Shows
The SPAC PodcastWhen Should Should You Engage with a Transfer AgentIn this episode of The SPAC Podcast, transfer agent veteran Seth Farbman explains when founders, CFOs, and pre-IPO companies should engage a transfer agent. Whether you're considering a traditional IPO or a SPAC transaction, knowing when to bring in a partner like VStock can help you avoid costly mistakes, streamline your shareholder recordkeeping, and present your company professionally to investors.Seth emphasizes the importance of acting “as if” meaning, prepare your cap table and shareholder communications as if you’re already a public company. For just a few hundred dollars a month, a transfer agent can ta...
2025-12-2200 min
The SPAC PodcastSPACs and Post-Merger PitfallsHow can SPACs evolve to better serve investors and ensure long-term success after the merger?In this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Wilson are joined by Dr. Daniele D’Alvia, Lecturer in Banking and Finance Law at Queen Mary University of London and Deputy Director of the Institute of Banking and Finance Law. Dr. D’Alvia shares his view on how the SPAC model could be improved — focusing especially on the need for stronger post-merger lock-up periods for sponsors tied to performance metrics.Dr. D’Alvia critiques the misalign...
2025-12-1901 min
The SPAC PodcastSmall Cap Sentiment and SPAC OutcomesIn this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets explains how small- and mid-cap equity markets directly affect SPAC redemptions and aftermarket performance. He highlights how “risk-on” market conditions can lower redemptions, while volatility and rising interest rates often drive investors to redeem shares rather than hold post-merger equity.Dimitre also discusses how sector trends, valuations, and company narratives shape outcomes. De-SPACs in areas like AI, clean energy, and infrastructure have shown stronger performance, while others may trade sideways until milestones are met. The discussion underscores how sentiment, execution, and timing all play crit...
2025-12-1801 min
The SPAC PodcastDCF or Market Approach, Which One Wins?DCF or Market Approach? Ryan McGuire explains how analysts decide which valuation method carries more weight in SPAC transactions and when financial forecasts can (or can’t) be trusted.Guest: Ryan McGuire: https://www.linkedin.com/in/ryanquinnmaguire/Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/To Contact Us or Collaborate:🎙️ https://www.TheSPACPodcast.com/contact/ Disclaimers: The views, opinions, and statements expressed by the guest are solely thei...
2025-12-1500 min
The SPAC PodcastWhy Energy and Decarbonization Remain Spring Valley’s FocusChris Sorrells shares why Spring Valley remains committed to the energy and decarbonization sectors. From AI infrastructure to power security, he discusses how global shifts are reshaping the energy landscape and where the next opportunities lie.Guest: Chris Sorrells – Chairman and CEO of Spring ValleyConnect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a836/Watch more episodes at: YouTube.com/@UCiOCVRrRqqmq20QNV9I43Zg Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/To Cont...
2025-12-1202 min
The SPAC PodcastThe Future of Nuclear Power and SMRsFrom taking NuScale Power public to launching Eagle Energy Metals, Chris Sorrells explains how nuclear energy and SMRs (small modular reactors) are reshaping the energy sector. He connects decades of experience to the growing nuclear and uranium opportunity.Guest: Chris Sorrells – Chairman and CEO of Spring ValleyConnect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a836/Watch more episodes at: YouTube.com/@UCiOCVRrRqqmq20QNV9I43Zg Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabr...
2025-12-1102 min
The SPAC PodcastThe Next Phase of the SPAC MarketWhat’s next for the SPAC market? Chris Sorrells predicts a period of rationalization, cleaner vehicles, and more experienced sponsors. He also shares why greater skin in the game could drive healthier deals and investor trust.Guest: Chris Sorrells – Chairman and CEO of Spring ValleyConnect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a836/Watch more episodes at: YouTube.com/@UCiOCVRrRqqmq20QNV9I43Zg Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/To Contac...
2025-12-1002 min
The SPAC PodcastWhat Transfer Agents Must Get Right in SPAC DealsIn this episode of The SPAC Podcast, Seth Farbman shares a cautionary tale that underscores the importance of responsive and modern transfer agents in the SPAC ecosystem. Drawing from personal experience, Seth recounts a scenario where outdated communication practices—from requiring physical mail to issuing inaccurate shareholder statements—resulted in costly delays. The lesson? Technology, speed, and accuracy aren’t just conveniences—they’re essential to protecting shareholder confidence.Effective communication with shareholders during a SPAC’s lifecycle can significantly impact trust and transparency. Whether you’re on the sponsor side or managing investor relations, this episode is a reminder...
2025-12-0901 min
The Deal PodcastBehind the Scenes of Middle Market Deals: A Roundtable with FA MergersInside a Real Deal Roundtable: Lessons from Thousands of M&A TransactionsIn this exclusive episode of The Deal Podcast, the FA Mergers team, Jude David, Scott Shea, Chase Kenner, and host Joshua Wilson, sit down for a raw, behind the scenes conversation about what really happens when a mid market business goes to market.Topics discussed:The biggest mistakes sellers make when approaching an exitWhy waiting until you’re “ready to retire” can cost you millionsWhat buyers are really looking for and why momentum mattersThe myth of inflated valuations and the danger...
2025-12-0839 min
The SPAC PodcastSPACs Flexibility vs Traditional IPOsIn this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets explains why SPACs provide a level of flexibility that traditional IPOs often lack. He shares how SPACs allow sponsors and companies to agree upfront on valuation, customize capital structures, and incorporate earnouts or contingent payouts to align interests.Dimitre also highlights the value top sponsors bring beyond capital — including strategic networks, operational expertise, and market relationships. For companies with complex stories or multi-year roadmaps, SPACs can offer a more adaptable and customized path to going public.Connect with the Guest:
2025-12-0801 min
The SPAC PodcastWhere the Next Big Opportunities Lie in SPACsLooking ahead, Chris Sorrells shares his “crystal ball” on where Spring Valley and the SPAC market are headed. From nuclear and AI to rare earths and defense tech, he outlines where the next generation of SPAC opportunities will emerge.Guest: Chris Sorrells – Chairman and CEO of Spring ValleyConnect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a836/Watch more episodes at: YouTube.com/@UCiOCVRrRqqmq20QNV9I43Zg Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabr...
