November’s SPAC market review paints a picture of a SPAC market rushing towards the exit with high, and accelerating liquidations, more deal terminations, and almost no new SPAC IPOs.
SPAC Market Review – November 2022
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Weekly Executive & Director Moves (Dec 2)
Opendoor (OPEN) CEO Eric Wu steps down amid a cooling housing market and the rest of the week’s CEO, CFO, and director moves.
Weekly Executive & Director Moves (Nov 25)
Bob Iger returns as CEO of Walt Disney Co. (DIS) in a shocker that sends short lived CEO Bob Chapek out of the company.
Weekly Executive & Director Moves (Nov 18)
Al Kelly retiring as the CEO of Visa (V) after a successful 6 year tenure, and the rest of this week’s CEO, CFO, and Director moves.
Weekly Executive & Director Moves (Nov 11)
Keurig Dr. Pepper (KDP) former CEO Ozan Dokmecioglu steps down due to conduct violations plus the rest of this week’s executive moves.
Weekly Executive & Director Moves (Nov 4)
XPO Logistics (XPO) and RXO Inc. (RXO) complete spin off and put into place new management plus this week’s director and executive moves.
SPAC Market Review – October 2022
October’s SPAC review reviews the SPAC market for the month including early liquidations and what’s next for the market.
Weekly Executive & Director Moves (Oct 28)
Kenneth Frazier to leave Merck (MRK) Board, a new CEO at ADP and the rest of this week’s CEO, CFO, and director moves.
Weekly Executive & Director Moves (Oct 21)
Stephanie Ferris to become CEO of Fidelity National Information Services (FIS), the DOJ lays the hammer and the rest of this week’s moves.
Weekly Executive & Director Moves (Oct 14)
Allan Thygesen officially takes the reins at DocuSign (DOCU), Andrew Hamer joins as CFO of Sarcos (STRC) plus the rest of this week’s moves.
Weekly Executive & Director Moves (Oct 07)
Chairman Greg Ebel takes over from Albert Monaco at Enbridge (ENBG) and the rest of this week’s CEO, CFO, and director moves.
SPAC Market Review – September 2022
September’s SPAC review reviews the SPAC market for the month and several uncertainties ahead including the excise tax.
Weekly Executive & Director Moves (Sep 30)
Shane Torchiana takes over CEO at struggling Bird Global (BRDS) with the stock trading ~35c, plus the rest of the week’s exec moves.
Weekly Executive & Director Moves (Sep 23)
Bob Swan joins Nike’s (NKE) board, a new CEO takes the reins at Warner Music Group (WMG) and the rest of the week’s executive moves.
Weekly Executive & Director Moves (Sep 16)
New CEOs coming in at CSX Corp (CSX) and Lumen Technologies (LUMN) highlight this week’s directors, CEO and CFO moves.
Weekly Executive & Director Moves (Sep 9)
Christina Spade takes over as CEO of AMC Networks (AMCX) plus the rest of the week’s CEO, CFO, and director moves.
SPAC Market Review – August 2022
In our latest SPAC market review we take a look at August. A spike in DAs has not done enough to move the needle, and SPAC winter continues.
Weekly Executive & Director Moves (Sep 2)
Starbucks (SBUX) taps Laxman Narasimhan to be its new CEO and the rest of the week’s director, CEO, and CFO moves.
Weekly Executive & Director Moves (Aug 26)
Exec changes at several DeSPACs including VCSA, BIOTE, and BTMD plus the rest of this week’s CEO, CFO, and director changes.
Weekly Executive & Director Moves (Aug 19)
Titan Pharmaceuticals (TTNP) gets a new CEO, and the rest of the week’s director, CFO, and CEO moves summarized.
Weekly Executive & Director Moves (Aug 12)
Kewsong Lee is stepping down from Carlyle Group (CG), Mike Kaufmann stepping down at Cardinal Health and the rest of the week’s moves.
