Brad helps clients identify and proactively address potential points of conflict with shareholders which an activist might otherwise exploit. His client work begins with developing outside-looking-in assessments on capital allocation, operating efficiency, M&A, and other key issues, then moves to working with internal client teams to develop new investor-facing materials and, as appropriate, to engage proactively with shareholders and proxy advisors, to help “close the gap.”
He has advised clients facing activist campaigns for board seats, including Disney’s defense against Trian, Huntsman’s defense against Starboard, Alexion’s defense against Elliott, and LivePerson’s defense against Starboard. He has also advised on contentious or contested transactions including Bristol-Meyers Squibb’s acquisition of Celgene, Anadarko’s defense against a hostile bid from Occidental, Goldfield’s acquisition of Yamana Gold, Spirit Airlines’ defense against a hostile bid from JetBlue, and Digital Realty’s acquisition of Interxion.
Prior to joining SGA, Brad was a Senior Vice President in the Shareholder Activism Defense practice at Ernst & Young. He began his career at KeyBanc Capital Markets, working in the investment banking, finance, and credit risk divisions before joining the Equity Research group to cover Industrials. He holds a B.B.A. in Economics from Loyola University New Orleans and an MBA from EDHEC Business School in France.
