Zendesk (ZEN) is turning down private equity offers and pushing hard to make their deal with MNTV happen. Skeptics like Jana may not let that happen.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
CEO / CFO / Director Resignations & Appointments | February 11, 2022
Big moves this week with Foley stepping down as CEO at PTON, HTZ appointing ex-Goldman CFO Stephen Scherr as CEO, and Peter Thiel leaving FB.
Blair LaCorte, CEO of AEye, On Why Now is the Time to Look at LiDAR
Blair LaCorte, CEO of AEye (NASDAQ:LIDR), provides his take on Autonomous Driving, why a lidar shakeout is coming, and what the carmakers really want.
Peter Thiel Leaves Facebook Signaling its Fading Influence and Future
Thiel votes with his feet, suggesting Facebook’s influence over politics and culture is over for good. Will the remaining board be up to the task?
Why Companies Should be Focused on ESG in 2022, with Rob Main
We talk to Rob Main, a longtime Vanguard veteran, who’s now Managing Partner and COO of Sustainable Governance Partners, a corporate ESG advisory firm.
CEO / CFO / Director Resignations & Appointments | February 4, 2022
It was a busy week with over 20 CEO changes including WISH and WYNN. Lockheed Martin, Karat Packaging, and RumbleOn all get permanent CFOs.
SPAC Analysis
Daily SPAC Update – July 1, 2024
AITR+American Metals LLC $170 Deal. BITE DeSPACs to ABVE. SEDA Extension and GPAC Deals Approved. MCAA + Barça Media Deal Terminated. GPAT Separate Trading.
Daily SPAC Update – June 28, 2024
BUJA, PFTA, WTMA Extension Votes. ALSA Sets Extension Vote. DECA + Longevity Biomedical Deal Terminated
Daily SPAC Update – June 27, 2024
GPAC + Stardust Power Deal Vote. SEDA Extension Vote. GDST + Infintium Fuel Cell Systems $130M Deal. MITA + Rain Enhancement Technologies Deal.
Daily SPAC Update – June 26, 2024
GRAF Global $200M IPO. MITA – Coliseum Deal with Rain Enhancement Technologies. SEPA / SanuWave Deal Terminated. XFIN Extension Vote Set. THCP Extension Vote.