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48Episodes
Category: Business:Investing

Market analysis and commentary focused on the SPAC market you can only get here.

July 20, 2022

Freightos CEO Zvi Schreiber and Gesher I Acquisition Corp. CEO Ezra Gardner

This week, we speak with Zvi Schreiber, CEO of Freightos, and Ezra Gardner, CEO of Gesher I Acquisition Corp.

The two companies entered into a $436 million business combination last month. Freightos provides a freight-shipping marketplace that works much like a flight-booking website.

Zvi Schreiber talks about why the freight shipping space remains largely un-digitized and how the visibility his digital platform has achieved has spun into financial derivatives and sustainability metrics.

Ezra also gets into why Gesher I made sure early in its process that it lined up enough committed capital for its transaction, and what advice he has for other SPAC teams in the current climate.

 

July 13, 2022

Voltus CEO Gregg Dixon

This week, we will be speaking with Voltus CEO Gregg Dixon. Voltus entered into a $822 million combination agreement with Broadscale Acquisition Corp. (Nasdaq: SCLE), in December of 2021.

Voltus runs software that allows customers to manage their distributed energy resources in a way that both monetizes the energy they have stored and reduces the strain on the wider grid.

We talk about how much of the market is already available for these kinds of services and how the rest can be tapped into over time, and how the market will change once there is more power available from plugged in electric cars than from power plants.

Give it a listen.

July 6, 2022

Nauticus Robotics Founder & CEO Nic Radford and CleanTech Acquisition Corp’s Eli Spiro

This week, we speak with Nic Radford, Founder and CEO of Nauticus Robotics and Eli Spiro, CEO of CleanTech Acquisition Corp (Nasdaq: CLAQ).

The two announced a $377 million dollar combination agreement in December of 2021.

Leveraging experience developing robotics for use in space for NASA, Nic and his team are deploying a fleet of state-of-the-art underwater robots that can perform inspection and maintenance tasks on energy installations, ports and telecom infrastructure among other use cases.

He talks about how Nauticus’ robot-as-a-service business model has potential to disrupt the $30 billion market the company is attacking.

And Eli also gets into what it has been like on the inside of a SPAC search process under current market conditions and how he put his Goldman Sachs experience to use.

 

June 22, 2022

Semantix GM Andre Frederico and Alpha Capital’s Co-Founder & CEO Rafael Steinhauser

This week, we spoke with Andre Frederico, general manager for Latin America data firm Semantix and Rafael Steinhauser, co-founder and CEO of Alpha Capital. 

Semantix entered into an $693 million dollar combination agreement with Alpha Capital Acquisition Company in November.

Semantix is becoming a leading regional player in the Latin American cloud and data services market out of its base in Brazil. We also get into Alpha Capital’s search process and the benefits it found in focusing on the Latin American market exclusively from the start.

June 15, 2022

Wag CEO Garrett Smallwood & CHW Acquisition Corp’s Jonah Raskas

This week, we speak with Garrett Smallwood, CEO of Wag. Wag entered into an $350 million dollar combination agreement with CHW Acquisition Corporation (Nasdaq: CHWA) in February. It has created a marketplace for connecting pet owners to dog-walkers and other pet services near them that works like Uber, except for our furry friends.

We talk about Wag’s strategy for stacking predictable revenue streams and how the company aims to translate the short-term challenges of the pandemic into a long-term boon.

CHW Co-CEO Jonah Raskas also joins to discuss how Wag stands out among the growing cohort of listed pet service companies and which important aspects of its business model investors should keep an eye on.

June 7, 2022

Rubicon Founder & CEO Nate Morris

This week we are speaking with Nate Morris, Founder and CEO of Rubicon, the "Uber" of trash collection. Rubicon entered into an $1.7 billion deal with Founder SPAC in December.

Rubicon is bringing digitization to a sector that has long resisted change in waste management. We discuss how visibility is key in the new ESG landscape. Nate also walks through how garbage could be the next big tech play and how the digital garbage man can reap dividends as the holder of new commodities.

May 19, 2022

Blackstone Products Founder & CEO Roger Dahle

This week we will be speaking with Roger Dahle, Founder and CEO of Blackstone Products, which signed a $900 million combination agreement with Ackrell SPAC Partners I in December. 

Blackstone has channeled the power of TikTok to popularize its line of outdoor griddles and found ways to capture efficiencies by vertically integrating its supply chain in China. We talk about the future of backyard products in a post-pandemic world, and how Blackstone initially embarked on a private equity path that became a SPAC path.

May 6, 2022

Mondee CEO Prasad Gundumogula and ITHAX CEO Orestes Fintiklis

This week we speak with Prasad Gundumogula, CEO of Mondee

Mondee entered into an $842 million combination agreement with ITHAX Acquisition Corporation in December 2021. It sells excess inventory in the travel and hospitality industries to closed groups within its network, while also managing a meaningful swath of travel-related marketing space.

Mondee has also used the lull of the pandemic to blaze a path into higher-margin verticals, like fintech and insurtech, through M&A.

ITHAX CEO Orestes Fintiklis also joins to talk about the various value propositions at play for retail investors at this stage of the travel industry’s recovery and how Mondee plans to be a buyer, not a seller with the deal’s proceeds.

April 20, 2022

D-Wave CEO Alan Baratz and DPCM Capital Chairman & CEO Emil Michael

This week, we will be speaking with Alan Baratz, CEO of D-Wave, and DPCM Capital Chairman and CEO Emil Michael.

D-Wave has developed quantum computing machines that are already powering cloud-based applications to solve business problems today. We talk about the new directions those applications could go and how this technology will scale in the near term.

DPCM Capital Chairman and CEO Emil Michael also talks about how his background as an executive at Uber and Klout drew him to D-Wave, and the possibilities he sees for the partnership moving forward.

D-Wave and DPCM Capital entered into an $1.3 billion dollar combination agreement in February 2022.

April 13, 2022

Brivo CEO Steve Van Till & Crown PropTech Acquisitions CEO Rick Chera

This week, we speak with Steve Van Till, CEO of Brivo, and Crown PropTech Acquisitions CEO Ricky Chera.

Brivo entered into an $808 million combination agreement with Crown PropTech Acquisitions (NYSE:CPTK) in November.

It is a technology firm providing cloud-connected hardware allowing clients to remotely manage their properties. Customers also gain access to data and business intelligence insights from the aggregate activity across Brivo’s network.

We discuss how the pandemic changed the proptech business in lasting ways and what new tech layers Brivo plans to add to its growing portfolio.