activistcompany
Dave & Buster's Entertainment, Inc (PLAY) entered into a Letter Agreement with Hill Path
Key Summary: On January 30, 2025, the company entered into a Letter Agreement with Hill Path
Market Cap: $1 billion|
activistcompany
Profile of companies that are targetted by activists
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Third Point Raises Concerns Over Soho House's (SHCO) Take-Private Process
Key Summary: On January 29, 2025, Third Point (9.9%) sent a letter to the Board, stating that the stock
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Forager Capital Management denies its offer was unsolicited and requests that Quipt Home Medical Corp (QIPT) terminate its standstill agreement
Key Summary: On June 4, 2025, Forager Capital Management (9.7%) refuted Quipt’s claim that its $3.10-per-share offer
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Ancora Announces Suspension of Campaign Following President Trump’s Initiation of New CFIUS Review of U.S. Steel’s (X) Sale to Nippon Steel
Key Summary: On January 27, 2025, Ancora Holdings has nominated a new Board slate with Alan Kestenbaum as CEO to
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Biglari Capital Corp. Announces Plans for Engagement with El Pollo Loco Holdings, Inc (LOCO)
Key Summary: On January 27, 2025, Biglari Capital Corp (15%) stated its plans to engage with the Board and management
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Shareholders elected all the company’s director nominees to the Board of Barnwell Industries (BRN)
Key Summary: On January 27, 2021, Barnwell settled with MRMP to re-nominate board representatives. MRMP planned a proxy contest in
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Neuberger Entities and Enviri Corporation (NVRI) reached an agreement to Appoint New Board Candidates
Key Summary: On January 17, 2025, the Neuberger Entities and the company signed a Cooperation Agreement to select two new
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Beaver Hollow Wellness Withdraws Proxy Campaign Following TransDigm Agreement with Servotronics' (SVT)
Key Summary: On January 9, 2025, Beaver Hollow Wellness, led by CEO Paul L. Snyder, nominated four director candidates for
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QXO to Acquire Beacon Roofing Supply for $11 Billion
Key Summary: On January 15, 2025, QXO, Inc. proposed acquiring Beacon Roofing Supply for $124.25 per share, valuing the
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Gate City Capital Management's Proposal for Board Declassification and Annual Elections at Intrepid Potash (IPI)
Key Summary: On January 14, 2025, Gonzalo Avendano of Clearway Capital Management LLC was appointed to the Board following a
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BML Criticizes Aadi Bioscience, Inc (AADI) for Rejecting Kraken’s Offer and Urges Shareholder Rejection of Proposals
Key Summary: On December 31, 2024, BML Investment Partners (9.9%) opposed the proposed PIPE transaction, criticizing the Board for
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Baron Capital Group opposes the proposed "going private" transaction of FIGS, Inc (FIGS)
Key Summary: On December 31, 2024, Baron Capital Group (18%) opposes the proposed "going private" transaction of the
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Sherborne Investors Amends Agreement with Navient Corp (NAVI)
Key Summary: Sherborne Investors Management disclosed a 6.8% stake in March 2022, engaging with the company on capital allocation,
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Mantle Ridge secured three Board seats at Air Products And Chemicals, Inc. (APD)
Key Summary: On November 19, 2024, Mantle Ridge filed proxy materials nominating nine nominees for election to the Board at
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Goodwood Inc. Demands Strategic Overhaul and Board Restructuring at COSCIENS Biopharma Inc (CSCI)
Key Summary: On December 19, 2024, Goodwood Inc. urged the Board to cut excessive R&D spending, adopt a
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180 Degree Capital Corporation (TURN) and Mount Logan Capital complete merger
Key Summary: On December 17, 2024, Marlton Partners criticized TURN’s -37.3% NAV decline since 2017 and a 26%
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GAMCO Charts Path to $1.3 Billion Valuation for Myers Industries (MYE)
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Radoff reaches agreement with Atea Pharmaceuticals, Inc (AVIR)
Key Summary: BML Investment Partners (8.1%) urged the Board on December 13, 2024, to seek a strategic partner or