The Deal by S&P Global

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The Deal by S&P Global episodes

July 29, 2020 Behind The Buyouts: VMG Partners Embraces Diversity
Cassie Nielsen and Wayne Wu of VMG Partners talk about the role of diversity at their firm and in middle-market deal-making for their consumer-oriented portfolio companies. While women make most of the purchasing decisions in the sector, they still occupy less than 50% of the boards of consumer companies.
23 min
July 23, 2020 Drinks With The Deal: Simpson's Alan Klein
Simpson's Alan Klein discusses his stint in London in the late 1990s, his work for Microsoft and Tyco and his passion for films and books on the latest episode of the Drink With The Deal podcast.
30 min
July 16, 2020 Activist Investing Today: Axler On Forescout and Forensics
Ben Axler, the activist shortseller behind Spruce Point Capital Management, offered a behind the scenes look at two campaigns and his investigative approach to companies, which includes running background checks on executives and directors as well as working with private investigator partners.
21 min
July 09, 2020 Drinks With The Deal: Sidley's Dan Clivner
Sidley's Dan Clivner discusses lateral hiring, building a PE practice in Los Angeles and law firm diversity in the Drinks With The Deal podcast.
26 min
June 26, 2020 Behind the Buyouts: Great Hill Re-Ups on Wayfair Amid Uncertainty
Great Hill Partners co-founder and managing partner Christopher S. Gaffney says the public markets got the valuation of online home products retailer Wayfair all wrong during Covid-19 stock market swoon earlier this year. So, the PE firm teamed up in April with two other private investors to buy $535 million in senior notes in Wayfair, convertible at $72.50 a share, at a time when the stock was trading at about $50. Now, three months later, Wayfair is trading at more than $200 a share.
18 min
June 25, 2020 Drinks With The Deal: Kirkland's David Fox
David Fox discusses building an M&A practice at Kirkland & Ellis, his friendship with Joe Flom and his plans for the next phase of his career in the Drinks With The Deal Podcast with David Marcus.
28 min
June 18, 2020 Drinks With The Deal: Author Chase Purdy
Chase Purdy discusses his new book "Billion Dollar Burger: Inside Big Tech’s Race For The Future of Food", in which he describes the effort to produce cell-cultured meat on a commercially viable scale.
26 min
June 09, 2020 Activist Investing Today: CII's Bertsch on Pills, Virtual Meetings
Ken Bertsch, the executive director of the Council of Institutional Investors speaks with The Deal for its Activist Investing Today podcast about why he thinks 5% threshold poison pills are an 'extraordinary statement of weakness' on the part of the company adopting them. Bertsch also talks about virtual meeting shenanigans and universal proxy cards.

26 min
June 04, 2020 Drinks With The Deal: Author Sarah Frier
Sarah Frier, the author of the new book 'No Filter: The Inside Story of Instagram' and a technology reporter for Bloomberg, talks about how the app’s co-founder Kevin Systrom was able to succeed for so long after Facebook purchased his startup and what he might do next. She also discussed the elements of good design in the smartphone era and how regulators should approach tech M&A.
28 min
May 29, 2020 Activist Investing Today: AVI’s Bauernfreund on Japan Insurgencies
Joe Bauernfreund, manager of a $1 billion sometimes activist U.K. fund Asset Value Investors, discussed why he may start submitting shareholder proposals at Fujitec’s annual meeting in 2021 if it doesn’t consider divesting stakes, buy back shares, set up board subcommittees or perform a strategic review.
19 min

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The Deal by S&P Global podcast network brings The Deal’s award winning coverage in M&A, activist investing, private equity and restructuring to your airwaves. With a suite of offerings,…