Episodes

How do analysts determine if a SPAC deal price is fair? Ryan McGuire breaks down the valuation process, from income and market approaches to DCF models, explaining how fairness opinions assess whether shareholders receive app...

Chris Cottone breaks down the key differences between listing a SPAC on NASDAQ versus the NYSE. He explains why most SPAC IPOs historically land on NASDAQ, how exchange preferences can vary depending on sponsor relationships,...

Kanishka Roy explains why Plum believes now is the right time to back a rare earths company like Tactical Resources. He breaks down the massive global demand across tech-enabled industries, the geopolitical supply constraints...

Kanishka Roy , Chairman and CEO of Plum Acquisition Corp . IV, joins The SPAC Podcast to share his background as an operator, investment banker, and investor. He walks through the evolution of the Plum platform, now on its fo...

Chris Cottone breaks down realistic IPO timelines based on current market conditions. He explains how IPOs can move as fast as three months in low-comment environments, why four months is now the typical expectation, and what...

Ryan McGuire explains why fairness opinions are essential in DESPAC transactions. He outlines how they protect shareholders, align interests between sponsors and investors, and prevent deal structures that could harm equity h...

SPACs have gone through several evolutionary cycles, and today’s transactions look very different from those of just a few years ago. In this episode of The SPAC Podcast , Seth Farbman, Chairman of Vstock Transfer, joins Mich...

Mike Blankenship kicks off a new SPAC Updates series, breaking down how the SPAC market has evolved heading into 2026. He covers SPAC 2.0 structures, sponsor economics, IPO and de-SPAC trends, capital costs, PIPE dynamics, re...

Chris Cottone explains how SPAC sponsors should think about selecting legal counsel and underwriters. He outlines why fees should never be the primary decision factor, why SPACs require highly specialized legal experience, an...

Andrejka Bernatova explains how the SPAC model has evolved since the boom years and why many misconceptions still persist. She shares why SPACs should be viewed as a long-standing capital markets tool, not a short-term trend,...

Chris Cottone explains how SPAC sponsors should think about board composition. From NASDAQ independence requirements to the importance of financial, legal, and M&A experience, he breaks down why a lean, well-balanced board is...

Chris Sorrells shares his view on where the SPAC market is headed next. After years of excess, he explains why rationalization, more experienced sponsors, cleaner vehicles, and better capital alignment are critical for long-t...

Chris Cottone explains how to properly form a SPAC entity and why incorporation choice matters. He breaks down the pros and cons of Delaware, Nevada, and Cayman structures, highlighting tax considerations, litigation risk, an...

As continuation vehicles and secondaries gain momentum in private equity, Andrejka Bernatova explains what this shift means for investors, sponsors, and LPs. She shares why IPOs and SPACs should still be primary exit paths, h...

Andrejka Bernatova explains how being both an operator and a sponsor shapes a fundamentally different approach to SPACs. She shares why the real work starts after the DESPAC, how balance sheet structure and public-company rea...

Chris Cottone explains what risk capital is in a SPAC, why it’s required, and how much sponsors should realistically expect to commit. He breaks down IPO and DESPAC costs, typical risk capital ranges, and how sponsor syndicat...

Chris Cottone breaks down how SPAC structures have evolved and what investors are seeing in today’s market. He explains the role of rights, warrants, and time-to-close terms, and why longer SPAC timelines are becoming more at...

In this episode, Andrejka Bernatova shares why her team was able to complete one of the largest equity raises since 2021 while many others struggled. She explains how disciplined decision-making, operator-level experience, an...

In this clip, Andrejka Bernatov a introduces her global background spanning investment banking, private equity, sovereign wealth investing, and executive leadership across energy and infrastructure. She shares how experience ...

What’s the ideal size for a SPAC? Chris Cattone explains why the sweet spot is often between $100M and $150M in trust, balancing fee efficiency, target quality, and flexibility through the DESPAC process. Connect with the Gue...

Warrants are misunderstood, not obsolete. James C. explains how he evaluates SPAC warrants, why pricing under 25 cents still matters, and how basket strategies can create asymmetric outcomes with defined risk. This is a disci...

Chris Cattone joins The SPAC Podcast to share his background and perspective from inside a multi-location family office. As a partner at Greentree Financial, Chris works closely with companies preparing for IPOs and follow-on...

In today’s SPAC market, experience matters more than ever. James C. highlights the sponsors he’s watching and explains why repeat execution, investor trust, and deal-closing credibility separate leaders from noise. For invest...

Markets don’t recover in theory. They recover through real deals. James C. walks through the SPAC transactions he’s watching closely and explains why PIPE strength, investor quality, and deal execution will determine whether ...