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latest-research
Page 17Boardroom 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…
Daily SPAC Update – March 7, 2025
Newbury Street (NBST) Chasing for $7M Termination Fee. Aimfinity Investment (AIMAU) Sets Deal Vote. Northview (NVAC) Sets Extension Vote. Bannix (BNIX) Extension Vote.
Daily SPAC Update – March 6, 2025
Perception Capital + Blue Gold Holdings Deal Vote
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.
Daily SPAC Update – March 5, 2025
Focus Impact (BHAC) Deal Approved; Expects to Close in March. Relativity Acquisition (RACY) Tries Again with Instinct Brothers.
Starbucks Appoints New CFO as Niccol Puts His Stamp on Management
New CEO Brian Niccol is putting his stamp on top management as Starbucks announces Cathy R. Smith joins as CFO from Nordrstrom.
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.
Daktronics (DAKT) and Alta Fox Resolve Reincorporation Dispute
Daktronics (DAKT) adds Bucks President Peter Feigin to the board as Alta Fox agrees to support reincorporation.
Daily SPAC Update – March 4, 2025
Iris Acquisition (IRAA) + Liminatus Pharma Deal Vote. Watch for Late 10-Ks. Flag Ship (FSHP) Extends Outside Date to August 28, 2025
Kroger CEO Rodney McMullen Out after Board Investigation
Kroger CEO McMullen out after board investigation. Will the impact cascade into VF Corp? How Will Sargent balance interim CEO & other boards?
Daily SPAC Update – March 3, 2025
Rigel Resource (RRAC) Deal + Aurus Deal Approved. Maywood Acquisition (MAYA) Separate Trading.
Boardroom Alpha Weekly – February 28, 2025
Garden Investments off to a fast start. Starboard is busy. Shareholders losing out at Johnson Outdoors. A slate of new CFOs come into high pressure situations.
Daily SPAC Update – February 28, 2025
Fifth Era Acquisition $200M IPO. Rigel Resource (RRAC) + Aurous Deal Vote. CMCAF Extension Vote & Non-Redemption Agreement.
Daily SPAC Update – February 27, 2025
Rithm Acquisition $200M IPO. DMY Goes Quantum Again with Horizon as de Masi Moves On and Harry You Takes Over.
Daily SPAC Update – February 19, 2025
BRAC + Openmarkets Group Deal Terminated. Arogo Capital + Bangkok Tellink Deal Announced. Relativity Acquisition Extension Approved.
Daily SPAC Update – February 13, 2025
Two More SPAC IPOs – Artius II (AACBU) $200M and Maywood (MAYA) $75M. RACY Extension Vote. FTAC Emerald + Fold Deal Vote.
Daily SPAC Update – February 12, 2025
Nabors Energy Transition II (NETD) Deal Announced with e2Companies. Atherium (GMFI) Extension Vote. Global Star (GLST) Fixes Trust Mistake. FTAC Emerald (FLDD) Deal Vote Delayed…
Daily SPAC Update – February 11, 2025
PowerUp Acquisition (PWUP) Deal Vote Approved. Rigel Resource Acquisition (RRAC) Deal Vote Postponed Again.
Daily SPAC Update – February 10, 2025
PowerUp Acquisition (PWUP) Deal Vote Approved. Rigel Resource Acquisition (RRAC) Deal Vote Postponed Again.
Daily SPAC Update – February 7, 2025
K Growth Acquisition II (KFIIU) $250M IPO. Focus Impact BH3 (BHAC) Sets Feb 27 Deal Vote. FG Merger II (FGMC) Separate Trading on Feb 11.
Daily SPAC Update – February 6, 2025
Inflection Point (IPXX) and CSLM Acquisition (CSLMF) Merger Amendments. ShoulderUp (SUAC) + SEE ID Merger Vote.