Starboard Value is challenging Autodesk’s governance and financial performance, pushing for board changes in a high-stakes proxy fight. Learn about the activist campaign, SEC investigation, and what’s next for ADSK.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Can Engaged Capital Revitalize YETI?
Engaged Capital makes a necessary push at YETI while their board/management seem stuck and shareholders continue to lose.
Will a Proxy Fight with Anson Save Match Group?
Match (MTCH) has three powerful activists pushing for change. Will a stagnant, entrenched board see the light or waste shareholder dollars fighting change?
Whetstone Capital Advisors Launches Proxy Fight at OptimizeRX
Whetstone Capital will likely get its two board seats and strategic changes, but longer-term shareholders likely won’t recoup their losses.
Can Lemonis Save Beyond and Camping World?
Marcus Lemonis already had his hands full at Camping World (CWH). Does he have the capacity, board, and leadership teams necessary to save Beyond, Inc. too?
Boardroom Alpha Weekly – March 7, 2025
Kenvue and Starboard Settle. Landsea pushed by Mill Road Capital. Elliott files preliminary contested proxy. Latest CEO/CFO moves. Helmerich & Payne directors not feeling the pain?
SPAC Analysis
Daily SPAC Update – April 24, 2025
Cantor’s Bitcoin/Tether/Softbank Deal Announced. Hennessy Capital + Namib Minerals Deal Vote Set. Yotta Acquisition Delisting.
Daily SPAC Update – April 23, 2025
Compass Digital and Technology & Telecommunication Extensions Approved. Flagship Switches Deals. GSR III + Terra Innvatum Deal.
Daily SPAC Update – April 21, 2025
Papaya Growth Opportunity (PPYA) + PX Energy Deal Announced. FERA, RAC, LOKV Separate Trading. Globalink and IX Acquisition Amend Merger Agreements.
Daily SPAC Update – April 18, 2025
Fifth Era & Live Oak Separate Trading on Monday. AI Transportation Delisted. DT Cloud Acquisition Extension Vote Postponed.