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Greenmail

"Weaponizes board's fear of embarrassment"

Greenmail is a form of corporate extortion where an investor accumulates a threatening stake (usually 5-15%) and demands the target company repurchase their shares at a premium to avoid a hostile takeover attempt.

How It Works

  1. 1

    Accumulate a significant stake (typically 5-15%) in a target company

  2. 2

    File Schedule 13D signaling potential activist or hostile intentions

  3. 3

    Request private meeting with board to discuss 'strategic alternatives'

  4. 4

    Threaten hostile takeover, proxy fight, or public campaign

  5. 5

    Negotiate premium repurchase of shares at 30-50% above market

Key Mechanics

The 5% disclosure threshold creates a 'point of no return'

Timeline pressure: annual meeting creates hard deadline

Legal framework: Williams Act regulates disclosure but not premium

Board fiduciary duty creates tension with shareholder interests

Regulatory Context

Greenmail became notorious in the 1980s. Some states and companies adopted anti-greenmail provisions, but the practice remains legal in most jurisdictions.

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