Work with activist investors – and win

Laying the groundwork to partner with an activist investor can help ensure a company prospers in the recovery.

Misha Edel

Misha Edel

Managing Director, Deal Advisory & Strategy, KPMG US

+1 510-282-9758

Andrew Lindsay

Andrew Lindsay

Principal, Advisory, Transaction Execution, KPMG US

+1 404-593-5917

Knowing what activists look for can help CEOs respond constructively if an activist approaches. Or it can spark the performance improvements and portfolio moves that will take the company off the activist’s radar.
Andrew Lindsay, Managing Director, KPMG LLP

Lessons from companies that said “yes” to activists

COVID-19 has made engagement with activists even more of an imperative for CEOs. When activists reenter the market, they will be looking for opportunities created by the sudden economic downturn. In addition to looking for individual companies that fit their target criteria—undervalued, slow growing businesses, with high debt and low credit quality—activists will likely look at opportunities to consolidate industry sectors that have been pummeled by COVID-19.

KPMG can help analyze companies from an operational improvement perspective and work with company boards and management to develop the appropriate response to activist approaches.

KPMG Deal Advisory distributes a wide selection of thought leadership that highlights the latest M&A issues and trends.