Weekly Executive & Director Moves (Aug 5)
Crypto bull Michael Saylor stepped down as CEO of MicroStrategy (MSTR) and will become exec chairman, and the rest of this week’s exec moves.
SPAC Market Review – July 2022
Liquidations, cancelled deals, and a dead IPO market highlight Boardroom Alpha’s July 2022 SPAC market review. Read for a full recap.
Weekly Executive & Director Moves (July 29)
Vince McMahon officially resigns as CEO of WWE, management changes at KDP and the rest of the week’s executive moves.
Weekly Executive & Director Moves (July 22)
New CEOs at Cardlytics and Invitae highlight this week’s director, CEO, and CFO moves. See all of this week’s moves here.
Weekly Executive & Director Moves (July 15)
Boardroom Alpha provides in-depth analytics and tracking of all public company executives and...
Weekly Executive & Director Moves (July 8)
There’s a new CFO at AllianceBernstein (AB), Connor Schell steps down from WWE’s board, and the rest of this week’s executive moves.
Weekly Executive & Director Moves (July 1)
Mark Tritton is ousted at Bed Beth and Beyond (BBBY), Silbermann steps down from Pinterest (PINS), and the rest of this week’s exec moves.
SPAC Market Review – June 2022
Boardroom Alpha’s June 2022 SPAC market review looks at the latest trends in SPACs, where the market is heading a recap of activity.
Weekly Executive & Director Moves (June 24)
DocuSign (DOCU) CEO Dan Springer resigns amidst slowdown, and Red Robin (RRGB) CEO sets the stage for transition in this week’s exec moves.
GGPI & Polestar Vote Finally Arrives as the Stock Spikes
GGPI shareholders go to vote on the latest EV SPAC deal. Warrant prices remain at their lows with no end in site. Plus the days’s biggest movers.
Weekly Executive & Director Moves (June 17)
FedEx (FDX) appoints new directors in conjunction with D.E. Shaw, and cbdMD (YBCD) CEO, accused of fraud, resigns.
Weekly Executive & Director Moves (June 10)
Therealreal (REAL) founder and CEO departs, and Hippo (HIPO) quickly has a change at CEO highlights this week’s exec moves.
Weekly Executive & Director Moves (June 3)
Sheryl Sandberg stepping down as COO of Meta Platforms stole the spotlight. But, there was still a lot of movement as the markets moved into June.
Elon’s “super bad feeling” casts a shadow on Polestar debut
In a market where timing is everything, Polestar can’t seem to catch a break. Ahead of the long-awaited GGPI / Polestar merger vote on June 22nd, Elon Musk signals a hiring freeze and staff cuts– fueling concerns around China deliveries.
Razor-thin approvals: For Amazon shareholders, the conversation around pay, labor, and environment isn’t over
Narrow approval for Amazon’s compensation package, coupled with razor-thin approvals on environmental and worker safety proposals reveal a growing undercurrent of shareholder opposition. Momentum is building, which means for shareholders, this conversation is far from over.
SPAC Market Review – May 2022
Inflation, rising interest rates, and reduced corporate earnings across the board have led to persistent market gyrations which prove its too early for bottom fishing. The stampede out of deSPACs now makes it ‘deal-or-die’ time for those without targets.
Weekly Executive & Director Moves (May 27)
Twitter (TWTR) drama has Durban staying, new CEO at Frontdoor (FTDR), and a CFO transition at WeWork (WE) highlight this week’s exec moves.
Panic Time for Palantir?
The world is a scarier place, which should be good for Palantir. But, with the controversial intelligence and analytics company having just reported its lowest revenue growth ever, we take a closer look at fundamentals and governance.
Starbucks latest brew: A nixed buyback and unionization bruising
A suspended corporate buyback amidst Schultz’s personal buying spree, a unionization bruising: Starbucks is still struggling to send the right message to shareholders.
Weekly Executive & Director Moves (May 20)
A surprising CEO transition at Under Armour (UAA) and an abrupt CFO resignation at Wheels Up (UP) highlight this week’s exec moves.
