Stock Markets May 11, 2026 08:38 AM

Fermi Shareholder Caddis Backs Board Against Former CEO’s Bid to Reclaim Control

Second-largest investor rejects sale push and supports directors after April removal of CEO

By Sofia Navarro

Caddis Capital, which owns a 9.3% stake in data-center developer Fermi Inc., has publicly sided with the company’s current board in a dispute with former CEO Toby Neugebauer. Caddis opposes Neugebauer’s attempt to expand the board and force a sale at prevailing market prices, saying such a transaction would shortchange shareholders and that the board is well-positioned to execute Fermi’s strategy.

Fermi Shareholder Caddis Backs Board Against Former CEO’s Bid to Reclaim Control

Key Points

  • Caddis Capital, holding a 9.3% stake in Fermi Inc., has publicly supported the company’s current board and opposed former CEO Toby Neugebauer’s efforts to appoint new directors or force a sale.
  • Griffin Perry of Caddis said the company’s market valuation does not reflect the strength of Fermi’s assets and that a sale at current prices would deny shareholders significant value - a concern relevant to investors in data-center and infrastructure assets.
  • Neugebauer is pursuing a special shareholder meeting on May 29 to expand the board and install himself and other directors, while a family-linked trust controls about 15% of shares and is the largest shareholder.

Caddis Capital, the second-largest shareholder in Fermi Inc., has declared its support for the company’s current board as former chief executive officer Toby Neugebauer seeks to regain influence through a shareholder meeting. The investment firm, which holds a 9.3% stake in the data-center developer, issued its position in a company statement cited in a Bloomberg report.

In that statement, Griffin Perry, managing partner at Caddis, argued that Fermi’s market valuation understates the strength of its underlying assets. Perry warned that selling the company at prevailing prices would deprive investors of meaningful value created within the business, and he expressed confidence in the ability of the existing board to carry forward the company’s strategy and improve prospects.

Neugebauer is pursuing a special shareholder meeting scheduled for May 29 that would expand the size of Fermi’s board and, if successful, would allow him to install himself and several additional directors. According to data cited in the same report, a trust linked to Neugebauer’s family holds roughly 15% of the company’s shares, making it the largest single stake.

Fermi’s management responded last week by declaring Neugebauer’s call for the meeting invalid and advising shareholders to disregard his consent solicitation. The company’s public position aligns with Caddis’s statement opposing both attempts to appoint new directors through the meeting and any effort to force a sale at current market levels.

The contest highlights a governance battle at a developer focused on data-center assets, with a significant shareholder split between the largest holder, via a family trust, and the firm that owns the next-largest stake. Caddis’s support for the sitting board underscores shareholder resistance to what it views as a premature sale that would not reflect the company’s intrinsic asset strength.

At present, the dispute rests on the competing claims and actions: Neugebauer’s petition to expand and retake the board at a May 29 meeting, and the company’s and Caddis’s pushback arguing for the current directors and against an immediate sale at market prices.

Risks

  • Potential governance uncertainty if the special shareholder meeting proceeds - this could affect management continuity and strategic execution in the data-center and infrastructure sector.
  • A sale executed at current market prices could materially reduce shareholder value according to Caddis’s assessment, posing downside risk to investors in Fermi and related data-center real estate assets.
  • Disagreement among major shareholders raises the possibility of prolonged legal or procedural disputes, which could distract management and the board from operational priorities in the short term.

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