September 2025 Proxy Votes: Where Patience Should Be Running Out

by BA Research | Oct 1, 2025 | Activism, Governance

September’s shareholder meeting season showed investors flexibly applying pressure—punishing clear underperformance while tolerating governance imperfections at companies delivering strong returns. But the results also expose a troubling pattern: shareholders...

Daily SPAC Update – October 1, 2025

by BA Research | Oct 1, 2025 | SPACs

SPACs Kick-Off October with $400 Million in New Issuance as AA Mission Acquisition II and Rice Acquisition 3 IPO. Oak Woods Adjourns Vote. Spring Valley and Chain Bridge Set Votes. Boardroom Alpha SPAC Resources – Full SPAC Listing – SPAC SEC Filings...

Daily SPAC Update – September 30, 2025

by BA Research | Sep 30, 2025 | SPACs

Gigcapital7 Deal with Hadron Energy. Starry Sea Binding LOI. DMY Squared Goes OTC. GSR III Gets Bigger PIPE. Healthcare AI Postpones Vote and Asks for Longer. Boardroom Alpha SPAC Resources – Full SPAC Listing – SPAC SEC Filings – Boardroom Alpha IPO...

Anson Funds and Clear Channel Outdoor: A Potential Proxy Fight

by BA Research | Sep 29, 2025 | Activism, Governance

Activist Anson Funds is pressing Clear Channel Outdoor (CCO) to explore a full sale, according to Bloomberg, arguing that the company’s standalone path is unlikely to deliver strong shareholder returns. The stock jumped ~7% on the news. We wanted to take a closer look...

Daily SPAC Update – September 29, 2025

by BA Research | Sep 29, 2025 | SPACs

DP Cap Acquisition Capital Expansion Approved. Extension Votes for Oak Woods, Trailblazer, and Welsbach Technology. Deal Votes Set for HCM II and Rising Dragon. Boardroom Alpha SPAC Resources – Full SPAC Listing – SPAC SEC Filings – Boardroom Alpha...