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 – December 10, 2024
Jackson Acquisition II $200M IPO (Jackson I Liquidated). APXI Shareholders Approve Extension w/ 5M Redemptions. HCVI Merger Amendment. SLAMF Vote Adjourned and IVCB Vote Postponed.
Daily SPAC Update – December 9, 2024
TCHP + Coincheck Deal Approved. GLLI, INAQ, ESHA Shareholders Approve Extensions. DP Cap Acquisition (DPCS) Dismisses Accountant. SLAM and BRKH Extension Votes.
Daily SPAC Update – December 6, 2024
Roth CH Acquisition (ROCL) Extension Approved IGTA, INAQ, KACL Extension Votes. DP Cap Acquisition (DPCS) Dismisses Marcum. BRKH Deal Deck.
Daily SPAC Update – December 5, 2024
Thunder Bridge (THCP) + Coincheck Deal Vote Today. ATEK Announced deal with Ace Green Recycling. Tavia Acquisition IPOs at $100M.
Daily SPAC Update – December 4, 2024
Global Star (GLST) Extension Approved. APXI Extension Vote Today. ATMC Updates Trust Numbers. LATG Deal Vote Set for Dec 23. ATMV, SHAP, TRON, INAQ Set Extension Votes.
Daily SPAC Update – December 3, 2024
TGAA + VenHub Deal Announced. ESHA and GLLI Extension Votes Today. SHAP, TRON, ATMC Extension Votes Set. BRKH Deal Vote Set.
Daily SPAC Update – December 2, 2024
BACQ, RDAC, CCIR Start Separate Trading. BREZ, JWSM, MNTN Shareholders Approve Extensions. ROCL Deal Approved. AITR + American Metals Deal Terminated.
Daily SPAC Update – November 27, 2024
FACT II SPAC IPO Makes it 50 For the Year. FutureTech II (FTII) Overpays From Trust. BOCN + TNL Mediagene Deal Vote.
Daily SPAC Update – November 26, 2024
Gores IX to Liquidate at $10.12. AOGO Deal Termination (and Dispute). BFAC Gets PIPE. ROCL + New Helium Deal Vote. CHAR Separate Trading.
Daily SPAC Update – November 25, 2024
SUAC and FTII Shareholders Approve Extensions. APXI Extension Vote Set. BHAC and THCP Investor Decks. GLAC Non-Binding LOI.