几位曾指导AT&T(T.N)和宝洁公司(PG.N)等蓝筹股公司应对包括埃利奥特投资管理公司在内的激进投资者发起的董事会之争超过二十年的顾问,正在创立一家代理权征集和公司治理公司。
Several advisers who have guided blue-chip companies including AT&T (T.N) and Procter & Gamble (PG.N) for more than two decades in boardroom fights with activists including Elliott Investment Management are launching a proxy solicitation and corporate governance firm.
这四位创始人告诉路透社,Senpoint Partners将重聚来自知名竞争对手Morrow & Co、Sodali & Co、D.F. King和MacKenzie Partners的前高管,就董事会席位归属、企业并购等敏感热点问题,为公司和对冲基金提供咨询。
Senpoint Partners will reunite former top executives from prominent rivals Morrow & Co, Sodali & Co, D.F. King and MacKenzie Partners to advise companies and hedge funds on hot-button issues ranging from who sits on boards to corporate mergers, the four founders told Reuters.
银行家和律师表示,总部位于纽约的这家新公司可能会撼动关系紧密的代理权征集行业,正值激进投资者施加的压力增大、交易环境火热,导致公司需要加强与股东的沟通、进行投票预测建模和追踪收益回报之际。
The New York-based firm could shake up the tight-knit proxy solicitation industry at a time when more pressure from activist investors and a booming dealmaking environment are requiring increased outreach to shareholders, modeling of vote projections and tracking of returns, bankers and lawyers said.
Senpoint的创始合伙人包括:曾任Morrow & Co首席执行官的Ron Knox;曾任D.F. King并购与激进投资应对主管的Ed McCarthy;曾任Sodali & Co并购与激进投资咨询联席主管、MacKenzie Partners前董事总经理的Paul Schulman;以及受过法律训练、曾任职于韦尔·戈特夏尔律师事务所、并担任过Sodali & Co散户股东咨询主管的Geoffrey Weinberg。
Senpoint's founding partners are: Ron Knox, a former CEO at Morrow & Co; Ed McCarthy, the former head of M&A and Activism at D.F. King; Paul Schulman, the former co-head of M&A and Activism Advisory at Sodali & Co and a former managing director at MacKenzie Partners; and Geoffrey Weinberg, a trained lawyer who previously worked at law firm Weil Gotshal and is the former head of retail shareholder advisory at Sodali & Co.
他们表示,将于下周一开始工作,届时下一个代理权征集季将拉开帷幕。
They said they will begin work on Monday as the next proxy season gets underway.
两位知情人士透露,另一位资深顾问Michael Verrechia曾与Schulman共同担任Sodali & Co并购与激进投资咨询联席主管,将在其职业限制期结束后于1月加入。Verrechia暂未回复置评请求。
Michael Verrechia, another leading adviser who was co-head with Schulman of M&A and Activism Advisory at Sodali, will join in January after his working restrictions end, two people familiar with the matter said. Verrechia did not immediately respond to a request for comment.
同样出身MacKenzie Partners的Sam Geoffroy将领导Senpoint的股票监控业务,该业务追踪购买公司股票和衍生品的投资者,往往是可能发起激进投资行动的早期预警信号。
Sam Geoffroy, also a MacKenzie alumnus, will lead Senpoint's stock surveillance operation, which tracks investors buying company shares and derivatives, often an early warning for a possible activist campaign.
这家新公司将与老牌代理权征集机构Innisfree M&A、Okapi Partners和MacKenzie展开竞争。
The new firm will compete with established solicitors Innisfree M&A, Okapi Partners and MacKenzie.
“这是一支经验丰富的团队,兼具征求委托书经验以及法律和金融背景,”律师事务所Paul Hastings全球并购联席主席Eduardo Gallardo表示。“随着活动如此频繁,还有空间让另一家顶尖公司进场竞争。”
"This is a proven team that combines experience in solicitation with legal and financial backgrounds," said Eduardo Gallardo, global co-chair of Mergers and Acquisitions at law firm Paul Hastings. "With so much activity going on, there is room for another top-notch firm to come in and compete."
Knox、Schulman和McCarthy在1980年代共同开启职业生涯,2017年亿万富翁投资者Nelson Peltz争取宝洁公司一个董事会席位,引发了一场被称为“蛇坑”的激烈票数重新计算,该团队(包括Weinberg)正是在那时变得关系紧密。
Knox, Schulman and McCarthy started their careers together in the 1980s, and the group, including Weinberg, became close when the men were involved in a bitter vote recount, called a "snake pit," after billionaire investor Nelson Peltz pushed for one board seat at Procter & Gamble in 2017.
“我们能够从彼此的经验中学习,并利用包括人工智能在内的最新技术,从零开始建立了一套股权监控系统,”Schulman在接受采访时表示。“因此我们不依赖传统系统和做法。”
"We are able to learn from each other's experiences and have built a stock surveillance system from the ground up with the latest technologies, including AI," Schulman said in an interview. "So we're not relying on legacy systems and practices."
联合创始人Ed McCarthy表示,Senpoint合伙人以过往的行动主义和高调并购工作闻名,目前许多并购投票都面临挑战。他称,在Senpoint,公司将与各种规模的企业合作。
Co-founder Ed McCarthy said Senpoint partners are known for their past activism and high-profile M&A work where many merger votes are now being challenged. At Senpoint, he said, the firm will work with companies of all sizes.