SPAC Analysis

Daily SPAC (special purpose acquistion company) analysis from Boardroom Alpha’s exclusive theStreet.com channel.

Boardroom Alpha writes daily SPAC analysis covering the SPAC market, SPAC deals and mergers, IPOs, sponsors and more. Boardroom Alpha’s SPAC analysis is available free at our exclusive theStreet.com channel.

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Latest SPAC Analysis

BOWX / WeWork Recovers and GSAH Gets $50M Back in Trust

After Tuesday's big drop on the BOWX / WeWork vote, investors will be happy to see it pop back up ~11%. Also, GS Acquisition (GSAH) was able to recover $50M for its trust from investors it convinced to rescind their redemptions.... Read more
Is IONQ Changing the DeSPAC Narrative? WeWork is Officially Public (almost)

IONQ has surged after hitting lows post DeSPAC. Is this a one-off or are other DeSPACs following suit?... Read more
Inspirato's Brent Handler and Web Neighbor on the Future of Subscription Travel

Luxury travel subscription service Inspirato is going public via Thayer Ventures Acquisition Corp (TVAC) in a $1.1B EV deal. Inspirato's CEO and CFO join the podcast to discuss.... Read more
GS Acquisition (GSAH) / Mirion and BowX (BOWX) / WeWork Set for Merger Votes

GSAH pre-announced ~26% in redemptions while BOWX closed up at $10.40 today, and both are set to go to their shareholder votes.... Read more
A Positive SPAC Week as HZAC Shareholders Approve Deal. BOWX / WeWork is Next.

The SPAC narrative hasn't changed, but it was still an overall positive week for SPACs as, on average, it gained each day. The BOWX / WeWork vote (and redemptions!) next week will have investors' attention.... Read more
CEO / CFO / Director Resignations & Appointments | Oct 15, 2021

Big moves this week with the legendary founder / co-CEOs of KKR moving aside and Hasbro CEO Brian Goldner passing away.... Read more
Spring Valley (SV) and AeroFarms end SPAC Merger

Highlighting a major risk of high redemptions, Spring Valley and AeroFarms abandoned their plans to merge.... Read more
Vacasa CEO Matt Roberts on Travel and Merger with TPG Pace Solutions (TPGS)

Vacasa is a vacation rental management company going public via TPG Pace Solutions (TPGS) in a $3.7B deal. CEO Matt Roberts joins us to discuss Vacasa, travel and the deal.... Read more
Billy Beane's RedBall Nabs SeatGeek in SPAC Merger

Sports focused SPAC strikes a $1.35B deal for the ticketing platform. VIH/Baakt expects to close 10/15 and Fat Projects prices IPO.... Read more
Say-On-Pay Failures 2021

Say-on-Pay remains a hot topic in corporate governance. These companies have received less than 50% approval on their say-on-pay votes in 2021 and will have big work to do to get shareholders back on their side.... Read more
Aurora's Chris Urmson and Reinvent's Michael Thompson on why Self-Driving Technology is the Next Big Thing

Our latest podcast features Aurora, its self-driving technology, and merger with SPAC Reinvent Technology Partners Y (RTPY).... Read more
Dune Acquisition (DUNE) Targets Retail Trading with TradeZero Deal

Dune Acquisition announced a $556M EV deal for trading platform TradeZero. Gesher prices $100M IPO targeting Israeli companies.... Read more
LOKB Pops 9% Before Shareholders Vote on its Deal With Navitas Semiconducter

It was a quiet SPAC day with the SEC closed and little price action of note. But, LOKB did pop and there are 5 SPAC shareholder votes this week to get ready for.... Read more
Okapi's Bruce Goldfarb on Activism, the Rise of Retail, AMC, and SPACs

Bruce Goldfarb, founder of proxy solicitor Okapi Partners, joins the podcast to discuss what has undoubtedly been an active proxy season and the proliferation of retail investors.... Read more
SPAC Market Remains Saturated, Deal Pace Needs to Pick Up to Clear

--------------------------Free SPAC Tools--------------------------** Daily SPAC Newsletter** Full SPAC Listing** Podcast: Know Who Drives Return Podcast Just 4 new SPAC M&A deals were announced this week, which follows just 3 and 2 for the previous two weeks respectively. At this pace the ...... Read more
CEO / CFO Resignations and Appointments | Oct 8, 2021

Mark Fields (ex-Ford CEO) steps in as interim CEO of Hertz and other notable CEO / CFO resignations and appointments.... Read more
FirstMark Strikes $1.66B Deal with Starry, MEKA Continues Climb

MEKA continues to outperform, while broader SPACs remained flat. ITAC and LSAQ are set to close.... Read more
Scott Wagner and Tom Hegge From True Wind on SPACs

True Wind Capital's Scott Wagner (ex-CEO of GoDaddy) and Tom Hegge join us on the podcast to discuss the SPAC market and why sponsors need to be long-term aligned to create the most value. True Wind's SPACs include: LPRO, ROVR, CLBT, TWCB.... Read more
Starry Going Public with FirstMark Horizon (FMAC)

Starry is going public in a combination with SPAC FirstMark Horizon Acquisition FMAC in a $1.66B deal. It aims to bring "transformative broadband service to millions of households."... Read more
Don't Go Long on SPACs

The message seems clear given recent deSPAC performance and continuing short seller reports -- SPACs are a yield play and investors shouldn't hold beyond ex-redemption.... Read more

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