Public Markets
Blackwells engages with companies whose stakeholder returns are hampered by governance and/or strategic shortcomings.
We have successfully executed campaigns to enhance boards, sell companies or otherwise pursue a range of strategic alternatives that have generated industry leading returns for tens of thousands of stakeholders.
OUR CAMPAIGNS
May 7, 2024
Disney Pares Streaming Losses, Takes Hit From India Deal
May 6, 2024
Buffett’s Cash Conundrum Is a Warning for Markets, and 5 Other Things to Know Before Markets Open
April 4, 2024
The Takeaways From Disney’s Board Fight with Nelson Peltz
April 3, 2024
Disney Shareholders Officially Reject Nelson Peltz’s Board Bid in Big Win for CEO Bob Iger
April 2, 2024
Disney’s biggest shareholder fight in 20 years will shape the company’s future
March 25, 2024
Blackwells Capital: Nelson Peltz is Not the Change Disney’s Board Needs
March 11, 2024
Blackwells Reveals Failure by Disney to Disclose that ValueAct has Earned Fees from Managing Disney Pension Funds Since 2013
Blackwells Reveals ValueAct's Management of Disney's Pension Funds
March 04, 2024
Blackwells Capital Releases Investor Presentation to its Fellow Disney Shareholders
February 26, 2024
Blackwells Capital Releases its Vision for the Future of Technology at Disney
February 6, 2024
Blackwells Capital Files Definitive Proxy Statement for Disney’s 2024 Annual Meeting and Releases Letter to Fellow Shareholders
Campaign materials are available at:
The Future of Disney.com
July 2, 2024
BRAEMAR HOTELS & RESORTS AND BLACKWELLS CAPITAL ENTER INTO COOPERATION AGREEMENT
May 16, 2024
Monty Bennett survives proxy fight – for now
May 10, 2024
Activist Blasts REIT Buybacks, Hotel Sale During Proxy Fight
May 2, 2024
Activist Files New Proxy Fight In REIT Takeover Attempt
April 16, 2024
Hedge Fund Asks Court To Toss REIT's Suit In Takeover Row
April 14, 2024
Here We Go Again
June 21, 2024
June 17, 2024
Blackwells Highlights Statements from Braemar’s Definitive Proxy Filing
June 11, 2024
Blackwells Calls out More of Mr. Bennett’s Fictions
June 10, 2024
Blackwells Capital Releases Presentation Detailing Continued Buffoonery of Monty Bennett
June 10, 2024
Presentation: The Continued Buffonery of Monty Bennett
May 20, 2024
Blackwells Releases Presentation Exposing Monty Bennett’s Buffoonery
May 20, 2024
Presentation: The Buffoonery of Monty Bennett
May 16, 2024
May 15, 2024
May 9, 2024
Blackwells Exposes the Futility of Braemar’s May 6th Announcement
May 9, 2024
Presentation: Too Little, Too Late
May 7, 2024
Blackwells Comments on Braemar’s Too Little Too Late Shareholder Value Creation “Plan”
May 2, 2024
Blackwells Issues Demand Letter to Braemar Regarding Dallas Express
Blackwells Issues Demand Letter to Braemar Regarding Conflict of Interest
April 10, 2024
Braemar Shareholders Are Being Burned, While Ashford Inc. Enjoys (The) Shade
Blackwells Files Definitive Proxy Statement for Braemar Hotels & Resorts Inc.’s 2024 Annual Meeting
Campaign materials are available at:
No More Monty.com
May 16, 2024
REIT Shareholders Vote Out Chairman Monty Bennett, Board Immediately Reappoints Him
May 16, 2024
Monty Bennett survives proxy fight – for now
May 15, 2024
Latest news: Ashford withstands proxy; Sage adds Missouri boutique; IHG grows in Nepal
May 15, 2024
Waldorf Astoria Washington D.C. Faces Foreclosure
May 15, 2024
Braemar Hotels & Resorts Prevails Against Blackwells Capital’s Ashford Trust Proxy Battle
May 15, 2024
May 8, 2024
Blackwells Releases Second Presentation to Fellow Ashford Hospitality Trust, Inc. Stockholders
May 8, 2024
Presentation: Meet the Shareholder Value Destroyers
May 2, 2024
Presentation: Monty Must Go
May 2, 2024
May 2, 2024
Campaign materials are available at: Monty Must Go.com
June 23, 2023
Blackwells Capital Gives Rationale for GNL-RTL Merger
September 8, 2023
Global Net Lease shareholders approve deal with Necessity Retail
September 7, 2023
Orange Capital Joins Blackwells in Flipping to Yes on REIT Merger
June 6, 2023
AR Global and Blackwells Capital End War Over GNL and RTL
June 5, 2023
Global Net Lease, The Necessity Retail REIT to merge and create $9.6b global net lease REIT
September 5, 2023
June 12, 2023
June 5, 2023
May 22, 2023
May 10, 2023
June 2023
Global Net Lease And The Necessity Retail REIT: A Compelling Combination
April 2023
The Case For Change: Global Net Lease, Inc & The Necessity Retail REIT, Inc
February 2023
Exposing AR Global: Part I
Please check back soon!
