행동주의 사모펀드, 주총 시즌 주목…한앤코 공개매수, JC파트너스 매각 중단

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한앤코, 쌍용 C&E 공개매수 성공


사모펀드, 기업 주총에 강력한 주주제안 참여

국내 사모펀드 운용사들이 행동주의를 표방하며 기업들의 주주총회(주총)에 강력한 참여를 보이고 있다. 주총 시즌을 맞아 사모펀드들은 주주가치 제고와 자사주 소각 등을 주장하며 적극적인 입장을 취하고 있습니다. 


 KCGI자산운용, 고려아연과 주주가치 제고 논란에 참여

KCGI자산운용은 투자한 기업 중 주주환원율과 ROE, PBR 등이 기준 미달인 곳에 주총 안건에 적극 반대하겠다는 입장을 밝히며 기업들을 압박하고 있습니다. 특히 고려아연의 경우 영풍 측의 주주가치 제고 방안에 손을 들어주며 주목받고 있습니다.


 차파트너스자산운용, 금호석유화학과의 공방전

금호석유화학의 최대주주인 박철완 전 상무와 손을 잡은 차파트너스자산운용도 주목받고 있습니다. 다만, 금호석유화학과의 주총을 앞두고 치열한 공방전을 벌이며 이목을 집중시키고 있습니다.


 한앤코, 쌍용 C&E 공개매수 성공

쌍용 C&E 주식 공개매수에 성공한 한앤코는 목표 물량의 60% 이상을 확보했습니다. 이로써 쌍용 C&E의 상장폐지 수순을 밟을 예정이며, 주식 공개매수를 통해 자사의 지분을 높였습니다.


JC파트너스, MG손보 매각 중단 요청

MG손해보험의 최대주주인 JC파트너스가 매각을 중단해달라며 법원에 집행정지를 신청했습니다. 이로 인해 예금보험공사의 매각 절차는 논란의 중심에 놓이게 되었습니다.


기업들의 주주총회에서 사모펀드의 강력한 주주제안 참여는 주목받고 있습니다. 이는 정부의 기업 밸류업 지원 방안 발표와도 관련이 있으며, 기업들의 주총에서의 결정에 영향을 미칠 것으로 예상됩니다.


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