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

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