Insight that Drives the Boardroom

Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.

Activism & Governance

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.

Activism Update – June 17

WisdomTree (WT) and Medallion (MFIN) win their fights. Trian downsizes its stake in Invesco (IVZ). Enhabit (EHAB) and Masimo (MASI) set their meeting dates as their shareholders continue to lose value.

Activism Update – June 7

Wisdom Tree (WT) gets Glass Lewis, ISS, and Egon-Jones support. Medallion (MFIN) calls ZimCal self-serving. F9 Investments continues to hammer LL Flooring (LL).

Activism Update – May 31

Anika Therapeutics (ANIK) enters cooperation agreement with Caligan Partners. Arex comes out swinging against Enhabit (EHAB). MFIN cites ISS support while ZimCal tears into MFIN. ETFS calls out Wisdom Tree (WT) on last week’s investor deck.

SPAC & IPO Analysis

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 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.

Daily SPAC Update – August 25, 2025

Southport Acquisition + Angel Studios Deal Vote. FG Merger II + Boxable Investor Presentation. DECA Securities Purchase Agreement. AParadise Acquisition Separate Trading.

Daily SPAC Update – August 22, 2025

Kairous Acquisition Announces Deal Termination. Winvest Postpones Deal Vote to Meet Closing Conditions. Denali Capital’s New $20M PIPE.

Get it In Your Inbox

Subscribe to Boardroom Alpha's research to receive the latest on governance, SPACs, and people.