Mark Tritton is ousted at Bed Beth and Beyond (BBBY), Silbermann steps down from Pinterest (PINS), and the rest of this week’s exec moves.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
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.
Weekly Executive & Director Moves (June 24)
DocuSign (DOCU) CEO Dan Springer resigns amidst slowdown, and Red Robin (RRGB) CEO sets the stage for transition in this week’s exec moves.
GGPI & Polestar Vote Finally Arrives as the Stock Spikes
GGPI shareholders go to vote on the latest EV SPAC deal. Warrant prices remain at their lows with no end in site. Plus the days’s biggest movers.
Weekly Executive & Director Moves (June 17)
FedEx (FDX) appoints new directors in conjunction with D.E. Shaw, and cbdMD (YBCD) CEO, accused of fraud, resigns.
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.
ExxonMobil Hits First Record High in Eight Years
With ExxonMobil shares hitting a new 52-week high and “making more money than God,” according to President Joe Biden, we take a closer look at financials and governance.
SPAC & IPO Analysis
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.
Daily SPAC Update – June 10, 2025
First SPAC IPO of June: Blue Water III Prices Upsized $220M. Iron Horse Deal Vote. Cantor Equity Updates on Bitcoin PIPE Wallet. SLAM Corrects Trust Numbers.
Daily SPAC Update – June 9, 2025
Quartzsea + Gaorkai Materials Deal. Northview + PROFUSA Deal Vote. Target Global Extension Vote. SLAM and WTMA Set Extension Votes.
Daily SPAC Update – June 6, 2025
Churchill IX Deal with Plus. Hennessey deSPACs to Namib Minerals. Distoken Deal with Youlife Approved ($7M redeemed). Flybondi Deal Terminated.
Daily SPAC Update – June 5, 2025
Blackhawk DeSPACs to World Media and Entertainment. Ares Acquisition II Updates Investor Deck. Renatus Tactical Separate Trading.
Daily SPAC Update – June 4, 2025
Globalink Investment (GLLI) Extension Vote. Eureka and Target Global Set Extension Votes. Chenghe II Updates Trust and Forward Purchase Agreement.
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 29, 2025
May’s SPAC IPO Surge Continues: Over 20 SPAC IPOs Raising $5B as Jena II and Wintergreen Come to Market.