Hit, Stand, Double Down Or Split- How Will Alliance Data(ADS) Play Its Cards Following Board Seat For ValueAct?

In the nine years after since a scuttled $6.4 billion acquisition by private equity firm Blackstone, Alliance Data Systems(ADS) has done well, with a current market capitalization of $13.5 billion. The company has attracted the interest of ValueAct Capital which has acquired a 10.5% stake.  In an amended 13D filed with the SEC on Monday, ValueAct disclosed that… Read More »