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Curated analysis from our team
CEA Industries Agrees to Add Three YZi Labs-Backed Directors Amid 92% Stock Collapse
CEA Industries Inc. (BNC) and YZi Labs Management Ltd. signed a cooperation agreement on June 23, 2026, expanding the board to six directors and immediately seating three YZi Labs-backed nominees — ending YZi Labs’ active campaign against the company. The deal arrives with BNC…
Proxy Fights to Watch in 2026: Pacira, Medallion, Genco & Seer
Boardroom Alpha’s 2026 proxy-fight tracker: Pacira, Medallion, Genco and Seer head to contested votes in June and July — after CarMax, WEX and Lululemon settled with activists.
CEO Pay: The $25 Million Plus Pay Club (2026)
Boardroom Alpha’s 2026 ranking of every U.S. public-company CEO paid $25M+ in fiscal 2025 — 207 in all, led by Welltower Inc’s $821.1M package, which drew just 19% Say-on-Pay…
Why Lululemon Settled: The Signals That Pointed to a Deal, Not a Vote
Chip Wilson won’t get the clean victory he sought — or the defeat the board wanted to hand him. He gets a settlement. We read the dynamics that produced it.
2026 Proxy Season Scorecard: Six Say-on-Pay Failures, AI Lands on Mega-Cap Ballots, and the Anti-ESG Pile-Up
Through May 21, 2026, U.S. public-company shareholders rejected six annual-meeting Say-on-Pay packages outright, voted against 18 directors at 14 companies, and crushed dozens of…
From the desk this month
This Week’s Executive Moves — July 31, 2026
Leadership resets split between market darlings and governance problem children this week: 16 CEO changes, 18 CFO changes and Industrials leading with 7 CEO/CFO transitions.…
MBX, Upwork, Sterling Frame This Week’s Executive Churn — July 17, 2026
C-suite rotation split between high performers professionalizing the bench and laggards trying to stabilize finance. The week brought 11 CEO changes and 18 CFO changes, with…
FuboTV Dropping Gandler Highlights This Week’s Moves — July 10, 2026
Underperformers made the loudest succession calls. Fubo dropped David Gandler after a 77% one-year slide, Dow handed Karen Carter a chemical franchise that has lost half its value…
Fortune Brands Names Jesse G. Singh CEO and This Week’s C-Suite Recap — July 3, 2026
Fortune Brands finally gets its CEO, Copart reset the top seat after an 81% peak-to-trough collapse, and Rush Enterprises showed that not every C-suite reset comes from distress.
Weekly Recap: JPM Succession Plus PLNT, CNTA, NKE Moves — June 26, 2026
JP Morgan’s succession shift will dominate the dicussion, but we also saw consumer and healthcare names making moves as laggards swapped operators while biotech winners cleaned up…
Fiserv (FISV), Huntsman (HUN) and Innodate (INOD) Highlight This Week’s C-Suite Changes — June 19, 2026
Fiserv, Huntsman and Innodata reset leadership under very different conditions. FISV changed CEOs after a brutal drawdown, HUN carried merger-era governance baggage, and INOD…
The daily SPAC brief
SPAC Market Update August 31, 2026: ALGR-SeeQC Merger Termination, Constellation Extension
Allegro Merger Corp. (ALGR) and SeeQC terminated their merger on August 31, 2026, with SeeQC able to reimburse up to $2M and issue stock on a Trigger Event. Separately,…
SPAC Market Update August 28, 2026: IPHX $250M IPO, BIII-Astrum Merger Agreement
Inflection Point Acquisition Corp. VIII (IPHX) priced a $250M SPAC IPO on August 28, 2026. Separately, Black Spade Acquisition III Co (BIII) disclosed a merger agreement with…
SPAC Market Update August 27, 2026: BBCQ-Pasqal Vote Clears; RNAQ Prices $75M IPO
Bleichroeder Acquisition Corp II (BBCQ) won shareholder approval for its Pasqal merger on August 27, 2026 after 26,039,602 shares were redeemed; Rainier Acquisition Corp (RNAQ)…
SPAC Market Update August 26, 2026: JTTT Prices $60M IPO, FVN Extension Approved
JATT III Acquisition Corp (JTTT) priced a $60M SPAC IPO on August 26, 2026. Separately, Future Vision II Acquisition Corp (FVN) approved an extension to September 13, 2027 after…
SPAC Market Update August 25, 2026: BCCQ to Merge with Ursa Major
Bleichroeder Acquisition Corp III (BCCQ) announced a merger with Ursa Major Technologies, Inc., an aerospace and defense company focused on hypersonics, solid rocket motors and…
SPAC Market Update August 24, 2026: CCXI Agility $2.5B Terms, HVII-One Nuclear Vote
Churchill Capital Corp XI (CCXI) released an August 24, 2026 media transcript in which Agility discussed its SPAC merger, a $2.5B pre-money valuation, Foxconn backing and a…
Governance & Activism Research
Director slates, proxy fights, pay-package deep dives, settlements, and AGM outcomes — emailed as we publish.
Every IPO, vote, and DeSPAC close.
CEO, CFO & director moves, ranked.