SPAC Opportunities: Growth Areas and Global Demand
In this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets highlights the growth areas and global demand shaping SPAC activity in the coming months. He points to high-growth industries such as AI, nuclear energy, rare earths, digital assets, quantum computing, fintech, and digital health as sectors where SPACs could play an important role.
Dimitre also discusses how traditional industrial businesses with steady cash flow, corporate spinoffs, and international companies from Europe, Asia, and Australia are increasingly turning to SPACs for U.S. listings. With sector tailwinds and global participation, SPACs continue to offer a unique alternative to traditional IPOs.
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The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, or financial advice.
Connect with the Guest:
Dimitre Genov – Brookline Capital Markets:
https://brooklinecapmkts.com/
LinkedIn: https://www.linkedin.com/in/dimitre-genov-6136182/
View all of their episodes here:
https://www.thespacpodcast.com/guests/dimitre-j-genov/
Connect with the Hosts & The SPAC Podcast:
Michael Blankenship LinkedIn: https://www.linkedin.com/in/mikeblankenship/
Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
YouTube Channel: https://www.youtube.com/@Thespacpodcast
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Disclaimer:
Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.
Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.
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👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/
👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/
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Michael (00:00): D.T., I love your enthusiasm. So what are you excited about in the SPAC space over the next 12 to 18 months? Are there any sectors, geographies, or themes that our audience should be looking out for?
Dimitre Genov (14:43): There’s a lot to be excited about in the SPAC space. In terms of sectors, growth industries like AI, nuclear energy, rare earths, digital assets, quantum computing, fintech, and digital health are areas where we’re seeing the most traction in the public markets — and I expect this is where we’ll see the most activity in SPACs as well.
But it’s not just companies on the bleeding edge of technology. We also see interest from traditional industrial-grade businesses, companies with real cash flow and steady growth, often backed by private equity firms. I think these companies will increasingly look to SPACs not just for public listings, but also for M&A roll-ups, deleveraging, and other tax-efficient structures.
Geographically, the U.S. will remain a magnet given its deep, liquid capital markets. Companies from Europe, Asia, and Australia — especially in more capital-constrained regions — are increasingly turning to SPACs as a path to the U.S. markets. In fact, some of the better-performing recent SPACs have been companies domiciled outside the U.S.
Between sector tailwinds and global demand, I foresee the next 12 to 18 months being an exciting and active time for well-structured SPAC deals.
Dimitre J Genov
Dimitre Genov has three decades of experience in investment banking, special situations investing, finance and asset management. Dimitre Genov is currently a Managing Director at Brookline Capital Markets, advising clients on traditional public, private, and other alternative capital-raising and investment strategies including SPACs, PIPEs, private placements and public offerings. Before Brookline Capital Markets, Dimitre was a Portfolio Manager at Balyasny Asset Management, where he was part of the event-driven group, managing a SPACs’ portfolio with peak AUM of over $1bn. Prior to Balyasny, Dimitre worked at Magnetar Capital where he was a Sector Head for a SPACs’ portfolio with over $1B of peak AUM. Prior to Magnetar, Dimitre was a Partner and Director of Research at Noster Capital, where he focused on global value investing and special situations. Prior to Noster Capital, he was a Portfolio Manager at Julius Baer, where he co-managed the Global Equity and Global Balanced Asset Allocation funds with over $1B peak AUM. Prior to Julius Baer, he was a Portfolio Manager and Senior Analyst in JP Morgan’s Global Event-Driven Group. Dimitre Genov started his career at Lazard as an investment banker, advising companies on capital markets financings, mergers and acquisitions and restructurings.
Dimitre received a dual M.B.A. with Honors from Columbia Business School and London Business School, and a B.A. with Honors in Applied Mathematics and Economics from Harvard.