Senior Director, Shareholder Activism and Contested M&A
Core
Lead engagements with C-suite executives and boards to address capital markets challenges, including shareholder activism defense and contested M&A situations.
Role type
Senior Director, Shareholder Activism and Contested M&A
Builds
Defense strategies for shareholder activism and contested M&A; capital allocation frameworks; investor engagement tactics.
Domain
Capital Markets / Corporate Strategy / M&A
Deliverable
client delivery
Required skills
Equity analysis, valuation dynamics, investor behavior understanding, financial modeling, Excel, PowerPoint, FactSet, Bloomberg, CapIQ, C-suite communication, board advisory, crisis management, strategic planning.
Preferred skills
CFA designation, private equity background, corporate finance experience, sector-specific expertise.
Technologies
Excel, PowerPoint, FactSet, Bloomberg, CapIQ
Responsibilities
Assess shareholder activism risk and develop preparedness strategies; build and execute defense strategies in live activism situations; advise on board composition and governance; conduct equity analysis and investor perception studies; prepare management for high-visibility corporate events; advise on capital allocation frameworks.
Seniority
Senior Director, hands-on IC with leadership responsibilities
