Which Directors Deserve Your Vote? September Shareholder Meeting Insights from Boardroom Alpha

by BA Research | Sep 2, 2025 | Activism, Governance

As we head into September, a number of companies are holding shareholder meetings where investors will decide on the re-election of directors and other key items. At Boardroom Alpha, we evaluate these situations by looking at both company performance and governance...

Elliott Pushes for Change at PepsiCo – And Why Boardroom Alpha Agrees

by BA Research | Sep 2, 2025 | Activism, Featured, Governance

Elliott Investment Management has taken a bold $4 billion stake in PepsiCo (NASDAQ: PEP), calling for significant changes to unlock shareholder value. Based on Boardroom Alpha’s analysis, we believe Elliott is justified in pressing the company and its board for...

Daily SPAC Update – September 2, 2025

by BA Research | Sep 2, 2025 | SPACs

Ares Acquisition II Deal Vote Set. Athena Acquisition II Extension Set. New Investor Decks for Spring Valley II, Cantor Equity I. Vikas Mittal Takes Over at Investcorp AI Acquisition. Boardroom Alpha SPAC Resources – Full SPAC Listing – SPAC SEC Filings...

Executive Moves Update – August 29, 2025

by BA Research | Aug 29, 2025 | Activism, CEO / CFO / Director Resignations & Appointments, Governance

About the Weekly Each week, Boardroom Alpha tracks the most notable executive moves across U.S. public companies—highlighting key leadership changes that may signal strategic shifts, governance challenges, or opportunities for investors. From CEO transitions to CFO...

Daily SPAC Update – August 29, 2025

by BA Research | Aug 29, 2025 | SPACs

Breeze DeSPACs to YD BioPharma. New Sponsor/Team at Armada Acquisition II. NMP Acquisition Separate Trading. Cantor / BSTR Release New Investor Deck. Boardroom Alpha SPAC Resources – Full SPAC Listing – SPAC SEC Filings – Boardroom Alpha IPO &...