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.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
Weekly Activism & Executive Moves Review (May 24)
Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
Bad Director Votes Should Send a Message (2024 Proxy Voting Update)
Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
Big Companies with Big Say-On-Pay Issues (2024 Shareholder Say-On-Pay Update)
Big CEO pay (see Broadcom) and poor performance (see Boeing) create big say-on-pay issues for these large cap companies in 2024.
Weekly Activism & Executive Moves Review (May 17)
Ashford Hospitality (AHT) wins its fight with Blackwells and tells shareholders is doesn’t care what they think. Erez fails at Whitestone (WSR). ISS and Glass Lewis disagree on Crown Castle (CCI).
Weekly Activism & Executive Moves Review (May 10)
Norfolk Southern (NSC) and Ancora battle to a draw as each side wins board seats. AHT and WSR shareholders vote this week. All the latest 13-Ds, cooperation agreements, and CEO/CFO Moves.
SPAC & IPO Analysis
Daily SPAC Update – August 5, 2025
Helix Acquisition + BridgeBio Oncology Deal Approved. Southport Acquisition + Angel Studios Deal Vote Set.
Daily SPAC Update – August 4, 2025
CSLM + Fusemachines Deal Approved (plus FPA). Helix Aquisition II + Bridge Bio Oncology Therapeutics Deal Vote. Blue Acquisition Separate Trading.
Daily SPAC Update – August 1, 2025
SPACs End July, Start August with a Bang with 2 SPAC Deals (Everli / Eagle Energy Metals) and Another SPAC IPO for $220M.
Daily SPAC Update – July 31, 2025
75 New SPACs in 2025. Pompliano Changes Tickers for ProCap Bitcoin SPAC. Future Tech II Extension Set.
Daily SPAC Update – July 30, 2025
A Paradise SPAC IPOs for $200M. Crypto SPACs (DYNX, CCCM) Keep Media Blitz Going. ASPAC II Extension Vote.
Daily SPAC Update – July 29, 2025
Denali Capital and Columbus Circle Capital Merger Amendments. Embrace Change and Rigel Resources Extension Votes Set. Blue Water Separate Trading.
Daily SPAC Update – July 28, 2025
CSLM Acquisition + Fusemachines Deal Vote. Indigo Acquisition Separate Trading. Winvest and Inception Growth Adjournments.
Daily SPAC Update – July 25, 2025
Haymaker IV, Keen Vision, and BlueRiver Shareholders Approve Extensions. SLAM Deal Termination. Cantor Equity Partners Media Blitz Continues. Inception Growth Adjourns.
Daily SPAC Update – July 24, 2025
iRocket SPAC Deal. Cohen Circle Pushes Deal Vote Back. Evergreen Liquidating.
Daily SPAC Update – July 23, 2025
Crypto SPAC Deal Roadshows Crank Up with Deal Decks and Media Appearances.