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Activism & Governance

SPAC Market Review – June 2022

Boardroom Alpha’s June 2022 SPAC market review looks at the latest trends in SPACs, where the market is heading a recap of activity.

SPAC Daily: Polestar (PSNY)Debuts

Polestar (PSNY) shares traded up following its DeSPAC, the IPO market remains incredibly slow, and the rest of the day’s news in SPACs.

Can Redfin Find Its Way to Profitability?

Redfin CEO Glenn Kelman says the real estate brokerage will post an operating profit this year. Headcount reductions are a good start, but there’s still plenty of work to do to stabilize troubling iBuying trends.

Governance Alert: FedEx

FedEx (FDX) is making some shareholder-friendly moves, including an over 50% dividend hike, adding two independent directors, and a TSR-based executive compensation metric. We applaud the changes, but now the real work begins. Can a new CEO and refreshed board improve margins?

5 Long-Tenured CEOs that Need to Turn Things Around

While COVID-related issues are abating, it’s no secret that many companies are still struggling to find their footing. We take a close-up look at 5 long-tenured CEOs (+ 1 co-CEO) that are facing big negative 3-year returns.

SPAC & IPO Analysis

Daily SPAC Update – June 2, 2025

Black Spade II Deal with World Media and Entertainment Universal Approved — but $135M Redeemed. Winvest Vote Adjourned to June 27. SIDDHI Acquisition Split Trading.

Daily SPAC Update – May 30, 2025

3 SPAC Deals Go to Vote: WINV, DIST, BSII. Aetherium (GMFI) Vote Postponed to June. Digital Asset and Real Asset Set Warrant Separation Dates.

Daily SPAC Update – May 28, 2025

Two More SPAC IPOs. DT Cloud Acquistion Extension Fee Change Approved. Roth CH Acquisition + SharonAI Deal Deck. M3-Brigade V Gets New Sponsor.

Daily SPAC Update – May 27, 2025

Chenge Acquisition II Deal with Polibeli Group Approved but $88M Redeemed. Investcorp Europe + nexxbuild Deal Announced. ASPAC III Terminates with HDEducation and ReUps with Bioserica International.

Daily SPAC Update – May 23, 2025

Target Global Acquisition Deal Officially Terminated After Dispute. Bannix Deal with VisionWave Technologies Approved. Chenghe Acquisition II + Pollbeli Group Deal Vote. 

Daily SPAC Update – May 22, 2025

Oyster Enterprises II $220M Upsized SPAC IPO. Bannix + VisionWave Technologies Deal Vote. UY Scuti Separate Trading Announced.

Daily SPAC Update – May 21, 2025

Two More SPAC IPOs: Armada II $220M and ProCap Acquisition $200M. GlobalLink Investment Extension Vote Set. Welsbach / Evolution Metals Investor Deck. 

Daily SPAC Update – May 20, 2025

Integrated Rail & Resources Extends with $2.76M in Redemptions. Welsbach Technology / Evolution Metals Deal Vote Set & New Investor Deck. DT Cloud Acquisition Vote Postponed.

Daily SPAC Update – May 16, 2025

Columbus Circle $220M and Wen Acquisition $261M IPOs. Northview and Iron Horse Set June Deal Votes. CHAC and TVA Separate Trading. 

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