Core Natural Resources, Acadia Healthcare, and Campbell’s replace top leaders amid performance struggles, while Diebold Nixdorf, IDEXX, and Dycom strengthen leadership following strong results.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Executive Moves Update – October 3, 2025
Allstate names Mario Rizzo COO; Avery Dennison appoints Francisco Melo; GE adds Wesley Bush. See this week’s key executive and board changes.
FedEx 2025 Annual Meeting: A Company Sleepwalking Toward Another Activist Campaign?
FedEx (FDX) shareholders send mixed signals while the firm could again become the target of activist investors. Will a say-on-pay vote failure, low support for new director Smith, and support for Chevedden be a wake up call?
September 2025 Proxy Votes: Where Patience Should Be Running Out
September 2025 proxy voting results: Which company boards earned shareholder support and which faced rejection? Analysis of director elections, say-on-pay votes, and governance issues at major corporations.
Anson Funds and Clear Channel Outdoor: A Potential Proxy Fight
Who would win a proxy showdown at Clear Channel? Anson Funds is pushing for a sale—get the analysis and implications for investors.
Which Directors Deserve Your Vote? October Shareholder Meeting Insights from Boardroom Alpha
October shareholder meetings are here. See which directors to support, monitor CEO transitions, and assess activist risk with Boardroom Alpha insights.
Executive Moves Update – September 19, 2025
Struggling Crown Castle names Christian Hillabrant CEO, Dexcom appoints interim leaders, Canopy Growth installs CFO amid losses, Bank of America strengthens leadership team. See this week’s key executive moves.
Executive Moves Update – September 12, 2025
Notable executive changes this week: Sarah Noonberg at AbCellera, Joshua Reed at Alkermes, Kenneth Duda at Arista, and CEO transition at CF Industries.
Director Support & Say-on-Pay: September 2025 Shareholder Votes to Date
September 2025 shareholder votes to date: Nike board protected by unequal share class voting power; Under Armour should be feeling more heat; and more.
Executive Moves Update – September 5, 2025
Weekly U.S. executive changes: Todd Morgenfeld (Axon), Balazs Fejes (EPAM), Mike Rosenbaum (DocuSign), and others in key leadership roles and governance shifts.
SPAC & IPO Analysis
Daily SPAC Update – October 13, 2025
Aura Fat Projects Extension Approved. Globalink Deal with Alps Global Approved. Deal Vote Set for Aimei Health Technology. ASPAC III, Agriculture & Natural Solutions, Integral Extension Votes Set.
Daily SPAC Update – October 10, 2025
GSR III DeSPACs to Terra Innovatum Global N.V. (NKLR). Haymaker Acquisition Corp 4 (HYAC) + Concrete Partners Deal. Cartica Extension Approved. ASPAC III and Yotta Set Extension Votes.
Daily SPAC Update – October 9, 2025
Pompliano Continues His Media Push for Columbus Circle + ProCap Financial. IX Acquisition and DT Cloud Votes Adjourned. Inception Growth Extension Vote Today.
Daily SPAC Update – October 8, 2025
Infintium Fuel Cell Systems Terminates Deal with Goldstone. IX Acquisition and Oak Woods Extension Votes. Cantor Equity Partners and Mountain Lake Do Crypto Roadshows.
Daily SPAC Update – October 7, 2025
SPAC IPOs On Track to Double in 2025 with Lake Superior’s Debut. DT Cloud Start Extension Vote. Global Link + Alps and GSR III + Terra Innovatum Deal Votes.
Daily SPAC Update – October 6, 2025
Horizon Space Acquisition I (HSPO) and Squirrel Enlivened Technology Deal Terminated. Quantumsphere + SACH Pte Deal. Aura Fat Projects Extension Vote. Alphatime and Trailblazer Shareholders Approve Extensions.
Daily SPAC Update – October 3, 2025
Today’s SPAC update: Range Capital II launches $200M IPO, Cartica seeks extension, and new deals emerge in biotech, blockchain, and clean energy. Get the latest SPAC IPOs, mergers, and market movers.
Daily SPAC Update – October 2, 2025
Another Crypto/SPAC Deal as Mountain Lake + Avalanche Treasury Company Announce. Welsbach Technology Metals Extends. Highview and Starry Sea Start Separate Trading.
Daily SPAC Update – October 1, 2025
SPACs Kick-Off October with $400 Million in New Issuance as AA Mission Acquisition II and Rice Acquisition 3 IPO. Oak Woods Adjourns Vote. Spring Valley and Chain Bridge Set Votes.
Daily SPAC Update – September 30, 2025
Gigcapital7 Deal with Hadron Energy. Starry Sea Binding LOI. DMY Squared Goes OTC. GSR III Gets Bigger PIPE. Healthcare AI Postpones Vote and Asks for Longer.