The Deal
The Deal
The Deal podcast network brings The Deal’s award winning coverage in M&A, activist investing, private equity and restructuring to your airwaves. With a suite of offerings, including Activist Investing Today (hosted by Senior Editor Ronald Orol), Drinks With The Deal (hosted by Senior Writer David Marcus and Senior Reporter Bill Meagher), Behind The Buyouts (hosted by Senior Reporters Steve Gelsi, Nikitha Sattiraju and Senior Writer Chris Nolter) and Fresh Start (hosted by Senior Reporter Stephanie Gleason), The Deal’s podcast network is your go-to source for timely financial news and perspective.
Episodes
Mentioned books
Jul 17, 2025 • 39min
Drinks With The Deal: Wachtell's Kirman, Tetelbaum Discuss Mentorship
Wachtell M&A partners Igor Kirman and Lina Tetelbaum discuss the evolution of their mentor-protege relationship over the past 15 years and how it's enriched their practices and their lives.
Jul 16, 2025 • 20min
Behind the Buyouts: Transact Capital's Karr on Contract Manufacturing Growth
Transact Capital managing director Justin Karr discusses the state of the consumer market in 2025, including private equity interest in contract manufacturing and better-for-you food.
Jul 3, 2025 • 19min
Activist Investing Today: Litt Targets REIT CEO Pay
Real estate activist Jonathan Litt discusses concerns that REIT boards often identify distorted peer groups to justify problematic executive pay, as well as why specific directors at 15 REITs should face vote-no campaigns.
Jul 2, 2025 • 23min
Drinks With The Deal: Gibson Dunn's Scrivani on Managing Job Demands
Gibson Dunn M&A partner Brian Scrivani talks about how he handles the stress of legal practice and the importance of maintaining a life outside of work, as well as how he thought about changing law firms.
Jun 26, 2025 • 19min
Drinks With The Deal: Mintz's Reicin on Finding Meaning in Biotech Work
Cheryl Reicin, the co-chair of the life sciences group at Mintz, discusses how she became a biotech lawyer and why observing the Sabbath has been good for her as a lawyer.
Jun 25, 2025 • 31min
Activist Investing Today: Lawndale's Shapiro on 'Problem' Boards
Andrew Shapiro, a seasoned activist investor and founder of Lawndale Capital Advisors, shares insights from his 32-year journey in driving corporate change. He recounts pivotal moments, including a campaign that shaped his investment strategy and key successes like achieving tenfold returns. Shapiro delves into corporate governance, revealing how transparent investor communication can mitigate risks from activist actions. He also highlights the complexities of investor engagements, using the proxy fight between Elliott Management and Phillips 66 as a key example.
Jun 13, 2025 • 33min
Activist Investing Today: Skadden's Breheny on Expected SEC Shifts
Brian Breheny, the former chief of the SEC's M&A division, discusses expected changes to regulations affecting activist investors, including why he thinks the nation's securities regulator can eliminate activist shareholder proposals.
Jun 12, 2025 • 26min
Drinks With The Deal: K&L Gates' Giovannelli on Charlotte PE, Mentoring
Rick Giovannelli, the incoming co-chair of the management committee at K&L Gates, discusses the growth of private equity in Charlotte, N.C., over the course of his career and how his firm teaches lawyers to mentor and train the next generation.
Jun 2, 2025 • 29min
Behind the Buyouts: HCI's McCormick on Consolidating Fragmented Markets
HCI Equity co-founder and chief investment officer Doug McCormick discusses the firm's approach to buy-and-build strategies in large, fragmented and stable markets as well as navigating the challenging M&A environment in 2025.
May 29, 2025 • 24min
Drinks With The Deal: Rob Kindler of Paul Weiss on Career, Connectivity
Rob Kindler, an M&A partner at Paul Weiss, discusses his career as an M&A lawyer and banker, doing deals at Morgan Stanley and the importance of lifelong connectivity.
