2018 Shareholder Activism Insight Report

Schulte Roth & Zabel’s 2018 Shareholder Activism Insight report, published in association with Activist Insight and Okapi Partners, analyzes the results of an August 2018 survey of activist funds that have engaged almost 300 companies since 2013. The survey was filled out by 36 respondents from different activist firms, including participants in some of the largest and most high-profile activist situations to date. Those surveyed were asked about their experiences with shareholder activism in their respective regions and their expectations for activity in the next 12 months.

Marc Weingarten and Ele Klein, partners and co-chairs of the firm’s global Shareholder Activism Group, contributed expert commentary. The report also features Jim McNally, London-based shareholder activism, corporate and funds partner, Michael Swartz, litigation partner who serves as co-chair of the Litigation Group and head of the shareholder activism litigation practice and former Schulte lawyer Aneliya Crawford.

Widely regarded as the dominant global law firm for activist investing, Schulte brings a sophisticated knowledge of market practices and unparalleled expertise in all areas related to activist investing. Schulte’s long-standing, top-ranked activist practice has handled some of the highest profile and most hotly contested campaigns in the history of activism. Serving the world’s most seasoned and prolific activists, “occasional activists” and institutional investors in campaigns ranging from mega-caps to small-caps, we help clients see a situation from every angle and develop the right strategy for both the short term and the long term. To learn more, visit Schulte’s Shareholder Activism Resource Center here.