Description

Vacasa's CEO Matt Roberts joins David Drapkin to discuss what makes Vacasa a compelling addition to investors' portfolios as it goes public via SPAC. Vacasa is a vacation rental management platform that is going public via TPG Pace Solutions (TPGS) in a $3.7 billion EV deal that was announced this summer.

More on Vacasa: https://www.vacasa.com/
More on TPG Pace Solutions (TPGS): https://www.tpg.com/pace-solutions

Discussion Details

• Matt Roberts - Career History
• Overview of Vacasa's business 
• Vacasa vs. BKNG, EXPE, ABNB
• Covid tailwinds in travel
• What does second home supply look like?
• Growth prospects 
• Why go public now, and private to public transition
• CFO Jamie Cohen and Vacasa's Leadership 
• Why SPAC vs. other capital market routes
• Valuation in context 
• Partnership with TPG
• What's Matt most excited about