https://www.boardroomalpha.com/research?category=esgesg research from Boardroom Alpha.en-usThu, 22 Oct 2026 08:55:54 GMThttps://www.boardroomalpha.com/research/mattel-edgepoint-cooperation-agreement-board-seathttps://www.boardroomalpha.com/research/mattel-edgepoint-cooperation-agreement-board-seat22409Thu, 22 Oct 2026 08:55:54 GMTEdgePoint says Mattel invited it to name a director after the CEO left. The deal came less than two hours after a report that Southeastern may nominate directors to push for a sale.ActivismGovernancehttps://www.boardroomalpha.com/research/ai-tech-governance-review-2026-10https://www.boardroomalpha.com/research/ai-tech-governance-review-2026-1022406Wed, 21 Oct 2026 15:12:55 GMTAI insiders have pledged $71 billion of stock as collateral for loans whose size shareholders aren’t told. If the stocks keep falling, margin lenders can sell.Governancehttps://www.boardroomalpha.com/research/spac-market-update-october-21-2026-trad-ssea-haiahttps://www.boardroomalpha.com/research/spac-market-update-october-21-2026-trad-ssea-haia22404Wed, 21 Oct 2026 08:37:56 GMTApex Tech Acquisition Inc (TRAD) announced a merger with Korai Flix Inc, a South Korea-headquartered AI-powered interactive entertainment platform, on October 21, 2026; no transaction dollar value was disclosed. Separately, Starry Sea Acquisition Corp (SSEA) won an extension to November 7, 2027, with 3,895,270 shares redeemed.SPACshttps://www.boardroomalpha.com/research/ethan-allen-bergeron-proxy-fighthttps://www.boardroomalpha.com/research/ethan-allen-bergeron-proxy-fight22402Wed, 21 Oct 2026 07:53:27 GMTHolders vote Nov. 4 on all five seats. We think the board is more likely to keep its majority, but Doug Bergeron has a real chance at one or two seats.ActivismGovernancehttps://www.boardroomalpha.com/research/c3ai-annual-meeting-2026-previewhttps://www.boardroomalpha.com/research/c3ai-annual-meeting-2026-preview22387Tue, 20 Oct 2026 09:40:00 GMTTom Siebel controls 48.9% of the vote, enough at normal turnout to carry the ballot. But shareholders can still object on Monday: to executive pay, three directors and an expanded stock plan.Governancehttps://www.boardroomalpha.com/research/spac-market-update-october-20-2026-aacp-qseahttps://www.boardroomalpha.com/research/spac-market-update-october-20-2026-aacp-qsea22385Tue, 20 Oct 2026 07:07:55 GMTApogee Acquisition Corp (AACP) filed a non-reliance 8-K on October 20, 2026, covering previously issued financial statements; Quartzsea Acquisition Corp (QSEA) had $35,824,275 removed from trust after its October 20, 2026 extension vote. QSEA extended its deadline to February 19, 2027.SPACshttps://www.boardroomalpha.com/research/coreweave-leadership-selloff-insider-saleshttps://www.boardroomalpha.com/research/coreweave-leadership-selloff-insider-sales22382Mon, 19 Oct 2026 09:54:23 GMTThe CEO told staff the market can act irrationally. We looked at the three former commodity traders who control CoreWeave, their finance team and three directors who check them.Governancehttps://www.boardroomalpha.com/research/spac-market-update-october-19-2026-tcgxhttps://www.boardroomalpha.com/research/spac-market-update-october-19-2026-tcgx22380Mon, 19 Oct 2026 07:43:00 GMTTcgx Acquisition Corp (TCGX) announced a merger with TriGemX Bio on October 19, 2026; no transaction dollar value was disclosed. TriGemX Bio is developing elismetrep, a TRPM8 channel blocker in Phase 3 trials for acute migraine treatment.SPACshttps://www.boardroomalpha.com/research/bausch-lomb-mongodb-weekly-executive-moves-oct-16-2026https://www.boardroomalpha.com/research/bausch-lomb-mongodb-weekly-executive-moves-oct-16-202622377Fri, 16 Oct 2026 11:31:03 GMTBausch + Lomb agreed to pay departing CEO Brent Saunders $75.5 million in cash, and MongoDB gave returning interim CEO Dev Ittycheria $15 million in stock. MSG Sports set James Dolan’s roles after its split.