Rite Aide Corporation (RAD) parts ways with Heyward Donigan and Paya Holdings (PAYA) acquisition highlight Monday’s daily digest.
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 Executive & Director Moves (Jan 6)
We recap all of the CEO, CFO, and Director moves of the new year, of which there are tons. Including CEO changes at SFIX, ADP, VOYA, and ENB.
Boardroom Alpha Digest: Thurs, Jan 5
Boardroom Alpha’s Daily Digest highlights include Elizabeth Spaulding resigning as CEO of Stitch Fix (SFIX) and JNJ’s Kenvue filing for an IPO
SPAC Market Review – December 2022
December’s SPAC market review takes a look by the numbers of the month’s SPAC activity and how the market currently stands going into 2023.
Companies Amend Bylaws to Prepare for Universal Proxy in 2023
Here’s a list of over 150 companies and their 8-k’s that announce UPC related bylaw amendments since September. Some reasonable, some not so much.
Weekly Executive & Director Moves (Dec 9)
Grant Johnson resigns at Esports Entertainment Group (GMBL) and the rest of this week’s CEO, CFO, and director moves.
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.
Say-on-Pay Voting: What You Need to Know
Learn what shareholder Say-on-Pay votes are, when they occur, why they are important, where to find them, recent trends, and more.
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 – July 9, 2025
Globalink Investment Overpays Redemptions by Over 20 Cents. Oyster Enterprises II Separate Trading. New CSLM + Fusemachines Deal Deck.
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.