Starboard and Kenvue end their proxy fight with an agreement to add three new directors, including Starboard’s Jeffrey C Smith.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Mill Road Capital Pushes for Change at Landsea Homes – Nominates Three Directors
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.
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.
SPAC & IPO Analysis
Daily SPAC Update – November 24, 2025
Soulpower Acquisition + SWB in $8.1 Billion Crypto Bank Deal. Maywood Name Change to Inflection Point V Approved. Lafayette Acquisition Separate Trading This Week.
Daily SPAC Update – November 20, 2025
Rising Dragon + HZJL SPAC Deal Vote. Blockfusion and MacMines Deals Announced. Healthcare AI Updates Redemptions.
Daily SPAC Update – November 19, 2025
Blockfusion $450 Million Deal with Blue Acquisition Announced. DT Cloud NASDAQ Delisting. Rice Acquisition 3 and Stonebridge Acquisition II Announce Separate Trading.
Daily SPAC Update – November 17, 2025
Nabors Energy Transition II to Liquidate After Failed Extension Vote. Compass Digital Deal Terminates After Dispute. Winter Green Acquisition to Merge with KIKA Technology.
Daily SPAC Update – November 15, 2025
DP Cap Acquisition and RF Acquisition Extensions Approved. Teamshares + Live Oak V Deal. Split Trading for Viking, Calisa, Dynamix III, Insight, Apex, and Futurecrest.
Daily SPAC Update – November 14, 2025
Columbus Circle / WISeSAT Deal Deck. Nabors Energy Transition II Extension Vote. Calisa Acquisition Separate Trading.
Daily SPAC Update – November 13, 2025
Alussa Energy II $250 Million SPAC IPO. New BPGC + iRocket Investor Deck. Deal Votes Set for Integrated Wellness, Columbus Circle Capital, and Roth CH. Apex Treasury Separate Trading.
Daily SPAC Update – November 12, 2025
Legato Merger III + Einride AB $1.8B Deal Announced. Integrated Wellness and Columbus Circle Capital I Set Deal Votes for December.
Daily SPAC Update – November 11, 2025
Evolution Global Upsized $210 Million SPAC IPO. Chenge III Separate Trading.YHN Acquisition Merger Amendment.
Daily SPAC Update – November 10, 2025
Rigel Resources Deal Termination and Liquidation. Columbus Acquisition + WIesSAT and Cantor Equity III + Air Deals Announced.