SPAC Market Update May 28, 2026: CGCT Deal Approval, $239.96M Redemption Update

by David Pogemiller | May 28, 2026 | SPACs

SPAC HubSPAC IPO TrackerDeSPAC TrackerSPAC Vote Calendar Cartesian Growth Corp III (CGCT) reported about $239.96M redeemed from trust on May 28, 2026 after shareholders approved its merger. CGCT’s vote outcome was marked deal approved, and Lionano SE Inc. was...

Why Lululemon Settled: The Signals That Pointed to a Deal, Not a Vote

by David Pogemiller | May 27, 2026 | Activism, Featured

Boardroom Alpha Contested Election · Resolved LULU · Lululemon Athletica · Settled May 27, 2026 Why Lululemon Settled: The Signals That Pointed to a Deal, Not a Vote Chip Wilson won’t get the clean victory he sought — or the defeat the board wanted to hand him....

SPAC Market Update May 27, 2026: NHIC-Newcleo, TDAC-ProLogium Deals, DGAC Prices $150M

by David Pogemiller | May 27, 2026 | SPACs

SPAC HubSPAC IPO TrackerDeSPAC TrackerSPAC Vote Calendar Newhold Investment Corp III (NHIC) and Translational Development Acquisition Corp (TDAC) announced mergers on May 27, 2026, and Disciplined Growth Acquisition Corporation (DGAC) priced a $150M IPO. NHIC targets...

SPAC Market Update May 26, 2026: GIG DeSPACs as Hadron Energy (HDRN) + Lakeshore Acquisition III Deal

by David Pogemiller | May 26, 2026 | SPACs

SPAC HubSPAC IPO TrackerDeSPAC TrackerSPAC Vote Calendar Hadron Energy (HDRN) began trading as a DeSPAC on May 26, 2026, bringing a modular micro-reactor developer public. The company targets AI data centers, remote communities and industrial hubs. May issuance totals...

2026 Proxy Season Scorecard: Six Say-on-Pay Failures, AI Lands on Mega-Cap Ballots, and the Anti-ESG Pile-Up

by David Pogemiller | May 23, 2026 | Activism, CEO / CFO / Director Resignations & Appointments, Featured, Governance

2026 proxy season at a glanceThrough May 21, 2026 Companies voted 1,330 1,108 with Say-on-Pay Avg Say-on-Pay support 92.3% Median 95.5% Major Say-on-Pay revolts (<70%) 44 of 1,108 (sub-70%) Director defeats 18 at 14 companies (sub-50%) Halfway through the 2026...