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/spac-market-update-october-16-2026-paii-tcxb-mntn1https://www.boardroomalpha.com/research/spac-market-update-october-16-2026-paii-tcxb-mntn122375Fri, 16 Oct 2026 09:46:47 GMTPyrophyte Acquisition Corp II (PAII) announced a merger agreement with Sakuu Corp on October 15, 2026; no transaction dollar value was disclosed. Separately, TCGX Acquisition Corp. II (TCXB) priced a $100M IPO on October 16, 2026 targeting biotech opportunities, with a focus on assets sourced from China.SPACshttps://www.boardroomalpha.com/research/atg-capital-empery-digital-proxy-contest-resulthttps://www.boardroomalpha.com/research/atg-capital-empery-digital-proxy-contest-result22371Fri, 16 Oct 2026 08:20:00 GMTHolders elected ATG nominee Aaron Morris in place of director Örn Ólason but passed over ATG founder Gabriel Gliksberg, whom ISS, Glass Lewis and Egan-Jones all backed.ActivismGovernancehttps://www.boardroomalpha.com/research/third-point-strata-critical-medical-13dhttps://www.boardroomalpha.com/research/third-point-strata-critical-medical-13d22366Thu, 15 Oct 2026 19:18:16 GMTThe former Blade Air Mobility has spent most of its SPAC cash, and its overhead has only just dipped below gross profit. Its co-CEOs double as CFO and general counsel.ActivismGovernancehttps://www.boardroomalpha.com/research/spac-market-update-october-15-2026-atii-oacc-mntn1https://www.boardroomalpha.com/research/spac-market-update-october-15-2026-atii-oacc-mntn122364Thu, 15 Oct 2026 08:14:31 GMTArchimedes Tech Spac Partners Ii Co (ATII) held its Forge Nano, Inc. merger vote on October 15, 2026; no transaction dollar value was disclosed. Forge Nano develops proprietary atomic layer deposition technology for semiconductor applications.SPACshttps://www.boardroomalpha.com/research/bausch-lomb-ceo-saunders-exit-2026https://www.boardroomalpha.com/research/bausch-lomb-ceo-saunders-exit-202622362Wed, 14 Oct 2026 10:11:34 GMTBrent Saunders signed his exit on a Sunday and was gone by Monday. The CEO of Bausch Health, which owns 87%, is now also interim CEO of Bausch + Lomb, and no search has been announced.Governancehttps://www.boardroomalpha.com/research/spac-market-update-october-14-2026-flsc-fxac-bkhahttps://www.boardroomalpha.com/research/spac-market-update-october-14-2026-flsc-fxac-bkha22360Wed, 14 Oct 2026 08:54:37 GMTFrazier Life Sciences Acquisition Corp. II (FLSC) priced a $75M IPO on October 14, 2026, targeting therapeutics and other life sciences assets. Frazier Life Sciences Holdings II LLC sponsors FLSC; separately, FortuneX Acquisition Corp (FXAC) amended its WT Realty merger agreement.SPACshttps://www.boardroomalpha.com/research/trade-desk-option-repricing-vote-2026https://www.boardroomalpha.com/research/trade-desk-option-repricing-vote-202622358Tue, 13 Oct 2026 15:47:11 GMTMonday’s vote would cut the exercise price on up to about 14.7 million options to that day’s close. CEO Jeff Green, whose options gain most, holds about half the votes.Governancehttps://www.boardroomalpha.com/research/medtronic-annual-meeting-2026-previewhttps://www.boardroomalpha.com/research/medtronic-annual-meeting-2026-preview22347Tue, 13 Oct 2026 09:13:03 GMTThe S&P 500 returned 92% over the same stretch. The CEO is also chairman, and he chairs both committees the board set up after talks with Elliott. Our item-by-item read.ActivismGovernancehttps://www.boardroomalpha.com/research/paychex-annual-meeting-2026-previewhttps://www.boardroomalpha.com/research/paychex-annual-meeting-2026-preview22344Tue, 13 Oct 2026 09:11:09 GMTPaychex has returned 4.1% in five years; the S&P 500, 91.9%. On the ballot: a lead director with 26 years on the board, CEO pay up 17% and a 10% special-meeting bar.Governancehttps://www.boardroomalpha.com/research/spac-market-update-october-13-2026-bkha-ixaqfhttps://www.boardroomalpha.com/research/spac-market-update-october-13-2026-bkha-ixaqf22342Tue, 13 Oct 2026 07:34:31 GMTBlack Hawk Acquisition Corp (BKHA) held its Vesicor Therapeutics, Inc. merger vote on October 13, 2026; no transaction dollar value was disclosed. Separately, IX Acquisition Corp (IXAQF) won extension approval to October 12, 2027 after 435,000 shares were redeemed.SPACshttps://www.boardroomalpha.com/research/stride-fivespan-cooperation-agreement-capital-allocationhttps://www.boardroomalpha.com/research/stride-fivespan-cooperation-agreement-capital-allocation22337Mon, 12 Oct 2026 08:09:10 GMTFivespan’s founder will co-chair a new committee on capital structure and allocation at a company holding $1 billion of cash and securities, and an online-education veteran joins too.ActivismGovernancehttps://www.boardroomalpha.com/research/spac-market-update-october-12-2026-lpbb-aldfhttps://www.boardroomalpha.com/research/spac-market-update-october-12-2026-lpbb-aldf22335Mon, 