Contrarian Corpus
Starboard Value vs. Magellan Health, Inc.

Magellan Health, Inc. · MGLN

1 deck published between 2019-02-22 and 2019-02-22 — 9 pages, 9 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. 2019-02-22 proxy fight

    2019 02 ex1todfan14a06297258_022119

    9pp · letter

    Magellan destroyed $700M of value through failed acquisitions and three 2018 guidance cuts; Starboard's six-director slate will overhaul the board and run a parallel sale process at peer multiples.