https://www.boardroomalpha.com/research?category=activistactivist research from Boardroom Alpha.en-usWed, 30 Sep 2026 12:00:48 GMThttps://www.boardroomalpha.com/research/conagra-say-on-pay-questionshttps://www.boardroomalpha.com/research/conagra-say-on-pay-questions22273Wed, 30 Sep 2026 12:00:48 GMTSay-on-pay barely passed, with 50.8%, the third result under 70% in four years, as the stock lost 43% over five years.Governancehttps://www.boardroomalpha.com/research/spac-market-update-september-30-2026-ivcbf-bsaa-ibachttps://www.boardroomalpha.com/research/spac-market-update-september-30-2026-ivcbf-bsaa-ibac22262Wed, 30 Sep 2026 07:35:14 GMTInvestcorp Europe Acquisition Corp I (IVCBF) won extension approval on September 30, 2026 after $22M in redemptions, moving its deadline to December 17, 2029. Separately, BEST SPAC I Acquisition Corp (BSAA) disclosed a sponsor sale that gave the buyer 100% of the sponsor, or about 80% of the company.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-29-2026-baya-colahttps://www.boardroomalpha.com/research/spac-market-update-september-29-2026-baya-cola22261Tue, 29 Sep 2026 07:49:25 GMTNasdaq delisted Bayview Acquisition Corp (BAYA) on September 29, 2026 after it failed to complete its merger by the deadline; September SPAC IPO issuance totaled $888M across 5 IPOs through 29 sessions. Separately, Columbus Acquisition Corp (COLA) adjourned its WISeSat.Space merger meeting without a vote.SPACshttps://www.boardroomalpha.com/research/mongodb-ceo-change-questionshttps://www.boardroomalpha.com/research/mongodb-ceo-change-questions22267Mon, 28 Sep 2026 16:30:52 GMTThe board starts its second CEO search in about a year, with former CEO Dev Ittycheria back as interim chief. The stock fell 18% on the day of the announcement.CEO / CFO / Director Resignations & AppointmentsFeaturedGovernancehttps://www.boardroomalpha.com/research/spac-market-update-september-28-2026-ipex-sbxdhttps://www.boardroomalpha.com/research/spac-market-update-september-28-2026-ipex-sbxd22260Mon, 28 Sep 2026 07:40:20 GMTInflection Point Acquisition Corp V (IPEX) completed its DeSPAC as GOWell Technology Limited (GOW) on September 28, 2026. Separately, NYSE moved to delist SilverBox Corp IV (SBXD), and September SPAC IPO issuance totaled 5 deals for $888M through 28 sessions.SPACshttps://www.boardroomalpha.com/research/turning-point-brands-ceo-change-questionshttps://www.boardroomalpha.com/research/turning-point-brands-ceo-change-questions22265Sat, 26 Sep 2026 04:30:35 GMTDavid Glazek takes over from Graham Purdy on October 1. The company has not said who will chair the board.CEO / CFO / Director Resignations & AppointmentsFeaturedGovernancehttps://www.boardroomalpha.com/research/spac-market-update-september-25-2026-ipxg-brrkhttps://www.boardroomalpha.com/research/spac-market-update-september-25-2026-ipxg-brrk22259Fri, 25 Sep 2026 08:37:00 GMTInflection Point Acquisition Corp VII (IPXG) said Elroy Air upsized its PIPE to $175M with Lockheed Martin on September 25, 2026, ahead of its merger. Separately, Bluerock Acquisition Corp. II (BRRK) priced a $150M IPO on September 25, 2026 with 100.5% trust funding.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-24-2026-arcl-capnhttps://www.boardroomalpha.com/research/spac-market-update-september-24-2026-arcl-capn22257Thu, 24 Sep 2026 09:36:12 GMTCayson Acquisition Corp (CAPN) won shareholder approval on September 24, 2026 to extend its business-combination deadline after 1,428,025 shares were redeemed. Separately, One Nuclear (ONEN) completed its DeSPAC as an energy-park developer focused on natural gas and small modular reactor technology.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-23-2026-lovi-bkhahttps://www.boardroomalpha.com/research/spac-market-update-september-23-2026-lovi-bkha22256Wed, 23 Sep 2026 07:39:30 GMTLive Oak Acquisition Corp. VI (LOVI) priced a $200M SPAC IPO on September 23, 2026, giving the Live Oak platform another blank-check vehicle. Separately, Black Hawk Acquisition Corp (BKHA) set an October 13, 2026 deal vote, and Everest Consolidator Acquisition Corp (MNTN1) set an October 8 extension vote.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-22-2026-ibac-bacc-welnfhttps://www.boardroomalpha.com/research/spac-market-update-september-22-2026-ibac-bacc-welnf22255Tue, 22 Sep 2026 08:29:55 GMTIB Acquisition Corp (IBAC) secured up to a $50M equity facility and $16,470,588 PIPE notes for its GNQ Insilico merger on September 22, 2026. Separately, Blue Acquisition Corp (BACC) amended its merger agreement to raise the earnout to 15,000,000 Pubco shares and revise CoreWeave warrant terms.