loanDepot (LDI) founder Anthony Hsieh asserts himself with an extended cooperation agreement — Hsieh becomes Executive Chair, Frank Martell gone as CEO, and Board restructuring.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Starboard Ends Proxy Fight at Kenvue Following Cooperation Agreement
Starboard and Kenvue end their proxy fight with an agreement to add three new directors, including Starboard’s Jeffrey C Smith.
Mill Road Capital Pushes for Change at Landsea Homes – Nominates Three Directors
Mill Road Capital nominates three directors to the board of Landsea Homes (LSEA) as proxy fight kicks off. All three directors are tied to Mill Road and prior activism.
Starbucks Appoints New CFO as Niccol Puts His Stamp on Management
New CEO Brian Niccol is putting his stamp on top management as Starbucks announces Cathy R. Smith joins as CFO from Nordrstrom.
Elliott Management Takes Aim at Phillips 66 Board with Director Nominations and Governance Proposal
Elliott files its preliminary proxy for its contest with Phillips 66 (NYSE: PSX) and nominates seven directors and pushes to declassify the board.
Activists Take Aim at Portillo’s and Quanterix in New Proxy Battles
Engaged Capital and Kent Lake launch activist proxy fights at Portillo’s and Quanterix, pushing for board changes to unlock shareholder value.
SPAC Analysis
Daily SPAC Update – April 16, 2025
Denali Capital Extension Approved. Compass Digital and Technology & Telecommunications Extension Votes Today. Pyrophyte Sets Extension Vote. Newhold III Separate Trading.
Daily SPAC Update – April 14, 2025
Ares Acquisition + Kodiak Robotics Deal Announced. More Deal Terminations. Focus Impact BH3 Extends and Auditor Changed. Altenergy and Healthcare AI Extension Votes Set.
Daily SPAC Update – April 11, 2025
Altenergy Acquisition Extension Vote Set. CBRG + Phytanix Bio Deal Terminated. CBIZ Takes Over for Marcum at SPKL and CBRRF.
Daily SPAC Update – April 10, 2025
Global Blockchain Acquisition (GBBK) Liquidation. Denali Capital (DECA) Extension Vote. TLGY Acquisition LOI with Crypto’s Ethena Foundation.
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