Activists are moving fast — and they’re targeting boards that haven’t taken action.
Elliott and Cevian just launched a campaign at HPE. On paper, it’s about AI.
The real issue? Stagnation.
— A sprawling business, hard to steer
— Governance lagging behind market demands
— Performance trailing more adaptive peers
This is exactly what we watch for at Eagle Talon.
Boards that don’t move eventually get moved.
And leadership that dodges pressure usually ends up under it.
We don’t just study companies.
We look at who’s driving — and whether they can navigate what’s next.
When leadership stalls, activists often start circling.
And that’s where opportunity often shows up.