Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.
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 (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)
The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.
Weekly Activism & Executive Moves Review (Mar 29)
Boeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and Buxton Helmsley is in at Fossil Group.
Shareholders Vote Their Director Discontent – Voting Through March So Far
Shareholders are sending these companies and directors a message in 2024. See the list of companies and directors where directors lack support.
Weekly Activism & Executive Moves Review (Mar 22)
Shake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global, and Erez vs Whitestone REIT (WSR).
Weekly Activism & Executive Moves Review (Mar 15)
Starbucks wins. Rubric Capital v Xperi to heat up. Radoff in at BOOM. Thirdpoint/Saddlepoint in at AAP. 3M (MMM) gets a new CEO. Plank back at Under Armour.
Weekly Activism & Executive Moves Review (Mar 2- Mar 8)
New cooperation agreements at Barnes Group (Irenic), Chef’s Warehouse (Legion), and Ventas (Land & Buildings). Arkhouse/Brigade raise their bid for Macy’s. Weekly CEO/CFO Moves.
2024 Activist Cooperation Agreements – Through February
Fund 1 Investments in at Citi Trends and BJs Restaraunts. Icahn in at JetBlue and American Electric Power. Plus deals with Ancroa, Engaged, Radoff, Hestia and more.
Weekly Activism & Executive Moves Review (Feb 26 – Mar 1)
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.
SPAC & IPO Analysis
Daily SPAC Update – December 10, 2025
Meshflow’s $300M SPAC IPO Makes it Nine for December. Integrated Wellness + Btab Ecommerce Deal Approved. ATMV DeSPACs to AMC Corporation.
Daily SPAC Update – December 9, 2025
Daedalus Special Acquisition $225 Million IPO. ESH Acquisition Extension and Alphatime / HCYC Group Deal Approved. Metal Sky Sets Extension Vote.
Daily SPAC Update – December 8, 2025
Pompliano’s ProCap BTC Becomes Public as Crypto Stalls. Btab Ecommerce Deal Vote. YHN Acquisition Extension Vote.
Daily SPAC Update – December 5, 2025
Leapfrog $150M SPAC IPO. December SPAC IPOs Start Hot. HCYC Group Deal Goes to Vote. Corner Growth SPACs Look to Extend.
Daily SPAC Update – December 4, 2025
Safeguard, New America, and Activiate Energy Launch SPAC IPOs. Pompliano’s ProCap BTC and Twenty One Capital SPAC Deals Approved. Cartica + Nidar Infrastructure Deal Vote.
Daily SPAC Update – December 3, 2025
StoreDot / POLE Deal Announced. SilverBox V Prices $240M IPO. Pompliano’s ProCap-BTC and Cantor Equity / Twenty One Capital Deal Votes Today. DT Cloud Seeks No-Fee Extensions. Israel Acquisition Delisting.
Daily SPAC Update – December 2, 2025
Fact II Announces Deal With Precision Aerospace Defense Group. Sharon AI + Roth CH Acquisition Deal Vote. Bayview and Alphatime Extension Votes Set.
Daily SPAC Update – December 1, 2025
Bayview Acquisition and Rising Dragon Extension Votes Set. Blue Water III Gets New Sponsor Including Trump Media & Technology Group CEO Devin Nunes.
Daily SPAC Update – November 26, 2025
SC II Acquisition $150 million SPAC IPO. Evolution Global Extension Vote. Alpha Star Sets Extension Vote. Cartica Delays Deal Vote.
Daily SPAC Update – November 25, 2025
Invest Green $150M SPAC IPO. Rising Dragon + HZJL Deal Approvide with 5.7M Redemptions. DMY Squared and Bowen Set Extension Votes. Inflection Point V (f.k.a Maywood) Ticker Change.