Latest Disney & Starbucks Proxy Fight Filings. Icahn into JetBlue and American Electric Power. Engaged Capital into Nevro. Latest 13Ds and CEO / CFO moves.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
Weekly Executive & Director Moves (Oct 13)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
Weekly Executive & Director Moves (Oct 06)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
SPAC & IPO Analysis
Daily SPAC Update – July 8, 2025
SPACs + Crypto: M3-Brigade Announces Deal with ReserveOne. Nabors Energy II Postpones Vote. Blackhawk and Spark Extension Votes.
Daily SPAC Update – July 7, 2025
Crown Proptech + Mkango Resources Deal. Newbury Street Gets $5M in Termination Fee. Four Leaf and Eureka Extensions Approved. Chenghe / Polibeli Deal Deck.
Daily SPAC Update – July 2, 2025
July’s SPAC Market Taking Off with 3 More SPAC IPOs. Eureka Extends. Integrated Rail & Resources Deal Approved. Kairous Acquisition Confirms Liquidation.
Daily SPAC Update – July 1, 2025
3 New SPAC IPOs for $420M Kick-Off July. JVSA DeSPACs to Hotel 101. Ribbon Deal with DRC Medicine. SLAM Shareholders Approve Extension.
Daily SPAC Update – June 30, 2025
Welsbach Technology Metals Deal and Extension Vote Pass. Breeze Extends. Eureka Acquisition Extension Vote. Blackhawk Vote Adjourned Again.
Daily SPAC Update – June 27, 2025
Two More SPAC IPOs, but June Fails to Match May’s Surge. Iron Horse Extends and Gets Deal Approved. Winvest + Xtribe Deal Vote.
Daily SPAC Update – June 26, 2025
Blue Gold Debuts Post-SPAC. EGH Separate Trading. Breeze and Welsbach Extension Votes. Inception Growth Postpones and Updates Trust.
Daily SPAC Update – June 25, 2025
Two SPAC IPOs: Lightwave and Oxley Bridge. Evergreen + Forekast Deal Terminated. Columbus Circle/Pompliano Publish Investor Deck.
Daily SPAC Update – June 24, 2025
Bitcoin’s Pompliano Strikes SPAC Merger. SLAM and. Altenergy Both in Deal Termination Disputes. JVSA + DoubleDragon Deal Vote.
Daily SPAC Update – June 23, 2025
ShoulderUp DeSPACs to Dot Ai. Black Hawk Extension Votte. Colombier II Deal Vote Set.