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.
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 (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.
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.
SPAC & IPO Analysis
Daily SPAC Update – September 9, 2025
Two Quantum Computing SPAC Deals (DMY Squared and Churchill) and a Crypto Deal (Vine Hill) in Two Days. Plus Talon Capital IPOs $225M.
Daily SPAC Update – September 8, 2025
Corner Growth 2 Capital Expansion Approved. Silver Pegasus and Pyrophyte Separate Trading Begins.
Daily SPAC Update – September 5, 2025
Cartica Acquisition Sets Extension Vote for October. Pyrophyte Acquisition Separate Trading Next Week.
Daily SPAC Update – September 4, 2025
Two New SPAC IPOs to Start September: GSR IV and Spring Valley III. Denali Capital Deal Approved. Trailblazer and Alphavest Set Extension Votes.
Daily SPAC Update – September 3, 2025
Denali Capital + Semnur Pharmaceuticals Deal Vote. Solarius Capital Separate Trading. Dynamix Gets Ether Injection.
Daily SPAC Update – September 2, 2025
Ares Acquisition II Deal Vote Set. Athena Acquisition II Extension Set. New Investor Decks for Spring Valley II, Cantor Equity I. Vikas Mittal Takes Over at Investcorp AI Acquisition.
Daily SPAC Update – August 29, 2025
Breeze DeSPACs to YD BioPharma. New Sponsor/Team at Armada Acquisition II. NMP Acquisition Separate Trading. Cantor / BSTR Release New Investor Deck.
Daily SPAC Update – August 28, 2025
Meteora’s Vikas Mittal files for Bitcoin Infrastructure Acquisition $200M IPO. DT Cloud Acquisition Extension Approved. Corner Growth Asking Shareholders to Approve Capital Increase.
Daily SPAC Update – August 27, 2025
Another Crytpo SPAC Deal as Trump + Crypto.com Team Up. M3-Brigade IPOs Another SPAC. Calm Digital IPOs for $200M. Dynamix Ticker Change Pre-DeSPAC.
Daily SPAC Update – August 26, 2025
Alchemy + Cartiga and Inflection Point III + A1R WATER Deals Announced. Southport + Angel Studios Deal Approved. New Deal Deck for Ares II and Kodiak.