2025-12-0302 min
The SPAC PodcastReshoring, Minerals, and Energy SecurityChris Sorrells discusses how reshoring, critical minerals, and energy security are shaping U.S. investment trends. He shares how investor sentiment is aligning around domestic production, rare earths, and defense resilience.Guest: Chris Sorrells – Chairman and CEO of Spring ValleyConnect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a836/Watch more episodes at: YouTube.com/@UCiOCVRrRqqmq20QNV9I43Zg Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/To Contact Us or Collaborate...
2025-12-0202 min
The SPAC PodcastComplexities of International SPAC TransactionsIn this episode of The SPAC Podcast, we sit down with Seth Farbman, Chairman of Vstock Transfer, to explore the evolving landscape of international SPAC activity. Seth shares real-world observations from regions like Singapore, Japan, and Israel, offering insight into how global interest is reshaping the role of U.S.-based service providers.From language barriers to jurisdictional nuances, Seth explains the operational challenges that arise when SPACs cross borders. As interest from international sponsors and targets continues to grow, transfer agents must adapt to new layers of complexity in compliance, communication, and shareholder coordination.🎙️ Conne...
2025-12-0101 min
The SPAC PodcastHow Has the SPAC Investor Base ChangedIn this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets explains how the SPAC investor base has evolved over the last five years. While event-driven and arbitrage-focused funds remain core participants, other groups now approach SPACs as yield-oriented products or equity opportunities through warrants and rights.Dimitre also highlights recent shifts in PIPE activity, including growing participation from crypto-native funds, and discusses how sentiment indicators like the SPAC Research Warrant Index reflect renewed investor interest. His perspective provides a clear view of who is still showing up for SPACs in 2025 and what that means...
2025-11-2501 min
The SPAC PodcastRed Flags in SPAC ValuationsWhat signals should investors watch for in SPAC valuations? Ryan McGuire highlights the key red flags, from difficulty attracting PIPE investors to high redemption rates, that can point to declining sentiment or questionable deal terms.Guest: Ryan McGuire: https://www.linkedin.com/in/ryanquinnmaguire/Watch more episodes at: YouTube.com/@UCiOCVRrRqqmq20QNV9I43Zg Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/To Contact Us or Collaborate:🎙️ https://www.TheSPACPodcast.com/contact/
2025-11-2400 min
The SPAC PodcastAvoiding Costly Mistakes in SPAC DealsIn this episode of The SPAC Podcast, Mohammad Hasham, Partner and West Region Leader for Capital Markets & IPO at CohnReznick, shares best practices for sponsors and management teams considering a SPAC transaction. He emphasizes the importance of engaging experienced advisors early in the process, rather than waiting until issues arise during audits.Mohammad explains how hiring the right accounting advisors, auditors, and legal counsel with SEC reporting experience can prevent costly mistakes, streamline the process, and create smoother outcomes for sponsors. His perspective highlights the value of preparation and expertise from the start.Connect...
2025-11-2001 min
The SPAC PodcastSPAC Cycles ExplainedIn this SPAC Podcast Spotlight, Managing Director Dimitre Genov of Brookline Capital Markets breaks down the rise, fall, and correction of the SPAC market. He explains how SPACs were once primarily used for special situations, but during the 2021 boom became a go-to path for late-stage private companies, especially in tech, EV, and biotech.Dimitre highlights the factors that fueled the boom, including low interest rates and investor appetite, and the challenges that led to the pullback, from thin due diligence to inflated valuations. He also shares how today’s environment reflects stronger discipline among sponsors, more public-ready ta...
2025-11-1901 min
The SPAC PodcastHow Cayman Counsel Supports SPAC FilingsIn this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Wilson are joined by Alexandra Low, Counsel at Appleby Global in the Cayman Islands. Alexandra leads the SPAC team at her firm and brings a wealth of experience from both Canadian and offshore legal markets. She walks us through the critical role Cayman legal counsel plays in preparing for S-1 filings—whether confidential or live—and the importance of strong collaboration with U.S. counsel and service providers.Together, the team discusses how legal coordination impacts the timeline and efficiency of SPAC IPO tran...
2025-11-1801 min
The SPAC PodcastWomen in Capital MarketsIn this episode of The SPAC Podcast, Candice Beaumont, Chief Investment Officer of L Investments, shares her advice for women pursuing leadership roles in finance and investment. She emphasizes the importance of confidence, assembling strong teams, and recognizing that women are excelling in today’s financial landscape just as much — and sometimes more — than men.Her message is clear: with determination and the right support, women can thrive as leaders in finance and capital markets.Connect with the Guest: Candice Beaumont – Chief Investment Officer, L Investments LinkedIn: https://www.linkedin.com/in/candi...
2025-11-1700 min
The SPAC PodcastHow He Evaluates and Structures SPAC DealsChris Sorrells explains his disciplined approach to evaluating and structuring SPAC transactions. From prioritizing unique assets to ensuring two years of cash at close, Chris outlines what separates lasting companies from overhyped deals.Guest: Chris Sorrells – Chairman and CEO of Spring ValleyConnect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a836/Let’s Connect on LinkedIn:👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/To Contact Us or Collaborate:🎙️ https://www.TheSPACPodcast.com/contact/ ...
2025-11-1302 min
The SPAC PodcastSPAC Target Selection: Sectors, Suitability, and PitfallsIn this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, discusses what types of companies are best suited for going public through a SPAC merger. He explains why fundamentally strong businesses with good products, growth potential, and solid operating margins make attractive public companies.Patrick also highlights why certain asset-heavy sectors — such as banks, insurance companies, real estate, or asset-based businesses — may not be as well-suited to SPAC structures, where dilution from the sponsor promote could reduce value. His insights help clarify which companies align better with the SPAC model.Co...
2025-11-1202 min
The Deal PodcastFrom Courtside to C-Suite: Collis Temple III on Legacy, Leadership & Letting GoIn this powerful episode of The Deal Podcast, host Joshua Wilson sits down with former LSU basketball star turned business leader Collis Temple III for a raw and inspiring conversation on navigating transitions, building legacy, and the mindset of championship leadership.Collis opens up about his family’s legacy at LSU, how his father shaped his discipline from childhood, and the heartbreaking moment when a career-ending injury forced him to pivot from a lifelong dream of the NBA, just six hours before discovering a new calling.If you’re a dealmaker, entrepreneur, athlete, or parent, Coll...
