Tag: activist

Three Activist Investor Targets

Three Activist Investor Targets

We recently wrote that “Scale Matters in Tech”. Technology companies that have captured the number 1 or number 2 position within a particular vertical enjoy Economies of Scale including: 1.) automatically getting a seat at the table for sales bakeoffs, 2.) job seekers naturally gravitate toward market leaders, 3.) prospective acquisition targets will find you, … Continue reading Three Activist Investor Targets

7 Rules for Keeping Activist Investors Away

7 Rules for Keeping Activist Investors Away

The following 7 rules apply to public companies across a variety of industries - particularly to Enterprise Software, FinTech and Information Services companies. 1.) Make Your Numbers 2.) Regular, Transparent Investor Communication 3.) Drive Expanding Operating/EBITDA Margins 4.) Don’t Stockpile Cash 5.) Control Waste 6.) Use Debt as a Tax Shield 7.) Board Composition – … Continue reading 7 Rules for Keeping Activist Investors Away