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.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
Terawatt CEO Neha Palmer talks electrification, ESG and why we need more women in tech
We sit down with Neha Palmer. Neha is CEO of Terawatt Infrastructure and a leader in the green community and corporate sustainability movement.
In the Earnings Spotlight: Rivian Automotive (RIVN)
RIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. RIVN must prove it can start churning deliveries.
SPAC & IPO Analysis
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.
Daily SPAC Update – December 18, 2024
More SPAC Delistings as Battery Future and Burtech Go Down. Integrated Wellnes and Spree Shareholders Approve Extensions. Mars Acquisition Deal Approved.
Daily SPAC Update – December 17, 2024
Winvest Acquisition (WINV) Extension Approved. Target Global Acquisition and IX Acquisition Delistings. WAVS and ALSA Set Extension Votes.
Daily SPAC Update – December 16, 2024
INAQ DeSPACs to Alpha Modus (AMOD) and IVCP DeSPACs to AleAnna Energy (ANNA). MITA Extension Vote Set. RRAC Moved to OTC. FACT Separate Trading on Dec 20.
Daily SPAC Update – December 13, 2024
Despite Delistings, Liquidations, and Failed Deals, SPAC IPOs Keep Coming. Roman DBDR Acquisition Corp. II (DRDB) $200M and Mountain Lake Acquisition Corp. $210M IPOs.
Daily SPAC Update – December 12, 2024
Swiftmerge Acquisition (IVCP) + AleAnna Energy Deal Vote. Mars Acquisition (MARX) + ScanTech Deal Vote. PRLH and IGTA Extensions Approved. IGTA to be Delisted.