Great weekly roundup of activist moves and M&A developments. The number of CFO departures this week stands out, especially with so many concentrated around year-end. I worked in corporate finance back when sudden exeutive exits like this usually signaled either regulatory issues or internal board conflicts that hadn't gone public yet. Interesting how Jana is pushing both Alkami and Cooper toward sales processes simultnaeously, seems like they're betting on strong Q4 deal flow carrying into early next year.
Thank you! There have been a large number of CFO departures in recent weeks and even though we have been tracking this data for years, I am still shocked by how many executives depart on short notice.
Yes, Jana and Starboard have both become more active the last few months. M&A was very strong in 2025 and I expect the momentum to carry through into 2026. In that context, it is hardly surprising that Moelis & Company has a perfect score in our quantitative scoring model.
Great weekly roundup of activist moves and M&A developments. The number of CFO departures this week stands out, especially with so many concentrated around year-end. I worked in corporate finance back when sudden exeutive exits like this usually signaled either regulatory issues or internal board conflicts that hadn't gone public yet. Interesting how Jana is pushing both Alkami and Cooper toward sales processes simultnaeously, seems like they're betting on strong Q4 deal flow carrying into early next year.
Thank you! There have been a large number of CFO departures in recent weeks and even though we have been tracking this data for years, I am still shocked by how many executives depart on short notice.
Yes, Jana and Starboard have both become more active the last few months. M&A was very strong in 2025 and I expect the momentum to carry through into 2026. In that context, it is hardly surprising that Moelis & Company has a perfect score in our quantitative scoring model.