Author Archives: Tarik Samman

Private Equity—2024 Review and 2025 Outlook

After a two-year decline in private equity activity, 2024 witnessed a rebound in both private equity acquisitions and exits, though volumes were still well below pandemic-era levels. Total announced global private equity deal volume increased 22%, from $1.3 trillion in 2023 to $1.7 trillion in 2024. Many of the headwinds that private equity M&A faced […]

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Weekly Roundup: January 17-23, 2025

Should SEC Revisit Executive Security Perquisite Disclosure? Posted by Brad Goldberg, Alessandra Murata, and Michael Bergmann, Cooley LLP, on Friday, January 17, 2025 Tags: CEO, Executives, SEC, Security, UnitedHealth ESG and Sustainability Insights: 10 Things That Should Be Top of Mind in 2025 Posted by Paul Davies and Betty Huber, Latham & Watkins LLP, on […]

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The Economics of Net Zero Banking

In recent years, the banking sector has witnessed a significant shift, with banks representing 41% of global banking assets voluntarily committing to aligning their portfolios with a decarbonizing, net zero economy. Even banks without net zero commitments are pursuing investments in low emissions transitions. This trend raises important questions about the economics behind these commitments […]

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Compensation Season 2025

Stock indices reached record highs in 2024 as the Federal Reserve stayed the course for a soft landing, reducing inflation, while simultaneously preserving a strong labor market. At the same time, increased regulatory vigilance and a rise in global political instability resulted in a year-over-year decline in larger merger transactions. With a new administration entering […]

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Voting on Voting Rights: How the World’s Largest Investors Sanction Companies with Unequal Voting Rights

It is a cornerstone of the capitalist model that shareholders at companies should have a voice in proportion to their economic ownership: “one share, one vote”. This ability to effectively scrutinise, challenge and hold companies to account is a crucial part of shareholder democracy and good corporate governance, and research shows that, ultimately, it drives […]

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Insider Trading in Connected Firms during Trading Bans

There is an extensive body of studies that documents that corporate insiders with access to insider information are able to earn abnormal returns by trading their firms’ shares. Insiders’ sales and purchases are considered by the market to be important signals about a firm’s prospects such that those trades are often followed by other market […]

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Mergers and Acquisitions—What Awaits in 2025?

After a relative low in global M&A in 2023, the past year witnessed a moderate uptick as the pandemic receded further into the rear-view mirror, the U.S. economy stabilized, inflation declined (albeit with some renewed concern toward the end of the year), financing markets brightened, albeit modestly, and equity markets climbed ever higher. Global M&A […]

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2024 Review of Shareholder Activism

Observations on the Global Activism Environment in 2024 Global Campaigns Remain Robust as U.S. and APAC Drive Activity Levels 243 campaigns mark the highest total since 2018’s record of 249 campaigns The post-pandemic (2022-2024) period has been the busiest three-year period for activism on record, with an average of 236 campaigns per year, vs. a […]

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The Political Carbon Cycle

Democrats and Republicans strongly disagree about climate policy. How does this disagreement influence the greenhouse gas emissions of private-sector firms? In a recent paper, I argue that the political affiliation of U.S. state governors has a surprisingly large effect on the polluting activities of public companies. Combining a hand-collected dataset tracking the careers of U.S. […]

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Practice Points Arising from Albertsons’ Claims Against Kroger for Breach of their Merger Agreement

On December 10, 2024, two courts, on antitrust grounds, enjoined the planned $24.6 billion merger pursuant to which Kroger was to acquire Albertsons. After the injunctions were issued, Albertsons terminated the parties’ Merger Agreement and filed suit against Kroger in the Delaware Court of Chancery. Albertsons alleges that, post-signing, Kroger had a case of buyer’s […]

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