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Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

The Acquirers Podcast

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Constructivist Investing and Corporate Dynamics

This chapter explores the significance of constructivist investing and the role of ownership representation on corporate boards, illustrated through a successful case in the European defense industry. It examines the complexities of ownership structures and their influence on performance metrics, emphasizing the importance of active board involvement and the need for strategic management in transforming organizations. Additionally, the discussion highlights trends in M&A behaviors and the undervaluation of owner-operators, advocating for a renewed focus on the connection between ownership and management.

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