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Activism & Governance

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.

Boardroom Alpha Daily Read

Amazon makes an even bigger renewable push. A timely Board refresh at Activision Blizzard.

Boardroom Alpha Daily Read

We take a closer look at fundamentals at baby and children’s apparel retailer Carter’s (CRI) on the heels of the company’s ESG announcement.

Boardroom Alpha Daily Read

We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.

Boardroom Alpha Daily Read

We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.

Activist Alert: Treehouse Foods

Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.

SPAC & IPO Analysis

Daily SPAC Update – October 3, 2024

HCVI and SKGR Shareholders Approve Extensions. TMTC Deal Vote Set. IROH / Rosey Sea Deal Announced. LCW DeSPACs to INV. HAIA Investor Deck.

Daily SPAC Update – October 1, 2024

Trailblazer (TBMC) and Learn CW (LCW) Shareholders Approve Extension and Deal. NPAB and LATG Set Extension Votes. BCSA Deal Termination. DSAQ and SLAMF Amend Mergers.

Daily SPAC Update – September 30, 2024

LCW + INNEVENTURE Deal Vote. Hennessy Capital VI Extension Vote. LATG Extension Vote Set. AULT Disruptive (ADRT) Liquidation. Everest Consolidator (MNTN) Deal Termination Dispute.

Daily SPAC Update – September 27, 2024

CLOE + Global Hydrogen SPAC Deal Vote. ACAC DeSPACs to FOXX. SKGR and TMTC Extension Votes. Ault Disruptive (ADRT) Liquidates. XFIN Deal Approved.

Daily SPAC Update – September 26, 2024

Berenson (BACA) Liquidates. XFIN + Baird Medical Merger Vote. Trailblazer (TBMC) Extension Vote. Investcorp Europe (ICVB) Deal Termination. Breeze Holdings Deal Announced.

Daily SPAC Update – September 25, 2024

Breeze Holdings + YD Biopharma Deal. IVCB + OpSec Group Deal Termination. TBMC, TMTC, SKGR Votes Adjourned/Postponed. OAKU Extension Vote Today. IXAQ Extension Vote Set.

Daily SPAC Update – September 23, 2024

RFAC Extension Vote. ACAB Extension Approved. MBAV Separate Trading. FTII + Longevity Biomedical SPAC Deal. BACA + Custom Health Deal Terminated.

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