The Activist Investing Annual Review 2018

The Activist Investing Annual Review 2018, published by Activist Insight in association with Schulte Roth & Zabel, analyzes 2017 trends in shareholder activism, ranks the top ten activist investors and provides predictions for the year ahead. Marc Weingarten and Ele Klein, partners and co-chairs of the firm’s global Shareholder Activism Group, contributed expert commentary to the review. The publication also features Jim McNally, London-based shareholder activism, corporate and funds partner, Michael Swartz, co-chair of the firm’s Litigation Group and head of SRZ’s shareholder activism litigation practice and former Schulte lawyer Aneliya Crawford.

With findings that give insight into the shareholder activism market on a global level, the review provides comprehensive analysis of major trends in activist investing, including the strengthening of small- and mid-cap activism and a surge in the number of companies facing public activist demands outside of the United States. The review also presents statistics on campaigns and profiles key players in the activism market.

Schulte is the dominant global law firm for shareholder activism and activist investing. The firm advises activists, “occasional activists,” investment advisers, investment bankers and issuers, providing advice on navigating the maze of applicable laws and regulations in the United States, the United Kingdom and Canada, as well as covering markets in continental Europe and other parts of the world. Among numerous campaigns in the past year, Schulte successfully represented Trian Fund Management in its proxy contest securing the appointment of its CEO and founding partner Nelson Peltz to The Procter & Gamble Company’s Board of Directors. Procter & Gamble, a $228 billion market cap multinational manufacturer, is the largest company ever to be the subject of a proxy contest. To learn more, visit Schulte’s Shareholder Activism Resource Center here.