New York

Charles A. Koons Managing Director – Activism & Contested Situations

About

Charlie is Managing Director of the Activism & Contested Situations Advisory Group at Morrow Sodali. He has over 23 years of experience as a trusted advisor in proxy contests as well as mergers and acquisitions to both corporate issuers as well as shareholders. Charlie provides year round peacetime counsel to clients on how to best position themselves with the investor community.  In addition, he provides strategic counsel and advice to executive teams and Boards of Directors in times of conflict in special situations.  Charlie has from time to time represented select activist shareholders.  This experience and perspective has proven to be an invaluable insight for his corporate clients.

Some of the most notable situations in which he has served are Newell Brands/Starboard, Whole Foods/Amazon, Williams Companies/Corvex, Westlake/Axiall, Trian/DuPont, Forest Labs/Icahn, Hess/Elliott, Canadian Pacific/Pershing Square, Third Point/Yahoo!, Target/Pershing Square, AOL/Starboard, and Shamrock/Disney.

About

Charlie is Managing Director of the Activism & Contested Situations Advisory Group at Morrow Sodali. He has over 23 years of experience as a trusted advisor in proxy contests as well as mergers and acquisitions to both corporate issuers as well as shareholders. Charlie provides year round peacetime counsel to clients on how to best position themselves with the investor community.  In addition, he provides strategic counsel and advice to executive teams and Boards of Directors in times of conflict in special situations.  Charlie has from time to time represented select activist shareholders.  This experience and perspective has proven to be an invaluable insight for his corporate clients.

Some of the most notable situations in which he has served are Newell Brands/Starboard, Whole Foods/Amazon, Williams Companies/Corvex, Westlake/Axiall, Trian/DuPont, Forest Labs/Icahn, Hess/Elliott, Canadian Pacific/Pershing Square, Third Point/Yahoo!, Target/Pershing Square, AOL/Starboard, and Shamrock/Disney.