Chamath makes a quick exit from SPCE, TradeWeb sees an end of an era, and all the week’s executive and director moves.
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Activism, Governance, & Executive Moves
Activist Update: Alta Fox isn’t Playing Around with Hasbro
Alta Fox Capital Management wants to make some changes at toymaker Hasbro (HAS). The activist investor now owns a 2.5% stake in the company.
Activists Knocking at Blucora (again)
Blucora (NASDAQ:BCOR) is back in play as Engine Capital pushes for board change. In a letter to BCOR, flags problems and suggests changes.
Zendesk Appears Determined to Avoid Takeover, Plowing ahead with MNTV Merger. Jana says ‘Not So Fast.’
Zendesk (ZEN) is turning down private equity offers and pushing hard to make their deal with MNTV happen. Skeptics like Jana may not let that happen.
CEO / CFO / Director Resignations & Appointments | February 11, 2022
Big moves this week with Foley stepping down as CEO at PTON, HTZ appointing ex-Goldman CFO Stephen Scherr as CEO, and Peter Thiel leaving FB.
Blair LaCorte, CEO of AEye, On Why Now is the Time to Look at LiDAR
Blair LaCorte, CEO of AEye (NASDAQ:LIDR), provides his take on Autonomous Driving, why a lidar shakeout is coming, and what the carmakers really want.
SPAC Analysis
Daily SPAC Update – June 11, 2024
FLFV + Thunder Power Delays Deal Vote to June 17. $250M SPAC IPO for ALFUU. GLST Extension Vote. TWLV Liquidation. GLLI $40M PIPE.
Daily SPAC Update – June 10, 2024
Bayview Acquisition Corp + Oabay Inc. SPAC deal announced. EVE extension vote today. BUJA sets extension vote. PWUP amends merger agreement. COOL postpones to June 26.
Daily SPAC Update – June 7, 2024
CHEB/U $75M IPO. PLTN / DSY Big Tree Cloud DeSPAC. TENK Fixes Incorrect Redemption Payments. DHAC + VSee Health Deal Vote. TETE Extension Vote. INQA, VMCA Extend.
Daily SPAC Update – June 6, 2024
GDST Goldenstone Extension Vote Set. TWLV Extends to Dec 2 (557k redemptions). OTEC Deal Terminated/Liquidation. IVCP, WEL Merger Agreements.