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Campaigns / JANA Partners → The McGraw-Hill Companies
JANA Partners vs. The McGraw-Hill Companies

The McGraw-Hill Companies · MHP

1 deck published between 2011-08-22 and 2011-08-22 — 53 pages, 53 analysed slides total.

initial thesis

Timeline

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

  1. 2011-08-22 initial thesis

    2011 08 JANA Partners McGraw Hill Presentation Aug 2011

    53pp · full_deck

    McGraw-Hill's conglomerate structure masks four independently attractive assets; separating MH Education, Information & Media and the S&P Index business plus an accelerated buyback unlocks ~60% upside to ~$65.