Adam Pollack

Partner

Speaker

Joele Frank

Adam provides strategic counsel and communications support to Boards of Directors and management teams facing complex, high-profile corporate events, including mergers or acquisitions, proxy contests, executive leadership changes, and crisis situations:

Mergers & Acquisitions
Assignments include: Juniper Networks in its pending sale to HPE; Consolidated Communications in its pending sale to Searchlight and BCI; Coupa Software in its sale to Thoma Bravo; Citrix in its sale to Vista Equity Partners and Evergreen Coast Capital; Johnson & Johnson in its spinoff of Kenvue; Aptiv in its acquisition of Wind River; At Home in its go-private transaction with H&F; Umpqua Holdings in its merger of equals with Columbia Bank; Costar in its proposed acquisition of CoreLogic; Teladoc Health in its acquisition of Livongo; Bristol Myers Squibb in its acquisitions of Celgene, Karuna Therapeutics, RayzeBio and Mirati Therapeutics; Fiserv in its merger with First Data; CenturyLink’s merger with Level 3; Agrium and PotashCorp in their merger of equals; Anbang Insurance Group on its unsolicited offer for Starwood Hotels; Norfolk Southern on its successful defense against Canadian Pacific; ACE in its acquisition of Chubb; Depomed on its successful defense against Horizon Pharma; Time Warner on its successful defense of 21st Century Fox; Verizon Communications on its agreement to acquire Vodafone’s interest in Verizon Wireless; and US Airways on its successful merger with American Airlines.

Shareholder Activism
Recent public assignments include: Crown Castle (Elliott), Argo Insurance in its successful defense against Capital Returns; SpartanNash in its successful defense against Macellum and Ancora; Apartment Investment and Management Company (Land & Buildings); Pernod Ricard (Elliott); Bed Bath & Beyond (Legion, Macellum, Ancora); Procter & Gamble (Trian); DuPont on its successful defense against Trian, AOL in its successful defense against Starboard; Avon (Barington); Buffalo Wild Wings (Marcato); Darden (Starboard and Barington); Depomed (Starboard); Emulex (Starboard and Elliott); Herbalife (Pershing Square); Hertz (Carl Icahn); Lowe’s (Bill Ackman and DE Shaw); Newell Brands (Carl Icahn and Starboard); and Sony (Third Point).

Crisis Preparedness and Communications
His assignments include defense against short sellers, data breaches, financial restructurings changes in strategic direction, facility closures and workforce reductions, litigation, regulatory inquiries and unplanned leadership changes.

Investor Relations and Public Relations
He works closely with senior management and outside financial and legal advisors to develop and enhance clients’ IR and PR programs, including quarterly earnings preparation, investor days, and outreach programs to strengthen relationships with key Wall Street opinion makers.

In 2018, Adam received a “Rising PR Star” award from PR News, which recognizes the top professionals in the public relations field for their contributions to the industry and accomplishments in helping organizations achieve their communications goals. Adam joined Joele Frank in 2011. Previously he worked at KCSA Strategic Communications. He received a BBA from the University of Wisconsin-Madison School of Business.

9:35 AM - 10:05 AM

Thursday March 21, 2024

Universal Proxies, 13D and Size Matters - Legal Perspectives on Activism

  • Key facts to understand about Schedule 13D filings
  • Universal proxy rules and how they lower procedural hurdles for activists
  • Board size, short attacks, and other important legal perspectives on activism