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Activism & Governance

Executive Moves Update – September 19, 2025

Struggling Crown Castle names Christian Hillabrant CEO, Dexcom appoints interim leaders, Canopy Growth installs CFO amid losses, Bank of America strengthens leadership team. See this week’s key executive moves.

Elliott Pushes for Change at PepsiCo – And Why Boardroom Alpha Agrees

Elliott takes a $4B stake in PepsiCo, pushing for change. Boardroom Alpha analysis shows lagging TSR, governance red flags, insider selling, and weak board ratings. Our vote guidance calls for multiple ‘AGAINST’ votes, echoing Elliott’s recent wins at HPE, Honeywell, and Phillips 66.

AstroNova Settles Proxy Fight with Askeladden Capital

AstroNova and Askeladden Capital reached a cooperation agreement on August 21, 2025, following a contested proxy fight. The deal adds a new independent director, sets standstill provisions, and signals governance changes after years of underperformance.

SPAC & IPO Analysis

Daily SPAC Update – October 24, 2025

Hennessy Capital VII Deal with ONE Nuclear. Lafayette Acquisition’s $100M SPAC IPO Makes it 108 for 2025. AA Mission II and GigCapital 8 Announce Separate Trading

Daily SPAC Update – October 22, 2025

Calisa Acquisition IPOs for $60 Million. Bleichroeder Officially Changes Name to Inflection Point IV. DT Cloud Star Extension Vote. Roth CH / Sharon AI Investor Deck.

Daily SPAC Update – October 21, 2025

Armada II + Evernorth (a Ripple Crypto Firm) Deal. Spring Valley II Extends. Cartesian II Sets Extension Vote. Investor Decks for Roth CH, Armada, and Pelican.

Daily SPAC Update – October 17, 2025

Cartesian Growth II Non-Binding LOI. Hudson Acquisition I and CSLM Acquisition Shareholders Approve Extensions. M-3 Brigade VI Separate Trading.

Daily SPAC Update – October 16, 2025

Nabors Energy Transition II (NETD) + e2 Companies Deal Terminated. Mountain Crest V Extension Vote Set. DT Cloud Star and Rising Dragon Votes Delayed/Adjourned.

Daily SPAC Update – October 15, 2025

Maywood + GOWell Technology Deal. DT Cloud and Spring Valley Extension Votes. Healthcare AI and Inception Growth Extensions Approved. 5 More Extension Votes Set.

Daily SPAC Update – October 13, 2025

Aura Fat Projects Extension Approved. Globalink Deal with Alps Global Approved. Deal Vote Set for Aimei Health Technology. ASPAC III, Agriculture & Natural Solutions, Integral Extension Votes Set.

Daily SPAC Update – October 10, 2025

GSR III DeSPACs to Terra Innovatum Global N.V. (NKLR). Haymaker Acquisition Corp 4 (HYAC) + Concrete Partners Deal. Cartica Extension Approved. ASPAC III and Yotta Set Extension Votes.

Daily SPAC Update – October 9, 2025

Pompliano Continues His Media Push for Columbus Circle + ProCap Financial. IX Acquisition and DT Cloud Votes Adjourned. Inception Growth Extension Vote Today.

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