HOG’s board and executive team needs a shake-up. Can the Jared Dourdeville led H Partners campaign finally make it happen?
Research & Analysis
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Activism, Governance, & Executive Moves
An Early Look at DEI / ESG Shareholder Proposal Results and Upcoming Votes (Proxy Season 2025 Update)
Shareholders show low support for DEI / ESG proposals, but show strong support for proposals that align board/execs to shareholders.
Proxy Fight Progress: Ancora Drops Their Contest. TRC, NHI, PSX Meetings Set
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Match Group Scrambles to Appease Shareholders After Anson Push
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Opposing Goldman Sachs’ Retention Bonus is Irrational
Why ISS and Glass Lewis are wrong to tell Goldman Sachs shareholders to vote against the Solomon / Waldron retention compensation.
Which CEOs Are on the Hot Seat? Boardroom Alpha’s New Score Reveals Elevated Risk
Which CEOs are at risk of losing their jobs? Boardroom Alpha’s CEO Hot Seat Score reveals the executives facing the highest turnover risk based on real-time performance, governance, and activist pressure. See the latest rankings and insights investors rely on.
SPAC Analysis
Daily SPAC Update – June 17, 2025
Goldman Back in SPACs. Four Leaf Acquisition (FORL) and Nabors Energy Transition II (NETD) Set Extension Votes. Armada Acquisition II (AACI) Separate Trading Announced.
Daily SPAC Update – June 16, 2025
Northview Acquisition Deal Approved with 52K Shares Redeemed. Winvest Extension Vote. Breeze Holdings Drops From OTC. Perimeter Acquisition Separate Trading.
Daily SPAC Update – June 13, 2025
Two New SPAC IPOs: BEST SPAC I and Blue Acquisition. Aetherium Acquisition Vote Postponed. New Providence III and Inflection Point III Separate Trading.
Daily SPAC Update – June 11, 2025
Globalink Investment Extends to December 2025. Finnovate Non-Reliance on Financials. Black Hawk and Breeze Extension Votes Set.