An early look at 2024 activist cooperation agreements including: GPRE / Ancora; PBI / Hestia; CCO / Legion; FSTR / 22NW; SUP / Mill Road; and EMKR / Radoff.
Research & Analysis
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Activism, Governance, & Executive Moves
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.
Weekly CEO & CFO Moves – February 2, 2024
iRobot Executives Scramble After Amazon Deal Falls Through. Macy’s Gets New CEO Amid Arkhouse Interest. Levi Strauss Bet on ex-Khol’s CEO Michelle Gass Starts.
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.
Weekly CEO & CFO Moves – January 26, 2024
Archer-Daniels-Midland (ADM) headlines this week after putting its CFO Vikram Luthar on administrative leave. Heidrick and Tilly’s also get new CEOs.
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.
SPAC Analysis
Daily SPAC Update – June 20, 2025
Cantor Equity PIPE Update. Black Hawk Adjourns Vote. Iron Horse Extension Vote.
Daily SPAC Update – June 19, 2025
Bayview Extends with $21M Redeemed. Winvest Extends with Only $7K Redeemed. Eureka Acquisition Vote Postponed.
Daily SPAC Update – June 18, 2025
Two More SPAC IPOs: Pioneer Acquisition I $220M and Axiom Intelligence $175M. Five SPACs Set to Start Separate Trading. Goldstone and SLAM Extension Votes.
Daily SPAC Update – June 17, 2025
Goldman Back in SPACs. Four Leaf Acquisition (FORL) and Nabors Energy Transition II (NETD) Set Extension Votes. Armada Acquisition II (AACI) Separate Trading Announced.
Search Analysis
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