180 Degree Capital and Comscore (SCOR) move forward amicably. FEYR enters cooperation agreement with Teknovekst Invest AS. Jabil CEO put on administrative leave.
Research & Analysis
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Activism, Governance, & Executive Moves
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.
Weekly Activism & Executive Moves Review (April 12)
Macy’s and Arkhouse / Brigade enter an agreement, but the fight isn’t over yet. Illumina gets a new CFO as shareholders wait for Icahn’s directors to change trajectory. ANGI gets a new CEO as IAC CEO Levin steps aside.
Vanguard & Blackrock Should Vote “AGAINST” Directors at These April Shareholder Meetings
Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.
Weekly Activism & Executive Moves Review (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)
The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.
SPAC Analysis
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 to Feb 13.
Search Analysis
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