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-21-2026-fxac-svaq-rosshttps://www.boardroomalpha.com/research/spac-market-update-september-21-2026-fxac-svaq-ross22254Mon, 21 Sep 2026 08:15:49 GMTFortunex Acquisition Corp (FXAC) announced a merger with WT Realty Group Inc., a technology-enabled real estate platform offering brokerage, escrow, lending, mortgage, title and commercial real estate services, on September 18, 2026. Separately, Silicon Valley Acquisition Corp (SVAQ) amended its EigenQ merger agreement to extend the outside date to June 30, 2027 and add institutional investor financing; ROSS Acquisition Corp II (ROSS) saw $275,705 removed from trust after its extension approval.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-18-2026-acgc-nhic-ledrhttps://www.boardroomalpha.com/research/spac-market-update-september-18-2026-acgc-nhic-ledr22253Fri, 18 Sep 2026 08:35:06 GMTACP Holdings Acquisition Corp (ACGC) announced a business combination with May Mobility on September 16, 2026, supported by a $120 million PIPE to accelerate driver-out robotaxi commercialization. Separately, NewHold Investment Corp III (NHIC) won shareholder approval on September 18, 2026 for its combination with Newcleo Ltd.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-17-2026-acgc-hyac-yhnahttps://www.boardroomalpha.com/research/spac-market-update-september-17-2026-acgc-hyac-yhna22251Thu, 17 Sep 2026 07:37:15 GMTACP Holdings Acquisition Corp (ACGC) announced a merger with May Mobility, an autonomous-vehicle technology company serving commercial ride-hail markets, on September 16, 2026. Separately, Haymaker Acquisition Corp V (HYAC) began trading on September 17, 2026 after pricing a $250M IPO targeting industrial, consumer and consumer-related products and services companies.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-16-2026-fshp-lpbbhttps://www.boardroomalpha.com/research/spac-market-update-september-16-2026-fshp-lpbb22250Wed, 16 Sep 2026 08:03:35 GMTFlag Ship Acquisition Corp (FSHP) announced a merger with Bluechip & Co. Holdings on September 15, 2026, adding a Cayman Islands holding company with insurance-related customer acquisition, financial education, capital-markets advisory, AI advertising and data-center operations. Separately, Launch Two Acquisition Corp. (LPBB) filed an S-4 for its NuCube Energy combination.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-15-2026-dmaa-hudahttps://www.boardroomalpha.com/research/spac-market-update-september-15-2026-dmaa-huda22249Tue, 15 Sep 2026 09:16:04 GMTDrugs Made in America Acquisition Corp (DMAA) signed an amended and restated merger agreement with PAGC on September 15, 2026, setting a $2.85B closing valuation with APQC and a Delaware domestication. Separately, Hudson Acquisition I Corp (HUDA) won approval for its Aiways Automobile Europe GmbH combination after 6,140 shares were redeemed and $67,724 left trust.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-14-2026-ribb-atekhttps://www.boardroomalpha.com/research/spac-market-update-september-14-2026-ribb-atek22247Mon, 14 Sep 2026 07:36:24 GMTRibbon Acquisition Corp (RIBB) won approval for its DRC Medicine Ltd. merger on September 14, 2026 after 3,429,838 shares were redeemed and $36M was removed from trust. Separately, Championsgate Acquisition Corp (CHPG) announced a merger with Futuremain Co., Ltd., a Korean engineering and IT company focused on machinery safety diagnostics.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-11-2026-apur-arclhttps://www.boardroomalpha.com/research/spac-market-update-september-11-2026-apur-arcl22246Fri, 11 Sep 2026 07:57:24 GMTAperture Ac (APUR) announced a merger with Atlantic HPC Group Inc on September 11, 2026, adding a bitcoin-mining and AI-infrastructure target as September SPAC IPO issuance totaled $100M through 11 sessions. Separately, Arc Group Acquisition I Corp (ARCL) signed Firstborn Top Capital Sdn Bhd, a Malaysian private-financing company.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-10-2026-pole-alcyfhttps://www.boardroomalpha.com/research/spac-market-update-september-10-2026-pole-alcyf22245Thu, 10 Sep 2026 09:12:03 GMTAndretti Acquisition Corp II (POLE) won approval to extend its deadline to September 9, 2027, on September 10, 2026, after investors redeemed 15,776,190 shares and pulled $172M from trust. Separately, Alchemy Investments Acquisition Corp 1 (ALCYF) also won approval to extend to September 9, 2027, with Cartiga, LLC listed as its target.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-9-2026-mesh-nmphttps://www.boardroomalpha.com/research/spac-market-update-september-9-2026-mesh-nmp22244Wed, 09 Sep 2026 07:56:41 GMTMeshflow Acquisition Corp (MESH) announced a merger with HGP Intelligent Energy, LLC, a Dallas nuclear load-following technology developer, on September 8, 2026. Separately, Nmp Acquisition Corp (NMP) announced a merger with Gibson Technical Services, Inc., a telecommunications infrastructure services provider.