M&A Activism in 2026
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Join Diligent Market Intelligence's Josh Black, together with representatives from Campaign Management, Morgan Stanley and Kirkland Ellis for a timely webinar on M&A activism.
This engaging session will delve into how activists are transforming the dealmaking landscape, while highlighting the latest tactics both investors and issuers are adopting to stay ahead. With real world examples and practical takeaways from seasoned professionals, the webinar will help listeners better understand this rapidly evolving topic.
Speakers:
Josh Black, Editor in Chief, Diligent Market Intelligence
Michael Fein, Founder & CEO, Campaign Management
As Founder and Chief Executive Officer of Campaign Management, Michael Fein is a leading advisor to clients seeking shareholder support in corporate elections and leverages more than 30 years of Wall Street experience
to drive successful outcomes.
Michael adds significant value through the unique insight and perspective gained from his extensive buy-side experience.
This background provides both a deep appreciation for the factors that influence shareholder voting as well as strong relationships with decision makers at leading institutions.
Having advised on hundreds of shareholder meetings, Michael is fluent in proxy logistics, current on the latest regulatory developments, and has in-depth knowledge of institutional and proxy advisor voting guidelines- enabling him to devise and execute the most effective campaign
strategies.
Shaun Mathew, Partner, Shareholder Activism & Hostile Takeover Defense, Kirkland & Ellis
Shaun is a corporate partner and a leader of the Firm’s Shareholder Activism & Hostile Takeover Defense practice, which was recognized by its peers as the #1
activism defense law firm practice in 13D Monitor’s 2025 qualitative league tables.
Shaun is recognized as one of the 500 leading lawyers in America across all practice areas by Lawdragon (the only activism lawyer on the list), and as among the top lawyers for activism and takeover defense by Chambers USA and The Legal 500 US.
David Rosewater, Managing Director, Investment Banking Division, Morgan Stanley
David Rosewater has served as the Global Head of Shareholder Activism and Corporate Defense at Morgan Stanley since July 2015.
During his tenure, David has advised numerous companies in high-profile defense engagements including Southwest’s proxy contest vs.
Elliott, Norfolk Southern’s proxy contest vs.
Ancora, 7&i’s proxy contest vs.
ValueAct, Box’s proxy contest vs.
Starboard, ADP’s proxy contest vs.
Pershing Square, P&G’s proxy contest vs.
Trian, and General Motors’ proxy contest vs.
Greenlight.
Prior to joining Morgan Stanley, David was a Partner in the M&A Group at Schulte Roth & Zabel and the Co-Head of Schulte Roth’s Global Shareholder Activism Practice, where he advised many of the top activists, including Elliott, Trian and JANA.
David was recognized as a leading mergers & acquisitions attorney by The Legal 500 United States and in 2014 as “Dealmaker of the Year” by The American Lawyer for his work on some of the fiercest shareholder activism campaigns and proxy contests in the market.
David received a B.A.
from the University of Michigan (with distinction) in 1992 and a J.D.
from New York University School of Law (cum laude) in 1995.
