Governance, executive, and activist analysis — backed by the data.
Pay-package deep dives. Activism reviews. Weekly market notes. Every CEO and CFO move that mattered, framed by analysts who know the file.
Curated analysis from our team
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
Weekly C-Suite Recap: KALV, MU, MRVL Rewire Boardrooms — June 12, 2026
Volatility, not raw move count, set the tone: 13 CEO changes and 20 CFO changes landed as Healthcare led C-suite turnover with seven CEO/CFO transitions. KalVista reset its…
Rapid7, Trade Desk, Penguin Shift C-Suites This Week — June 5, 2026
Rallies did not buy governance calm. This week brought 17 CEO changes and 23 CFO changes, with 12 companies qualifying as bleeding C-suites after repeated top-office turnover.…
Peloton (PTON), Clorox (CLX), and Six Flags (FUN) Lead This Week’s C-Suite Changes — May 29, 2026
C-suite churn concentrated where market patience is thinnest: consumer cyclicals led CEO/CFO turnover, and the week brought 11 CEO changes and 12 CFO changes overall. Peloton…
Weekly Recap: MO, OHI, WEN Rewire the C-Suite — May 22, 2026
Succession moved from emergency cleanup to portfolio rotation this week, with 24 CEO changes and 21 CFO changes across the tracked C-suite. Altria paired a CEO handoff with a CFO…
HF Sinclair and PagerDuty Drive This Week’s C-Suite Shake-Up — May 15, 2026
HF Sinclair (DINO) terminated its CFO and cycled the CEO seat as DINO surges on oil price turmoil. PagerDuty finally makes its move and replaces CEO Jennifer Tejada after years of…
Viasat Agrees to Add Two Carronade-Backed Directors
Viasat Inc. (VSAT) has entered into a cooperation agreement with Carronade Capital Management, expanding its board from eight to ten directors. This agreement comes as Viasat…
The daily SPAC brief
SPAC Market Update June 12, 2026: BOWN Extension Approval, YHNA Nasdaq Notice
Bowen Acquisition Corp (BOWN) won shareholder approval on June 12, 2026 to extend its deadline to December 31, 2026. June SPAC IPO issuance reached 10 deals for $1,675M through 12…
SPAC Market Update June 11, 2026: COPL-Ignite Proteomics Merger, PCSC Redemptions
Copley Acquisition Corp (COPL) announced a merger with Ignite Proteomics Holdings, a functional proteomics company focused on precision oncology, on June 11, 2026. Separately,…
SPAC Market Update June 10, 2026: SHOT, JAB Price 2 SPAC IPOs for $350M
RMG ML Sports Holdings (SHOT) and JAB Acquisition Corp I (JAB) priced 2 SPAC IPOs on June 10, 2026, raising $350M combined. SHOT raised $200M with a sports-industry focus; JAB…
SPAC Market Update June 9, 2026: ISNR, OCAC Price 2 SPAC IPOs for $300M
Snow Rothschild Acquisition Corp. (ISNR) and Ocean Capital Acquisition Corp (OCAC) priced 2 SPAC IPOs on June 9, 2026, raising $300M combined. ISNR led with a $200M Nasdaq IPO…
SPAC Market Update June 8, 2026: MLAC-Avalanche $243M Redemptions, IPFX-Quantum Space Deal
Mountain Lake Acquisition Corp (MLAC) reported shareholder approval for its combination with Avalanche Treasury Co on June 8, 2026 after $243M in redemptions. Separately,…
SPAC Market Update June 5, 2026: FTRA Prices $200M SPAC IPO
FutureCorp Space Acquisition 1 (FTRA) priced a $200M SPAC IPO on June 5, 2026, listing on the NYSE under FTRA. The FutureCorp Space Acquisition 1 LLC-backed SPAC targets…
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.