In 2026, proxy contests in M&A are shaping up as a five-year high in deal-related activism, and settlements now dominate… Read More »Proxy Contest in M&A: Case Study of 2025–2026 Battles between Company A and Company B
I would say that a Key Employee Retention Plan (KERP (sector-specific retention plan for key employees during M&A (defined in… Read More »KERP in M&A: Case Study of Two Real Companies
Roll-up strategy in M&A aims to turn many small, fragmented players into a larger, efficient platform through add-ons. It is… Read More »Roll-Up M&A: A 2-Company Case Study with 3+ Acquisitions
Shareholder rights plans, or poison pills, are defensive tools companies use in M&A to slow down or deter hostile bids.… Read More »Shareholder Rights Plans: Case Study Between Real Companies
You want a straight read on go-shop clauses, not fluff. Here’s the practical view from Angie Reed here. A go-shop… Read More »Go-Shop Clauses in M&A: Case Study Insights
The Hart-Scott-Rodino Act (HSR) serves as the premerger gatekeeper for large deals, and in 2025 the thresholds rose again, so… Read More »HSR Overview: Case Study of Two Real Companies
The antitrust filing process in M&A isn’t a hidden lever; it’s a gate that can shape deal structure, timing, and… Read More »Antitrust Filing in 202X M&A: Case Study
Discounted cash flow remains the backbone of valuing target companies in M&A, but you must move beyond blank spots in… Read More »DCF in M&A: Case Study of Two Real Firms
Anti-dilution provisions in M&A aren’t just buzzword issues; they are guardrails that shape deal risk, pricing, and governance long after… Read More »Anti-Dilution in M&A: Case Study of Two Firms
Working capital peg in M&A is a negotiated benchmark that shifts value after close and signals how clean or messy… Read More »Working Capital Peg: Case Study of Two Firms
Reverse breakup fees have shifted from a niche protection tool to a standard feature in many deals, and today’s numbers… Read More »Reverse Break-Up Fees: Case Study Comparison (Real Companies)