activistcompany
Mina Sooch withdraws her slate of nominees at Opus Genetics, Inc (IRD)
Key Summary: On February 7, 2025, Mina Sooch, founder of Opus Genetics nominated Board candidates to the company. On April
Research Team
activistletters
BML Investment Partners Demands Aadi Bioscience (AADI) Books & Records Over Rejected Sale, $100M FYARRO Divestiture and Dilutive $100M PIPE, Citing Governance Concerns
Summary
BML Investment Partners demands access to Aadi Bioscience’s records to investigate potential mismanagement and fiduciary breaches. They allege
activistcompany
Dave & Buster's Entertainment, Inc (PLAY) entered into a Letter Agreement with Hill Path
Key Summary: On January 30, 2025, the company entered into a Letter Agreement with Hill Path
Market Cap: $1 billion|
activismweekly
13D weekly report - Jan 27, 2025 to Jan 31, 2025
Table of content
Ancora Nominates Majority Slate of Director Candidates and Proposes Industry Legend Alan Kestenbaum as New CEO to
activistletters
Beaver Hollow Wellness Challenges Servotronics (SVT) Board Over Excessive Executive Compensation and Governance Failures
Summary
Beaver Hollow Wellness, LLC has demanded an internal investigation at Servotronics, citing excessive executive and board compensation (over $3M)
activistletters
Aadi Bioscience (AADI): BML Investment Partners Blasts Board Over PIPE Dilution and Rejected $5+ Takeout Offer
Summary
BML Investment Partners (owns 9.9% of Aadi) criticized Aadi Biosciences' board for rejecting a full-company sale that
activistletters
Matthews International (MATW): Barington Capital Slams Board Entrenchment and Capital Mismanagement in Proxy Fight
Summary
Barington Capital is leading a proxy fight against Matthews International, criticizing 18 years of value destruction under CEO Joseph
activistcompany
Third Point Raises Concerns Over Soho House's (SHCO) Take-Private Process
Key Summary: On January 29, 2025, Third Point (9.9%) sent a letter to the Board, stating that the stock
activistletters
Soho House & Co Inc. (SHCO): Third Point Opposes “Sweetheart Deal,” Urges Fair Sale Process Beyond Ron Burkle’s Control
Summary
Third Point, owning 9.9% of Soho House’s Class A shares, criticizes the board for approving a private
activistletters
DMC Global (BOOM): Steel Connect Reiterates Acquisition Proposal, Slams Board Over Value Destruction and $4.5M CEO Pay
Summary
Steel Connect has reaffirmed its interest in acquiring DMC or its subsidiaries and criticized the DMC board for poor
activistcompany
Forager Capital Management denies its offer was unsolicited and requests that Quipt Home Medical Corp (QIPT) terminate its standstill agreement
Key Summary: On June 4, 2025, Forager Capital Management (9.7%) refuted Quipt’s claim that its $3.10-per-share offer
activistletters
Barnwell Industries (BRN): Sherwood Group Condemns Poison Pill, Blasts Board Entrenchment and Excessive Pay
Summary
Ned L. Sherwood, a 30% shareholder of Barnwell Industries, criticizes the company's newly adopted shareholder rights plan
activistcompany
Ancora Announces Suspension of Campaign Following President Trump’s Initiation of New CFIUS Review of U.S. Steel’s (X) Sale to Nippon Steel
Key Summary: On January 27, 2025, Ancora Holdings has nominated a new Board slate with Alan Kestenbaum as CEO to
activistcompany
Biglari Capital Corp. Announces Plans for Engagement with El Pollo Loco Holdings, Inc (LOCO)
Key Summary: On January 27, 2025, Biglari Capital Corp (15%) stated its plans to engage with the Board and management
activismweekly
13D weekly report - Jan 20, 2025 to Jan 24, 2025
Table of content
Neuberger Entities and Enviri Corporation (NVRI) reached an agreement to Appoint New Board Candidates
Key Summary: On
activistcompany
Shareholders elected all the company’s director nominees to the Board of Barnwell Industries (BRN)
Key Summary: On January 27, 2021, Barnwell settled with MRMP to re-nominate board representatives. MRMP planned a proxy contest in
activistcompany
Neuberger Entities and Enviri Corporation (NVRI) reached an agreement to Appoint New Board Candidates
Key Summary: On January 17, 2025, the Neuberger Entities and the company signed a Cooperation Agreement to select two new
activismweekly
13D weekly report - Jan 13, 2025 to Jan 17, 2025
Table of content
Beaver Hollow Wellness nominated director candidates to Servotronics (SVT)
Key Summary: On January 9, 2025, Beaver Hollow
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