The market is a mess right now. A hawkish Fed and even more cautious SEC are slowing deals….but may raise the bar for more quality SPACs down the line.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
BA Daily Read: Will a New CEO Serve Denny’s Stock a Grand Slam?
Denny’s (DENN) CEO John Miller retires later this year after more than a decade of solid performance. Who’s up for the challenge of reviving casual dining?
BA Daily Read: Elliott Shakes Things Up at Suncor Energy
Despite a rising tide for oil & gas stocks, Suncor Energy (SU) has lagged peers. Activist Elliott Investment Management thinks a changeup and re-rating could unlock 50% upside.
The Green Energy Movement will be Digitized, says Voltus CEO Gregg Dixon
Voltus is gearing up for a $1.3B SPAC IPO in the coming months. We chat with CEO Gregg Dixon, who shares how the company is leading the charge to decentralize, decarbonize and digitize our energy resources.
BA Daily Read: Can A New CEO Bring LoanDepot Back to Life?
Can Loan Depot’s new CEO bring the home lender back to life? Frank Martell will need to figure out how to grow in a cooling, competitive market.
BA Daily Read: Can the Netflix Board turn things around?
With NFLX nearing a 4-year low, we take a close look at executive and board leadership, including equity ownership and trading activity. Bottom line: we’d like to see more action.
BA Daily Read: Human Capital Management in Focus at Amazon
A look at the day’s ESG investing trends. Human capital management in focus at Amazon. Richard Clayton joints the pod to share why shareholders should vote “no” to the ATVI-MSFT merger this Thursday.
Why Activision Blizzard’s Board is Still Failing at Governance with Richard Clayton
Boardroom Alpha talks with Richard Clayton, Director of Research at the Strategic Organizing Center (SOC) Investment Group, on why shareholders should say “no” to Activision’s proposed $68.7B takeover by Microsoft ahead of this Thursday’s vote.
Boardroom Alpha Daily Read
Board blow-up at Redbox Entertainment. Mill Road Capital Pushing for a Sale of Big Lots. Happy Earth Day! A perfect time to tune into our latest ESG podcast.
Mill Road Capital Pushing for Sale of Big Lots
Mill Road Capital wants Big Lots to pursue a sale-lease back to monetize its assets ahead of a sale of the company. Is what’s good for the goose good for the gander?
SPAC & IPO Analysis
Daily SPAC Update – January 8, 2025
Burtech (BRKH) Gets a PIPE. BOWN Adjourns Extension to Jan 10. Donald Trump Jr and Omeed Malik Media Press for GrabAGun Deal.
Daily SPAC Update – January 7, 2025
Range Capital (RANGU) Over-Allotment Exercised. Finnovate Acquisition (FNVTF) Deal Vote Set. GrabAGun + CLBR Deal Announced. DTJ and Omeed Malik on Bartiromo.
Daily SPAC Update – January 6, 2025
Colombier II Deal with GrabAGun. Northern Start Investment II, III, and IV Dissolution Votes. Bannix (BNIX) Defers Obligations to Post Merger. Israel Acquisitions (ISRL) Extension Vote.
Daily SPAC Update – January 3, 2025
SUAC and AOGO SPAC Extensions Approved. Cartica (CITE) Acquisition Extension Vote. Chenghe Acquisition (LATG) Updates Trust & Forward Share Purchase Agreement.
Daily SPAC Update – December 30, 2024
AMIAU, IMAQ, SUAC Extension Votes. WLAC Starts Separate Trading. GODN, PPYA Extension Votes Set.
Daily SPAC Update – December 27, 2024
End of Year SPAC Extension Vote Flurry – MITA< ATMC, SHP, TRON, SLAM Approved. Alpha Star Extension Vote. MNTN Trust Frozen in Lawsuit.
Daily SPAC Update – December 24, 2024
Investcorp Europe (IVCB) Extends and Meteora Capital’s Vik Mittal Takes Over. LATG Deal Approved. PRLH Delisting.
Daily SPAC Update – December 23, 2024
LATG, MITA, BRKH Deal Votes Today. CF Acquisition VII (CFFS) Liquidation. ALSA Delisting. BREZ, HSPO, MITA, TRON Extension Votes.
Daily SPAC Update – December 20, 2024
Alphavest (ATMV) Extension Approved. ATMC, HSPO, IRAA Extension Votes Today. MITA Trust Update. CSLM Acquisition / fuse machines Investor Deck.
Daily SPAC Update – December 19, 2024
FTAC Emerald and Kairous Acquisition Delistings as Shareholders Approve Extensions. Bowen Acquisition Deal Vote Set. GSRT, TAVI, FACT Set to Trade Separately.