Activist Pitch?
I previously emailed an alum at an activist fund (known, but not well known) with a couple quick ideas, and now I've got an introductory call with one of the analysts there. My idea was a distressed equity (but rallied a lot since I sent the idea). The equity is now more of a break up play. What sort of things would this guy want to hear? I assume the general valuation considerations "I think this segment could be bought by company x for $y millions"?
realistic, probable, and one that has considered all possibilities. They want to hear facts, not the voice of experience, given you have none.
This letter might give you an idea: http://www.prnewswire.com/news-releases/baker-street-delivers-letter-to…. I'm not in the industry and have no idea what they want. Just thought I'd share something interesting that I read.
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