2025-11-1058 min
The SPAC PodcastNew SPAC Rules Help or Hinder Market Access?In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), discusses the SEC’s new SPAC rules and their impact on investor access.Nick argues that while the rules were framed as investor protection, in practice they reflect what he calls a “protection through prohibition” mindset. By making disclosure obligations more difficult and transaction costs higher, the rules effectively reduce the number of SPACs and with them, the opportunities available to everyday investors.For Nick and ICAN, the core principle is simple:Some...
2025-11-0701 min
The SPAC PodcastWhy D&O Insurance Premiums Have Dropped Since 2021In this episode of The SPAC Podcast, Machua Millett, Chief Innovation Officer at Lockton Companies, explains how the Directors & Officers (D&O) insurance landscape for SPACs and de-SPACs has evolved since the 2021 boom.Following a surge in SPAC IPOs, deal volume, and resulting litigation, insurance premiums spiked sharply in 2021. At their peak, SPAC-related policies were among the most expensive in the public company space. But according to Machua, that environment has shifted dramatically. Premiums and deductibles have dropped by as much as 60–70%, and coverage terms have improved making this a more favorable market for sponsors, targets, and th...
2025-11-0601 min
The SPAC PodcastHow New SEC Rules Could Impact SPAC SponsorsIn this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s 2024 SPAC rules may affect small sponsors and entrepreneurs navigating the regulatory landscape.Nick emphasizes that while current SEC leadership may not pursue as many aggressive enforcement actions as in prior years, the rules themselves present challenges. In particular, changes to the PSLRA (Private Securities Litigation Reform Act) safe harbor for forward-looking statements raise serious legal questions.Commissioner Hester Peirce even voiced concerns in her dissent, suggesting that the SE...
2025-11-0501 min
The SPAC Podcast3 Biggest Misconceptions About D&O InsuranceIn this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, addresses the most common misconceptions SPAC sponsors and board members have when it comes to Directors & Officers (D&O) insurance.Machua dispels the myth that “insurance never pays,” emphasizing that properly structured policies often do. He also clarifies where risk actually lives in a SPAC’s lifecycle: it’s not during the IPO search phase, but rather during and after the de-SPAC transaction, when litigation and SEC enforcement risks significantly increase. Finally, he explains why coverage terms, not just price and deductibles...
2025-11-0401 min
The SPAC PodcastHow ICAN May Challenge SEC’s Final SPAC RulesIn this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), outlines potential legal and advocacy strategies ICAN may pursue in response to the SEC’s new SPAC rules.Nick points to one central question: Does the SEC even have statutory authority to change PSLRA liability protections? ICAN is considering challenging that very issue, not from a sponsor’s perspective, but from the lens of investors whose choices may be restricted.He also notes that several high-profile rules from the Gensler-era SEC have already been...
2025-11-0301 min
The SPAC PodcastPost-Merger Services Every SPAC Team Should Plan ForIn this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why SPAC sponsors can’t afford to overlook what happens after the deal closes.While many focus heavily on the IPO and deal mechanics, Caitlyn emphasizes that post-merger shareholder recordkeeping and corporate actions are where the real operational lifecycle begins. She shares how Odyssey is uniquely positioned to support companies through that transition, offering the same capabilities as the largest transfer agents but with the personalized, integrated service of a boutique firm.From DRIPs and dividends to employee equity pl...
2025-10-3101 min
The SPAC PodcastSPACs. Are They Really Back?In this episode of The SPAC Podcast, Louis Camhi offers a nuanced take on the state of the SPAC market and why it’s still too early to say, “SPACs are back.” Rather than chasing headlines, Louis explains that SPACs are best understood as cyclical tools within the capital markets, just like IPOs, M&A, or direct listings.He highlights that the IPO market has been largely dormant in recent years, and SPAC performance is directly tied to overall market health. Louis also shares his view that SPACs can be a strategic path for companies that may not be...
2025-10-3001 min
The SPAC Podcast“DeSPAC-age” Insurance Model and Closing Coverage GapsIn this episode of The SPAC Podcast, Machua “Motsch” Millett breaks down how D&O insurance needs to evolve across a SPAC’s lifecycle, from IPO to de-SPAC and beyond. He explains how SPACs have historically managed risk by purchasing standalone policies at each stage and why that approach often creates gaps in coverage and increased cost.Machua introduces a more modern solution his team pioneered: the “DeSPAC-age” policy model. This structure bundles the SPAC’s runoff coverage, the target’s private company coverage, and the go-forward public policy into one unified program. The benefits? Better coordination across all par...
2025-10-2901 min
The SPAC PodcastHow New SEC Rules Could Shape Future LitigationIn this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s new SPAC rules may influence litigation risk for sponsors and targets.Drawing on his experience as an SEC trial counsel, Nick notes that while today’s SEC may be less aggressive than under Chair Gensler, the statute of limitations is long, sometimes six years, ten years, or even unlimited for certain claims.That means SPAC activity happening today could still face scrutiny under a future, more activist SEC admi...
2025-10-2800 min
The SPAC PodcastWhy the Transfer Agent Market Is Finally ChangingIn this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why the transfer agent and trust industry is undergoing a long-overdue transformation and why SPACs have been a major catalyst.For nearly a decade, one incumbent controlled 99% of the market. SPACs were considered “too risky,” and innovation stalled. That all began to change in 2020. Caitlyn shares how Odyssey broke into the U.S. SPAC space by winning over a marquee client and how that opened the floodgates for sponsors and legal teams looking for better service, execution, and pricing.This...
2025-10-2701 min
The SPAC PodcastForecasts SPAC Market Trends for 2025–2026In this episode of The SPAC Podcast, Adeel Rouf shares his forward-looking perspective on the SPAC market heading into late 2025 and 2026. With traditional IPO windows largely shut for mid-market companies, Adeel explains why SPACs are becoming increasingly relevant again, especially for private equity and family office-backed portfolio companies searching for liquidity.He projects a healthy wave of 70 to 100 SPACs as both digestible and impactful for today’s environment, and anticipates an increase in higher-quality companies entering the public markets via de-SPAC transactions. For investors, operators, and sponsors alike, Adeel’s insights offer a grounded yet optimistic outlook for...
2025-10-2401 min
The SPAC PodcastWhat SPACs Must Prepare for in the Next 12–18 MonthsIn this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, shares his outlook on D&O risk for SPACs and de-SPACs heading into 2025 and beyond.Drawing from decades of experience advising public and pre-public companies, Machua warns that we’ve seen this market cycle before: an uptick in activity, rising headlines, and inexperienced teams rushing in. This time, however, there’s a shift experienced sponsors are leading the way, and the litigation environment looks far less volatile than in past cycles.He explains what boards and sponsors should be doing no...
