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 29, 2025
DP Cap Acquisition Capital Expansion Approved. Extension Votes for Oak Woods, Trailblazer, and Welsbach Technology. Deal Votes Set for HCM II and Rising Dragon.
Daily SPAC Update – September 26, 2025
Chamath’s Latest SPAC American Exceptionalism IPOs for $300M. Newbury Street Extension Approved and Gets Deal Termination Fee. FutureCrest $250M IPO.
Daily SPAC Update – September 25, 2025
Emmis Acquisition and Drugs Made in America II SPAC IPOs Make it Almost 100 for 2025. Kodiak Robotics / Ares DeSPACs. Yorkville Takes Over Sponsorship of Texas Ventures III.
Daily SPAC Update – September 24, 2025
Alphavest Acquisition Extends. Ares Acquisition II + Kodiak Robotics Deal Approved. Newbury Street Extension Vote Today.
Daily SPAC Update – September 23, 2025
Ares II + Kodiak Robotics Deal Vote Today w $502 Million Redeemed. DT Cloud Star Sets Extension Vote. TLGY Talks Deal in Interview.
Daily SPAC Update – September 22, 2025
Patria Latin American Liquidates at $12.35. Cartica Extension Vote Set. IB Acquisition Shareholders to Vote on Extension. HCM III Separate Trading Today.
Daily SPAC Update – September 19, 2025
Galata Acquisition III Debuts for $150M Making it 91 SPAC IPOs This Year. Alphavest Acquisition Extension Vote. CSLM Separate Trading Begins.
Daily SPAC Update – September 18, 2025
Globalink Deal Vote Set for Oct 7. Healthcare AI Extension Set. Willow Lane Starts Press to Promote Deal. Trailblazer Vote Postponed.
Daily SPAC Update – September 17, 2025
Corner Growth Shareholders Approve Capital Expansion. GSR III Sets Deal Vote for Oct 7. Inception Growth Extension Vote Set for Oct 9. CSLM Digital Asset III Separate Trading.
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.