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.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
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.
Peter Thiel Leaves Facebook Signaling its Fading Influence and Future
Thiel votes with his feet, suggesting Facebook’s influence over politics and culture is over for good. Will the remaining board be up to the task?
Why Companies Should be Focused on ESG in 2022, with Rob Main
We talk to Rob Main, a longtime Vanguard veteran, who’s now Managing Partner and COO of Sustainable Governance Partners, a corporate ESG advisory firm.
CEO / CFO / Director Resignations & Appointments | February 4, 2022
It was a busy week with over 20 CEO changes including WISH and WYNN. Lockheed Martin, Karat Packaging, and RumbleOn all get permanent CFOs.
SPAC Analysis
Daily SPAC Update – July 12, 2024
LPAA Launch One Acquisition $200M IPO. ALSA Extension Vote. VCXB Liquidation. QETA LOI Triggers Auto-Extension. MCAC Deal Approved w/ 3.7M Redemptions.
Daily SPAC Update – July 11, 2024
KRNL and AACI Deal Votes Set. TGAA, DECA Extensions Approved. CETU Deal Approved. Non-Redemption Agreements for PEGR and CDAQ. VCXB Delays Vote to July 12.
Daily SPAC Update – July 10, 2024
Crown LNG Holding + Catcha Investment DeSPAC. SIMA Sim Acquisition $200M IPO. MCAC + ConnectM Technology Solutions Deal Vote. AFAR Extension Vote.
Daily SPAC Update – July 9, 2024
GPAC Deal Closes Will Trade as SDST. CETU + MKD Technology Deal Vote. TRIS Extension Vote. SEDA + cunova Deal Termination.