Activist Investing Today: Raymond James’ Duncan Herrington Eyes Middle Market

Activist Investing Today: Raymond James’ Duncan Herrington Eyes Middle Market

A recent proxy season found that the median market capitalization of companies targeted by activist investors was well below $300 million. That’s according to Duncan Herrington, a veteran adviser in the activist investor world, who talked to The Deal’s Activist Investing Today podcast about a shareholder activist advisory practice he recently launched at middle market investment bank Raymond James. Herrington argues that bigger bulge bracket banks issue marketing materials on trends with camp...

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Episoder(381)

Drinks With The Deal: Sullivan & Cromwell's Sawyer on EQ, Knowledge Management

Drinks With The Deal: Sullivan & Cromwell's Sawyer on EQ, Knowledge Management

Melissa Sawyer, the co-head of M&A at Sullivan & Cromwell, talks about EQ and what she learned from leading the knowledge management function at S&C.

10 Sep 25min

Behind the Buyouts: Charlesbank’s Vaz on AI, Infrastructure, Tech Investing

Behind the Buyouts: Charlesbank’s Vaz on AI, Infrastructure, Tech Investing

Pedro Vaz, managing director at Charlesbank Capital Partners LLC, discussed opportunities in digital infrastructure and IT services and AI's impact on software investing.

9 Sep 18min

Drinks With The Deal: Penn's Skeel on Puerto Rico's Historic Restructuring

Drinks With The Deal: Penn's Skeel on Puerto Rico's Historic Restructuring

Penn law professor David Skeel discusses his new book on Puerto Rico's massive debt crisis and restructuring and the continuing Prepa bankruptcy.

27 Aug 48min

Drinks With The Deal: Willkie's Turteltaub on Holding a Room, AI

Drinks With The Deal: Willkie's Turteltaub on Holding a Room, AI

Adam Turteltaub, the co-head of M&A at Willkie, talks about what he learned from his mentor Jack Nusbaum about how to hold a room.

13 Aug 15min

Behind the Buyouts: One Equity's Belinfanti on Finding Value in Carveouts

Behind the Buyouts: One Equity's Belinfanti on Finding Value in Carveouts

One Equity president Greg Belinfanti discusses the firm's carveout strategy, OEP IX deployment and expectations for a rebound in middle market M&A.

12 Aug 35min

Activist Investing Today: S&P's Karageorge on Detecting Activist Campaigns Pre-Disclosure

Activist Investing Today: S&P's Karageorge on Detecting Activist Campaigns Pre-Disclosure

John Karageorge, head of S&P's activist defense surveillance group, discussed how corporations can identify activist accumulations before they become public.

6 Aug 18min

Behind the Buyouts: Thrive's McLaughlin on Building First Billion-Dollar Next-Gen MSP

Behind the Buyouts: Thrive's McLaughlin on Building First Billion-Dollar Next-Gen MSP

Bill McLaughlin, CEO of Thrive Networks, on the company's acquisition strategy, AI investments and vision for scaling the managed services provider.

4 Aug 27min

Drinks With The Deal: Salesforce's Niles on AI, Future of Legal Services

Drinks With The Deal: Salesforce's Niles on AI, Future of Legal Services

Sabastian Niles, the president and chief legal officer at Salesforce, discusses AI adoption, legal innovation and his transition from Wachtell.

30 Jul 34min

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