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).
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
2024 Say-On-Pay Votes: 25 Companies Where Shareholders Are Unhappy
An early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.
Weekly Activism & Executive Moves Review (April 12)
Macy’s and Arkhouse / Brigade enter an agreement, but the fight isn’t over yet. Illumina gets a new CFO as shareholders wait for Icahn’s directors to change trajectory. ANGI gets a new CEO as IAC CEO Levin steps aside.
SPAC & IPO Analysis
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.
Daily SPAC Update – December 16, 2025
Crane Harbor II $300 Million Upsized SPAC IPO. DMY Squared and Bayview Extensions approved. Alphatime and Concord II Votes Today. Bitcoin Infrastructure Separate Trading Tomorrow.
Daily SPAC Update – December 15, 2025
December SPAC IPO Update. Alpha Star Acquisition Extension Approved. DT Cloud Star Extension Fee Vote. Harvard, Miluna Separate Trading Today and Bitcoin Infrastructure Later this Week.
Daily SPAC Update – December 12, 2025
SPACs Go For the Three-Peat: ITHAX III and Twelve Seas III Raise $350M in New IPOs
Daily SPAC Update – December 11, 2025
Bluerock and Karbon Capital Partners SPAC IPOs Add to December’s Surge. YHN Acquisition Extension Approved. Alpha Star Extension Vote. Cantor and Haymaker Investor Decks.
Daily SPAC Update – December 10, 2025
Meshflow’s $300M SPAC IPO Makes it Nine for December. Integrated Wellness + Btab Ecommerce Deal Approved. ATMV DeSPACs to AMC Corporation.
Daily SPAC Update – December 9, 2025
Daedalus Special Acquisition $225 Million IPO. ESH Acquisition Extension and Alphatime / HCYC Group Deal Approved. Metal Sky Sets Extension Vote.