Episode 26 of Mergerspresso, Addleshaw Goddard’s corporate finance podcast, looks at the rise of modern shareholder activism and the growing risk of stock drop claims against listed companies.

Host Simon Wood is joined by AG litigators Sivan Daniels and Emily Tilden-Smith to discuss how the accuracy of ESG credentials and public disclosures can make or break a PLC’s reputation. They explore why shareholder claims are increasingly focused on alleged misstatements, how litigation funding models are evolving, and why settlements are thriving in the legal grey areas these claims create.

The episode also considers what this shifting landscape means for boards and directors, as governance, disclosure and investor expectations continue to converge, all in the time it takes to make your coffee.