Episodes

Chris Sorrells on where the SPAC market goes next: fewer deals, more experienced sponsors, cleaner vehicles, and greater accountability after years of excess.

Chris Cottone on forming a SPAC entity and weighing Delaware, Nevada, and Cayman structures for tax, litigation risk, and cost.

Andrejka Bernatova on what the rise of continuation vehicles means for PE sponsors and LPs, and why IPOs and SPACs should remain primary exit paths.

Andrejka Bernatova on how being both operator and sponsor changes the SPAC approach, and why the real work starts after the DESPAC closes.

Chris Cottone explains SPAC risk capital: why it's required, how much sponsors should expect to commit, and how syndicates can share the upfront cost.

Chris Cottone on how SPAC structures have evolved, the role of rights, warrants, and time-to-close terms, and how structure affects dilution and redemptions.

Andrejka Bernatova on how her team closed one of the largest equity raises since 2021: disciplined decisions, operator experience, seasoned investors, and the willingness to say no.

Andrejka Bernatova on her path through investment banking, private equity, and sovereign wealth investing, and how it led to building a SPAC franchise in energy and infrastructure.

Chris Cottone on why $100M to $150M in trust is often the sweet spot for a SPAC, balancing fee efficiency, target quality, and flexibility through the DESPAC.

James Campanella on why SPAC warrants are misunderstood, not obsolete, why pricing under 25 cents matters, and how basket strategies create asymmetric outcomes with defined risk.

Greentree Financial partner Chris Cottone on advising companies through IPOs and follow-ons from inside a family office, and coordinating auditors, attorneys, and underwriters.

James Campanella on the SPAC sponsors he's watching and why repeat execution, investor trust, and a record of closing deals separate leaders from noise.

James Campanella walks through the SPAC deals he's watching and why PIPE strength, investor quality, and execution will decide whether the SPAC comeback holds.

James Campanella on why SPACs can still be a strong portfolio addition for investors who understand capital timing, yield floors, and upside optionality.

James Campanella breaks down the SPACs he's invested in and why sponsor quality, capital access, and deal credibility now drive his selection.

From the NYSE floor in 1994 through several SPAC booms and busts, James Campanella shares his background and why the SPAC market may be entering a needed rebrand.

Brookline's Dimitre Genov on how SPAC IPOs have changed since 2020: non-managing anchor investors, serial sponsors, renewed warrants, hybrid PIPEs, and longer timelines.

Legal scholar Dr. Daniele D'Alvia compares US and European SPACs, explaining how a cohesive regulatory framework and mature banking ecosystem help US SPACs scale.

Ryan McGuire explains why PIPE investors act as a real-time market check on a SPAC deal, and what their participation or hesitation reveals about fairness.

VStock's Seth Farbman on when pre-IPO and SPAC-bound companies should bring in a transfer agent, and why to run your cap table as if you're already public.

Dr. Daniele D'Alvia on how the SPAC model could better serve investors after the merger, including stronger sponsor lock-ups tied to performance.

Brookline's Dimitre Genov on how small and mid-cap sentiment drives SPAC redemptions and aftermarket performance, and which sectors have held up best.

Ryan McGuire explains how analysts weigh DCF against the market approach in SPAC valuations, and when management forecasts can or can't be trusted.

Spring Valley CEO Chris Sorrells on why the firm stays focused on energy and decarbonization, from AI infrastructure demand to power security.