2025-10-2301 min
The SPAC PodcastHow Underwriters Evaluate Risk for SPAC and de-SPAC CoverageIn this episode of The SPAC Podcast, Machua “Motsch” Millett of Lockton Companies explains how underwriters assess risk when pricing D&O insurance policies for SPACs and their de-SPAC targets. The evaluation process is vastly different depending on where the SPAC is in its lifecycle and Machua walks through both sides of that underwriting equation.For SPACs, there’s limited data, so the focus is on the sponsor team’s track record, industry focus, and prior deal outcomes. Underwriters also consider how speculative or volatile the target sectors may be (e.g., crypto vs. manufacturing). Once the SPAC ann...
2025-10-2201 min
The SPAC PodcastWhy D&O Insurance Prices Have Dropped 60% Since 2021In this episode of The SPAC Podcast, Chaz breaks down why D&O insurance pricing has plummeted nearly 60% over the past nine quarters and why the market looks so different today compared to the 2021 peak.He explains how a flood of new insurance carriers entered the market post-2021, doubling the number of firms writing public D&O insurance from ~32 to ~65 by the end of 2022. With increased competition and new entrants unburdened by legacy claims reserves, carriers were able to aggressively lower prices.The result? SPAC sponsors and boards are seeing historically low costs for D...
2025-10-2102 min
The Deal PodcastFaith, Family & the Hustle: Building a Business TogetherIn this special episode of The Deal Podcast, hosts Joshua Wilson sits down with power couple Ashley David and Jude David, who are redefining what it means to chase dreams while keeping faith and family first.In Part 1, Ashley shares her deeply personal journey from stay-at-home mom of six to unexpected CEO of a faith-based jewelry company. From infertility and loneliness to discernment and divine timing, Ashley opens up about what led her to acquire Pink Salt Riot, a Christian brand she once purchased gifts from for her kids and how God made a way where there...
2025-10-201h 06
The SPAC PodcastWhy PIPEs Aren’t Dead, But Very Different NowIn this episode of The SPAC Podcast, James breaks down the evolving role of Private Investments in Public Equity (PIPEs) and why they remain an essential but more challenging, tool for SPAC deals today.James explains how PIPEs looked deceptively easy during the 2020 boom, when leaked deals pushed stocks to $20 and investors happily committed to $10 PIPEs. But today, PIPEs take time, trust, and careful structuring to close successfully.He highlights two major issues that derailed many deals in recent years:1) Overly structured terms, like downward ratchets, that scared off long-term equity investors.
2025-10-2002 min
The SPAC PodcastHis Years of Experience with SPACs and SEC InvestigationsIn this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), reflects on his years of work in the SPAC space both with paying clients and in the context of SEC investigations.Nick shares that while ICAN has not yet taken up a SPAC case from a nonprofit litigation perspective, he has represented numerous clients in the SPAC ecosystem during an active period from 2021 through 2024. Many of those matters involved SEC investigations under Chair Gensler’s administration, some of which never resulted in enforcement actions....
2025-10-1700 min
The SPAC PodcastReal-Time Reporting and Visibility for SPAC SponsorsIn this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, highlights how technology and transparency are reshaping the SPAC transfer agent and trust process.She explains how Odyssey’s state-of-the-art reporting portals give sponsors, legal teams, CFOs, and boards instant access to accurate reports, without waiting overnight. With more than 150 customizable reports available, Odyssey empowers sponsors with real-time data to support audits, board updates, shareholder reporting, and compliance visibility.For repeat sponsors used to limited reporting from traditional providers, this level of access and efficiency is a game-changer....
2025-10-1601 min
The SPAC PodcastWhy Global Companies Are Choosing U.S. ListingsIn this episode of The SPAC Podcast, Adeel Rouf shares his perspective on U.S. vs. non-U.S. SPAC deal flow and why high-quality companies from Europe and Asia continue to choose NASDAQ and NYSE as their go-to listing destinations.While the U.S. capital markets remain the most liquid and deal-ready globally, Adeel explains that many international companies, especially in sectors like biotech, see U.S. exchanges as a strategic gateway to growth. Drawing from his recent Voyager SPAC deal with a Swiss biotech firm, he underscores the growing pipeline of non-U.S. targets that want...
2025-10-1501 min
The SPAC PodcastSPAC Guest Spotlight: Louis CamhiIn this episode of The SPAC Podcast, Louis Camhi, Chief Investment Officer of RLH Capital, shares his journey from Wall Street to launching his own SPAC-focused fund. He reflects on his early career at Credit Suisse in M&A, his time at Three Corner Global and Citadel, and how those experiences shaped his approach to investing.Louis also explains why he launched RLH Capital in October 2021 to provide capital to SPACs across their life cycle — a move that came just as the SPAC market cooled. Now, as discussions continue around whether activity is picking back up, he of...
2025-10-1401 min
The SPAC PodcastWhy Boards Need a Broker Who Does More Than Just Place InsuranceIn this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, outlines the critical role brokers play in guiding boards through the D&O insurance process before, during, and after a SPAC transaction.Machua shares how his team approaches the role as a true risk advisor, not just an insurance placement firm. From educating boards on lifecycle risks, to designing cost-efficient coverage programs, to stepping in with claims advocacy during litigation or regulatory actions, he explains why working with a broker who deeply understands SPAC dynamics and can partner with outs...
2025-10-1301 min
The Deal PodcastJude David on Mid-Market M&A, Arbitrage, and Building Value from the Buy SideIn this episode of The Deal Podcast, Joshua Wilson sits down with seasoned M&A operator, investment banker, and family office founder Jude David. Jude shares his full-circle journey, from corporate attorney to sell-side advisor to full-time buyer, offering unique insight into what it’s like sitting on every side of the deal table.Jude breaks down the evolution of mid-market transactions, the real mindset shift from billing hours to building equity, and how to spot strategic arbitrage opportunities across industries. Whether you’re a founder exploring an exit, a buyer building through acquisition, or a dealmaker lear...
