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Tali Epstein
Vice President
New York
tali@collectedstrategies.com

Tali Epstein has advised companies as they navigate high-profile and complex situations, including friendly and hostile M&A. She has helped companies through integration, executive leadership changes, and operational crises. With a particular focus on shareholder activism, Tali has gone up against the highest-profile hedge funds, including Starboard, Elliott, JANA and Carl Icahn. Notably, she was an integral member of the defense team responsible for back-to-back proxy contest wins against Starboard, representing both Box and Huntsman. Tali was previously a Director at Joele Frank after joining the firm in 2017.

Recent & Notable Assignments
  • Ambrx in its $2 billion sale to Johnson & Johnson
  • The Cigna Group in its $3.7B sale of its Medicare Advantage, Cigna Supplemental Benefits, Medicare Part D and CareAllies businesses to Health Care Service Corporation
  • Masonite in its $3.9 billion sale to Owens Corning
  • Star Bulk Carriers in its $610 million acquisition of Eagle Bulk Shipping
  • StandardBio in its $563 million acquisition of SomaLogic
  • Masonite in its $3.9 billion sale to Owens Corning
  • Box in its successful proxy contest against Starboard Value
  • HireRight Holdings in its $1.7 billion sale to General Atlantic and Stone Point Capital
  • NEXTracker in its $119 million acquisition of Ojio Inc.
  • Red Lobster in its Chapter 11 restructuring
  • MDC Holdings in its $4.9 billion sale to Sekisui House Ltd.
  • Veradigm in its $140 million acquisition of ScienceIO
Areas of Expertise
  • Mergers & Acquisitions
  • Shareholder Activism
  • Media Relations
  • Investor Relations
  • Pharmaceuticals & Biotech
  • Consumer Products
  • Retail
  • Healthcare & MedTech
  • Transportation
  • Utilities & Energy