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 – October 7, 2025
SPAC IPOs On Track to Double in 2025 with Lake Superior’s Debut. DT Cloud Start Extension Vote. Global Link + Alps and GSR III + Terra Innovatum Deal Votes.
Daily SPAC Update – October 6, 2025
Horizon Space Acquisition I (HSPO) and Squirrel Enlivened Technology Deal Terminated. Quantumsphere + SACH Pte Deal. Aura Fat Projects Extension Vote. Alphatime and Trailblazer Shareholders Approve Extensions.
Daily SPAC Update – October 3, 2025
Today’s SPAC update: Range Capital II launches $200M IPO, Cartica seeks extension, and new deals emerge in biotech, blockchain, and clean energy. Get the latest SPAC IPOs, mergers, and market movers.
Daily SPAC Update – October 2, 2025
Another Crypto/SPAC Deal as Mountain Lake + Avalanche Treasury Company Announce. Welsbach Technology Metals Extends. Highview and Starry Sea Start Separate Trading.
Daily SPAC Update – October 1, 2025
SPACs Kick-Off October with $400 Million in New Issuance as AA Mission Acquisition II and Rice Acquisition 3 IPO. Oak Woods Adjourns Vote. Spring Valley and Chain Bridge Set Votes.
Daily SPAC Update – September 30, 2025
Gigcapital7 Deal with Hadron Energy. Starry Sea Binding LOI. DMY Squared Goes OTC. GSR III Gets Bigger PIPE. Healthcare AI Postpones Vote and Asks for Longer.
Daily SPAC Update – September 29, 2025
DP Cap Acquisition Capital Expansion Approved. Extension Votes for Oak Woods, Trailblazer, and Welsbach Technology. Deal Votes Set for HCM II and Rising Dragon.
Daily SPAC Update – September 26, 2025
Chamath’s Latest SPAC American Exceptionalism IPOs for $300M. Newbury Street Extension Approved and Gets Deal Termination Fee. FutureCrest $250M IPO.
Daily SPAC Update – September 25, 2025
Emmis Acquisition and Drugs Made in America II SPAC IPOs Make it Almost 100 for 2025. Kodiak Robotics / Ares DeSPACs. Yorkville Takes Over Sponsorship of Texas Ventures III.
Daily SPAC Update – September 24, 2025
Alphavest Acquisition Extends. Ares Acquisition II + Kodiak Robotics Deal Approved. Newbury Street Extension Vote Today.