April 23, 2017 11:25 AM ET

Capital Markets

Company Overview of Engaged Capital, LLC

Company Overview

Engaged Capital, LLC is an employee owned hedge fund sponsor. The firm provides its services to pooled investment vehicles. It manages separate client-focused equity portfolios. It invests in the public equity markets of the globe. The firm invests value stocks of companies with small to mid market capitalizations across diversified sectors. It employs fundamental analysis to create its portfolio. The firm obtains external research to complement its in-house research. Engaged Capital, LLC was founded in February 2012, and is based in Newport Beach, California.

610 Newport Center Drive

Suite 250

Newport Beach, CA 92660

United States

Founded in 2012





Key Executives for Engaged Capital, LLC

Chief Financial Officer, Chief Operating Officer, and Chief Compliance Officer
Chief Investment Officer and Principal
Age: 45
Director of Research and Member
Director of Risk Management and Trading
Chief Client Officer and Member
Compensation as of Fiscal Year 2016.

Engaged Capital, LLC Key Developments

SunOpta Continues With Strategic Review

SunOpta Inc. (TSX:SOY) and Engaged Capital, LLC entered into confidentiality agreement regarding strategic review process of Sunopta. Engaged Capital says it will facilitate continued discussions with Sunopta.

HeartWare Puts Itself On The Block

Medtronic PLC (NYSE:MDT) agreed to acquire HeartWare International Inc. (NasdaqGS:HTWR) for $1.1 billion cash on July 27, 2016. Later, activist shareholders pressed it to look for a buyer instead.

Outerwall Urged TO Explore Strategic Options

Outerwall Inc. (NasdaqGs:OUTR) shareholder Engaged Capital, LLC urged to explore strategic options, including taking the owner of Redbox video rental kiosks private. Engaged Capital said Outerwall should halt its share repurchase program and sell or shut down its phone recycling business ecoATM, among other options.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

July 25, 2016
Coinstar, LLC
June 27, 2016
Heartware International Inc.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Engaged Capital, LLC, please visit www.engagedcapital.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.