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 – September 26, 2025
Chamath’s Latest SPAC American Exceptionalism IPOs for $300M. Newbury Street Extension Approved and Gets Deal Termination Fee. FutureCrest $250M IPO.
Daily SPAC Update – September 25, 2025
Emmis Acquisition and Drugs Made in America II SPAC IPOs Make it Almost 100 for 2025. Kodiak Robotics / Ares DeSPACs. Yorkville Takes Over Sponsorship of Texas Ventures III.
Daily SPAC Update – September 24, 2025
Alphavest Acquisition Extends. Ares Acquisition II + Kodiak Robotics Deal Approved. Newbury Street Extension Vote Today.
Daily SPAC Update – September 23, 2025
Ares II + Kodiak Robotics Deal Vote Today w $502 Million Redeemed. DT Cloud Star Sets Extension Vote. TLGY Talks Deal in Interview.
Daily SPAC Update – September 22, 2025
Patria Latin American Liquidates at $12.35. Cartica Extension Vote Set. IB Acquisition Shareholders to Vote on Extension. HCM III Separate Trading Today.
Daily SPAC Update – September 19, 2025
Galata Acquisition III Debuts for $150M Making it 91 SPAC IPOs This Year. Alphavest Acquisition Extension Vote. CSLM Separate Trading Begins.
Daily SPAC Update – September 18, 2025
Globalink Deal Vote Set for Oct 7. Healthcare AI Extension Set. Willow Lane Starts Press to Promote Deal. Trailblazer Vote Postponed.
Daily SPAC Update – September 17, 2025
Corner Growth Shareholders Approve Capital Expansion. GSR III Sets Deal Vote for Oct 7. Inception Growth Extension Vote Set for Oct 9. CSLM Digital Asset III Separate Trading.
Daily SPAC Update – September 16, 2025
Chenghe Acquisition III IPOs for $110M. ESH Acquisition + The Original Fit Factory and Willow Lane + Boost Run Deals announced. Ares + Kodiak PIPE/Funding Update.
Daily SPAC Update – September 13, 2025
Athena Technology Extension Approved ($3.3M Redeemed). Cayson Acquisition Deal Amendment Lowers Valuation. Integrated Rail & Resources Extension Vote.