Contrarian Corpus
Elliott Management vs. American Capital, Ltd.

American Capital, Ltd. · ACAS

1 deck published between 2015-11-16 and 2015-11-16 — 34 pages, 34 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-11-16 proxy fight

    2015 11 Elliott American Capital Presentation Nov 2015

    34pp · full_deck

    American Capital trades at 71% of NAV under a long-tenured board; Elliott urges shareholders to reject management's self-entrenching spin-out and force a strategic review for 24-63% upside.