2025-10-1337 min
The SPAC PodcastHow the Investor Base for De-SPACs Is EvolvingIn this episode of The SPAC Podcast, James shares how the investor base for de-SPACs has shifted and why sponsors must focus on attracting long-term, fundamental investors.James explains that while redemption risk is always present, the “unicorn” is the fundamental investor who buys in between announcement and closing. He notes that some of the most successful deals he’s worked on, those with minimal or no redemptions, were anchored by strong institutions like Putnam and Par Capital that believed in the long-term story.The lesson? Sponsors need to think less about avoiding redemptions and more a...
2025-10-0901 min
The SPAC PodcastWhy Regulation by Enforcement Hurts TransparencyIn this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), critiques the SEC’s use of regulation by enforcement, particularly in the SPAC context.Nick points to the Momentus Stable Road case of 2021 as a clear example, noting Commissioner Hester Peirce’s concerns about the practice. Instead of transparent rulemaking under the Administrative Procedure Act (APA), the SEC at times has chosen to set policy through one-off enforcement actions, leaving companies and sponsors to defend against shifting standards without public input.Nick argues that...
2025-10-0801 min
The SPAC PodcastSPAC Sponsors ExplainedIn this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, explains what separates strong SPAC sponsors from passive ones. He shares why the best sponsors bring more than just capital, offering industry knowledge, operational experience, and access to networks that can help companies grow.Patrick highlights how valuable sponsors understand the challenges operators face and contribute solutions through relationships, financing connections, and strategic partnerships. For target companies, the right sponsor can be a key differentiator in executing a successful transaction.Connect with the Guest: Patrick Sturgeon – Managing Pa...
2025-10-0601 min
The SPAC PodcastRisk-Reward Equation for Serial SPAC SponsorsIn this episode of The SPAC Podcast, Adeel Rouf breaks down the real risk-reward tradeoff that comes with being a serial SPAC sponsor. Drawing on deep experience leading multiple SPACs, Adeel outlines the critical responsibilities and vulnerabilities that sponsors must prepare for if they want to succeed in today’s highly competitive landscape.He emphasizes that sponsors can’t rely solely on bankers or external networks to source deals, they need to build a robust, executable deal flow well before the IPO. Additionally, having strategic investors who trust your leadership and are ready to deploy capital quickly is j...
2025-10-0202 min
The SPAC PodcastWhat Could Spark a SPAC Comeback in 2025In this episode of The SPAC Podcast, Louis Camhi lays out a candid and nuanced outlook for the SPAC market heading into 2025 and beyond. He explains that while SPACs are simply another tool in the capital markets toolbox, recent macro events, including the 2024 election cycle and early 2025 volatility, have temporarily held back broader recovery.Louis points to signs of momentum returning: an uptick in IPO activity, renewed interest from private equity firms seeking liquidity, and notable success stories like Circle a former SPAC target now one of the best-performing IPOs. While he emphasizes that proof of a...
2025-10-0102 min
The SPAC PodcastThe Crypto-SPAC Convergence and What’s NextIn this episode of The SPAC Podcast, Louis Camhi breaks down the evolving relationship between SPACs and the crypto space and where investor attention is shifting next. He highlights recent high-profile transactions, including Cantor Fitzgerald’s CEP deal, which gave investors exposure to Bitcoin through a listed equity vehicle.Louis also points out that while digital asset treasury models initially gained traction, the market is starting to shift. Investors are now looking for operating crypto businesses with real cash flow, not just token exposure. With new SPAC sponsors entering the market from crypto-native backgrounds, Louis sees strong po...
2025-09-3001 min
The SPAC PodcastCustom D&O Coverage Protects SPAC and De-SPAC CompaniesIn this episode of The SPAC Podcast, Chaz, founder of Churchwell, explains why D&O insurance is highly customizable and why wording matters more than most sponsors realize.He shares real-world examples of how missing a single phrase, like “reverse merger,” has led carriers to deny SPAC-related claims. Chaz also describes how his firm works with clients post-de-SPAC, leveraging top D&O coverage attorneys to audit policies, uncover deficiencies, and fix them without raising costs.For SPAC sponsors and targets, this episode highlights how tailoring policy language can make the difference between full protection and no c...
2025-09-2901 min
The SPAC PodcastWhat Makes an Ideal SPAC TargetIn this episode of The SPAC Podcast, James outlines what makes the “ideal” SPAC target and why it’s often more about strategic fit and synergies than sector.For James, public-company-ready management is the non-negotiable starting point. But beyond that, he describes scenarios where SPACs create unique value:A company like William Scotsman, with $120M EBITDA and a bolt-on acquisition opportunity that could only be executed via a SPAC.Consolidation plays, where multiple mid-sized companies can’t acquire each other directly, but a SPAC structure can bring them together.The goal? To roll profitable businesses into a S...
2025-09-2602 min
The SPAC PodcastWhy SEC Policy Should Be Made Through Rulemaking, Not EnforcementIn this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), critiques the SEC’s practice of regulating by enforcement.Nick cites the Momentus Stable Road case (2021) as a prime example, echoing Commissioner Hester Peirce’s concerns that enforcement actions have been used to make policy in the SPAC space.Instead of case-by-case precedents, Nick argues that the Administrative Procedure Act (APA) provides the right framework:- Publish proposed rules- Invite public comment and critique- Finalize rule...
2025-09-2501 min
The SPAC PodcastWhat’s Ahead for the SPAC Market in 2025In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, shares her outlook for the SPAC market over the remainder of the year.With Odyssey working on half of all active SPACs, Caitlyn provides a unique perspective on the pipeline. She notes that while SEC turnaround times have created a temporary bottleneck, the backlog of filed S-1s points to a very active Q3 and Q4.Her forecast? September and October will be “absolutely bananas”, with no one on the Odyssey team taking PTO as the wave of IPO activity hits...
2025-09-2400 min
The SPAC PodcastIs The Private Company Ready for a SPAC Merger?In this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, shares his advice for private company CEOs considering a SPAC merger. He stresses the importance of conducting due diligence on the sponsor team, while also being honest about whether the company is truly prepared to operate as a public entity.Patrick outlines the additional requirements that come with going public — from audited financials and organized data rooms to ongoing disclosure obligations and higher costs. His perspective highlights why readiness and preparation are essential before committing to the SPAC process.Co...
