EPISODE · Apr 21, 2026 · 56 MIN
Steven Lipin: Activism, M&A, and the Rising Stakes of Board Communication
from Boardroom Governance with Evan Epstein · host Steven Lipin, Evan Epstein
(0:00) Intro (1:36) About the podcast sponsor: The American College of Governance Counsel (2:23) Start of interview (3:11) Steve's origin story (5:05) His Journey into Journalism (6:02) The Rise of Governance Movement (7:00) Transformation of Board Accountability. Reference to the 1992 Board coup at GM and other historical changes. (10:24) Communication in Governance (12:25) Establishing Gladstone Place Partners (15:00) Crisis Management and Board Roles (17:34) The Importance of Investor Relations (20:40) Current Landscape of Shareholder Activism. (25:14) The Snap activism case. The impact of activism on companies with dual-class share structures. (30:12) M&A Transactions, Delaware and DExit. The impact of Twitter's acquisition by Elon Musk. Reference to E201 with Leo Strine. (34:47) The Ongoing Cybersecurity Challenge. Reference to Anthropic's new Claude Mythos. (37:51) The Impact of AI on Governance. The case of Anthropic's dispute with the Pentagon. *Reference to evanepstein.substack.com and E204 with Eric Ries. (42:50) AI's PR problem. The challenge of building data centers. The geopolitics of AI. (46:30) Impact of job firings, due to AI? (49:53) The state of ESG and DEI in 2026. (52:05) Books that have greatly influenced his life: The Island at the Center of the World, by Russell Shorto (2004) The Power Broker, by Robert Caro (1974) Alexander Hamilton, by Ron Chernow (2004) (53:10) His mentors. (54:00) Quotes that he thinks of often or lives her life by (Grateful Dead lyrics) (54:24) An unusual habit or an absurd thing that he loves (55:06) The living person he most admires Steven Lipin is founder and CEO of communications advisory firm Gladstone Place Partners and a trusted advisor in the field of strategic, financial and corporate governance communications. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
What this episode covers
Steve Lipin, the founder and CEO of Gladstone Place Partners, discusses how corporate governance has evolved through the lens of communications, investor relations, and crisis management. The conversation explores shareholder activism, M&A dynamics, and the growing impact of cybersecurity and AI on boardroom decision-making.
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Steven Lipin: Activism, M&A, and the Rising Stakes of Board Communication
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