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The latest latest-research coverage from the Boardroom Alpha desk. Back to all research.

latest-research

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SPACs · May 9, 2024

Daily SPAC Update – May 9, 2024

GP-Act III Acquisition Corp. $250M IPO. ALCC Vote Results. BCSA, EVGR, NPAB Extension Votes. FNVT Extension Approved.

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SPACs · May 8, 2024

Daily SPAC Update – May 8, 2024

ALCC + OKLO Approved. NPAB Adjourned to May 9. MCAC Extends. IVCB Extension Vote Set. LCW Analyst Day Transcript.

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SPACs · May 7, 2024

Daily SPAC Update – May 7, 2024

SCRM + Lionsgate Deal Vote. ALCC + Oklo Deal Vote. GBBK, MCAC, NPAB Extension Votes. NPAB Non-binding LOI. SLAM Investor Factsheet.

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Activism · May 6, 2024

Weekly Activism & Executive Moves Review (May 3)

New cooperation agreements for Alight (ALIT), Applied Digital (APLD), Triumph Group (TGI), Zuora (ZUO), and LL Flooring Holdings (LL). PTON CEO steps down and Redstone removes…

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SPACs · May 6, 2024

Daily SPAC Update – May 6, 2024

USCTF SPARC Approved. QDRO + Global Growth Deal Terminated. PEGR and CLRC Extend. EVGR and BFAC Votes Set.

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Activism · May 3, 2024

BIG Company Directors with LOW Shareholder Support

Shareholders should be on high alert when directors are receiving low shareholder support across multiple directorships.

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SPACs · May 3, 2024

Daily SPAC Update – May 3, 2024

MCAG + CUBEBIO Non-Binding Terms Sheet. TRIS Lockup Agreement. FIAC Merger Amendment. PLTN Drops 30%.

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SPACs · May 2, 2024

Daily SPAC Update – May 2, 2024

CONX, LGVC, PGSS DeSPACs. FNVT Extension Vote. BCSA and PWUP Set Extension Votes.

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Activism · May 1, 2024

CEO Pay: The $25 Million Plus Pay Club

Membership in the CEO $25 Million Plus Pay Club isn’t as exclusive as it maybe should be. Here’s a look at who’s in the club and how they’ve performed.

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SPACs · May 1, 2024

Daily SPAC Update – May 1, 2024

EVGR Extension Vote. AQU and VSAC Extend. BITE + Above Food Deal Approved. IBAC Split. LGVC to DeSPAC on May 2.

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SPACs · Apr 30, 2024

Daily SPAC Update – April 30, 2024

LGVC to DeSPAC on May 2. AQU and VSAC Extension Votes. PLTN + Big Tre Cloud Deal Vote. BRKH target Blaize Raises $106M. AIMAU and PHYT Extend.

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SPACs · Apr 29, 2024

Daily SPAC Update – April 29, 2024

BITE + Above Food Merger Vote. CLRC and PEGR Extension Votes. BRKH Increases Acquisition Price. CLRC Update on Redemptions.

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Activism · Apr 26, 2024

Weekly Activism & Executive Moves Review (April 26)

Norfolk Southern vs. Ancora is getting ugly(er). Arena Group promotes insider to CEO after a tough year. Keurig Dr Pepper puts their COO at the helm.

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SPACs · Apr 26, 2024

Daily SPAC Update – April 26, 2024

XFIN Extends. ALCC + Oklo Deal Vote on May 7. PHYT Extension Vote Today.

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SPACs · Apr 25, 2024

Daily SPAC Update – April 25, 2024

XFIN Extension Vote. SCRM Non-Redemption Agreement. INAQ Fires CEO/CFO After Improper Trust Actions.

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Activism · Apr 24, 2024

Despite Shareholders Losing Over 3 Years, CEO Pay is Up at These Companies

For these 50+ companies where shareholders lost big over the last 3 years, shareholders will want to know why CEO pay is up.

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SPACs · Apr 24, 2024

Daily SPAC Update – April 24, 2024

FNVT Corrects Trust Amount. New Investor Deck for ARYD + Adagio Medical.

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SPACs · Apr 23, 2024

Daily SPAC Update – April 23, 2024

AIMAU Extension Vote. AEAE Extends to May 2025. LCW + Innventure Investor Presentation. RMGC Denied Relisting on NASDAQ.

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Activism · Apr 22, 2024

Weekly Activism & Executive Moves Review (April 19)

180 Degree Capital and Comscore (SCOR) move forward amicably. FEYR enters cooperation agreement with Teknovekst Invest AS. Jabil CEO put on administrative leave.

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SPACs · Apr 22, 2024

Daily SPAC Update – April 22, 2024

MBTC Liquidates. RMGC Reverses Decision to Liquidate. FEXD Extends.

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SPACs · Apr 19, 2024

Daily SPAC Update – April 19, 2024

DJT CEO sends letter to Nasdaq calling foul. TRTL extension vote. GAQ extends to 2025. RWOD deal approved w/ 1.7M redemptions. SCRM deal vote set. NPAB and PEGR votes set.

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SPACs · Apr 18, 2024

Daily SPAC Update – April 18, 2024

FEXD Extension Vote. HUDA Extends to January 2025. PEGR Sets Extension Vote Date.

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Activism · Apr 17, 2024

2024 Say-On-Pay Votes: 25 Companies Where Shareholders Are Unhappy

An early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.

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SPACs · Apr 17, 2024

Daily SPAC Update – April 17, 2024

ARRW DeSPACs to iLearningEngines (AILE). TLGY Charter Amendment Passes. SCRM / Lionsgate Studios Deal Vote Set.

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