2025-09-2302 min
The SPAC PodcastDelivering for Small-Cap Clients Overlooked by Big FirmsIn this episode of The SPAC Podcast, Chaz, founder of Churchwell, explains what sets his firm apart from the big-name insurance agencies like Lockton, Marsh, and Aon.While large agencies focus their attention on billion-dollar companies, Churchwell specializes in small- to mid-cap public companies, the very clients who often feel overlooked despite spending millions in premiums. Chaz shares how Churchwell’s attorney-led approach ensures policy wording is negotiated precisely, preventing carriers from slipping in exclusions that could deny coverage.He also highlights a powerful personal mission: Churchwell donates 10% of profits to fight veteran suicide, partnering wi...
2025-09-2301 min
The SPAC PodcastHow Do SPACs Compare to Direct Listings and IPOs?In this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, explains why some companies may choose a SPAC over a traditional IPO or direct listing. While SPACs are not always the best option, Patrick highlights the unique flexibility they offer for certain situations.He discusses how SPACs allow companies to phase in capital raising through mechanisms like PIPEs or private placements and to structure features such as earnouts more easily than in a traditional IPO. These tools can provide companies with additional structuring options as they transition from private to public.
2025-09-2202 min
The SPAC PodcastSPAC Guest Spotlight: Caitlyn Van ValinIn this episode of The SPAC Podcast, we hear from Caitlyn Van Valin, Vice President at Odyssey Trust, on how her team is redefining what it means to be a responsive, scalable partner in the SPAC ecosystem.Caitlyn shares how Odyssey has grown into one of the most trusted firms in the space handling over half of all new SPAC listings in 2024. With roots in both transfer agent and trust services, Odyssey has built custom operational structures, called “SPAC pods”, that allow the firm to handle multiple redemptions, disbursements, and closings in a single week with precision and...
2025-09-1901 min
The SPAC PodcastWhy Biotech and FinTech Are Primed for SPAC DealsIn this episode of The SPAC Podcast, Adeel Rouf dives into two of his highest-conviction sectors for upcoming SPAC activity: healthcare (specifically biotech) and FinTech. While AI and crypto dominate the headlines, Adeel makes the case for why some of the most overlooked, and deeply discounted, opportunities exist in these quieter corners of the market.Biotech, he notes, has been heavily discounted since the market cooled in 2021–2023, leaving many high-quality companies undervalued and ready for smart capital. Meanwhile, the rapid evolution of digital assets and payment platforms makes FinTech a sector full of momentum. With SPACs already po...
2025-09-1702 min
The SPAC PodcastFrom Hedge Funds to SPAC InvestingIn this episode of The SPAC Podcast, we sit down with Louis Camhi, who shares the unexpected path that led him from covering fintech at major hedge funds to becoming a focused SPAC investor and fund manager. His story starts in 2014, when a call from a friend working on a SPAC deal sparked his curiosity. What followed was a deep dive into SPAC structures from units and warrants to downside protection and ultimately, a shift in his career trajectory.Louis recounts his time at Three Corner Global and Citadel, including a pivotal “aha moment” during a crowded inve...
2025-09-1602 min
The SPAC PodcastHard Lessons from 10 SPAC DealsIn this episode of The SPAC Podcast, Adeel Rouf opens up about the biggest lessons he’s learned across more than 10 SPAC transactions. Rather than highlighting wins, Adeel shares candid stories of missteps that taught him what truly matters in successful SPAC sponsorship.From rushing private companies to public markets before they were ready, to underestimating the pressure of quarterly reporting, Adeel emphasizes the importance of investor communication, management readiness, and strategic alignment. He also explains why having the right long-term investors on board is just as crucial as finding the right target.If you’re t...
2025-09-1502 min
The SPAC PodcastThe Biggest Misperceptions About SPACsIn this episode of The SPAC Podcast, Louis Camhi tackles one of the most pressing questions in the capital markets today: What are the biggest misperceptions about SPACs and how do we correct the record?Louis explains the crucial difference between a SPAC and a de-SPAC, outlining why the redemption feature makes pre-deal SPACs more like convertible bonds with downside protection, while post-deal de-SPACs behave like traditional equities. He also walks through the history of how the 2020 SPAC boom brought in a wave of high-net-worth individuals, many without deal or capital access, and how that led to...
2025-09-1202 min
The SPAC PodcastSPAC Guest Spotlight: Machua MillettIn this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, shares his journey from Harvard-trained securities lawyer to leading expert in management and professional liability insurance for companies transitioning from private to public.With over 15 years as a broker, and prior experience defending insurers in federal and state court, Machua has seen the risk landscape from all sides. He discusses how his legal background helps clients draft stronger insurance policy language, avoid denial traps, and manage claims during high-stakes transitions like IPOs and de-SPACs. For founders, CFOs, and legal teams preparing to g...
2025-09-1100 min
The SPAC PodcastWhat Makes a Company Public ReadyIn this episode of The SPAC Podcast, Adeel Rouf shares what he looks for in an ideal SPAC target and why many companies miss the mark. Drawing from experience across more than 10 SPACs, Adeel explains the key characteristics that indicate a company is truly public-ready.According to Adeel, it’s not just about industry leadership or revenue growth. A solid SPAC target needs to have audited financials, seasoned investors, prior funding rounds, and most importantly a management team that can perform in the public spotlight. Too many private companies underestimate how different public market expectations are. This ep...
2025-09-1001 min
The SPAC PodcastRaising Capital as an Asian SPAC SponsorIn this episode of The SPAC Podcast, Claudius Tsang, CEO of A SPAC Holdings Group Corp, discusses the unique challenges and opportunities of raising capital in the U.S. as an Asian SPAC sponsor. Claudius explains the importance of educating U.S.-based investors on the credibility and track record of emerging market sponsors especially when those investors may be unfamiliar with Asian-led SPAC teams.Drawing on his experience working with major U.S. funds earlier in his career, Claudius shares how that background has helped him build bridges with hedge funds and capital partners. He also...
2025-09-0901 min
The SPAC PodcastSPAC Guest Spotlight: Claudius TsangIn this episode of The SPAC Podcast, we spotlight Claudius Tsang, CEO of A SPAC Holdings Group Corp, and one of the most active SPAC sponsors in Asia. Claudius shares how he transitioned from private equity into the SPAC world, and what motivated him to launch seven Nasdaq-listed SPACs between 2021 and today.With over two decades of experience in private equity across Greater China and Emerging Markets, Claudius explains how SPACs became a powerful mechanism to help portfolio companies go public and to create thoughtful exit strategies for fund managers. From deal size variations to the role...
