trust High Income Long/Short Fund
- FrontFour Capital Group and Sandpiper Group in their campaign at Granite Real Estate Investment Trust and Granite REIT Inc.
- JANA Partners in its campaign at Harris Corporation
- Trian Fund Management in its campaign at Heinz
- Elliott Associates in its campaign at Hess Corporation
- Clinton Group in its campaign at Imation
- venBio Select Advisor in its campaign at Immunomedics
- Philadelphia Financial Management of San Francisco and Voce Capital Management in their campaigns at Investment Technology Group
- MGT Capital Investments in its campaign at Iroquois Capital
- Fir Tree Partners in its campaign at Midstates Petroleum Company
- Alden Global Capital in its campaign at Monster Worldwide
- Voce Capital Management in its campaign at Natus Medical
- Harbringer Capital Partners in its campaign at the New York Times
- Gates Capital Management in its campaign at Nortek
- Trian Fund Management in its campaign at PepsiCo
- JANA Partners in its campaign at PetSmart
- Elliott Management in its campaign at PulteGroup
- JANA Partners in its campaign at QEP Resources
- JANA Partners in its campaign at Qualcomm
- Blue Harbour Group in its campaign at Rowan Companies
- Voce Capital Management in its campaign at Solta Medical
- Synacor in activist defense strategies for a publicly traded company
- Trian Fund Management in its campaign at Sysco Corporation
- JANA Partners in its campaign at Team Health Holdings
- JANA Partners and S.A.C. Capital Advisors in their campaign at Time Warner
- Fir Tree Partners in its campaign at Titan Energy
- SailingStone Capital in its campaign at Turquoise Hill Resources
- Fir Tree Partners in its campaign at Ultra Petroleum
- Sandell Asset Management in its campaign at Viavi Solutions
- JANA Partners in its campaign at Walgreens
- Nokomis Capital in its campaign at WidePoint Corporation
- Canyon Capital Advisors in its campaign at Yahoo!