SPAC financing has gotten increasingly more creative as the once hot PIPE market is very cold.
Research & Analysis
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Activism, Governance, & Executive Moves
Weekly Executive & Director Moves (Mar 11)
Board overhaul at Dollar Tree (DLTR) as settlement is reached with Mantle Ridge, and Jeff Ubben steps down from AppHarvest (APPH) highlight this week’s exec moves.
Terawatt CEO Neha Palmer talks electrification, ESG and why we need more women in tech
We sit down with Neha Palmer. Neha is CEO of Terawatt Infrastructure and a leader in the green community and corporate sustainability movement.
In the Earnings Spotlight: Rivian Automotive (RIVN)
RIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. RIVN must prove it can start churning deliveries.
In the Earnings Spotlight: Cepton (CPTN)
DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.
Activist Alert: Cano Health (CANO)
Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.
SPAC Analysis
Daily SPAC Update – November 13, 2024
DPCS, MCAG, BLAC, FNVT Extensions Approved. RFCA and SSVII Extension Votes Today. IRXX, SVII Votes Postponed.
Daily SPAC Update – November 11, 2024
CLOE + Global Hydrogen Energy Deal Termination / Liquidation. ASPC and WLAC SPAC IPOs. DPCS Extension Vote. RENE Extension and ACAB Deal Approved.
Daily SPAC Update – November 8, 2024
CLOE + Global Hydrogen Energy Deal Vote. $200M GSR III Acquisition SPAC IPO. ACAB Deal Approved. NPAB and CCTS Shareholders Approve Extension.
Daily SPAC Update – November 7, 2024
ACAB + Abpro SPAC Deal Vote. MCAA Extension Vote. FRLA and INTE Shareholders Extend. ROCL Deal and GLAC Extension Votes Set. ACAB Non-Redemption Agreement.