Mill Road Capital nominates three directors to the board of Landsea Homes (LSEA) as proxy fight kicks off. All three directors are tied to Mill Road and prior activism.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Starbucks Appoints New CFO as Niccol Puts His Stamp on Management
New CEO Brian Niccol is putting his stamp on top management as Starbucks announces Cathy R. Smith joins as CFO from Nordrstrom.
Elliott Management Takes Aim at Phillips 66 Board with Director Nominations and Governance Proposal
Elliott files its preliminary proxy for its contest with Phillips 66 (NYSE: PSX) and nominates seven directors and pushes to declassify the board.
Activists Take Aim at Portillo’s and Quanterix in New Proxy Battles
Engaged Capital and Kent Lake launch activist proxy fights at Portillo’s and Quanterix, pushing for board changes to unlock shareholder value.
Daktronics (DAKT) and Alta Fox Resolve Reincorporation Dispute
Daktronics (DAKT) adds Bucks President Peter Feigin to the board as Alta Fox agrees to support reincorporation.
Kroger CEO Rodney McMullen Out after Board Investigation
Kroger CEO McMullen out after board investigation. Will the impact cascade into VF Corp? How Will Sargent balance interim CEO & other boards?
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.
SPAC & IPO Analysis
Daily SPAC Update – September 9, 2025
Two Quantum Computing SPAC Deals (DMY Squared and Churchill) and a Crypto Deal (Vine Hill) in Two Days. Plus Talon Capital IPOs $225M.
Daily SPAC Update – September 8, 2025
Corner Growth 2 Capital Expansion Approved. Silver Pegasus and Pyrophyte Separate Trading Begins.
Daily SPAC Update – September 5, 2025
Cartica Acquisition Sets Extension Vote for October. Pyrophyte Acquisition Separate Trading Next Week.
Daily SPAC Update – September 4, 2025
Two New SPAC IPOs to Start September: GSR IV and Spring Valley III. Denali Capital Deal Approved. Trailblazer and Alphavest Set Extension Votes.
Daily SPAC Update – September 3, 2025
Denali Capital + Semnur Pharmaceuticals Deal Vote. Solarius Capital Separate Trading. Dynamix Gets Ether Injection.
Daily SPAC Update – September 2, 2025
Ares Acquisition II Deal Vote Set. Athena Acquisition II Extension Set. New Investor Decks for Spring Valley II, Cantor Equity I. Vikas Mittal Takes Over at Investcorp AI Acquisition.
Daily SPAC Update – August 29, 2025
Breeze DeSPACs to YD BioPharma. New Sponsor/Team at Armada Acquisition II. NMP Acquisition Separate Trading. Cantor / BSTR Release New Investor Deck.
Daily SPAC Update – August 28, 2025
Meteora’s Vikas Mittal files for Bitcoin Infrastructure Acquisition $200M IPO. DT Cloud Acquisition Extension Approved. Corner Growth Asking Shareholders to Approve Capital Increase.
Daily SPAC Update – August 27, 2025
Another Crytpo SPAC Deal as Trump + Crypto.com Team Up. M3-Brigade IPOs Another SPAC. Calm Digital IPOs for $200M. Dynamix Ticker Change Pre-DeSPAC.
Daily SPAC Update – August 26, 2025
Alchemy + Cartiga and Inflection Point III + A1R WATER Deals Announced. Southport + Angel Studios Deal Approved. New Deal Deck for Ares II and Kodiak.