Kroger CEO McMullen out after board investigation. Will the impact cascade into VF Corp? How Will Sargent balance interim CEO & other boards?
Research & Analysis
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Activism, Governance, & Executive Moves
Boardroom Alpha Weekly – February 28, 2025
Garden Investments off to a fast start. Starboard is busy. Shareholders losing out at Johnson Outdoors. A slate of new CFOs come into high pressure situations.
CEO & CFO Moves Review – November 8, 2024
Explore last week’s CEO and CFO transitions at major public companies like Adial Pharmaceuticals, Affirm Holdings, Agrify Corp, and Dollar Tree. Learn about the new leaders taking charge amidst financial challenges, governance risks, and stock performance issues. This update covers executive shifts at companies facing shareholder pressures, regulatory scrutiny, and strategic reorganizations.
CEO & CFO Moves Review (October 11)
Discover the latest executive leadership changes in top U.S. public companies, including CEO and CFO appointments at Anterix, Astec Industries, and Benchmark Electronics. Stay informed on industry shifts and leadership transitions in finance, technology, and healthcare.
CEO & CFO Moves Review (Sept 20)
Nike’s announcement that CEO John Donahoe is being replaced by Elliott Hill is the big story, but lots of other CEO and CFO moves this week.
CEO & CFO Moves Review (Sept 6)
This week’s moves include CEO and CFO changes include moves at Accuray Inc. (ARAY), Atlassian Corporation (TEAM), Azenta Inc. (AZTA), Bloomin’ Brands, Inc. (BLMN), Chipotle Mexican Grill, Inc. (CMG), Fossil Group, Inc. (FOSL), NovoCure Limited (NVCR), and Repligen Corporation (RGEN).
SPAC Analysis
Daily SPAC Update – May 16, 2025
Columbus Circle $220M and Wen Acquisition $261M IPOs. Northview and Iron Horse Set June Deal Votes. CHAC and TVA Separate Trading.
Daily SPAC Update – May 15, 2025
Thayer Ventures II and Reantus Tactical I IPO. Investcorp AI extends with $17.5M redeemed. Rigel Resource extends with $53.4M redeemed. Texas Ventures III Separate Trading.
Daily SPAC Update – May 14, 2025
Cantor Equity Partners / Tether Purchase $458 million in Bitcoin. Churchill Capital X Upsized IPO of $360 million. Black Spade II Deal Deck.
Daily SPAC Update – May 13, 2025
Horizon Space Acquisition II + SL Bio Deal Announced. Finnovate and Aquaron Extensions Approved. Perimeter Acquisition $210 million IPO. Integrated Rail & Resources Extension Vote.