FedEx (FDX) shareholders send mixed signals while the firm could again become the target of activist investors. Will a say-on-pay vote failure, low support for new director Smith, and support for Chevedden be a wake up call?
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
September 2025 Proxy Votes: Where Patience Should Be Running Out
September 2025 proxy voting results: Which company boards earned shareholder support and which faced rejection? Analysis of director elections, say-on-pay votes, and governance issues at major corporations.
Anson Funds and Clear Channel Outdoor: A Potential Proxy Fight
Who would win a proxy showdown at Clear Channel? Anson Funds is pushing for a sale—get the analysis and implications for investors.
Which Directors Deserve Your Vote? October Shareholder Meeting Insights from Boardroom Alpha
October shareholder meetings are here. See which directors to support, monitor CEO transitions, and assess activist risk with Boardroom Alpha insights.
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.
Executive Moves Update – September 12, 2025
Notable executive changes this week: Sarah Noonberg at AbCellera, Joshua Reed at Alkermes, Kenneth Duda at Arista, and CEO transition at CF Industries.
Director Support & Say-on-Pay: September 2025 Shareholder Votes to Date
September 2025 shareholder votes to date: Nike board protected by unequal share class voting power; Under Armour should be feeling more heat; and more.
Executive Moves Update – September 5, 2025
Weekly U.S. executive changes: Todd Morgenfeld (Axon), Balazs Fejes (EPAM), Mike Rosenbaum (DocuSign), and others in key leadership roles and governance shifts.
Which Directors Deserve Your Vote? September Shareholder Meeting Insights from Boardroom Alpha
Investor guide to September shareholder meetings: Boardroom Alpha’s Voting Guidance Engine shows which directors at PepsiCo, Gen Digital, and Honeywell deserve support—and where underperformance and governance red flags warrant ‘against’ votes.
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.
SPAC & IPO Analysis
Daily SPAC Update – November 11, 2025
Evolution Global Upsized $210 Million SPAC IPO. Chenge III Separate Trading.YHN Acquisition Merger Amendment.
Daily SPAC Update – November 10, 2025
Rigel Resources Deal Termination and Liquidation. Columbus Acquisition + WIesSAT and Cantor Equity III + Air Deals Announced.
Daily SPAC Update – November 7, 2025
Crown Reserve and Tailwind 2 Launch IPOs Making it 116 for 2025. IX Cactus, Integral, and Yotta Shareholders Approve Extensions. Cantor and Cartica Set Deal Votes.
Daily SPAC Update – November 6, 2025
Cantor Equity Partners + Twenty One Capital Deal Vote Set. Aimei Health + United Hydrogen Deal Vote Today. Bowen Delisting.
Daily SPAC Update – November 5, 2025
Chain Bridge I, ClimateRock, and Cartesian Growth II Get Shareholder Approval for Extensions. Aimfinity Updates on Redemptions. Israel Acquisitions + Gadfin Investor Deck.
Daily SPAC Update – November 4, 2025
Lutnick IPOs Cantor Equity Partners V for Upsized $220 Million. Eureka + Marine Thinking and Crane Harbor + Xanadu Deals Announced. Westin Acquisition $5O Million IPO.
Daily SPAC Update – November 3, 2025
Quantum Computing Company Xanadu to Go Public with Crane Harbor. Cartesian Growth II Extension Vote. OTG Acquisition and Lake Superior Separate Trading This Week.
Daily SPAC Update – October 31, 2025
Viking Acquisition’s $200M IPO Makes it 12 IPOs in October. Cactus and Integral Extension Votes. GLLI DeSPACs to Alps Global. Lake Superior Set for Separate Trading.
Daily SPAC Update – October 30, 2025
Dynamix Corporation III SPAC IPO for $175M. Berto / Harry You Announce Non-Binding LOI with OnMed LLC. OTG Acquisition Announces Separate Trading.
Daily SPAC Update – October 29, 2025
Insight Digital Partners II $150 Million SPAC IPO. Securitize + Cantor Equity Partners II. HOND DeSPACs to Terrestrial Energy. AA Mission Acquisition II Separate Trading.