You Snooze, You Lose

If you’re like me, you likely expected the 2010 proxy season to be much more combative than it is shaping up to be. For the most part, it was eerily quiet despite what seemed to be ideal conditions for activists to assert/insert themselves - from lingering depressed valuations to hoarded cash on the balance sheet, among other things.

My colleagues and I recently spent some time sorting through what’s already occurred this current proxy season with an eye towards preparing for 2011. Our thoughts on the subject can be found here.

Be curious to know how this lines up with your experience in 2010 or expectations for 2011.

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