Core Natural Resources, Acadia Healthcare, and Campbell’s replace top leaders amid performance struggles, while Diebold Nixdorf, IDEXX, and Dycom strengthen leadership following strong results.
Research & Analysis
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Activism, Governance, & Executive Moves
Executive Moves Update – October 3, 2025
Allstate names Mario Rizzo COO; Avery Dennison appoints Francisco Melo; GE adds Wesley Bush. See this week’s key executive and board changes.
FedEx 2025 Annual Meeting: A Company Sleepwalking Toward Another Activist Campaign?
FedEx (FDX) shareholders send mixed signals while the firm could again become the target of activist investors. Will a say-on-pay vote failure, low support for new director Smith, and support for Chevedden be a wake up call?
September 2025 Proxy Votes: Where Patience Should Be Running Out
September 2025 proxy voting results: Which company boards earned shareholder support and which faced rejection? Analysis of director elections, say-on-pay votes, and governance issues at major corporations.
Anson Funds and Clear Channel Outdoor: A Potential Proxy Fight
Who would win a proxy showdown at Clear Channel? Anson Funds is pushing for a sale—get the analysis and implications for investors.
Which Directors Deserve Your Vote? October Shareholder Meeting Insights from Boardroom Alpha
October shareholder meetings are here. See which directors to support, monitor CEO transitions, and assess activist risk with Boardroom Alpha insights.
SPAC Analysis
Daily SPAC Update – October 13, 2025
Aura Fat Projects Extension Approved. Globalink Deal with Alps Global Approved. Deal Vote Set for Aimei Health Technology. ASPAC III, Agriculture & Natural Solutions, Integral Extension Votes Set.
Daily SPAC Update – October 10, 2025
GSR III DeSPACs to Terra Innovatum Global N.V. (NKLR). Haymaker Acquisition Corp 4 (HYAC) + Concrete Partners Deal. Cartica Extension Approved. ASPAC III and Yotta Set Extension Votes.
Daily SPAC Update – October 9, 2025
Pompliano Continues His Media Push for Columbus Circle + ProCap Financial. IX Acquisition and DT Cloud Votes Adjourned. Inception Growth Extension Vote Today.
Daily SPAC Update – October 8, 2025
Infintium Fuel Cell Systems Terminates Deal with Goldstone. IX Acquisition and Oak Woods Extension Votes. Cantor Equity Partners and Mountain Lake Do Crypto Roadshows.