Perspectives & News
SPACs
SPAC & Forth
Authored by Brookline's Dimitre Genov, SPAC & Forth has become one of the most widely read newsletters in the SPAC market. Read by more than 12,000 SPAC investors, sponsors, and issuers, it offers timely market commentary, deal flow analysis, and perspective on trends shaping the SPAC market.
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The Butterfly Effect in SPACs. A Perfect Storm?
One underappreciated dynamic in the SPAC market is what I would call the butterfly effect. While there are a handful of dedicated SPAC funds, much of the capital invested in SPACs sits within larger event-driven, convertible arbitrage, credit, fixed income, and multi-strategy funds...
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When Rising Rates Squeeze SPAC Investors
One would think that higher interest rates are good for SPAC investors. After all, SPACs hold cash in trust, typically invested in short-term Treasuries, and higher rates mean higher yields. But the reality is more complicated...
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The N-of-1 Effect: When SPACs Create a Market of One
What happens when a company goes public and there's nothing quite like it? Wall Street loves comparables. Investment bankers build…
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SPAC & Forth: Where is the Money
Last week, we looked at the migration from public to private markets through the lens of liquidity. Companies are staying private longer, private capital has grown dramatically…
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Private Markets Have Capital. But Do They Have Liquidity?
There is a growing argument that companies simply do not need to go public anymore. It is easy to understand why…