Rosen: Well-Advised Companies Listen to Activists

The transcript discusses the activism around Dell's M&A in 2013, focusing on Carl Icahn's role and its impact on the company's privatization. It highlights how activism has influenced M&A transactions, with shareholders seeking opportunities to affect deals. The challenges faced during Dell's privatization, including negotiations on voting rules and price adjustments, are detailed. The transcript concludes with an overview of Dell's business evolution post-privatization, including acquisitions, divestitures, and debt management.

What challenges did Dell face after going private in 2013?

In what ways did the computer business perform after the major acquisition and divestitures?