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
<a href="https://www.boardroomalpha.com/author/draps/" target="_self">David Drapkin</a>

David Drapkin

Spent his formative years at Goldman Sachs and now embraces the start-up life in NYC. A long suffering Oakland (Las Vegas) Raiders fan and graduate of the Wharton School at the University of Pennsylvania. Semi-professional go-kart racer waiting for his shot.

Know Who Drives Return

Objective, data-driven assessments for every public company director and officer.

Learn More

SPAC Analytics & Database

Comprehensive research and analytics on every SPAC, sponsor, and deal. Real-time alerts, yields, red flags, filings, investors, and much more. API access to institutional grade SPAC database.

Learn More

Monthly SPAC Review

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

SPAC Research & Analysis

SPAClife Gets Better with Two DAs

Mar 18, 2022

SPAClife gets better with two deal announcements…in biotech. More fun with short squeezes at SKYH. And all the day’s news in SPACs.

Ciao! Pan Euro EV Charging Network Allego Debuts

Mar 17, 2022

Glorified extension cords or SaaS story? With EV charging margins ~20%, the software/cloud angle looks like a stretch without better visibility into long-term profitability and earnings growth

Know Who Drives Return Podcast

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

Disclaimer

The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Boardroom Alpha cannot guarantee its accuracy and completeness, and that of the opinions based thereon. 

This report contains opinions and is provided for informational purposes only – it does not constitute investment, legal or tax advice. You should not rely solely upon the research herein for purposes of transacting securities or other investments, and you are encouraged to conduct your own research and due diligence, and to seek the advice of a qualified securities professional before you make any investment.  

None of the information contained in this report constitutes, or is intended to constitute a recommendation by Boardroom Alpha of any particular security or trading strategy or a determination by BA that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.  

No representation or warranty, expressed or implied, is made on behalf of Boardroom Alpha as to the accuracy or completeness of the information contained herein. Boardroom Alpha does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this research and any liability is expressly disclaimed.