The Deal

With more players willing to get involved and dealmaking optimism rebounding, 2025 is likely to be 'very busy' for shareholder #activism, Barclays Investment Bank's Jim Rossman tells Jean Haggerty. https://lnkd.in/eNJCrsHT

Happy 2025! Graham Partners, which acquired third-generation family-owned company Tulkoff Food Products, Inc. in October, plans on making significant investments in R&D to drive growth, Kylie Kirschner writes. See what Graham Partners managing principal Andrew Snyder and company president Philip Tulkoff told her: https://lnkd.in/ehN4EwY8 #PrivateEquity

Federal Trade Commission Chair Lina Khan's decision on whether to exit the agency before Trump takes office or stay as a commissioner could influence the timing and fate of transactions, David Hatch writes. #regulation #antitrust https://lnkd.in/eRnU3PHm

Activist fund managers typically look at company annual meeting schedules to time certain aspects of their campaigns to optimize pressure and outcomes, Ronald Orol reports. #activism https://lnkd.in/ebT3jN-Z

WW International's WeightWatchers brand has lost steam as its credit rating continues to plummet, but its name may ultimately be its most coveted asset, Conner Searfoss writes. #restructuring https://lnkd.in/eMmpHmCz

Read David Marcus' Deal Diary for all the advisers on Cable ONE's agreement for the right to buy the 55% of Mega Broadband Investments LLC that Cable One doesn't already own from GTCR LLC for $1.5 billion to $1.7 billion. Cravath, Swaine & Moore LLP's Joe Zavaglia represents Cable One, and Kirkland & Ellis' Mark Fennell is counsel to GTCR. #PrivateEquity https://lnkd.in/eZDxXBgB

Check out David Marcus' Deal Diary for all the advisers on Elliott Investment Management L.P.'s acquisition of a majority stake in American Greetings from Clayton, Dubilier & Rice. Debevoise & Plimpton's Uri Herzberg is counsel to CD&R, and Davis Polk & Wardwell LLP's Michael Gilson represents Elliott. #PrivateEquity https://lnkd.in/ebC_Yiev

Listen to the latest Drinks With The Deal #podcast with David M., where John Bessonette, a partner at Kramer Levin Naftalis & Frankel LLP in New York, talks about how he developed a practice that includes both M&A and #restructuring and his firm's pending merger with Herbert Smith Freehills. https://lnkd.in/ewJf6jDh

Listen to the latest Activist Investing Today #podcast with Ronald Orol, where Stephen L. Brown, senior adviser and managing director at KPMG's Board Leadership Center, covers topics including why he thinks there could be unintended consequences to new limits on #activist shareholder proposals. #activism https://lnkd.in/efnkHeR2

The incoming administration won't adopt derivatives disclosure rules targeting activists, though expect the commission to get more involved in proxy contests and figuring out ways to discourage shareholder proposals, Ronald Orol says. #activism #regulation https://lnkd.in/emJ-CR29