Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.
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 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.
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.
SPAC & IPO Analysis
Daily SPAC Update – July 28, 2025
CSLM Acquisition + Fusemachines Deal Vote. Indigo Acquisition Separate Trading. Winvest and Inception Growth Adjournments.
Daily SPAC Update – July 25, 2025
Haymaker IV, Keen Vision, and BlueRiver Shareholders Approve Extensions. SLAM Deal Termination. Cantor Equity Partners Media Blitz Continues. Inception Growth Adjourns.
Daily SPAC Update – July 24, 2025
iRocket SPAC Deal. Cohen Circle Pushes Deal Vote Back. Evergreen Liquidating.
Daily SPAC Update – July 23, 2025
Crypto SPAC Deal Roadshows Crank Up with Deal Decks and Media Appearances.
Daily SPAC Update – July 22, 2025
Crypto + SPAC Deal Surge Continues: TLGY / StablecoinX. UYSC + Isdera Group in China-based Auto Deal. Keen Vision Extension Vote.
Daily SPAC Update – July 21, 2025
Crypto + SPACs Continue as Ether Reserve + Dynamix (DYNX) Ether Deal Announced. Plum III Extension Approved. Goldenstone Fixes Incorrect Trust.
Daily SPAC Update – July 18, 2025
BSTR / Cantor Bitcoin Deal with Massive $1.5B PIPE. Nabors Engergy II and CSLM Shareholders Approve Extension. Wintergreen Announces Separate Trading.
Daily SPAC Update – July 17, 2025
Over $2B in July SPAC IPOs as Pyrophyte $175M Launches. Kochav Defense Separate Trading Announced. Eureka Revises Redemptions Down. New PLUM / Tactical Investor Deck.
Daily SPAC Update – July 16, 2025
GrabAGun DeSPAC to PEW PEWW. Integrated Rail & Resources Extends with No Redemptions. JENA Acquisition Separate Trading Announced. ASPAC II Looks for 2-Year Extension.
Daily SPAC Update – July 15, 2025
Trump’s GrabAGun Deal Vote Today. Silver Pegasus $100M SPAC IPO. Cyason Deal With Mango Financial Announced. Bannix DeSPACs to VisionWave Technologies Inc.