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 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.
Daily SPAC Update – December 24, 2025
SLAM Corp Extension Vote. Corner Growth Acquisition 2 and Alphatime Extensions Approved. Cantor Equity Partners III Transcript. Westin Acquisition Separate Trading.
Daily SPAC Update – December 23, 2025
Two More SPAC IPOs: Silicon Valley Acquisition $200 Million and Social Commerce Partners $100 Million. Corner Growth and Bayview Extensions Approved.
Daily SPAC Update – December 22, 2025
Plum Acquisition IV Non-Binding LOI. Spree 1 Extension Approved. DT Cloud Withdraws Fee Change Proposals. Broad Capital and Welsbach Set Extension Votes.
Daily SPAC Update – December 19, 2025
Cartesian Growth III Deal with Factorial. Rising Dragon Extension Fee Change Approved. Integrated Wellness Extension Approved. TGE Value SPAC IPO.
Daily SPAC Update – December 18, 2025
December SPAC IPOs Hit 19 as Launchpad Cadenza, American Dynamism, and Vine Hill Capital II Debut. Papaya Growth and Concord Extensions Approved.
Daily SPAC Update – December 17, 2025
December SPAC IPOs Keep Coming: Michael Klein Back with $360 Million Churchill XI. Iron Horse II $200 Million Debut.