2025-09-0800 min
The SPAC PodcastAvoiding Costly Mistakes in SPAC TransactionsIn this episode of The SPAC Podcast, Mohammad Hasham, Partner and West Region Leader for Capital Markets & IPO at CohnReznick, shares best practices for sponsors and management teams preparing for a SPAC transaction. He explains why engaging experienced advisors early in the process is critical, and how cutting corners can create costly problems later during audits.Mohammad also highlights the importance of strong working chemistry between advisors, auditors, and legal counsel — particularly those with SEC reporting experience. His insights underscore how early preparation and the right expertise can help avoid unnecessary issues and expenses.Co...
2025-09-0501 min
The SPAC PodcastNavigating De-SPAC Structures: Insights from a Cayman CounselIn this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Bruce Wilson are joined by Cayman Islands attorney Alexandra Low for a deep dive into the evolving landscape of De-SPAC structures.Alexandra shares her on-the-ground experience advising on a wide range of SPAC transactions—from TopCo listings and cross-border mergers to deregistration strategies and post-merger tax planning. She outlines the critical role Cayman legal counsel plays in coordinating with U.S. counsel and other deal stakeholders, ensuring smooth document execution and staying ahead of potential timing issues.Th...
2025-09-0402 min
The SPAC PodcastCan Better Governance Save SPAC Deals?In this episode of The SPAC Podcast, hosts Michael Blankenship and Joshua Wilson sit down with Dr. Daniele D’Alvia, a renowned lecturer in Banking and Finance Law at Queen Mary University of London, to unpack the critical role of governance in the success—or failure—of SPAC deals.Dr. D’Alvia explains how law and corporate governance provide the structural integrity needed for SPACs to succeed in today’s heightened regulatory environment. He highlights the importance of independent directors, robust disclosure practices, and clear safeguards against opportunistic sponsor behavior. With SPAC refor...
2025-09-0300 min
The SPAC PodcastHow SPACs Blend Private Equity and Public MarketsIn this episode of The SPAC Podcast, Adeel Rouf, CEO of Voyager Acquisition Corp. and President & CFO of Titan Acquisition Corp., explains what makes SPACs so unique and exciting. Unlike hedge funds or private equity firms that manage portfolios of companies, SPACs focus on one transaction at a time — giving full attention to a single deal and industry.He also highlights how SPACs combine elements of private investing with the transition to public markets, allowing sponsors to leverage different financial tools to support successful transactions. This blend of focus, flexibility, and market access is what keeps SPACs an...
2025-09-0201 min
The SPAC PodcastSPAC Guest Spotlight: Adeel RoufIn this episode of The SPAC Podcast, Adeel Rouf, CEO and President of Voyager Acquisition Corp. and President & CFO of Titan Acquisition Corp., shares his background and journey into the SPAC world. From his early career in investment banking at Sumitomo Mitsui and J.P. Morgan to learning the nuances of SPACs at Cohen & Company, Adeel has built extensive experience as a sponsor and leader in the capital markets.Since 2020, he has been involved in more than 10 SPACs, raising over $2 billion in IPOs and executing more than $5 billion in de-SPAC transaction volume. Most recently, Voyager Acquisition Corp...
2025-09-0101 min
The Investor Relations PodcastBiotech & Life Sciences Investor RelationsIn this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares his perspective on what makes investor relations effective in the fast-moving world of life sciences. Drawing from his experience at the intersection of biotech investing, clinical trials, and family office strategy, Michael explains how companies can strengthen relationships with investors and avoid common pitfalls.The conversation explores why biotech companies must prioritize consistent communication, transparency, and brand awareness to stand out in a crowded field. Michael also highlights the importance of tailoring outreach to specialized investors instead of taking...
2025-08-3001 min
The SPAC PodcastWhy Private Companies Consider Going PublicIn this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, explains why many private companies ultimately choose to go public. He highlights how listing on exchanges like the NYSE or NASDAQ can provide existing shareholders with liquidity, attract new types of investors, and expand access to capital.Patrick also discusses how being public can increase transparency, research coverage, and visibility in the capital markets — making it a natural progression for companies seeking growth and broader investor participation.Connect with the Guest: Patrick Sturgeon – Managing Partner, Brookline Capital Mark...
2025-08-2901 min
The SPAC PodcastSPAC Guest Spotlight: Patrick SturgeonIn this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, introduces his background and shares his experience navigating the SPAC landscape. With a career spanning investment banking and hands-on leadership as CFO of three SPACs that each completed acquisitions, Patrick has gained valuable insights from both the advisory and principal sides of the market.Patrick highlights how Brookline Capital Markets, a boutique New York-based investment bank, focuses on underwriting and advisory in the SPAC space, while his CFO roles provided first-hand perspective on the lifecycle of deals and the lessons learned along...
2025-08-2801 min
The SPAC PodcastWhat Investors Look for in a SPAC SponsorIn this SPAC Podcast Spotlight, Candice Beaumont, Chief Investment Officer of L Investments, shares the key fundamentals she evaluates when assessing SPAC sponsors. She explains why a proven track record in the SPAC space is critical, and why partnering with experienced operators — such as the Cohens — can make a significant difference in execution.Candice also highlights the importance of selecting the right service providers and legal teams, emphasizing that timing and efficiency are essential in SPACs given their two-year closing window. Her insights shed light on how sponsor experience and execution capabilities influence outcomes in the SPAC mark...
2025-08-2601 min
The SPAC PodcastSPAC Opportunities: Growth Areas and Global DemandIn 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...
2025-08-2501 min
The SPAC PodcastSPAC Guest Spotlight: Dimitre GenovIn this episode of The SPAC Podcast, we welcome Dimitre Genov, Managing Director at Brookline Capital Markets. Dimitre brings over 25 years of investment banking and buy-side experience, including time at Lazard, JP Morgan, Julius Baer, Magnetar, and Balyasny. Having become one of the most prolific investors in the SPAC market, he now uses his expertise and network to help sponsors identify and secure high-quality targets.From his early years on Wall Street to his current role advising sponsors, Dimitre shares insights into the SPAC lifecycle, the importance of sponsor relationships, and how buy-side experience informs deal-making today...
2025-08-2200 min
The SPAC PodcastDetermining D&O Insurance Needs with Real Market DataIn this SPAC Podcast Spotlight, Chaz Churchwell, President of The Churchwell Agency, explains how he helps clients determine the right level of D&O insurance coverage. Rather than relying on vague estimates, Chaz emphasizes a data-driven approach, leveraging sources such as Stanford Law Review, Cornerstone Research, and peer analytics to assess litigation trends and coverage benchmarks.He describes how factors like market cap, industry segment, and peer data can guide companies—especially those preparing for IPOs—in making informed decisions about coverage needs. By combining analytics with real-world risk exposure, Chaz helps companies prepare for potential settlement cost...
