Tali Epstein has advised companies as they navigate high-profile and complex situations, including friendly and hostile M&A and spin-off transactions. She has helped companies through large-scale M&A integration, executive leadership changes (planned and unplanned) and operational crises.
With a particular focus on shareholder activism, Tali has gone up against the highest-profile hedge funds, including Starboard, Elliott, Trian, JANA, Carl Icahn, Ancora, Engine and others, with several successful proxy contest wins, including Box, Huntsman, Dynavax and others.
Tali was previously a Director at Joele Frank. In 2026, Tali was named a recipient of The M&A Advisor's Annual Emerging Leaders Award and The Observer named her a Rising Star in PR in March 2024. She received a BA from George Washington University with a major in Organizational Science.
- NCR Atleos (pending $6,6B acquisition by Brink’s)
- The Azek Co. ($8.75 billion acquisition by James Hardie)
- Alumis (acquisition of ACELYRIN)
- Resideo (separation of ADI business)
- Ambrx ($2 billion acquisition by Johnson & Johnson)
- Bristol Myers Squibb ($74 billion acquisition & integration of Celgene)
- Element Solutions (various transactions, including acquisitions of Micromax and EFC Gases & Advanced Materials)
- Cigna ($3.7 billion sale of Medicare Advantage business)
- Exact Sciences ($21B acquisition by Abbott)
- Sun Country Airlines ($1.5B acquisition by Allegiant)
- Star Bulk (merger with Eagle Bulkmerger)
- HireRight ($1.65 billion take private by General Atlantic and Stone Point Capital)
- Jacobs (separation of CMS business)
- Kroger (attempted ~$25 billion acquisition of Albertons)
- 3M (separation of Healthcare business)
- AGCO (TAFE)
- Amarin (Sarissa Capital)
- Box (Starboard Value)
- Dynavax (Deep Track)
- Evergy (Elliott)
- Exelixis (Farallon Capital, Caligan Partners)
- Forward Air (Ancora, Irenic, Alta Fox)
- Genuine Parts Company (Elliott Management)
- Huntsman (Starboard Value)
- Mercury Systems (JANA Partners & Starboard Value)
- MRC Global (Engine Capital)
- National Vision (Engine Capital)Solventum (Trian Partners)Union Pacific (Soroban Capital)
- Solventum (Trian Partners)
- Union Pacific (Soroban Capital)