Activism Archives

Boardroom Alpha Research

Activism

The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.

Weekly Activism & Executive Moves Review (Mar 22)

Mar 23, 2024

Shake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global, and Erez vs Whitestone REIT (WSR).

Weekly Activism & Executive Moves Review (Mar 15)

Mar 16, 2024

Starbucks wins. Rubric Capital v Xperi to heat up. Radoff in at BOOM. Thirdpoint/Saddlepoint in at AAP. 3M (MMM) gets a new CEO. Plank back at Under Armour.

Weekly Activism & Executive Moves Review (Mar 2- Mar 8)

Mar 11, 2024

New cooperation agreements at Barnes Group (Irenic), Chef’s Warehouse (Legion), and Ventas (Land & Buildings). Arkhouse/Brigade raise their bid for Macy’s. Weekly CEO/CFO Moves.

2024 Activist Cooperation Agreements – Through February

Mar 4, 2024

Fund 1 Investments in at Citi Trends and BJs Restaraunts. Icahn in at JetBlue and American Electric Power. Plus deals with Ancroa, Engaged, Radoff, Hestia and more.

Weekly Activism & Executive Moves Review (Feb 26 – Mar 1)

Mar 4, 2024

Cooperation agreements at Independence Realty, Citi Trends (Fund 1), BJs (Fund 1) and On 24. Petrus goes after Criteo. Updates on DIsney, Norfolk, Wyndham, Starbucks, and Elanco. Weekly CEO/CFO Moves.

Weekly Activism & Executive Moves Review

Feb 23, 2024

Latest Disney & Starbucks Proxy Fight Filings. Icahn into JetBlue and American Electric Power. Engaged Capital into Nevro. Latest 13Ds and CEO / CFO moves.

An Early Look at 2024 Activist Cooperation Agreements

Feb 7, 2024

An early look at 2024 activist cooperation agreements including: GPRE / Ancora; PBI / Hestia; CCO / Legion; FSTR / 22NW; SUP / Mill Road; and EMKR / Radoff.