Icahn wins proxy battle at Illumina (ILMN) with Andrew Teno voted to the board and Chair John Thompson voted out.
Research & Analysis
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Activism, Governance, & Executive Moves
Weekly Executive & Director Moves (May 19)
Sandeep Mathrani is stepping down as CEO of WeWork (WE) with David Tolley taking over as interim, and the rest of the week’s moves.
Weekly Executive & Director Moves (May 5)
Jeff Sloan, CEO of Global Payments (GPN), stepped down after nearly 10 years plus the rest of this week’s director and executive moves.
SPAC Market Review – April 2023
Boardroom Alpha recaps the SPAC market activity for April 2023, highlighted by Ares’ $500M IPO on their second vehicle.
Weekly Executive & Director Moves (April 28)
Giovanni Caforio announces he will be stepping down as CEO of Bristol-Meyers (BMY) and the rest of the week’s executive moves.
Weekly Executive & Director Moves (April 21)
David Risher officially takes over as the CEO of Lyft (LYFT) plus the rest of the week’s director and executive moves.
SPAC Analysis
Daily SPAC Update – May 16, 2025
Columbus Circle $220M and Wen Acquisition $261M IPOs. Northview and Iron Horse Set June Deal Votes. CHAC and TVA Separate Trading.
Daily SPAC Update – May 15, 2025
Thayer Ventures II and Reantus Tactical I IPO. Investcorp AI extends with $17.5M redeemed. Rigel Resource extends with $53.4M redeemed. Texas Ventures III Separate Trading.
Daily SPAC Update – May 14, 2025
Cantor Equity Partners / Tether Purchase $458 million in Bitcoin. Churchill Capital X Upsized IPO of $360 million. Black Spade II Deal Deck.
Daily SPAC Update – May 13, 2025
Horizon Space Acquisition II + SL Bio Deal Announced. Finnovate and Aquaron Extensions Approved. Perimeter Acquisition $210 million IPO. Integrated Rail & Resources Extension Vote.