Can Companies Under Anti-Trust Scrutiny Keep The Earnings Growth Coming?
The current wave of antitrust actions against Big Tech represents a significant regulatory crackdown on alleged anti-competitive practices. These lawsuits, spearheaded by the DOJ, require firms to balance legal battles with continued innovation and earnings growth. While these legal actions rarely lead to company breakups, they can be massively disruptive, requiring firms to navigate a complex legal landscape while maintaining their market position.
A&M Managing Director Scott Leonard was recently featured in an article by Benzinga, where he explores the strategies that tech companies must adopt to sustain growth amid challenges. Scott cautioned companies, saying, "Don’t lose sight of your company’s core competencies and innovation during antitrust undertakings, and don’t underestimate the impact of antitrust investigations in distracting focus you need to run your business." Read the full article to discover strategies for balancing legal challenges and fostering business growth.
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Note: This article was written by Scott Leonard, who was an integral member of our Corporate Transformation Services team before his passing. For inquiries regarding this subject matter, please contact Richard Holt.
A&M Activist Alert for Europe | Interim 2026 Report
June 29, 2026
As European corporates navigate economic uncertainty, shifting capital allocation priorities, rapid advances in artificial intelligence and increasing scrutiny of strategic decision-making, shareholder activism continues to evolve. While public campaigns remain an important tool, activist investors are increasingly seeking to influence boards behind closed doors, applying pressure privately while remaining ready to wield the “big stick” of acting publicly when necessary.
European A&M Activist Alert
June 29, 2026
Shareholder activism has become one of the most influential forces shaping corporate strategy, capital allocation and value creation across Europe. In an environment where investors are increasingly willing to challenge management teams and boards, understanding activist priorities has never been more important.
Activist pressure starts with underperformance
June 18, 2026
Shareholder activism is accelerating, and the root cause is consistent: sustained operational underperformance relative to peers. In a feature for CFO.com, A&M Managing Director Ron Orsini outlines a more disciplined path: close performance gaps early, build a credible value creation plan, and retain control of your strategy before activists define it for you.
Jay Frankl and Annie Peabody featured in The Deal’s Activist Investing Today Podcast
June 11, 2026
Jay Frankl and Annie Peabody discuss current M&A activism trends in The Deal’s Activist Investing Today podcast, highlighting insights from A&M’s US Activist Alert (AAA) report.
