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Michael Zambito

Chief Financial Officer at ACACIA RESEARCH
Executive

About Michael Zambito

Michael Zambito, age 52, was appointed Chief Financial Officer of Acacia Research Corporation (Nasdaq: ACTG) effective June 24, 2025; he serves as principal financial officer and principal accounting officer . He spent ~30 years at Ernst & Young, including 23+ years in EY‑Parthenon (last 17 as Partner) and 7 years in EY’s audit practice; he holds an MBA from Columbia Business School and a BS in Business Administration (Accounting) from the University of Richmond . Company pay‑versus‑performance context shows total shareholder return value of an initial fixed $100 investment was 85 in 2024, 76 in 2023, and 82 in 2022, with net income of $(36.1) million in 2024, $55.1 million in 2023, and $(133.0) million in 2022 . He stated his focus aligns with Acacia’s value‑oriented approach and scaling platforms organically and through M&A .

Past Roles

OrganizationRoleYears / TenureStrategic Impact
Acacia Research CorporationChief Financial Officer (Principal Financial & Accounting Officer)Start: Jun 24, 2025 CFO joining to support scaling platforms organically and via M&A
Ernst & Young – EY‑Parthenon (Strategy & Transactions)Partner17 years as Partner; 23+ years in practice Strategy, transactions, and corporate finance expertise
Ernst & Young – Audit practice (NY)Staff through Manager7 years Assurance/accounting foundation

External Roles

No public company directorships or external board roles disclosed; agreement permits board service with Board approval, provided no direct competition and no conflict with duties .

Fixed Compensation

ComponentAmountNotes
Base Salary$450,000 Payable bi‑weekly; subject to annual review by Compensation Committee
Annual Bonus Target ($)$230,000 Determined annually by Board/Comp Committee; option to take all/part in ACTG stock
Target Annual Equity Grant (Grant Date Fair Value)$395,000 Initial grant subject to Compensation Committee approval and finalization of new equity program
BenefitsStandard executive benefits; expenses reimbursed per policy No exclusive perquisites for NEOs beyond broad employee programs

Performance Compensation

  • Annual bonus: Determined each year by the Board/Compensation Committee; for 2025, bonus eligibility and structure set by the Employment Agreement, with option to receive in stock; specific performance metrics and 2025 payout not disclosed in available filings .
  • Clawback: Board‑adopted recoupment policy compliant with SEC and Nasdaq—execs may be required to reimburse incentive compensation in event of a required restatement due to material non‑compliance .

Equity Ownership & Alignment

ItemPolicy / AmountStatus / Notes
Stock Ownership GuidelinesCFO required equity valued at 3x base salary Executive Officer Stock Ownership Guidelines apply; phase‑in period noted
HedgingProhibited (e.g., options, short sales, collars, swaps, exchange funds) Applies to directors, officers, employees, certain family members (“Covered Persons”)
Pledging/MarginProhibited without prior company approval; margin accounts disallowed without approval Insider Trading Policy governs
Beneficial Ownership (shares)Not disclosed for Zambito in 2025 proxyZambito is not listed among named executive officers in 2025 beneficial ownership table

Employment Terms

TermProvisionDetail
Start DateJune 24, 2025Appointed CFO; principal financial/accounting officer
Employment TypeAt‑willEither party may terminate at any time; 30 days’ written notice; company may waive notice or terminate for cause immediately
Notice Period ControlsTransitional restrictionsDuring notice period, company may reassign duties, restrict communications, and access to premises; salary/health benefits continue; no discretionary bonus accrual
Severance EligibilityAmended & Restated Executive Severance PolicyProvides 3 months’ continued base salary per full year of employment, up to 12 months; Company‑funded COBRA coverage for same duration
Non‑Solicitation12 months post‑terminationCovers employees, contractors, customers, and investment opportunities of company/affiliates
ConfidentialityRobust restrictionsPerpetual confidentiality, return of materials, DTSA safe harbor noted
Change‑of‑Control (Equity)Acceleration mechanicsIf awards under 2024 Plan (or prior 2016 Plan) are not assumed/continued/substituted, all outstanding unvested awards accelerate prior to effective time; for certain 2016 Plan awards, hostile takeover also triggers acceleration
Double Trigger (Equity)Post‑CIC terminationFor June 7, 2023 RSUs/PSUs: if assumed and holder is terminated within one year (without cause/by holder for good reason), RSUs vest; PSUs are scored at CIC and vest per scored amount; death/disability pro‑rata vesting
ClawbackSEC/Nasdaq compliantIncentive compensation recoupment upon required restatement
Ownership GuidelinesExecutive Officer guidelines applyAgreement references compliance with Executive Officer Stock Ownership Guidelines
PerquisitesNone exclusive to NEOsNEOs participate in broad employee benefits; no exclusive perquisites

Performance & Track Record

  • Background: 30 years at EY with 17 years as Partner in EY‑Parthenon, focusing on strategy, transactions, and corporate finance; 7 years in audit (NY) .
  • Strategic orientation: Zambito emphasized alignment with Acacia’s value‑oriented approach and scaling via organic growth and M&A .
  • Company performance context: TSR value of an initial fixed $100 investment was 85 (2024), 76 (2023), 82 (2022); net income $(36.1) million (2024), $55.1 million (2023), $(133.0) million (2022) .

Investment Implications

  • Compensation alignment: Salary ($450k), cash bonus target ($230k), and annual equity target ($395k) create a balanced cash/equity mix; option to take bonus in stock further aligns incentives with shareholders . Stock ownership guideline at 3x base salary and prohibition on hedging/pledging without approval reduce misalignment and hedging‑related selling pressure .
  • Retention risk: At‑will employment with 30‑day notice and severance policy of up to 12 months salary plus COBRA support provides moderate retention protection; 12‑month non‑solicit strengthens post‑termination protections .
  • Change‑of‑control dynamics: Equity acceleration if awards are not assumed and double‑trigger vesting if assumed and terminated within one year may create incentives aligned with shareholder outcomes in a sale, while preserving performance scoring for PSUs at CIC .
  • Governance signals: SEC/Nasdaq‑compliant clawback policy and lack of exclusive perquisites indicate shareholder‑friendly practices; Insider Trading Policy restrictions on hedging and pledging support trading discipline and reduce leverage‑related selling risk .
  • Execution outlook: Zambito’s deep M&A and corporate finance background in industries targeted by Acacia’s strategy suggests capability to advance pipeline and capital allocation frameworks cited by management; bonus metrics are Board‑determined and not yet disclosed for 2025, limiting immediate pay‑for‑performance transparency .