Starboard Value is challenging Autodesk’s governance and financial performance, pushing for board changes in a high-stakes proxy fight. Learn about the activist campaign, SEC investigation, and what’s next for ADSK.
Boardroom Alpha Research
Activism
The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.
Can Engaged Capital Revitalize YETI?
Engaged Capital makes a necessary push at YETI while their board/management seem stuck and shareholders continue to lose.
Will a Proxy Fight with Anson Save Match Group?
Match (MTCH) has three powerful activists pushing for change. Will a stagnant, entrenched board see the light or waste shareholder dollars fighting change?
Whetstone Capital Advisors Launches Proxy Fight at OptimizeRX
Whetstone Capital will likely get its two board seats and strategic changes, but longer-term shareholders likely won’t recoup their losses.
Boardroom Alpha Weekly – March 7, 2025
Kenvue and Starboard Settle. Landsea pushed by Mill Road Capital. Elliott files preliminary contested proxy. Latest CEO/CFO moves. Helmerich & Payne directors not feeling the pain?
loanDepot and Anthony Hsieh Expand Cooperation Agreement Amid CEO Transition
loanDepot (LDI) founder Anthony Hsieh asserts himself with an extended cooperation agreement — Hsieh becomes Executive Chair, Frank Martell gone as CEO, and Board restructuring.
Starboard Ends Proxy Fight at Kenvue Following Cooperation Agreement
Starboard and Kenvue end their proxy fight with an agreement to add three new directors, including Starboard’s Jeffrey C Smith.
Mill Road Capital Pushes for Change at Landsea Homes – Nominates Three Directors
Mill Road Capital nominates three directors to the board of Landsea Homes (LSEA) as proxy fight kicks off. All three directors are tied to Mill Road and prior activism.
Elliott Management Takes Aim at Phillips 66 Board with Director Nominations and Governance Proposal
Elliott files its preliminary proxy for its contest with Phillips 66 (NYSE: PSX) and nominates seven directors and pushes to declassify the board.
Activists Take Aim at Portillo’s and Quanterix in New Proxy Battles
Engaged Capital and Kent Lake launch activist proxy fights at Portillo’s and Quanterix, pushing for board changes to unlock shareholder value.