Harry You, Brandon Sun, and Vik Mittal break down the SPAC landscape
On this special edition of the SPACInsider Podcast, we bring together a panel of SPAC veterans to explore the state of the market from the perspectives of sponsors, investors, and underwriters.
Joining us are serial SPAC sponsor Harry You, Brandon Sun, Head of SPAC Investment Banking at Cohen & Company, and Vik Mittal, Managing Director at Meteora Capital.
Together, they unpack how the complexion of the 2025 SPAC market is shifting and which strategies are rising to the top. How have crypto-focused deals reshaped the landscape, and how many more iterations of that playbook can succeed?
We also get into how macro headwinds and tailwinds affect the traditional IPO window and SPAC deal flow, and whether activity is poised to accelerate in the second half of the year.
It’s a wide-ranging, mid-year pulse check-in on SPACs.
Give it a listen.
At the SPAC of Dawn This week has been partially defined by market reactions to the core PPI inflation numbers that came out yesterday, but today’s session will receive fresh inputs on US retail, manufacturing and industrial production figures. SPACs also have to contend with public market reactions to new issuance that has not been...
Viking Acquisition Corp. I (NASDAQ:VACIU) has filed for a $200 million SPAC with strong terms led by international Deutsche Bank alumni. We are only halfway through the month of August, but teams have already filed S-1s for 12 new SPACs, matching July’s total. Cohen & Company has largely been the engine for this surge as...
Bleichroeder I (NASDAQ:BACQ) has entered into a definitive agreement to combine with defense contractor Merlin Labs at a pro forma enterprise value of $1 billion. Merlin is developing the technology for autonomously piloting aircraft in defense and civil applications. The combined company is expected to trade on the Nasdaq once the deal is completed in...
At the SPAC of Dawn It is only halfway through the month of August, but teams have already filed S-1s for 12 new SPACs, matching the total for all of July. Underwriter Cohen & Company has been responsible for half of this flow and four of its flock were rolled out just this week. This...
Tailwind 2.0 (NASDAQ:TDWDU) has filed for a $150 million SPAC to turn over a new leaf in its ongoing SPAC series. If the naming convention around Tailwind 2.0 seems strange, it is not without purpose. This is neither the second nor the third Tailwind SPAC. It is technically the fourth. The first Tailwind SPAC had...