Latest Disney & Starbucks Proxy Fight Filings. Icahn into JetBlue and American Electric Power. Engaged Capital into Nevro. Latest 13Ds and CEO / CFO moves.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
An Early Look at 2024 Activist Cooperation Agreements
An early look at 2024 activist cooperation agreements including: GPRE / Ancora; PBI / Hestia; CCO / Legion; FSTR / 22NW; SUP / Mill Road; and EMKR / Radoff.
FAQ: What are Activist Cooperation Agreements?
FAQ on Activist Cooperation Agreements. What they are, why they matter, and examples. Also, links to additional resources on cooperation agreements.
Weekly CEO & CFO Moves – February 2, 2024
iRobot Executives Scramble After Amazon Deal Falls Through. Macy’s Gets New CEO Amid Arkhouse Interest. Levi Strauss Bet on ex-Khol’s CEO Michelle Gass Starts.
Identifying New & Changing Risk Factors in the Latest 10-K Filings
A look at new and evolving risks at US public companies based on their latest risk factor disclosures and the language used in them.
Weekly CEO & CFO Moves – January 26, 2024
Archer-Daniels-Midland (ADM) headlines this week after putting its CFO Vikram Luthar on administrative leave. Heidrick and Tilly’s also get new CEOs.
SPAC Analysis
Daily SPAC Update – March 22, 2024
DWAC + Trump Media & Technology Group Deal Vote (TMTG). RWOD + ANEW Medical Deal Vote. HSPO, TMTC Extension Votes.
Daily SPAC Update – March 21, 2024
HCMA DeSPAC to MRNO. DSAQ and NVAC Extension Votes. BKHAU $69M IPO. FLFV Extends. CHHA Delayed. DSAQ Updates Initial Redemptions.
Daily SPAC Update – March 20, 2024
NBST Extension Vote. TWOA and FLFV Investor Decks. MBTC and GMFI Delay. TMTC Adjourns. FLFV, CFFS, IVCP Extend.
Daily SPAC Update – March 19, 2024
TMTC Extension Vote. TLGY / Verde Deal Termination. MBTC Deal Vote. ATEK Extends. ROSS Delisted.