Nelzon Peltz and Trian dropped their proxy fight against Walt Disney Co. (DIS) following Disney’s cost cutting, reorg, and board appointments.
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Activism, Governance, & Executive Moves
Boardroom Alpha Digest: Wed, Feb 8
Amidst a proxy fight with Trian, Walt Disney Co. (DIS) announced that it will cut ~7k jobs as part of a $5.5B cost savings plan.
SPAC Market Review – January 2023
It was a slower month to kick off the year for SPACs. In what stands to be a pivotal year for the future of the market, we recap January.
Weekly Executive & Director Moves (Feb 3)
Ryan McInerney officially takes over as CEO of Visa Inc. (V) and the rest of the week’s director and executive moves.
Boardroom Alpha Digest: Wed, Feb 1
Fedex Corp. (FDX) announced it would be laying off ~10% of its corporate workforce and Ryan McInerney officially takes over at Visa (V).
AON’s Aria Glasgow on Managing ESG and Human Capital Risk
BA sits down with Aria Glasgow, Head of ESG Advisory at Aon, to discuss the intersection ESG and Human Capital and the risk for corporates.
SPAC Analysis
Daily SPAC Update – April 23, 2025
Compass Digital and Technology & Telecommunication Extensions Approved. Flagship Switches Deals. GSR III + Terra Innvatum Deal.
Daily SPAC Update – April 21, 2025
Papaya Growth Opportunity (PPYA) + PX Energy Deal Announced. FERA, RAC, LOKV Separate Trading. Globalink and IX Acquisition Amend Merger Agreements.
Daily SPAC Update – April 18, 2025
Fifth Era & Live Oak Separate Trading on Monday. AI Transportation Delisted. DT Cloud Acquisition Extension Vote Postponed.
Daily SPAC Update – April 16, 2025
Denali Capital Extension Approved. Compass Digital and Technology & Telecommunications Extension Votes Today. Pyrophyte Sets Extension Vote. Newhold III Separate Trading.
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