Insight that Drives the Boardroom

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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.

SPAC & IPO Analysis

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.

Daily SPAC Update – October 28, 2025

Cantor Equity Partners II + Securitize Deal Announced. APEX Treasury $300M IPO. ASPAC III Extension Approved. Nabors Energy Looks for Indefinite Extension. Maywood Acquisition Vote Become Inflection Point V.

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

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