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Thursday, Apr 16, 2026

NB Activist Investor Notches Victory

Activist investor Engaged Capital LLC of Newport Beach won its proxy battle against Rent-A-Center Inc. by gaining three seats on its board of directors.

Jeffrey J. Brown, Mitchell E. Fadel, and Christopher B. Hetrick were “overwhelmingly” elected to the seven-member board at the shareholders’ annual meeting, Engaged Capital said, citing preliminary results.

They replaced three existing members, including Rent-A-Center founder Mark Speese, who’ll continue as chief executive.

Engaged Capital, which holds 17% of Rent-A-Center shares, wanted the board to explore all options, including a possible sale to a larger competitor.

Speese, who started the company in 1986 and took back the reins as chief executive in January, was pitching his own turnaround plan that didn’t include a sale.

“The board must adopt a strategy that creates the optimal risk-adjusted outcome for all stockholders after all options are thoroughly explored,” Engaged Capital founder and Chief Investment Officer Glenn W. Welling said in a statement.

— Peter J. Brennan

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Peter J. Brennan
Peter J. Brennan
With four decades of experience in journalism, Peter J. Brennan has built a career that spans diverse news topics and global coverage. From reporting on wars, narcotics trafficking, and natural disasters to analyzing business and financial markets, Peter’s work reflects a commitment to impactful storytelling. Peter’s association with the Orange County Business Journal began in 1997, where he worked until 2000 before moving to Bloomberg News. During his 15 years at Bloomberg, his reporting often influenced financial markets, with headlines and articles moving the market caps of major companies by hundreds of millions of dollars. In 2017, Peter returned to the Orange County Business Journal as Financial Editor, bringing his heavy business industry expertise. Over the years, he advanced to Executive Editor and, in 2024, was named Editor-in-Chief. Peter’s work has been featured in prestigious publications such as The New York Times and The Washington Post, and he has appeared on CNN, CBC, BBC, and Bloomberg TV. A Kiplinger Fellowship recipient at The Ohio State University, he leads the Business Journal with a dedication to uncovering stories that matter and shaping the local business community and beyond.

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