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Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.

Activism & Governance

Director Overboarding

Director overboarding continues to be a key factor that shareholders — and those who advise them — look at when evaluating nominees at the annual shareholder vote. This brief overview of “director overboarding” will look at what it is, why it matters, and how it is evaluated.

SPAC Market Review – November 2022

November’s SPAC market review paints a picture of a SPAC market rushing towards the exit with high, and accelerating liquidations, more deal terminations, and almost no new SPAC IPOs.

Failed Say-on-Pay Votes 2022

The annual (sometimes) Say-on-Pay votes in 2022 highlighted discontent across a range of poor performing companies.

SPAC & IPO Analysis

Daily SPAC Update – March 12, 2025

Perception Capital IV / Blue Gold Deal Approved. Inflection Point (IPXX) Forward Purchase Agreement. K&F Growth Separate Trading Starts Tomorrow.

Daily SPAC Update – March 11, 2025

USA Rare Earth Deal with Inflection Point Acquisition II Approved. Liminatus Pharma + Iris Acquisition Approved. Aquaron Delisting. SK Growth and Oak Woods Get Vote Dates.

Daily SPAC Update – March 7, 2025

Newbury Street (NBST) Chasing for $7M Termination Fee. Aimfinity Investment (AIMAU) Sets Deal Vote. Northview (NVAC) Sets Extension Vote. Bannix (BNIX) Extension Vote.

Daily SPAC Update – March 5, 2025

Focus Impact (BHAC) Deal Approved; Expects to Close in March. Relativity Acquisition (RACY) Tries Again with Instinct Brothers.

Daily SPAC Update – March 4, 2025

Iris Acquisition (IRAA) + Liminatus Pharma Deal Vote. Watch for Late 10-Ks. Flag Ship (FSHP) Extends Outside Date to August 28, 2025

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