Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
Weekly Activism & Executive Moves Review (May 3)
New cooperation agreements for Alight (ALIT), Applied Digital (APLD), Triumph Group (TGI), Zuora (ZUO), and LL Flooring Holdings (LL). PTON CEO steps down and Redstone removes Bakish at PARA.
BIG Company Directors with LOW Shareholder Support
Shareholders should be on high alert when directors are receiving low shareholder support across multiple directorships.
CEO Pay: The $25 Million Plus Pay Club
Membership in the CEO $25 Million Plus Pay Club isn’t as exclusive as it maybe should be. Here’s a look at who’s in the club and how they’ve performed.
Weekly Activism & Executive Moves Review (April 26)
Norfolk Southern vs. Ancora is getting ugly(er). Arena Group promotes insider to CEO after a tough year. Keurig Dr Pepper puts their COO at the helm.
Despite Shareholders Losing Over 3 Years, CEO Pay is Up at These Companies
For these 50+ companies where shareholders lost big over the last 3 years, shareholders will want to know why CEO pay is up.
Weekly Activism & Executive Moves Review (April 19)
180 Degree Capital and Comscore (SCOR) move forward amicably. FEYR enters cooperation agreement with Teknovekst Invest AS. Jabil CEO put on administrative leave.
SPAC & IPO Analysis
Daily SPAC Update – August 21, 2025
Lutnick’s SPAC Push Continues as Cantor Equity Partners IV IPOs for $400M. DT Cloud Acquisition Extension Vote
Daily SPAC Update – August 20, 2025
Inception Growth + AgileAlgo Vote Approved. Technology & Telecommunication Acquisition Extension Vote. D Boral Arc Acquisition Separate Trading.
Chamath Palihapitiya’s SPAC Comeback?
Can the once-titled SPAC King Chamath Palihapitiya reclaim his crown or will investors be disappointed again as returns don’t deliver?
Daily SPAC Update – August 19, 2025
Inception Growth + AgileAlgo Deal Vote. Corner Growth 2 Announces Capital Increase Vote. Embrace Change Going to Pink Sheets.
Daily SPAC Update – August 18, 2025
SPAC IPOs Slowing in August, but Remain Well Ahead of 2024. Breeze Holdings Deal Approved. Globalink’s Redemption Overpayment Requires Restatement.
Daily SPAC Update – August 15, 2025
Bleichroeder Announces Deal With Merlin for AI-Based Aviation. Investcorp Europe / nexxbuild Deal Terminated. CapitalWorks Gets New Auditor.
Daily SPAC Update – August 14, 2025
Cohen Circle + Kyivstar Deal Approved. Rigel Resource Extension Approved. Breeze Holdings + YD Biopharma Deal Vote. Futuretech II Extension Vote. FIGX Separate Trading.
Daily SPAC Update – August 13, 2025
Cohen Circle + Kyivstar Group Deal Approved; Expected to DeSPAC Thursday. Denali Capital and Alchemy Investment Extension Votes Set. Armada Acquisition Sponsor Securities Purchase.
Daily SPAC Update – August 12, 2025
Two New SPAC IPOs: McKinley and Highview. ByNordic and Embrace Change SPAC Extensions Approved. Cohen Circle + Kyivstar Group Deal Vote. BridgeBio DeSPACs.
Daily SPAC Update – August 11, 2025
Embrace Change Extension Vote. Inception Growth Adjourned to August 19. Cohen Circle Updates Redemptions (~6M) Before Deal Vote.