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.
Allison Leopold Tilley, a partner at Pillsbury in Silicon Valley, discusses how she built her practice, the lessons she learned from being a director at FBR during its eventful final year and maintaining firm cohesiveness during the pandemic in the latest episode of the Drinks With The Deal podcast.
In the latest episode, VSS managing partner Jeffrey Stevenson traces the arc of the PE firm's development from a shop focused on media deals in the 1980s to its current focus on business services, healthcare IT and services, information and education.
Author, economist and historian Marc Levinson discusses the increasing importance of services and ideas and the reduced role of manufactured goods in global trade, the topic of his new book Outside The Box, in the Drinks With The Deal podcast.
Cleary Gottlieb partner Mark Nelson and T-Mobile EVP and general counsel David Miller kick off a series of three podcasts dedicated to the landmark T-Mobile/Sprint merger. This first episode will cover the overall strategy to obtain successful clearance for the transaction, including the development of the business case and the public and regulatory messaging, and the strategy for DOJ, FCC, the Hill, state AGs, state PUCs, etc. Sponsored
Alicia Ogawa, the director of the Center on Japanese Economy and Business at Columbia Business School, appears on the latest episode of the Activist Investing Today podcast, to talk about the legacy of outgoing Japan Prime Minister Shinzo Abe’s legacy on governance and corporate stewardship, ongoing issues at Toshiba, and more.
Cooley's co-head of M&A Jamie Leigh discusses her career path, why she enjoys advising tech and life sciences companies, how she approaches mentoring younger lawyers and how she's staying sane in the pandemic.
Hamilton Lane's Brian Gildea reveals the forces driving wider use of ESG principles in private markets, but adds that different regions of the world emphasize varying aspects of the approach. LPs must ask questions and then vote with their dollars to shape social agendas in a positive way.
Leo Strine, longtime Delaware judge and of counsel at Wachtell, Lipton, Rosen & Katz, discusses DuPont, Joe Biden, and corporate law in the wake of Covid-19 and Thomas Cromwell in this week’s Drinks With The Deal podcast.
Ken Young, co-head of PE at Dechert, discusses how PE firms have diversified their investments, the challenges of developing law firm partners and his recent deals in this week's Drinks With The Deal podcast.
Cassie Nielsen and Wayne Wu of VMG Partners talk about the role of diversity at their firm and in middle-market deal-making for their consumer-oriented portfolio companies. While women make most of the purchasing decisions in the sector, they still occupy less than 50% of the boards of consumer companies.
Simpson's Alan Klein discusses his stint in London in the late 1990s, his work for Microsoft and Tyco and his passion for films and books on the latest episode of the Drink With The Deal podcast.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
