Match (MTCH) has three powerful activists pushing for change. Will a stagnant, entrenched board see the light or waste shareholder dollars fighting change?
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
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.
Starboard Ends Proxy Fight at Kenvue Following Cooperation Agreement
Starboard and Kenvue end their proxy fight with an agreement to add three new directors, including Starboard’s Jeffrey C Smith.
SPAC Analysis
Daily SPAC Update – August 6, 2025
FG Merger II Taking Boxabl Public in $6.3 Billion Deal. Presidio Petroleum in $664 Million Deal with EQV Ventures. Flagship Sets Date to Vote on Extension Fee Changes. ByNordic Extension Vote.
Daily SPAC Update – August 5, 2025
Helix Acquisition + BridgeBio Oncology Deal Approved. Southport Acquisition + Angel Studios Deal Vote Set.
Daily SPAC Update – August 4, 2025
CSLM + Fusemachines Deal Approved (plus FPA). Helix Aquisition II + Bridge Bio Oncology Therapeutics Deal Vote. Blue Acquisition Separate Trading.
Daily SPAC Update – August 1, 2025
SPACs End July, Start August with a Bang with 2 SPAC Deals (Everli / Eagle Energy Metals) and Another SPAC IPO for $220M.
Search Analysis
Get it In Your Inbox
Podcast
