Contrarian Corpus
Elliott Management vs. BMC Software

BMC Software · BMC

1 deck published between 2012-05-31 and 2012-05-31 — 72 pages, 72 analysed slides total. Outcome: won.

proxy fight

Timeline

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

  1. 2012-05-31 proxy fight

    2012 05 Elliott BMC Software Presentation May 2012

    72pp · full_deck

    BMC's strong assets are trapped under an unengaged board and CEO Beauchamp who keeps missing his own targets; electing Elliott's four tech nominees opens a sale and long-overdue value.