An early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.
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 (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.
Vanguard & Blackrock Should Vote “AGAINST” Directors at These April Shareholder Meetings
Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.
Weekly Activism & Executive Moves Review (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)
The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.
Weekly Activism & Executive Moves Review (Mar 29)
Boeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and Buxton Helmsley is in at Fossil Group.
Shareholders Vote Their Director Discontent – Voting Through March So Far
Shareholders are sending these companies and directors a message in 2024. See the list of companies and directors where directors lack support.
Weekly Activism & Executive Moves Review (Mar 22)
Shake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global, and Erez vs Whitestone REIT (WSR).
Weekly Activism & Executive Moves Review (Mar 15)
Starbucks wins. Rubric Capital v Xperi to heat up. Radoff in at BOOM. Thirdpoint/Saddlepoint in at AAP. 3M (MMM) gets a new CEO. Plank back at Under Armour.
Weekly Activism & Executive Moves Review (Mar 2- Mar 8)
New cooperation agreements at Barnes Group (Irenic), Chef’s Warehouse (Legion), and Ventas (Land & Buildings). Arkhouse/Brigade raise their bid for Macy’s. Weekly CEO/CFO Moves.
SPAC & IPO Analysis
Daily SPAC Update – August 25, 2025
Southport Acquisition + Angel Studios Deal Vote. FG Merger II + Boxable Investor Presentation. DECA Securities Purchase Agreement. AParadise Acquisition Separate Trading.
Daily SPAC Update – August 22, 2025
Kairous Acquisition Announces Deal Termination. Winvest Postpones Deal Vote to Meet Closing Conditions. Denali Capital’s New $20M PIPE.
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.