Develops and executes communications strategies for M&A, shareholder activism and crisis situations, as well as for investor relations and ongoing corporate positioning programs.
25+ years experience in banking, investor relations and investment management. In 1995, cited in an Institutional Investor Magazine article entitled ""America's Best Investor Relations Officers.""
Traveler, fitness buff, adjunct professor of Finance (co-created and co-teach an MBA course on the 2008 Financial Crisis)
Paul Scarpetta is a Partner in the New York office. Paul provides strategic communications counsel for mergers and acquisitions, divestitures, spin-offs, IPOs, proxy fights, management changes, regulatory matters, recapitalizations, and private equity transactions.
Recent projects include advising TD Bank Group on its acquisition of First Horizon Corp.; Cigna on investor relations; Kyndryl on its spin-off from IBM; Oatly on investor relations; Toll Brothers on investor relations; Alleghany Corp on investor relations; the Board of Hudson's Bay Company on a take-private proposal; OneMain Financial on investor relations; Ameriprise Financial on its investor day and corporate positioning; TCF Financial on litigation with the CFPB and on its merger with Chemical Financial; Navient Corporation on activist defense; Wyndham Worldwide on its spin-off of its hotel business; the Independent Directors of Wells Fargo on the sales practice crisis and related matters; Axa SA on its announced partial IPO of its US business; AllianceBernstein on a CEO transition; and Chubb Corporation on its acquisition by ACE Limited.
Earlier in his career, Paul was a Managing Director at Iridian Asset Management, an institutional money manager with $10 billion in assets under management, covering the financial services sector. Prior to that, he was an analyst at Ruane Cunniff & Company, an institutional money manager with $14 billion in assets under management.
Previously, Paul held a number of positions at Freddie Mac, including Vice President of Financial Planning and Shareholder Relations.
Paul holds a BS from the University of Virginia and an MBA from Northwestern University.