ConAgra expects that moving its headquarters and hundreds of employees to Chicago will cost it around $345 million, but should eventually produce $300 million in savings a year.
News & Press
Has a New Frontier for Activist Ideas Finally Arrived? The Edge Consulting Group
Dec 3, 2015
New Frontier Intelligence for Activist Ideas Bond Investors / Available Free Jan 4, 2016*
Amazon’s AWS Conundrum, The Edge Group Calls Bezos to Create Next-Level Growth from Corporate Spinoff
Nov 30, 2015
By Steve Nellis, Senior Writer, The Information: Amazon Web Services is by far the dominant cloud computing company, so far leaving rivals like Google and Microsoft in the dust. As it gets bigger, the question of whether it fits within Amazon.com is likely to loom larger.
Activists’ Secret to Unlocking Value Falls Flat in Stock Market / The Edge Group Reveals Early Intelligence Helps Improve Your Alpha
Nov 27, 2015
By staff writers Dani Burger and Lu Wang at Bloomberg, NYC: Returns for spinoff stocks are trailing the S&P 500 in 2015. From Carl Icahn to Barry Rosenstein, activists are in love with spinoffs as a way of unlocking stock market value. At the moment, they’re not working. “We’re seeing more of these forced company spinoffs,” said Jonathan Morgan, an analyst for Edge Consulting Group LLC, a Morristown, New Jersey-based research firm that analyzes spinoffs and special situations. “Because.
Bloomberg Radio: Exclusive Podcast with The Edge, HP Splits the Atom, But Which Stock Could See a Takeover in 2016?
Nov 6, 2015
By Hosts Carol Massar and Cory Johnson of Bloomberg, live from New York City.
The Edge say Times are Changing, Activists’ Secret to Unlocking Value Falls Flat in Stock Market
Nov 2, 2015
By Dani Burger, Lu Wang, staff reporters, Bloomberg Business: Returns for spinoff stocks are trailing the S&P 500 in 2015. “We’re seeing more of these forced company spinoffs,” said Jonathan Morgan, an analyst for Edge Consulting Group LLC, a Morristown, New Jersey-based research firm that analyzes spinoffs and special situations. “Because companies are doing poorly, there are more activists, and more activists forcing spinoffs, moving further away from value spins.” A representative of Icahn.
Hewlett-Packard Enterprise is a Good Long-Term Buy says Morgan, But Should You Still Hold the Parent?
Nov 2, 2015
Interview by BNN Anchor, Frances Horodelski: Hewlett-Packard Enterprise made its stock market debut on the NYSE today. Business Day AM was joined by Jonathan Morgan, Head of Research at The Edge Consulting Group to discuss the benefits of Hewlett-Packard splitting into two. Morgan also told BNN why he sees Hewlett-Packard Enterprises being a good long-term buy and why credit investors should also pay attention…
LA Times: Good looking M&A? The Edge sees An Allergan-Pfizer deal could be biggest merger this year
Oct 30, 2015
By senior reporters, James F. Peltz and Samantha Masunaga, Los Angeles Times: Drug giant Pfizer Inc. and Botox maker Allergan confirmed Thursday that they’re in early talks to merge in a blockbuster deal that, if completed, would cap a remarkable consolidation wave roiling the U.S. healthcare industry.
The Edge Predicts Tie-up Between US Makers of Botox and Viagra Creating Sector’s Largest Player, Worth More Than $300bn
Oct 30, 2015
By Julia Kollewe, UK Senior Reporter, The Guardian: The mega-merger would be by far the biggest in a flurry of deals in the industry this year. Allergan has a market value of $113bn (£81bn); Pfizer is worth $219bn. Together they would overtake Johnson & Johnson, worth $278bn, as the world’s largest healthcare company.
By buying Ireland-based Allergan, Pfizer could avoid higher U.S. rates says The Edge Group
Oct 29, 2015
By Samantha Masunaga, senior reporter, Los Angeles Times: News of preliminary merger talks between drugmakers Allergan and Pfizer Inc. has reignited concerns about U.S. companies moving headquarters overseas to avoid higher corporate tax rates.