Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Opposing Goldman Sachs’ Retention Bonus is Irrational
Why ISS and Glass Lewis are wrong to tell Goldman Sachs shareholders to vote against the Solomon / Waldron retention compensation.
Which CEOs Are on the Hot Seat? Boardroom Alpha’s New Score Reveals Elevated Risk
Which CEOs are at risk of losing their jobs? Boardroom Alpha’s CEO Hot Seat Score reveals the executives facing the highest turnover risk based on real-time performance, governance, and activist pressure. See the latest rankings and insights investors rely on.
Starboard Challenges Autodesk: Proxy Fight Looms Over Governance & Performance
Starboard Value is challenging Autodesk’s governance and financial performance, pushing for board changes in a high-stakes proxy fight. Learn about the activist campaign, SEC investigation, and what’s next for ADSK.
Can Engaged Capital Revitalize YETI?
Engaged Capital makes a necessary push at YETI while their board/management seem stuck and shareholders continue to lose.
Will a Proxy Fight with Anson Save Match Group?
Match (MTCH) has three powerful activists pushing for change. Will a stagnant, entrenched board see the light or waste shareholder dollars fighting change?
Whetstone Capital Advisors Launches Proxy Fight at OptimizeRX
Whetstone Capital will likely get its two board seats and strategic changes, but longer-term shareholders likely won’t recoup their losses.
Can Lemonis Save Beyond and Camping World?
Marcus Lemonis already had his hands full at Camping World (CWH). Does he have the capacity, board, and leadership teams necessary to save Beyond, Inc. too?
Boardroom Alpha Weekly – March 7, 2025
Kenvue and Starboard Settle. Landsea pushed by Mill Road Capital. Elliott files preliminary contested proxy. Latest CEO/CFO moves. Helmerich & Payne directors not feeling the pain?
loanDepot and Anthony Hsieh Expand Cooperation Agreement Amid CEO Transition
loanDepot (LDI) founder Anthony Hsieh asserts himself with an extended cooperation agreement — Hsieh becomes Executive Chair, Frank Martell gone as CEO, and Board restructuring.
SPAC & IPO Analysis
Daily SPAC Update – October 10, 2025
GSR III DeSPACs to Terra Innovatum Global N.V. (NKLR). Haymaker Acquisition Corp 4 (HYAC) + Concrete Partners Deal. Cartica Extension Approved. ASPAC III and Yotta Set Extension Votes.
Daily SPAC Update – October 9, 2025
Pompliano Continues His Media Push for Columbus Circle + ProCap Financial. IX Acquisition and DT Cloud Votes Adjourned. Inception Growth Extension Vote Today.
Daily SPAC Update – October 8, 2025
Infintium Fuel Cell Systems Terminates Deal with Goldstone. IX Acquisition and Oak Woods Extension Votes. Cantor Equity Partners and Mountain Lake Do Crypto Roadshows.
Daily SPAC Update – October 7, 2025
SPAC IPOs On Track to Double in 2025 with Lake Superior’s Debut. DT Cloud Start Extension Vote. Global Link + Alps and GSR III + Terra Innovatum Deal Votes.
Daily SPAC Update – October 6, 2025
Horizon Space Acquisition I (HSPO) and Squirrel Enlivened Technology Deal Terminated. Quantumsphere + SACH Pte Deal. Aura Fat Projects Extension Vote. Alphatime and Trailblazer Shareholders Approve Extensions.
Daily SPAC Update – October 3, 2025
Today’s SPAC update: Range Capital II launches $200M IPO, Cartica seeks extension, and new deals emerge in biotech, blockchain, and clean energy. Get the latest SPAC IPOs, mergers, and market movers.
Daily SPAC Update – October 2, 2025
Another Crypto/SPAC Deal as Mountain Lake + Avalanche Treasury Company Announce. Welsbach Technology Metals Extends. Highview and Starry Sea Start Separate Trading.
Daily SPAC Update – October 1, 2025
SPACs Kick-Off October with $400 Million in New Issuance as AA Mission Acquisition II and Rice Acquisition 3 IPO. Oak Woods Adjourns Vote. Spring Valley and Chain Bridge Set Votes.
Daily SPAC Update – September 30, 2025
Gigcapital7 Deal with Hadron Energy. Starry Sea Binding LOI. DMY Squared Goes OTC. GSR III Gets Bigger PIPE. Healthcare AI Postpones Vote and Asks for Longer.
Daily SPAC Update – September 29, 2025
DP Cap Acquisition Capital Expansion Approved. Extension Votes for Oak Woods, Trailblazer, and Welsbach Technology. Deal Votes Set for HCM II and Rising Dragon.