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 – December 10, 2025
Meshflow’s $300M SPAC IPO Makes it Nine for December. Integrated Wellness + Btab Ecommerce Deal Approved. ATMV DeSPACs to AMC Corporation.
Daily SPAC Update – December 9, 2025
Daedalus Special Acquisition $225 Million IPO. ESH Acquisition Extension and Alphatime / HCYC Group Deal Approved. Metal Sky Sets Extension Vote.
Daily SPAC Update – December 8, 2025
Pompliano’s ProCap BTC Becomes Public as Crypto Stalls. Btab Ecommerce Deal Vote. YHN Acquisition Extension Vote.
Daily SPAC Update – December 5, 2025
Leapfrog $150M SPAC IPO. December SPAC IPOs Start Hot. HCYC Group Deal Goes to Vote. Corner Growth SPACs Look to Extend.
Daily SPAC Update – December 4, 2025
Safeguard, New America, and Activiate Energy Launch SPAC IPOs. Pompliano’s ProCap BTC and Twenty One Capital SPAC Deals Approved. Cartica + Nidar Infrastructure Deal Vote.
Daily SPAC Update – December 3, 2025
StoreDot / POLE Deal Announced. SilverBox V Prices $240M IPO. Pompliano’s ProCap-BTC and Cantor Equity / Twenty One Capital Deal Votes Today. DT Cloud Seeks No-Fee Extensions. Israel Acquisition Delisting.
Daily SPAC Update – December 2, 2025
Fact II Announces Deal With Precision Aerospace Defense Group. Sharon AI + Roth CH Acquisition Deal Vote. Bayview and Alphatime Extension Votes Set.
Daily SPAC Update – December 1, 2025
Bayview Acquisition and Rising Dragon Extension Votes Set. Blue Water III Gets New Sponsor Including Trump Media & Technology Group CEO Devin Nunes.
Daily SPAC Update – November 26, 2025
SC II Acquisition $150 million SPAC IPO. Evolution Global Extension Vote. Alpha Star Sets Extension Vote. Cartica Delays Deal Vote.
Daily SPAC Update – November 25, 2025
Invest Green $150M SPAC IPO. Rising Dragon + HZJL Deal Approvide with 5.7M Redemptions. DMY Squared and Bowen Set Extension Votes. Inflection Point V (f.k.a Maywood) Ticker Change.