Cooperation agreements at Independence Realty, Citi Trends (Fund 1), BJs (Fund 1) and On 24. Petrus goes after Criteo. Updates on DIsney, Norfolk, Wyndham, Starbucks, and Elanco. Weekly CEO/CFO Moves.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Weekly Activism & Executive Moves Review
Latest Disney & Starbucks Proxy Fight Filings. Icahn into JetBlue and American Electric Power. Engaged Capital into Nevro. Latest 13Ds and CEO / CFO moves.
An Early Look at 2024 Activist Cooperation Agreements
An early look at 2024 activist cooperation agreements including: GPRE / Ancora; PBI / Hestia; CCO / Legion; FSTR / 22NW; SUP / Mill Road; and EMKR / Radoff.
FAQ: What are Activist Cooperation Agreements?
FAQ on Activist Cooperation Agreements. What they are, why they matter, and examples. Also, links to additional resources on cooperation agreements.
Identifying New & Changing Risk Factors in the Latest 10-K Filings
A look at new and evolving risks at US public companies based on their latest risk factor disclosures and the language used in them.
Job Cuts Keep Coming at Companies Big and Small
Ebay, Wayfair, and Unity Software all announced big employee cuts in January, but we also saw many smaller, struggling companies making deep job cuts too.
2023 New CEO Winners & Losers
How did 2023’s new CEOs do? Here’s your list of new CEOs, their TSR (total shareholder return), and a check if it was a SPAC.
2023 Say-On-Pay Winners & Losers
A look at Activist cooperation agreements in 2023, the companies in focus, and stock price performance since the cooperation agreement was announced.
2023 Activist Cooperation Agreements
A look at Activist cooperation agreements in 2023, the companies in focus, and stock price performance since the cooperation agreement was announced.
Weekly Executive & Director Moves (Oct 13)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
SPAC & IPO Analysis
Daily SPAC Update – July 16, 2025
GrabAGun DeSPAC to PEW PEWW. Integrated Rail & Resources Extends with No Redemptions. JENA Acquisition Separate Trading Announced. ASPAC II Looks for 2-Year Extension.
Daily SPAC Update – July 15, 2025
Trump’s GrabAGun Deal Vote Today. Silver Pegasus $100M SPAC IPO. Cyason Deal With Mango Financial Announced. Bannix DeSPACs to VisionWave Technologies Inc.
Daily SPAC Update – July 14, 2025
Bowen and Aetherium Extension Votes Approved. Profusa DeSPACs. Nabors Energy Transition II in Deal Dispute.
Daily SPAC Update – July 11, 2025
Welsbach Technology Metals Deal Terminated. Bowen Extension Vote. Helix Acquisition II Vote Set. Inception Growth SPAC Deal Vote Postponed.
Daily SPAC Update – July 10, 2025
Globa Terra $152M SPAC IPO as RMG Acquisition III Liquidates. Integrated Rail & Resources Extension Set. Procap Separate Trading. Ares / Kodiak Investor Deck.
Daily SPAC Update – July 9, 2025
Globalink Investment Overpays Redemptions by Over 20 Cents. Oyster Enterprises II Separate Trading. New CSLM + Fusemachines Deal Deck.
Daily SPAC Update – July 8, 2025
SPACs + Crypto: M3-Brigade Announces Deal with ReserveOne. Nabors Energy II Postpones Vote. Blackhawk and Spark Extension Votes.
Daily SPAC Update – July 7, 2025
Crown Proptech + Mkango Resources Deal. Newbury Street Gets $5M in Termination Fee. Four Leaf and Eureka Extensions Approved. Chenghe / Polibeli Deal Deck.
Daily SPAC Update – July 2, 2025
July’s SPAC Market Taking Off with 3 More SPAC IPOs. Eureka Extends. Integrated Rail & Resources Deal Approved. Kairous Acquisition Confirms Liquidation.
Daily SPAC Update – July 1, 2025
3 New SPAC IPOs for $420M Kick-Off July. JVSA DeSPACs to Hotel 101. Ribbon Deal with DRC Medicine. SLAM Shareholders Approve Extension.