Starboard Value is challenging Autodesk’s governance and financial performance, pushing for board changes in a high-stakes proxy fight. Learn about the activist campaign, SEC investigation, and what’s next for ADSK.
Research & Analysis
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Activism, Governance, & Executive Moves
Can Engaged Capital Revitalize YETI?
Engaged Capital makes a necessary push at YETI while their board/management seem stuck and shareholders continue to lose.
Will a Proxy Fight with Anson Save Match Group?
Match (MTCH) has three powerful activists pushing for change. Will a stagnant, entrenched board see the light or waste shareholder dollars fighting change?
Whetstone Capital Advisors Launches Proxy Fight at OptimizeRX
Whetstone Capital will likely get its two board seats and strategic changes, but longer-term shareholders likely won’t recoup their losses.
Can Lemonis Save Beyond and Camping World?
Marcus Lemonis already had his hands full at Camping World (CWH). Does he have the capacity, board, and leadership teams necessary to save Beyond, Inc. too?
Boardroom 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?
SPAC Analysis
Daily SPAC Update – April 9, 2025
Finnovate Acquisition + Scage International Deal Approved. Denali Capital Delisting. Aimfinity Investment Merger Agreement Amended.
Daily SPAC Update – April 8, 2025
Alpha Star Deal Vote Set. Technology & Telecommunication and TLGY Extension Votes Set. New Investor Deck for Healthcare AI / Leading Deal.
Daily SPAC Update – April 2, 2025
Direct Selling Acquisition (DSAQ) Extends with $30M Redeemed. Metal Sky Star (MSSA) Extension Vote. Upsized Siddhi Acquisition $240M IPO.
Daily SPAC Update – April 1, 2025
SPACs Pile Up Late 10-K Filings. SK Growth / Webull Deal and Extension Approved. New $50M SPAC IPO. Achrimedes Tech II (ATII) Separate Trading.