Blackwells Capital Activist Presentation Deck
BLACKWELLS IS A LEADING ACTIVIST INVESTOR¹
Blackwells Seeks Undervalued Investments and Will Become Actively Involved in Target Companies
Blackwells' activism has resulted in:
$3.8 billion all cash offer in December 2020 to acquire Monmouth
REIT (NYSE: MNR) in largest real estate transaction since COVID-19
Since our March 2020 settlement with Colony Capital (NYSE:CLNY)
through December 2020 we have a 33x MOIC on our settlement
investment as shares have returned more than 230%
Sale of a $5.7 billion Industrial Real Estate Portfolio
The removal of two well-known public company CEOs in 2020
Since new CEO appointment at Colony Credit Real Estate (NYSE:
CLNC) in April 2020, CLNC's stock +130% through December 2020
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Sale of Supervalu (NYSE:SVU) to United National Foods
(NYSE:UNFI) in a $3 billion transaction
Nominated 13 Board seats across multiple campaigns which led to
either a company sale or settlement
Settled for four Board seats at CLNY through two campaigns
Less Visible
Ongoing
Oversight
Behind-the-Scenes
Discussions
BW BLACKWELLS CAPITAL
Private
Letter
1. 2019 Activist Insight Year in Review Ranked Blackwells as the 6th top activist investment firm.
Blackwells' Range of Engagement
Public
Presentation
SUPERVALU ColonyCapital
Strictly Confidential & Trade Secret
ColonyCredit
REAL ESTATE
Amber Road
POWERING GLOBAL TRADEⓇ
MREIC
Board
Representation
Proxy
Contest
More Visible
Take
Private
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