Vacasa’s Matt Roberts on their SPAC Deal with TPGS

by | Oct 14, 2021

Vacasa’s CEO Matt Roberts joins David Drapkin to discuss what makes Vacasa a compelling addition to investors’ portfolios as it goes public via SPAC. Vacasa is a vacation rental management platform that is going public via TPG Pace Solutions (TPGS) in a $3.7 billion EV deal that was announced this summer.

More on Vacasa: https://www.vacasa.com/
More on TPG Pace Solutions (TPGS): https://www.tpg.com/pace-solutions

Discussion Details

  • Matt Roberts – Career History
  • Overview of Vacasa’s business 
  • Vacasa vs. BKNG, EXPE, ABNB
  • Covid tailwinds in travel
  • What does second home supply look like?
  • Growth prospects 
  • Why go public now, and private to public transition
  • CFO Jamie Cohen and Vacasa’s Leadership 
  • Why SPAC vs. other capital market routes
  • Valuation in context 
  • Partnership with TPG
  • What’s Matt most excited about

Recent Analysis

Daily SPAC Update – December 10, 2024

Jackson Acquisition II $200M IPO (Jackson I Liquidated). APXI Shareholders Approve Extension w/ 5M Redemptions. HCVI Merger Amendment. SLAMF Vote Adjourned and IVCB Vote Postponed. 

Daily SPAC Update – December 9, 2024

TCHP + Coincheck Deal Approved. GLLI, INAQ, ESHA Shareholders Approve Extensions. DP Cap Acquisition  (DPCS) Dismisses Accountant. SLAM and BRKH Extension Votes.

Daily SPAC Update – December 4, 2024

Global Star (GLST) Extension Approved. APXI Extension Vote Today. ATMC Updates Trust Numbers. LATG Deal Vote Set for Dec 23. ATMV, SHAP, TRON, INAQ Set Extension Votes.

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