Despite increased scrutiny and apparent investor fatigue, deals are getting done and SPACs remain an attractive path to the public markets.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Activist Alert: Kroger is next in Icahn’s Animal Welfare Campaign
Kroger Co (KR) is the latest in Carl Icahn’s animal welfare push, as activist pushes for changes among its pork suppliers and to address a widening gap between worker and executive pay.
Activist Engaged Capital Looks to Follow Rent-A-Center Playbook at Quotient Technology
Chipping away at an entrenched board, Engaged Capital looks to be following a similar playbook that culminated in a successful buyout of Rent-A-Center in 2018.
Innoviz (INVZ) CEO Omer Keilaf on LiDAR, Trust, and Commercial Production
Boardroom Alpha talks to Innoviz (INVZ) CEO Omer Keilaf on why LiDAR is equal parts trust and tech as the company captures the holy grail: volume commercial production.
Forge Global (FRGE) DeSPACs. Is it a Buy?
As Pre-IPO marketplace Forge Global (FRGE) deSPACs we look at the deal and whether it is a buy. Is this yet another win for Peter Thiel?
TuSimple (TSP) CFO Pat Dillon on What Autonomous Driving Really Looks Like
Boardroom Alpha sat down with TuSimple (TSP) CFO Pat Dillon to discuss the future of autonomous driving and what makes them special.
What a Failed Nielsen Buyout Means for NLSN Stock
NLSN rejects a takeover offer from a private-equity consortium that valued the company at $25.40 a share. Here’s what the news means for NLSN stock.
Third Time’s a Charm: Schultz back from the Bench as SBUX Favorite Pinch Hitter
Kevin Johnson steps down as SBUX CEO, with Schultz returning on an interim basis once again.
AMC: It’s going to take more than popcorn, crypto and gold to turn this around.
Embattled movie theater chain AMC Entertainment Holdings (AMC) announced a 22% stake in Hycroft Mining Holding (HYMC).
SPAC financing gets more creative amidst clogged PIPE market
SPAC financing has gotten increasingly more creative as the once hot PIPE market is very cold.
SPAC & IPO Analysis
Daily SPAC Update – March 7, 2025
Newbury Street (NBST) Chasing for $7M Termination Fee. Aimfinity Investment (AIMAU) Sets Deal Vote. Northview (NVAC) Sets Extension Vote. Bannix (BNIX) Extension Vote.
Daily SPAC Update – March 6, 2025
Perception Capital + Blue Gold Holdings Deal Vote
Daily SPAC Update – March 5, 2025
Focus Impact (BHAC) Deal Approved; Expects to Close in March. Relativity Acquisition (RACY) Tries Again with Instinct Brothers.
Daily SPAC Update – March 4, 2025
Iris Acquisition (IRAA) + Liminatus Pharma Deal Vote. Watch for Late 10-Ks. Flag Ship (FSHP) Extends Outside Date to August 28, 2025
Daily SPAC Update – March 3, 2025
Rigel Resource (RRAC) Deal + Aurus Deal Approved. Maywood Acquisition (MAYA) Separate Trading.
Daily SPAC Update – February 28, 2025
Fifth Era Acquisition $200M IPO. Rigel Resource (RRAC) + Aurous Deal Vote. CMCAF Extension Vote & Non-Redemption Agreement.
Daily SPAC Update – February 27, 2025
Rithm Acquisition $200M IPO. DMY Goes Quantum Again with Horizon as de Masi Moves On and Harry You Takes Over.
Daily SPAC Update – February 19, 2025
BRAC + Openmarkets Group Deal Terminated. Arogo Capital + Bangkok Tellink Deal Announced. Relativity Acquisition Extension Approved.
Daily SPAC Update – February 13, 2025
Two More SPAC IPOs – Artius II (AACBU) $200M and Maywood (MAYA) $75M. RACY Extension Vote. FTAC Emerald + Fold Deal Vote.
Daily SPAC Update – February 12, 2025
Nabors Energy Transition II (NETD) Deal Announced with e2Companies. Atherium (GMFI) Extension Vote. Global Star (GLST) Fixes Trust Mistake. FTAC Emerald (FLDD) Deal Vote Delayed to Feb 13.