Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
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Activism & Governance
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.
2024 Activist Cooperation Agreements – Through February
Fund 1 Investments in at Citi Trends and BJs Restaraunts. Icahn in at JetBlue and American Electric Power. Plus deals with Ancroa, Engaged, Radoff, Hestia and more.
Weekly Activism & Executive Moves Review (Feb 26 – Mar 1)
Cooperation agreements at Independence Realty, Citi Trends (Fund 1), BJs (Fund 1) and On 24. Petrus goes after Criteo. Updates on DIsney, Norfolk, Wyndham, Starbucks, and Elanco. Weekly CEO/CFO Moves.
Weekly Activism & Executive Moves Review
Latest Disney & Starbucks Proxy Fight Filings. Icahn into JetBlue and American Electric Power. Engaged Capital into Nevro. Latest 13Ds and CEO / CFO moves.
SPAC & IPO Analysis
Daily SPAC Update – July 14, 2025
Bowen and Aetherium Extension Votes Approved. Profusa DeSPACs. Nabors Energy Transition II in Deal Dispute.
Daily SPAC Update – July 11, 2025
Welsbach Technology Metals Deal Terminated. Bowen Extension Vote. Helix Acquisition II Vote Set. Inception Growth SPAC Deal Vote Postponed.
Daily SPAC Update – July 10, 2025
Globa Terra $152M SPAC IPO as RMG Acquisition III Liquidates. Integrated Rail & Resources Extension Set. Procap Separate Trading. Ares / Kodiak Investor Deck.
Daily SPAC Update – July 9, 2025
Globalink Investment Overpays Redemptions by Over 20 Cents. Oyster Enterprises II Separate Trading. New CSLM + Fusemachines Deal Deck.
Daily SPAC Update – July 8, 2025
SPACs + Crypto: M3-Brigade Announces Deal with ReserveOne. Nabors Energy II Postpones Vote. Blackhawk and Spark Extension Votes.
Daily SPAC Update – July 7, 2025
Crown Proptech + Mkango Resources Deal. Newbury Street Gets $5M in Termination Fee. Four Leaf and Eureka Extensions Approved. Chenghe / Polibeli Deal Deck.
Daily SPAC Update – July 2, 2025
July’s SPAC Market Taking Off with 3 More SPAC IPOs. Eureka Extends. Integrated Rail & Resources Deal Approved. Kairous Acquisition Confirms Liquidation.
Daily SPAC Update – July 1, 2025
3 New SPAC IPOs for $420M Kick-Off July. JVSA DeSPACs to Hotel 101. Ribbon Deal with DRC Medicine. SLAM Shareholders Approve Extension.
Daily SPAC Update – June 30, 2025
Welsbach Technology Metals Deal and Extension Vote Pass. Breeze Extends. Eureka Acquisition Extension Vote. Blackhawk Vote Adjourned Again.
Daily SPAC Update – June 27, 2025
Two More SPAC IPOs, but June Fails to Match May’s Surge. Iron Horse Extends and Gets Deal Approved. Winvest + Xtribe Deal Vote.