Kroger CEO McMullen out after board investigation. Will the impact cascade into VF Corp? How Will Sargent balance interim CEO & other boards?
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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).
CEO & CFO Moves Review (Aug 30)
This week’s moves include CEO and CFO changes includes the departure of Leslie’s CEO after the stock lost 40% over his tenure.
CEO & CFO Moves Review (Aug 23)
This week’s moves include CEO and CFO changes at Andersons Inc., Argan Inc., and Iridium Communication among others.
Activism Update – June 28
Braemer Hotels (BHR) postpones shareholder meeting to October. MASI (v Politan) and Arex (v EHAB) release investor presentations. LL (v F9) liquidity concerns take center stage.
Activism Update – June 21
Braemer Hotels (BHR) and Blackwells continue their nasty fight. Masimo (MASI) takes more swings at Politan. LL Flooring Holdings (LL) and F9 Investments send dueling letters to shareholders. XWEL gets an activist push.
SPAC & IPO Analysis
Daily SPAC Update – January 14, 2026
OneIM $250 Million SPAC IPO. New Deals Announced for Digital Asset Acquisition Corp + Old Glory Holding Co and D Boral Arc Acquisition I Corp + Exascale Labs Inc.
Daily SPAC Update – January 13, 2026
D. Boral ARC + Exascale Labs Deal. AA Mission Sets Extension Vote Date. Ribbon Updates on Redemptions at Extension Vote.
Daily SPAC Update – January 12, 2026
Ribbon Acquisition Extension Approved to 2027. Everest Consolidator and Clean Energy Special Situations Set Extension Votes. Crane Harbor II Separate Trading.
Daily SPAC Update – January 9, 2026
Lafayette Digital I $250 million IPO. Broad Capital and Ribbon Acquisition Extension Votes. Crane Harbor II and Twelve Seas III Separate Trading.
Daily SPAC Update – January 8, 2026
Gundlach’s Bleichroeder Acquisition II $250M SPAC IPO. Cartica Deal with Nidar Infrastructure Terminated and Expects to Liquidate. Twelve Seas Investment Separate Trading.
Daily SPAC Update – January 7, 2026
Soren Acquisition IPO Makes it 3 Already in January. Compass Digital Announced Deal with Key Mining. Welsbach Technology DeSPACs to Evolution Metals.
Daily SPAC Update – January 6, 2026
Lawrence Ho Brings Black Spade III to the Market while Daniel Cohen Launches $220M SPAC. Wellsbach and Metal Sky Extensions Approved. Blueport and Allusa Energy Separate Trading.
Daily SPAC Update – January 5, 2026
Welsbach Technology Metals, Metal Sky Star, and SLAM Extensions Confirmed. PHP Ventures and Columbus Acquisition Set Extension Votes.
Daily SPAC Update – December 31, 2025
December Delivers: SPAC Issuance Caps a Quietly Resurgent 2025
Daily SPAC Update – December 30, 2025
Plum III + Tactical Resources Deal Approved. Future Vision II + Viwo Technologies Deal Terminated. Metal Sky Star annd Welsbach Technology Extension Votes.