12 Oct 2026 08:01:17 GMTLaunch Two Acquisition Corp (LPBB) won approval to extend its deadline to April 9, 2027 after $199M was redeemed from trust on October 12, 2026. Separately, Aldel Financial II Inc (ALDF) secured an extension to January 23, 2028 after 19,690,019 shares were redeemed.SPACshttps://www.boardroomalpha.com/research/procter-gamble-annual-meeting-2026-previewhttps://www.boardroomalpha.com/research/procter-gamble-annual-meeting-2026-preview22340Mon, 12 Oct 2026 00:05:00 GMTThe new CEO is also chairman, the stock has returned 14.1% in three years, against 35.6% for consumer staples and 86.7% for the S&P 500, and one ballot item rests on a rule the SEC wants to scrap. Our item-by-item read.Governancehttps://www.boardroomalpha.com/research/stryker-general-dynamics-move-ceos-upstairs-weekly-executive-moves-oct-9-2026https://www.boardroomalpha.com/research/stryker-general-dynamics-move-ceos-upstairs-weekly-executive-moves-oct-9-202622325Fri, 09 Oct 2026 13:49:44 GMTStryker and General Dynamics moved long-tenured CEOs to executive chair and promoted their presidents, with both handoffs set for Jan. 1. Corteva remade its board and C-suite after spinning off Vylor, and Pinterest gave its new CFO a $20 million equity award.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/spac-market-update-october-9-2026-giw-alis-dtsqhttps://www.boardroomalpha.com/research/spac-market-update-october-9-2026-giw-alis-dtsq22321Fri, 09 Oct 2026 08:43:54 GMTGigcapital8 Corp (GIW) announced a merger with Quantisimo Corp on October 9, 2026, with no transaction dollar value disclosed; Quantisimo is building a sovereign quantum platform spanning post-quantum security and quantum networking. Separately, Calisa Acquisition Corp (ALIS) won approval for its Goodvision AI Inc deal today.SPACshttps://www.boardroomalpha.com/research/restaurant-sector-review-2026-10https://www.boardroomalpha.com/research/restaurant-sector-review-2026-1022317Thu, 08 Oct 2026 11:07:36 GMTBoards paid to keep their CEOs. Shareholders judged the terms.ActivismGovernancehttps://www.boardroomalpha.com/research/spac-market-update-october-8-2026-char-dtsqhttps://www.boardroomalpha.com/research/spac-market-update-october-8-2026-char-dtsq22315Thu, 08 Oct 2026 07:32:05 GMTCharlton Aria Acquisition Corp (CHAR) signed a merger agreement with KQC Quantum Inc. on October 7, 2026, with no transaction dollar value disclosed. KQC Quantum is the Delaware parent of Korea Quantum Computing Co., Ltd., a Busan-based quantum computing and quantum-safe security provider.SPACshttps://www.boardroomalpha.com/research/spac-market-update-october-7-2026-koyn-uyschttps://www.boardroomalpha.com/research/spac-market-update-october-7-2026-koyn-uysc22314Wed, 07 Oct 2026 08:13:26 GMTCslm Digital Asset Acquisition Corp III Ltd (KOYN) announced a merger with First Digital on October 6, 2026, with no transaction dollar value disclosed. First Digital offers trust and custody services in Hong Kong and issues FDUSD; separately, UY Scuti Acquisition Corp (UYSC) extended its deadline to January 1, 2027 with a $450K deposit.SPACshttps://www.boardroomalpha.com/research/better-home-finance-garg-consent-board-questionshttps://www.boardroomalpha.com/research/better-home-finance-garg-consent-board-questions22303Wed, 07 Oct 2026 00:05:00 GMTBy our estimate about two-thirds of the consents came from holders other than Garg. His new board now has to deliver on his 90-day plan.Governancehttps://www.boardroomalpha.com/research/spac-market-update-october-6-2026-sima-lpbbhttps://www.boardroomalpha.com/research/spac-market-update-october-6-2026-sima-lpbb22293Tue, 06 Oct 2026 08:12:02 GMTSIM Acquisition Corp I (SIMA) signed a binding LOI to acquire AIT on October 6, 2026, with no transaction dollar value disclosed. Separately, Launch Two Acquisition Corp (LPBB) postponed its extension meeting to October 7 and extended the redemption window.SPACshttps://www.boardroomalpha.com/research/wingstop-ceo-pay-retention-awardhttps://www.boardroomalpha.com/research/wingstop-ceo-pay-retention-award22296Tue, 06 Oct 2026 00:05:00 GMTHow Wingstop’s board arrived at $35.3 million for its chief executive, what its performance measures actually track, and why half the shareholders voted no.Governance