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 16, 2025
Chenghe Acquisition III IPOs for $110M. ESH Acquisition + The Original Fit Factory and Willow Lane + Boost Run Deals announced. Ares + Kodiak PIPE/Funding Update.
Daily SPAC Update – September 13, 2025
Athena Technology Extension Approved ($3.3M Redeemed). Cayson Acquisition Deal Amendment Lowers Valuation. Integrated Rail & Resources Extension Vote.
Daily SPAC Update – September 12, 2025
OTG Acquisition $200M IPO. Kingstown’s Blitzer Takes Over Maywood Acquisition. Aura Fat Project Extension Vote. 1RT Acquisition Separate Trading.
Daily SPAC Update – September 11, 2025
Southport Acquisition DeSPACs to Angel Studios (ANGX). IB Acquisition Sets Extension Vote. Alchemy Investments Extension Approved. Alphavest + AMC Corporation Deal Approved. Pelican Deal Announced.
Daily SPAC Update – September 10, 2025
Trailblazer IPOs for $240M. AFAR + Allrites Deal Terminated. Athena Technology II Extension Vote. IB Acquisition, Newbury Street, and Alphatime Set Extension Votes.
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.