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March 19, 2024
Blackwells Eyes Possible IHS Battle Amid Review
January 16, 2024
Africa-focused IHS settles with second-largest shareholder Wendel
MTN affiliate IHS settles shareholder governance dispute
January 17, 2024
IHS Tower settles dispute with second-largest shareholder
December 7, 2023
IHS seeks to scupper rival's deal on MTN Nigeria towers
IHS tower offers MTN Nigeria improved terms to counter deal with American tower
September 13, 2023
Blackwells Eyes IHS Legal Action in Governance Battle
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May 8, 2024
PE Firms Kick Tires on Peloton
May 2, 2024
Peloton CEO Barry McCarthy to Step Down Amid Fresh Layoffs
May 2, 2024
Peloton Tumbles to Record Low After Announcing CEO Exit, Layoffs
October 6, 2022
Blackwells Seeks Peloton Records About Stock Sales
May 5, 2022
Peloton Seeks Minority Investment to Shore Up Business
April 13, 2022
Blackwells Capital Reiterates Its Call for Peloton’s Board to Sell the Company
April 2022
A Further Call to Action: Maximizing Value for Peloton Shareholders
February 8, 2022
Blackwells Capital Continues to Call For Urgent Action at Peloton, Comments on Reported Changes
February 2022
Peloton: A Call for Action
January 24, 2022
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March 21, 2022
Tables Turn in Zell-Portnoy Battle for REIT Supremacy
November 5, 2021
Industrial Logistics Properties Trust Plans to Buy Monmouth Real Estate in $4 Billion Deal
August 31, 2021
Monmouth Holders Reject Bid from Zell’s Equity Commonwealth
August 18, 2021
Investor Blackwells Comes Out Against Sam Zell’s Acquisition of Monmouth
August 17, 2021
Zell’s New Takeover Terms for Monmouth Opposed by Blackwells
September 10, 2021
Blackwells Comments on Results of Monmouth Real Estate Investment Corp. Special Meeting
August 6, 2021
Blackwells Capital Issues Investor Presentation Opposing Monmouth's Sale to Equity Commonwealth
August 5, 2021
Blackwells Capital Opposes Monmouth Sale to Equity Commonwealth
April 19, 2021
Blackwells Files Preliminary Proxy Statement Nominating Four New Directors for Election at Monmouth’s 2021 Annual Meeting
August 2021
STILL Vote Against Monmouth's Merger with EQC
August 2021
Vote Against Monmouth's Merger with EQC
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August 9, 2021
U.S. private equity giant Blackstone to buy Canada’s WPT Industrial REIT for US$3.1-billion
Blackstone to buy Canada's WPT Industrial REIT for $1.86 billion
Blackstone to Buy WPT Industrial in $3.1 Billion Deal
Blackstone buying WPT Industrial in $3B deal
March 30, 2021
WPT Industrial Contributes $370M Portfolio to New JV
March 29, 2021
WPT Industrial Partners With IMCO on US Joint Venture
October 20, 2021
Blackstone Real Estate Income Trust Completes Acquisition of WPT Industrial Real Estate Investment Trust
October 13, 2021
WPT Industrial Real Estate Investment Trust Receives Court Approval for Arrangement with Blackstone Real Estate Income Trust
January 2021
Blackwells Capital WPT Presentation
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February 27, 2020
Blackwells Capital Calls Upon Colony Credit to Respond to Blackwells’ Letter
February 7. 2020
Colony Credit Real Estate, Inc.'s Strategic Direction and Mismanagement
December 9, 2019
Blackwells Capital Issues Open Letter to Colony Credit Board of Directors in Response to Value Destruction and Mismanagement
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July 21, 2021
Tom Barrack Wore Many Hats. Now Indictment Hangs Over His Head
March 30, 2021
Colony Capital’s Barrack Steps Down as Executive Chairman
March 29, 2020
Colony Capital Settles Dispute With Investor
March 27, 2020
Activist Spotlight: Insurgencies to Head Backstage
March 20, 2020
Activist Blackwells settles with Colony, creates venture to buy stock
Blackwells Reaches Colony Deal After CEO Accelerates Departure
March 14, 2020
Colony Capital’s value suffers from stock market turmoil
March 20, 2020
Colony Capital Reaches Cooperation Agreement with Blackwells Capital
March 5, 2020
November 26, 2019
February 11, 2019
Colony Capital, Inc. Announces Corporate Governance Enhancements
November 2018
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April 29, 2014
Alliance Battles to Save Fannie and Freddie
April 9, 2014
Nader Seeks Fannie Mae Value in Push Aiding Hedge Funds
Fannie Mae, Freddie Mac shareholders rail against measure to dismantle two firms
Fight over Fannie and Freddie’s profits intensifies
April 7, 2014
Pressure grows for Fannie Mae and Freddie Mac wind-down
February 19, 2014
People Really Didn't Like Fannie Mae and Freddie Mac
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Amicus Brief
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September 18, 2018
Behind United Natural's Purchase of Activist-Targeted SuperValu
July 31, 2018
In Brief: Blackwells Settles With SuperValu After it Agrees to Sell itself
July 26, 2018
United Natural Buys SuperValu in Deal Sought by Aintabi
July 25, 2018
Blackwells Targets SuperValu's Cerberus Deal
July 24, 2018
Supervalu Accused by Investor of Snubbing Buyout Interest
July 31, 2018
SUPERVALU Announces Agreement with Blackwells Capital
July 24, 2018
July 18, 2018
Blackwells Comments on Supervalu Board Continuing to Ignore Its Disastrous Record
July 9, 2018
Blackwells Mails Definitive Proxy Materials to Supervalu Shareholders
February 2018
Save SuperValu
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