Elliott files its preliminary proxy for its contest with Phillips 66 (NYSE: PSX) and nominates seven directors and pushes to declassify the board.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
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.
SPAC & IPO Analysis
Daily SPAC Update – January 28, 2026
Kraken and Tribe Capital IPO KrakAcquisition Corp and Space Asset Acquisition Debuts for $200 Million. AA Mission Extension Vote. Churchill Capital IX Delays Deal Vote.
Daily SPAC Update – January 27, 2026
2 New SPAC IPOs. Keen Vision Extension Approved. Constellation Acquisition Extension Vote Today. Black Spade II and Hall Chadwick Separate Trading.
Daily SPAC Update – January 26, 2026
Lake Superior + Openmarkets Group Announced Crypto SPAC Deal. PHP Ventures Extension Approved. Churchill Capital Sets Deal Vote Date.
Daily SPAC Update – January 23, 2026
5 SPAC IPOs Show SPACs Are Back. Israel Acquisition Extension Approved. Safeguard and Leapfrog Start Separate Trading.
Daily SPAC Update – January 22, 2026
Aldabra 4 Liquidity Opportunity Vehicle Upsized $261 Million IPO. EGH Acquisition Corp + Hecate Energy Group Deal Announced. Keen Vision Extension Vote. Trailblazer Deal Vote Set.
Daily SPAC Update – January 21, 2026
X3 Acquisition Corp IPO. Broad Capital Acquisition and Columbus Acquisition Extensions Approved. Future Vision II Announces MicroTouch Technology Deal. Inception Growth Sets Extension Vote.
Daily SPAC Update – January 16, 2026
Infinite Eagle and FG Imperii SPAC IPOs Make it 8 New SPACs for $2 Billion in New SPAC Issuance in 2026. Columbus and Israel Extension Votes.
Daily SPAC Update – January 15, 2026
New SPAC Deal Decks for Digital Asset + Old Glory and Haymaker 4 + Suncrete
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.