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.
In this episode, Don Antonucci, President and CEO of Providence Health Plan joins A&M Healthcare Industry Group's Craig Savage and Mike Epstein to share how health plans can maintain stability while delivering value to members.
Across the telecommunications sector, AI investment is accelerating — but enterprise value is not keeping pace. In our latest analysis, A&M's Telecommunications & Digital Infrastructure practice examines why: the domains that offer the greatest AI opportunity are consistently the same domains with the most fragmented data, the highest system complexity, and the greatest deployment risk.
