Shareholders are sending these companies and directors a message in 2024. See the list of companies and directors where directors lack support.
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 (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.
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.
SPAC & IPO Analysis
Daily SPAC Update – November 13, 2025
Alussa Energy II $250 Million SPAC IPO. New BPGC + iRocket Investor Deck. Deal Votes Set for Integrated Wellness, Columbus Circle Capital, and Roth CH. Apex Treasury Separate Trading.
Daily SPAC Update – November 12, 2025
Legato Merger III + Einride AB $1.8B Deal Announced. Integrated Wellness and Columbus Circle Capital I Set Deal Votes for December.
Daily SPAC Update – November 11, 2025
Evolution Global Upsized $210 Million SPAC IPO. Chenge III Separate Trading.YHN Acquisition Merger Amendment.
Daily SPAC Update – November 10, 2025
Rigel Resources Deal Termination and Liquidation. Columbus Acquisition + WIesSAT and Cantor Equity III + Air Deals Announced.
Daily SPAC Update – November 7, 2025
Crown Reserve and Tailwind 2 Launch IPOs Making it 116 for 2025. IX Cactus, Integral, and Yotta Shareholders Approve Extensions. Cantor and Cartica Set Deal Votes.
Daily SPAC Update – November 6, 2025
Cantor Equity Partners + Twenty One Capital Deal Vote Set. Aimei Health + United Hydrogen Deal Vote Today. Bowen Delisting.
Daily SPAC Update – November 5, 2025
Chain Bridge I, ClimateRock, and Cartesian Growth II Get Shareholder Approval for Extensions. Aimfinity Updates on Redemptions. Israel Acquisitions + Gadfin Investor Deck.
Daily SPAC Update – November 4, 2025
Lutnick IPOs Cantor Equity Partners V for Upsized $220 Million. Eureka + Marine Thinking and Crane Harbor + Xanadu Deals Announced. Westin Acquisition $5O Million IPO.
Daily SPAC Update – November 3, 2025
Quantum Computing Company Xanadu to Go Public with Crane Harbor. Cartesian Growth II Extension Vote. OTG Acquisition and Lake Superior Separate Trading This Week.
Daily SPAC Update – October 31, 2025
Viking Acquisition’s $200M IPO Makes it 12 IPOs in October. Cactus and Integral Extension Votes. GLLI DeSPACs to Alps Global. Lake Superior Set for Separate Trading.