January 6, 2025

A&M Activist Alert

Our latest A&M Activist Alert (AAA) report reviews 2024 activism across Europe and provides an outlook for 2025 and into 2026.

In 2024, shareholder activism varied across major European markets. The UK led with 59 campaigns, followed by Germany with 38. While UK campaigns remained steady year-on-year, Germany experienced a slight decline (59 and 41 campaigns, respectively, in 2023).

Looking ahead to 2025, geopolitical turmoil and international trade challenges will likely create corporate winners and losers. Companies struggling to navigate these pressures will attract activist attention. With corporate valuations remaining low, activists will have more opportunities to advocate for value-creating actions.

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Whilst we do not publicly release individual company predictions, we would be delighted to discuss specific AAA modelling and analysis for any particular corporate with a senior member of the company.

Arrange a personalised de-brief with the A&M team by contacting a member of our team in your local region.

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Previous Reports

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