Unlocking Value At BAYER AG through Investor Activism

Name: Unlocking Value At BAYER AG through Investor Activism (English version)
SKU: IN-2391

Massa Massimo; Lazarus Ben; Branch Patrick; McWilliams Simon

Product #:IN-2391

Supplier:INSEAD

Discipline:Finance

Setting:Global

Details:Case (PDF) • 19 pages • 2026-03-26

Industries:

Financial service sector

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Bayer is reeling from the aftermath of the acquisition of Monsanto, which has produced a series of unexpected lawsuits that are threatening to bring down the conglomerate. What to do with a former symbol of Germany’s industrial might that is now plagued by problems and whose stock price is hugely undervalued? Is it an opportunity for an activist investor? How is its predicament related to the governance of the company?

Learning Objectives

The case can be used in the following domains: 1) Governance: how activists work, what is their role, how they interact with the governance of the company and the institutional scenario. 2) Strategy: what is the right strategy for a firm that has to restructure and is facing a lack of focus and disruption in the industry? 3) Finance: how to evaluate value creation in a conglomerate active in several business sectors, and how to create value by restructuring