ADW Capital Management Sends Letter to Compass Diversified’s Board Reiterating its Call for an Immediate Strategic Review Process and Orderly Liquidation of the Company
ADW Capital Management, which holds a 19.3% stake in Compass Diversified, issued an open letter to the board demanding an immediate strategic review and orderly liquidation of the company. The firm argues that internalizing the company's external manager could unlock $50 to $60 of value per share, implying significant undervaluation under the current structure.
Key figures
- Ownership percentage
- 19.3%
- Potential value per share
- $50 to $60
AI analysis
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