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Market analysis and commentary focused on the SPAC market you can only get here.
Episodes
Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
SPACs have been searching hard for combination targets with lean balance sheets and strong cash flow. So, why not combine with a company that helps other companies develop lean balance sheets and strong cash flow?
Aeries Technology does just that, working frequently in conjunction with private equity firms to find efficiencies in their target companies amid a turnaround.
This week, we speak with Sudhir Panikassery, founder and CEO of Aeries. It announced a $391 million combination with Worldwide Webb Acquisition Corp in March.
Sudhir explains why sourcing clients through private equity firm partners has helped it maintain sticky retention while expanding its margins as it embeds its services deeper in company operations.
Daniel Webb, CEO and CFO of Worldwide Webb Acquisition Corp. (Nasdaq: WWAC), also joins to discuss why Aeries is a fit for the current climate and how they have structured the transaction to provide additional potential upside.
Thursday Mar 23, 2023
Thursday Mar 23, 2023
Between the various recent cases in the Delaware courts, such as Boxed, which involved the different SPAC voting classes, or the Multiplan case, or Arrival, all of which are in addition to the 1% excise tax on share buybacks, there has been a noticeable trend of SPACs moving to off-shore domiciles.
We spoke with Derek Dostal, from the law firm of Davis Polk, and Christian Nagler, from Kirkland & Ellis, to help explain these trends in greater detail and if the pending SEC proposal could affect some of these considerations going forward.
Give it a listen.
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Fighting for digital services market share in developed markets can be uphill sledding, but what if what you are offering has no legacy competitor to replace?
This week, we speak with Greg Moran, Co-Founder and CEO of Zoomcar. Zoomcar runs a ride-sharing marketplace in India, where traditional short-term rental options are rare and it announced a $456 million combination with Innovative International Acquisition Corporation (Nasdaq: IOAC) in October.
Greg explains how Zoomcar has quickly built a strong position in the market without heavy marketing spend, while still maintaining a 40% take-rate on rides rented through its platform.
He also lays out where Zoomcar is expanding to next, and how the proceeds of its SPAC deal will get it there.
Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
For better or worse, fighting fires is big business. This week, we speak with Tim Sheehy, Founder and CEO of Bridger Aerospace (NASDAQ:BAER).
Bridger operates a fleet of firefighting airplanes and support vehicles in the Western United States and it closed a combination with Jack Creek Investment Corporation on January 25th.
Tim explains how this age-old business is built on steady government contracts, but its needs and sophistication are growing and why its SPAC merger gives Bridger some unique opportunities for consolidation in a space that has been structurally resistant to such changes.
Monday Mar 13, 2023
Monday Mar 13, 2023
Whether you’re bullish on the North American EV car boom or not, there are exciting things happening on two wheels in Europe and Asia.
This week, we speak with Swin Chatsuwan, Founder and CEO of Zapp. Zapp has developed a line of electric motorcycles manufactured in Thailand that have some unique features, like being able to plug in anywhere.
To help fuel Zapp’s drive into European and Asian markets, it announced a $573 million dollar combination with CIIG Capital Partners II (Nasdaq:CIIG) in November.
CIIG II Co-CEO Gavin Cuneo also joins to discuss some of the key points of differentiation for Zapp in the market and why this differs from some of the first wave of EV SPAC deals we saw earlier in the cycle.
Thursday Feb 23, 2023
Thursday Feb 23, 2023
Visions of a self-sufficient energy future with solar panels on every household roof have been around for decades. But, it may take companies able to bring the full package of design, construction and financing to get more homeowners on board.
This week, we speak with Complete Solaria CEO Will Anderson.
Complete Solaria is the merger of two peer residential solar companies, Complete Solar and Solaria, that together announced a business combination with Freedom Acquisition I Corp. (NASDAQ:FACT) in October.
Will describes how the combined company will be poised to more efficiently cover existing white space in the US market, while Freedom I CEO Adam Gishen joins to discuss how the complex deal came together and why it stood out as the SPAC’s best opportunity in the current market.
Wednesday Feb 22, 2023
Wednesday Feb 22, 2023
The chip shortage has been a serious headwind to many tech companies, but what has it been like for the chip makers themselves?
This week we speak with Eli Assoolin, Co-founder CEO and Chairman of Newsight Imaging.
Newsight announced a $380 million dollar combination with Vision Sensing Acquisition Corp. in August of last year.
It provides the critical semiconductor components for lidar sets as well as industrial quality control and medical imaging equipment.
Eli discusses how the company’s diverse use cases and position as a chip supplier make it a unique play in the market as compared to its hardware-making customers.
And, why Israeli tech companies like his are increasingly turning to SPACs as a major source of funding.
Friday Feb 10, 2023
Friday Feb 10, 2023
Why stop at one SPAC deal when you can do two SPAC deals. This week we speak with Wejo (NASDAQ:WEJO) CEO Richard Barlow.
Wejo announced a business combination with TKB Critical Technologies 1 (NASDAQ:USCT) in January, about 15 months after it closed an earlier combination with Virtuoso Acquisition Corp.
Richard walks us through how Wejo weathered challenging market conditions 2022 and provides an update on its new business plan.
TKB 1 Co-CEO and CFO Angela Blatteis also joins and gives the behind-the-scenes look at how her team reached into the 2010 playbook to make this deal’s structure possible.
Could this deal start a trend among the hundreds of SPACs still searching? And what conditions need to be present for this to work?
Give it a listen.
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
Electronics manufacturing is a huge sector, but it's also fragmented, particularly at the early stages of a new product's lifecycle.
With its SPAC deal, Tempo Automation (NASDAQ:TMPO) is hoping to change that.
This week, we speak with Tempo Automation President and CEO Joy Weiss and Chairman Behrooz Abdi.
Tempo combined with ACE Convergence Acquisition Corporation in November 2022, and Joy explains the advantages of the SPAC route for Tempo’s consolidation strategy.
Behrooz, who led ACE Convergence's team before the merger, walks us through the technology landscape from a SPAC’s perspective and what it was like getting a deal to close under challenging market conditions.
Friday Jan 27, 2023
Friday Jan 27, 2023
Carbon capture technology has long been talked about, and it is finally in operation with LanzaTech among the pioneers. Its plants are turning potential emissions into clothing, household goods and sustainable fuels.
SPAC cash is now also an accelerant in this new process as the company announced a $1.7 billion combination with AMCI II last March. This week, we caught up with LanzaTech CEO Dr. Jennifer Holmgren.
She explained how LanzaTech has worked to strengthen its SPAC transaction since announcement and why it was a strategic decision from the start.
She also discusses how LanzaTech has structured its own business model to provide multiple channels of recurring revenues as well as what new carbon negative products you’ll be seeing on shelves soon.