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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 – October 22, 2025

Calisa Acquisition IPOs for $60 Million. Bleichroeder Officially Changes Name to Inflection Point IV. DT Cloud Star Extension Vote. Roth CH / Sharon AI Investor Deck.

Daily SPAC Update – October 21, 2025

Armada II + Evernorth (a Ripple Crypto Firm) Deal. Spring Valley II Extends. Cartesian II Sets Extension Vote. Investor Decks for Roth CH, Armada, and Pelican.

Daily SPAC Update – October 17, 2025

Cartesian Growth II Non-Binding LOI. Hudson Acquisition I and CSLM Acquisition Shareholders Approve Extensions. M-3 Brigade VI Separate Trading.

Daily SPAC Update – October 16, 2025

Nabors Energy Transition II (NETD) + e2 Companies Deal Terminated. Mountain Crest V Extension Vote Set. DT Cloud Star and Rising Dragon Votes Delayed/Adjourned.

Daily SPAC Update – October 15, 2025

Maywood + GOWell Technology Deal. DT Cloud and Spring Valley Extension Votes. Healthcare AI and Inception Growth Extensions Approved. 5 More Extension Votes Set.

Daily SPAC Update – October 13, 2025

Aura Fat Projects Extension Approved. Globalink Deal with Alps Global Approved. Deal Vote Set for Aimei Health Technology. ASPAC III, Agriculture & Natural Solutions, Integral Extension Votes Set.

Daily SPAC Update – October 10, 2025

GSR III DeSPACs to Terra Innovatum Global N.V. (NKLR). Haymaker Acquisition Corp 4 (HYAC) + Concrete Partners Deal. Cartica Extension Approved. ASPAC III and Yotta Set Extension Votes.

Daily SPAC Update – October 9, 2025

Pompliano Continues His Media Push for Columbus Circle + ProCap Financial. IX Acquisition and DT Cloud Votes Adjourned. Inception Growth Extension Vote Today.

Daily SPAC Update – October 8, 2025

Infintium Fuel Cell Systems Terminates Deal with Goldstone. IX Acquisition and Oak Woods Extension Votes.  Cantor Equity Partners and Mountain Lake Do Crypto Roadshows.

Daily SPAC Update – October 7, 2025

SPAC IPOs On Track to Double in 2025 with Lake Superior’s Debut. DT Cloud Start Extension Vote. Global Link + Alps and GSR III + Terra Innovatum Deal Votes.

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