Activist Alert: Western Digital
With Elliott pushing storage supplier Western Digital to divest its Flash business, we take a closer look at financial performance and governance.
SPAC Market Review – April 2022
The market is a mess right now. A hawkish Fed and even more cautious SEC are slowing deals….but may raise the bar for more quality SPACs down the line.
BA Daily Read: Can A New CEO Bring LoanDepot Back to Life?
Can Loan Depot’s new CEO bring the home lender back to life? Frank Martell will need to figure out how to grow in a cooling, competitive market.
BA Daily Read: Can the Netflix Board turn things around?
With NFLX nearing a 4-year low, we take a close look at executive and board leadership, including equity ownership and trading activity. Bottom line: we’d like to see more action.
Origin Materials on Paving the Way Toward a Carbon Negative Future
John Bissell and Rich Riley, Co-CEOs of Origin Materials (ORGN) tell us how bioplastics are ready and able to reduce our reliance on fossil fuels.
Danimer Scientific’s CEO on How Bioplastics Can Help Save the World
Boardroom Alpha talks to Steve Croskrey, CEO of Danimer Scientific (DNMR), on why bioplastics technology is ready for takeoff and how the company is moving the world toward a carbon negative future.
FOXO Technologies CEO Jon Sabes Is About to Disrupt the Insurance Industry
Boardroom Alpha talks to Jon Sabes, CEO of FOXO Technologies, which announced a SPAC merger with sponsor Delwinds Insurance Acquisition Corp. (DWIN). Sabes explains how epigenetic biomarkers can change the game for life insurance companies and tell us more about health and wellness than ever before.
Citi Redlights SPACs as Potential Liability Looms Large
Citigroup (C) pauses underwriting new SPAC IPOs amidst the potential for incremental legal risks. Regulatory scrutiny and monetary tightening are likely to mean more pain for the stock market– including IPOs.
Activist Engaged Capital Looks to Follow Rent-A-Center Playbook at Quotient Technology
Chipping away at an entrenched board, Engaged Capital looks to be following a similar playbook that culminated in a successful buyout of Rent-A-Center in 2018.
Innoviz (INVZ) CEO Omer Keilaf on LiDAR, Trust, and Commercial Production
Boardroom Alpha talks to Innoviz (INVZ) CEO Omer Keilaf on why LiDAR is equal parts trust and tech as the company captures the holy grail: volume commercial production.
Forge Global (FRGE) DeSPACs. Is it a Buy?
As Pre-IPO marketplace Forge Global (FRGE) deSPACs we look at the deal and whether it is a buy. Is this yet another win for Peter Thiel?
Third Time’s a Charm: Schultz back from the Bench as SBUX Favorite Pinch Hitter
Kevin Johnson steps down as SBUX CEO, with Schultz returning on an interim basis once again.
SPAC financing gets more creative amidst clogged PIPE market
SPAC financing has gotten increasingly more creative as the once hot PIPE market is very cold.
SPAC Market Review – February 2022
The SPAC market is a wreck, but if February taught investors anything, it’s that good fundamental stories can still prevail.
Exclusive: Polestar CEO Thomas Ingenlath Joins the Podcast
Polestar CEO Thomas Ingenlath isn’t here for a ‘short, quick win.’ He’s building a premium electric brand that’s nothing like its competitors. Or its parent, Volvo.
Activist Update: Alta Fox isn’t Playing Around with Hasbro
Alta Fox Capital Management wants to make some changes at toymaker Hasbro (HAS). The activist investor now owns a 2.5% stake in the company.
Blair LaCorte, CEO of AEye, On Why Now is the Time to Look at LiDAR
Blair LaCorte, CEO of AEye (NASDAQ:LIDR), provides his take on Autonomous Driving, why a lidar shakeout is coming, and what the carmakers really want.
SPAC Market Review – January 2022
January saw the SPAC market fall quickly alongside the broader market as a revolt against “spec tech” and overall sentiment drove it lower.