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-8-2026-capnhttps://www.boardroomalpha.com/research/spac-market-update-september-8-2026-capn22243Tue, 08 Sep 2026 07:03:19 GMTCayson Acquisition Corp (CAPN) terminated its Mango merger on September 8, 2026, with Mango set to reimburse expenses through a convertible promissory note. Separately, CAPN set a September 23, 2026 extension vote as it resumes its target search.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-4-2026-ipex-ribbhttps://www.boardroomalpha.com/research/spac-market-update-september-4-2026-ipex-ribb22242Fri, 04 Sep 2026 07:38:23 GMTInflection Point Acquisition Corp V (IPEX) won shareholder approval for its combination with GOWell Technology Limited on September 4, 2026. September SPAC IPO issuance totaled $100M through the first 4 sessions, versus 2 IPOs for $249M over the same span in August.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-3-2026-tva-vacihttps://www.boardroomalpha.com/research/spac-market-update-september-3-2026-tva-vaci22241Thu, 03 Sep 2026 07:39:33 GMTTexas Ventures Acquisition III Corp (TVA) announced a merger with PlusAI, an AI-based virtual-driver software company for factory-built autonomous trucks, on September 3, 2026. Separately, Viking Acquisition Corp I (VACI) won approval for its NorthStar Earth & Space Inc combination after 22,171,711 shares were redeemed.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-2-2026https://www.boardroomalpha.com/research/spac-market-update-september-2-202622240Wed, 02 Sep 2026 07:02:43 GMTQUMS and SACH Pte. Ltd. terminated their merger on September 1, 2026, marking the only SPAC deal termination today. Separately, Three Lions Acquisition Corp. (TLAC) was the sole September SPAC IPO through September 2 after pricing a $100M offering on September 1, 2026.SPACshttps://www.boardroomalpha.com/research/spac-market-update-september-1-2026-brez-tlachttps://www.boardroomalpha.com/research/spac-market-update-september-1-2026-brez-tlac22239Tue, 01 Sep 2026 07:59:11 GMTBreeze Acquisition Corp Ii (BREZ) filed a non-reliance 8-K on previously issued financials on September 1, 2026, and Three Lions Acquisition Corp. (TLAC) priced a $100M IPO the same day. TLAC targets sports, hospitality, leisure and real estate, with 100.5% initial trust funding.SPACshttps://www.boardroomalpha.com/research/spac-market-update-august-31-2026-algr-cstafhttps://www.boardroomalpha.com/research/spac-market-update-august-31-2026-algr-cstaf22238Mon, 31 Aug 2026 08:53:56 GMTAllegro 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, Constellation Acquisition Corp I (CSTAF) extended its deadline to Sept. 29, 2026 with $5,000 in extension funds.SPACshttps://www.boardroomalpha.com/research/spac-market-update-august-28-2026-iphx-biiihttps://www.boardroomalpha.com/research/spac-market-update-august-28-2026-iphx-biii22237Fri, 28 Aug 2026 08:31:16 GMTInflection 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 Astrum Space Inc, which is developing an Asia-Pacific S2D broadcast network.SPACshttps://www.boardroomalpha.com/research/spac-market-update-august-27-2026-bbcq-rnaq-tetefhttps://www.boardroomalpha.com/research/spac-market-update-august-27-2026-bbcq-rnaq-tetef22236Thu, 27 Aug 2026 07:13:37 GMTBleichroeder 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) priced a $75M IPO the same day. RNAQ targets global life sciences, including therapeutics, diagnostics and genomics.SPACshttps://www.boardroomalpha.com/research/spac-market-update-august-26-2026-jttt-fvnhttps://www.boardroomalpha.com/research/spac-market-update-august-26-2026-jttt-fvn22235Wed, 26 Aug 2026 08:35:22 GMTJATT 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 1,866,403 shares were redeemed.SPACshttps://www.boardroomalpha.com/research/spac-market-update-august-25-2026-bccq-hviihttps://www.boardroomalpha.com/research/spac-market-update-august-25-2026-bccq-hvii22234Tue, 25 Aug 2026 09:56:00 GMTBleichroeder Acquisition Corp III (BCCQ) announced a merger with Ursa Major Technologies, Inc., an aerospace and defense company focused on hypersonics, solid rocket motors and space mobility systems, on August 25, 2026. Separately, Hennessy Capital Investment Corp VII (HVII) won shareholder approval for its One Nuclear merger today after 18,807,662 shares were redeemed.SPACshttps://www.boardroomalpha.com/research/spac-market-update-august-24-2026-ccxi-hviihttps://www.boardroomalpha.com/research/spac-market-update-august-24-2026-ccxi-hvii22233Mon, 24 Aug 2026 08:16:07 GMTChurchill 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 targeted fall close. Separately, Hennessy Capital Investment Corp VII (HVII) held a merger vote on One Nuclear, a developer of natural-gas and SMR-powered energy parks.SPACs