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 – February 11, 2025
PowerUp Acquisition (PWUP) Deal Vote Approved. Rigel Resource Acquisition (RRAC) Deal Vote Postponed Again.
Daily SPAC Update – February 10, 2025
PowerUp Acquisition (PWUP) Deal Vote Approved. Rigel Resource Acquisition (RRAC) Deal Vote Postponed Again.
Daily SPAC Update – February 7, 2025
K Growth Acquisition II (KFIIU) $250M IPO. Focus Impact BH3 (BHAC) Sets Feb 27 Deal Vote. FG Merger II (FGMC) Separate Trading on Feb 11.
Daily SPAC Update – February 6, 2025
Inflection Point (IPXX) and CSLM Acquisition (CSLMF) Merger Amendments. ShoulderUp (SUAC) + SEE ID Merger Vote.
Daily SPAC Update – February 5, 2025
DT Cloud (DYCQ) Adjusts Proposed Extension Fees. Global Star (GLST) Approaches Delisting. Inflection Point (IPXX) + USA Rare Earth Investor Deck. Hennessy Capital VII (HVII) Separate Trading.
Daily SPAC Update – February 4, 2025
Evergreen (EVGR) Extension Approved. Inflection Point (IPXX) Deal Deck. Aimfinity (AIMAU) Updates Deal Earnouts. Powerup (PWUP) + AspireBioPharma Deal Vote.
Daily SPAC Update – February 3, 2025
Maquia Capital (MAQC) Extension Approved. GLST + K Enter Holdings Merger Vote. Broad Capital (BRAC) Sets Deal Vote. DRDB and MLAC Separate Trading.
Daily SPAC Update – January 31, 2025
Constellation (CSTAF) Extension Approved with $27M Redeemed. Hennessy Capital (HVII) Warrant Separation Announced. Maquia Capital (MAQC) Extension Vote.
Daily SPAC Update – January 30, 2025
Roth CH (USCTF) / Sharon AI SPAC Deal Deck. Another IPO as Stellar V (SVCCU) Prices $150M SPAC. MLACU Separate Trading Announced. Chain Bridge I (CBRRF) Accounting Issues.
Daily SPAC Update – January 29, 2025
Finnovate (FNVTF) Delays Deal Vote to February. RACY and MAQC Set Extension Votes. JACS Separate Trading on Jan 30. Constellation (CSTAF) Extension Vote.