180 Degree Capital and Comscore (SCOR) move forward amicably. FEYR enters cooperation agreement with Teknovekst Invest AS. Jabil CEO put on administrative leave.
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Activism, Governance, & Executive Moves
2024 Say-On-Pay Votes: 25 Companies Where Shareholders Are Unhappy
An early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.
Weekly Activism & Executive Moves Review (April 12)
Macy’s and Arkhouse / Brigade enter an agreement, but the fight isn’t over yet. Illumina gets a new CFO as shareholders wait for Icahn’s directors to change trajectory. ANGI gets a new CEO as IAC CEO Levin steps aside.
Vanguard & Blackrock Should Vote “AGAINST” Directors at These April Shareholder Meetings
Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.
Weekly Activism & Executive Moves Review (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)
The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.
SPAC Analysis
Daily SPAC Update – August 29, 2024
CCTS $904M Deal with Tembo E-LV. MNTN Extension Approved. PTWO Deal Approved. PPHP Extension Vote. ACAB PIPE Announced. SIMA Separate Trading on Aug 30.
Daily SPAC Update – August 28, 2024
Black Spade II (BSII) $150M IPO. MNTN Extension Vote. ACAC Deal Approved w/ 1.75M Redemptions. CLOE Deal Vote Postponed. CNDA + Events.com Merger Agreement.
Daily SPAC Update – August 27, 2024
CNDA + Events.com $399M Deal Announced. CLOE + Global Hydrogen Energy and ACAC + Foxx Development Deal Votes. SBXC Extension Vote. YOTA Extension Approved.
Daily SPAC Update – August 26, 2024
Iris Acquisition (IRAA) Cancels Vote. SilverBox III (SBXC) Postpones Vote. TRTLF to Liquidate. AVHI + VASO Deal Vote.
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