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Curated analysis from our team
CEA Industries Agrees to Add Three YZi Labs-Backed Directors Amid 92% Stock Collapse
CEA Industries Inc. (BNC) and YZi Labs Management Ltd. signed a cooperation agreement on June 23, 2026, expanding the board to six directors and immediately seating three YZi Labs-backed nominees — ending YZi Labs’ active campaign against the company. The deal arrives with BNC…
Proxy Fights to Watch in 2026: Pacira, Medallion, Genco & Seer
Boardroom Alpha’s 2026 proxy-fight tracker: Pacira, Medallion, Genco and Seer head to contested votes in June and July — after CarMax, WEX and Lululemon settled with activists.
CEO Pay: The $25 Million Plus Pay Club (2026)
Boardroom Alpha’s 2026 ranking of every U.S. public-company CEO paid $25M+ in fiscal 2025 — 207 in all, led by Welltower Inc’s $821.1M package, which drew just 19% Say-on-Pay…
Why Lululemon Settled: The Signals That Pointed to a Deal, Not a Vote
Chip Wilson won’t get the clean victory he sought — or the defeat the board wanted to hand him. He gets a settlement. We read the dynamics that produced it.
2026 Proxy Season Scorecard: Six Say-on-Pay Failures, AI Lands on Mega-Cap Ballots, and the Anti-ESG Pile-Up
Through May 21, 2026, U.S. public-company shareholders rejected six annual-meeting Say-on-Pay packages outright, voted against 18 directors at 14 companies, and crushed dozens of…
From the desk this month
This Week’s Executive Moves — July 31, 2026
Leadership resets split between market darlings and governance problem children this week: 16 CEO changes, 18 CFO changes and Industrials leading with 7 CEO/CFO transitions.…
MBX, Upwork, Sterling Frame This Week’s Executive Churn — July 17, 2026
C-suite rotation split between high performers professionalizing the bench and laggards trying to stabilize finance. The week brought 11 CEO changes and 18 CFO changes, with…
FuboTV Dropping Gandler Highlights This Week’s Moves — July 10, 2026
Underperformers made the loudest succession calls. Fubo dropped David Gandler after a 77% one-year slide, Dow handed Karen Carter a chemical franchise that has lost half its value…
Fortune Brands Names Jesse G. Singh CEO and This Week’s C-Suite Recap — July 3, 2026
Fortune Brands finally gets its CEO, Copart reset the top seat after an 81% peak-to-trough collapse, and Rush Enterprises showed that not every C-suite reset comes from distress.
Weekly Recap: JPM Succession Plus PLNT, CNTA, NKE Moves — June 26, 2026
JP Morgan’s succession shift will dominate the dicussion, but we also saw consumer and healthcare names making moves as laggards swapped operators while biotech winners cleaned up…
Fiserv (FISV), Huntsman (HUN) and Innodate (INOD) Highlight This Week’s C-Suite Changes — June 19, 2026
Fiserv, Huntsman and Innodata reset leadership under very different conditions. FISV changed CEOs after a brutal drawdown, HUN carried merger-era governance baggage, and INOD…
The daily SPAC brief
SPAC Market Update August 21, 2026: Another Crypto Deal Deal Terminated as Cantor and BSTR Call it Quits
CEPO terminated its combination with BSTR, Holdings Inc. on August 20, 2026, giving the day a fresh deal break. Separately, RF Acquisition Corp II (RFAI) shareholders approved the…
SPAC Market Update August 20, 2026: Columbus Acquisition Sets Sept. 10 Deal Vote
Columbus Acquisition Corp (COLA) set a September 10, 2026 deal vote on August 20, 2026, the only SPAC deal vote scheduled today. Separately, Technology & Telecommunication…
SPAC Market Update August 19, 2026: NTWO to Merge with FORT Robotics, ANSC to Liquidate
Newbury Street II Acquisition Corp (NTWO) announced a merger with FORT Robotics on August 18, 2026; transaction details were still to follow. Separately, Agriculture & Natural…
SPAC Market Update August 18, 2026: NorthStrive and Karman Line Debut 2 SPAC IPOs for $300M
Karman Line Acquisition Corp. (XTER) and NorthStrive Acquisition Corp I. (TBD) priced 2 SPAC IPOs for $300M on August 18, 2026. Separately, Bleichroeder Acquisition Corp II (BBCQ)…
SPAC Market Update August 17, 2026: RFAI Extension Passes After $9 Million is Redeemed
RF Acquisition Corp II (RFAI) won shareholder approval in the last 3 days to extend its deadline to February 15, 2027; investors redeemed $9,273,037 from trust as of August 17,…
SPAC Market Update August 14, 2026: IPEX Extension Passes After $79M Redemptions, DAAQ Ends Old Glory Deal
Inflection Point Acquisition Corp V (IPEX) won approval to extend its deadline to December 31, 2026 on August 14, 2026, with shareholders redeeming $79M from trust. Separately,…
Governance & Activism Research
Director slates, proxy fights, pay-package deep dives, settlements, and AGM outcomes — emailed as we publish.
Every IPO, vote, and DeSPAC close.
CEO, CFO & director moves, ranked.