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King Street caps redemptions from flagship fund
Move highlights growing focus on investor liquidity and fund stability. King Street Capital Management has introduced restrictions on investor withdrawals from its flagship hedge fund as the credit-focused investment firm works to improve performance following a challenging period. The move is intended to preserve stability and provide portfolio managers with greater flexibility to execute a turnaround strategy without the pressure of significant capital outflows, according t
2 days ago


Lionsgate Studios draws takeover interest
Potential bidders target valuable film franchises amid media consolidation. Lionsgate Studios is exploring a potential sale after attracting takeover interest from French media groups Bolloré and Banijay, highlighting the accelerating consolidation across the global media industry. Lionsgate has engaged an investment bank to evaluate inbound interest, according to a Reuters report citing people close to the matter, although discussions reportedly remain at an early stage and
3 days ago


Workspace ramps up asset sales ahead of Saba showdown
Accelerating portfolio changes could offset urgency of Saba’s demands. Workspace Group has expanded its property disposal program as it prepares for a shareholder vote on activist investor Saba Capital's proposals, suggesting the UK office landlord is taking steps to address investor concerns ahead of a pivotal boardroom showdown. The company said it currently has more than GBP200 million ($268.9 million) of assets on the market and is considering selling a further GBP100 mil
3 days ago


Uber nears Delivery Hero takeover
Proposed deal could reshape competition in global food delivery. Delivery Hero has confirmed it is in advanced negotiations with Uber Technologies over a potential takeover, marking a major step toward what could become one of the largest transactions in the global food delivery sector. The German delivery group said discussions are ongoing and cautioned there is no certainty that a formal offer will be made, according to a Bloomberg report. The negotiations follow months of
4 days ago


ARC shareholders back Shell takeover
Near-unanimous vote moves Shell closer to its largest acquisition in a decade. Shareholders of Canadian natural gas producer ARC Resources have overwhelmingly approved Shell's $16.4 billion acquisition of the company, clearing one of the final major hurdles before the landmark energy deal can close. The transaction was supported by 99.54% of votes cast at the special shareholder meeting, according to a press release, signaling broad investor backing for the acquisition despit
4 days ago


SEC tightens activist investor disclosure rules
The guidance follows a similar push from Japanese regulators. The U.S. Securities and Exchange Commission (SEC) has issued new guidance requiring activist investors to disclose more information about the clients behind their campaigns, marking a significant shift in the transparency requirements governing shareholder activism. The guidance clarifies that activist investors filing Schedule 13D ownership reports and proxy materials may be required to identify clients who provid
4 days ago
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In-Depth & Analysis


The next risk for AI investors isn’t tech, it’s litigation
Key takeaway: Legal battles may reshape AI economics more than investors currently anticipate. For the past three years, the investment case for AI has largely revolved around which developer could build the most powerful models. Investors have poured hundreds of billions of dollars into companies developing AI chips, cloud infrastructure, large language models, and enterprise software, with the global AI market forecast to hit $540 billion in 2025, according to Grand View Re
Jul 3


Ashland: Activist pressure prompts M&A rumors
Activists target Ashland as investors question value of its transformation.
Jun 26


M&A Activism: The year of the corporate breakup
Activists are increasingly acting as architects of corporate structure rather than monitors of corporate performance.
Jun 18
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