CarMax CEO William Nash exits after -58% TSR; 1-800-FLOWERS, DENTSPLY, Kenvue, and HighPeak make key leadership changes amid pressure.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Elon Musk vs. Proxy Advisors: Control, Complexity, and the Corporate Governance Clash
Tesla and Elon Musk’s fight with proxy advisors ISS and Glass Lewis has become a flashpoint in the broader battle over who really controls corporate governance. The All-In Podcast crew is the latest to join the chorus of critics.
Weekly Boardroom & Executive Moves: October 24–31, 2025
Organon CEO Kevin Ali exits amid losses; FISERV, NXP, and Murphy USA announce major leadership changes. See this week’s key board and executive moves.
Executive Moves Update – October 24, 2025
Baxter COO Heather Knight exits amid losses; Textron names Lisa Atherton CEO; Citi elevates Jane Fraser to Chair. See this week’s top boardroom moves.
Which Directors Deserve Your Vote? November 2025 Shareholder Meeting Insights from Boardroom Alpha
November’s shareholder votes spotlight AI-fueled winners and activist targets. See which boards earn support—and which face “against” votes—based on Boardroom Alpha’s data-driven Vote Guidance Engine.
Executive Moves Update – October 17, 2025
This week’s transitions include CEO changes at Verizon, LendingTree, and Kemper, plus CFO shifts at Becton Dickinson, Ameren, Ardelyx, and Starboard placing Peter Feld at Bill.
Executive Moves Update – October 10, 2025
Core Natural Resources, Acadia Healthcare, and Campbell’s replace top leaders amid performance struggles, while Diebold Nixdorf, IDEXX, and Dycom strengthen leadership following strong results.
Executive Moves Update – October 3, 2025
Allstate names Mario Rizzo COO; Avery Dennison appoints Francisco Melo; GE adds Wesley Bush. See this week’s key executive and board changes.
FedEx 2025 Annual Meeting: A Company Sleepwalking Toward Another Activist Campaign?
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?
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.
SPAC & IPO Analysis
Daily SPAC Update – May 1, 2026
Two SPAC IPOs launched today, raising a total of $500 million. CH4 Natural Solutions Acquisition Corp (MTNE) secured $300 million, while Quantum Leap Acquisition Corp (QLEP) raised $200 million. Today, 2 SPAC IPOs raised $500M, led by CH4 Natural Solutions (MTNE) at $300M. This follows a surge of activity at the end of April.
Daily SPAC Update – April 30, 2026
Today, six SPACs debuted, raising a total of $965 million. General Catalyst Global Resilience Merger Corp (GCGR) led the pack with $350 million, followed by RRE Ventures Acquisition Corp. (RREV) at $250 million. Month-to-date, SPAC IPOs total 16, bringing in $2.65 billion, compared to 11 IPOs last month that raised $1.72 billion.
Daily SPAC Update – April 29, 2026
Collective Acquisition Corp. II (CAII) launched its $220 million IPO today, targeting high-potential sectors like technology and healthcare. In executive moves, Roger Bendelac was appointed CEO of both Drugs Made in America Acquisition Corp (DMAA) and Drugs Made in America Acquisition II Corp (DMII), with Saleem Elmasri as CFO. Meanwhile, General Purpose Acquisition Corp (GPAC) saw a significant decline of 22.9%, closing at $9.96, while Aimei Health Technology Co Ltd (AFJK) gained 2.7% to $46.12.
Daily SPAC Update – April 28, 2026
SPAC IPOs Look Stalled Again as Irenic’s $220M IPO Only Makes it Seven. Miluna Acquisition + CADV.AI Deal. Prophyte Extension Vote to Add 12 More Months.
Daily SPAC Update – April 21, 2026
TLGY Extends to October. Archimedes Tech SPAC II Deal with Nano Forge. New GigCapital7 Investor Deck as Deal Re-Valued at $600 Million.
Daily SPAC Update – April 20, 2026
Piermont Announces Deal with Tigerless Health. Climaterock sets extension vote. Horizon Space Extension Vote Today. Suma, TRG Latin America, and MOZAYYX Separate Trading.
Daily SPAC Update – April 16, 2026
Gigcapital 7 Sets Deal Vote for May 7. New Investor Decks for Spring Valley III + General Fusion and Bleichroeder II + Pasqal.
Daily SPAC Update – April 15, 2026
Two New SPAC IPOs as NewHold Investment IV and QuasarEdge Acquisition 2 Debut. Drugs Made in America Sets Extension Vote. TLGY Extension Vote.
Daily SPAC Update – April 14, 2026
Two SPAC Deals as Sizzle Acquisition II + Trasteel Holdings and Investcorp AI + Blue Finance are Announced. Maywood II $100M IPO. 5 SPACs Set for Separate Trading This Week.
Daily SPAC Update – April 13, 2026
$50 Million Deal Termination Payment Due as Dynamix and The Ether Reserve Call Off Deal. Aparadise Sets Deal Vote for May 1.