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 – September 30, 2025
Gigcapital7 Deal with Hadron Energy. Starry Sea Binding LOI. DMY Squared Goes OTC. GSR III Gets Bigger PIPE. Healthcare AI Postpones Vote and Asks for Longer.
Daily SPAC Update – September 29, 2025
DP Cap Acquisition Capital Expansion Approved. Extension Votes for Oak Woods, Trailblazer, and Welsbach Technology. Deal Votes Set for HCM II and Rising Dragon.
Daily SPAC Update – September 26, 2025
Chamath’s Latest SPAC American Exceptionalism IPOs for $300M. Newbury Street Extension Approved and Gets Deal Termination Fee. FutureCrest $250M IPO.
Daily SPAC Update – September 25, 2025
Emmis Acquisition and Drugs Made in America II SPAC IPOs Make it Almost 100 for 2025. Kodiak Robotics / Ares DeSPACs. Yorkville Takes Over Sponsorship of Texas Ventures III.
Daily SPAC Update – September 24, 2025
Alphavest Acquisition Extends. Ares Acquisition II + Kodiak Robotics Deal Approved. Newbury Street Extension Vote Today.
Daily SPAC Update – September 23, 2025
Ares II + Kodiak Robotics Deal Vote Today w $502 Million Redeemed. DT Cloud Star Sets Extension Vote. TLGY Talks Deal in Interview.
Daily SPAC Update – September 22, 2025
Patria Latin American Liquidates at $12.35. Cartica Extension Vote Set. IB Acquisition Shareholders to Vote on Extension. HCM III Separate Trading Today.
Daily SPAC Update – September 19, 2025
Galata Acquisition III Debuts for $150M Making it 91 SPAC IPOs This Year. Alphavest Acquisition Extension Vote. CSLM Separate Trading Begins.
Daily SPAC Update – September 18, 2025
Globalink Deal Vote Set for Oct 7. Healthcare AI Extension Set. Willow Lane Starts Press to Promote Deal. Trailblazer Vote Postponed.
Daily SPAC Update – September 17, 2025
Corner Growth Shareholders Approve Capital Expansion. GSR III Sets Deal Vote for Oct 7. Inception Growth Extension Vote Set for Oct 9. CSLM Digital Asset III Separate Trading.