Tali Epstein
Vice President
New York
tali@collectedstrategies.comTali 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