Check Out JANA Capital Partners’ Awesome Presentation On Why To Split McGraw-Hill Into 4

Barry Rosenstein
Barry Rosenstein

[credit provider=”New York Social Diary” url=”http://www.newyorksocialdiary.com/node/1901108″]

Barry Rosenstein’s hedge fund JANA Capital Partners and the Ontario Teachers’ Pension Plan  have called for McGraw-Hill, the owner of ratings agency Standard & Poor’s, to be split into four separate entities.To prove their points, the managers put together an interesting presentation to present to McGraw Hill last week. We’ll take you along step-by-step.

ANA and OTPP suggest dividing the company into four separate units: S&P, the S&P Index business, McGraw-Hill education arm and information and media business.

Disclosure: Rosenstein’s hedge fund along with the OTPP own a 5.6% stake in the company, according to Market Folly.

via Market Folly

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title=”McGraw-Hill is also disadvantaged by owning two very different ratings companies: MH Financial and S&P Ratings. The first is diverse with growth potential; the second is subject to more regulations and has little growth potential.”
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