2025-08-2102 min
The SPAC PodcastSEC Enforcement and SPACsIn this SPAC Podcast Spotlight, Nick Morgan, President and Founder of the Investor Choice Advocates Network (ICAN), shares his perspective on how the SEC approaches SPAC enforcement. Drawing on past enforcement activity and rulemaking debates, he explains why Commissioner Hester Peirce’s dissents may offer insight into how the Commission views SPACs today.Nick also references the SEC’s first SPAC-related enforcement action in 2021 and notes how Commissioner commentary has influenced the policy discussion around SPACs. His insights shed light on how regulatory perspectives can shape the market environment.Disclaimer: The views, opin...
2025-08-2001 min
The SPAC PodcastSPAC Guest Spotlight: Nick MorganIn this SPAC Guest Spotlight, Nick Morgan introduces himself and shares his journey from serving as a Senior Trial Counsel at the SEC to founding the Investor Choice Advocates Network (ICAN). As President of ICAN, Nick leads a unique pro bono defense organization focused on SEC investigations and litigation, offering services at no cost to those who need representation.With a career spanning the SEC and big law, Nick now uses his experience to advocate for fairness and investor choice in securities regulation. This conversation sets the stage for his work and the mission of ICAN.
2025-08-1900 min
The SPAC PodcastWhat’s Fueling New SPAC IPOs?What’s behind the renewed interest in SPAC IPOs? In this episode of The SPAC Podcast, hosts Michael Blankenship and Joshua Bruce Wilson sit down with Cayman Islands attorney Alexandra Low to explore the current SPAC IPO landscape.Ali shares insights from the front lines—discussing sponsor behavior, timing considerations, and the growing momentum among repeat and first-time SPAC sponsors. From the role of private equity to the influence of political sentiment, this conversation breaks down the key drivers behind the recent wave of SPAC IPO filings.🎙️ Guest: Alexandra Low 🔗 Alexandra Low’s LinkedIn: ht...
2025-08-1801 min
The SPAC PodcastThe Shift in SPAC Deal Fee StructuresIn this episode of The SPAC Podcast, James Graf, CEO of Graf Global Corp., shares his perspective on how backend deal costs and promote economics are evolving for SPAC sponsors and founders. With over a decade of experience leading multiple SPACs and a background in investment banking at Deutsche Bank and Merrill Lynch, James brings a seasoned view on what’s driving competitive changes in the market.From the traditional three-and-a-half to four percent deferred IPO fee structure to today’s environment where reputable sponsors are negotiating little or no backend fees, James explains how this shift is i...
2025-08-1402 min
The SPAC PodcastHow SPAC Teams Work Together To Close the DealWhat really happens behind the scenes when a SPAC deal closes? In this episode of The SPAC Podcast, we speak with Seth Farbman, Chairman of Vstock Transfer, about how legal teams, underwriters, sponsors, and custodians coordinate during the final stages of a SPAC transaction.Seth shares how relationship management, trust, and experience come together in a “final call” where everything converges—documents, escrow instructions, and last-minute logistics. If you’ve ever wondered how these complex deals actually get across the finish line, this short but powerful segment gives you a firsthand view.Connect with our Gues...
2025-08-1200 min
The Investor Relations PodcastBuilding Lifelong Investor Relationships with Family OfficesWhat’s the secret to building long-term capital partnerships with family offices? In this episode of The Investor Relations Podcast, host Joshua Wilson is joined by Dr. Thomas J Powell, Founder of The Founder’s Office™, to explore the mindset and practices that foster lifelong investor trust.Dr. Powell explains why the first investment is just the beginning of the relationship—and how transparent communication during both growth and turbulence separates short-term managers from lasting leaders. Drawing from over 30 years of experience managing capital strategies and investor relationships, Tom shares insights on how to handle challenges, raise follow-o...
2025-08-1100 min
The SPAC PodcastWhat’s Driving Renewed Interest in the SPAC Market?In this episode of The SPAC Podcast, Candice Beaumont, Chief Investment Officer of L Investments and Chairwoman of Salsano Group, shares her perspective on the renewed energy in the SPAC market. With deep experience in capital markets, M&A, and board leadership, Candice discusses how the SPAC cycle has evolved from a major cooldown to an emerging wave of enthusiasm, particularly in certain high-growth sectors.She highlights the correlation between equity capital markets and SPAC activity, the resurgence of specific industries such as crypto and blockchain, and how changes in market conditions have opened the door for...
2025-08-1101 min
The SPAC PodcastWhy D&O Insurance Prices May Be on the Rise AgainIn this episode of The SPAC Podcast, we sit down with Chaz Churchwell, Founder & Principal of Churchwell Insurance Agency, to discuss the shifting landscape of public Directors & Officers (D&O) insurance. With nearly two decades in the insurance industry and a reputation for guiding clients through complex coverage needs, Chaz shares why current D&O pricing levels may not be sustainable — and what market forces could be pushing costs upward.From the role of reinsurance companies like Trans Re, to recent exits from the public D&O market, Chaz unpacks the financial realities facing insurers. He explains ho...
2025-08-0901 min
The SPAC PodcastDelaware or Cayman? What SPAC Sponsors Need to KnowIn this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Wilson are joined by Cayman-based attorney Alexandra Low to explore a key decision every SPAC sponsor must make: Where should the SPAC be incorporated—Delaware or Cayman?Alexandra draws from years of experience leading SPAC transactions in both jurisdictions, offering a grounded perspective on why many sponsors favor the Cayman Islands for its tax neutrality, fast turnaround for incorporation, and minimized exposure to litigation risk. She also discusses when Delaware may still be preferred, particularly for U.S.-centric sponsors seeking a business-friendly le...
2025-08-0801 min
The SPAC PodcastSPAC Guest Spotlight: Alexandra LowIn this episode of The SPAC Podcast, Michael Blankenship sits down with Alexandra Low, Counsel in the Capital Markets and Corporate team at Appleby’s Cayman Islands office. Ali leads the firm’s SPAC practice and brings extensive experience advising on both SPAC IPOs and de-SPAC transactions for public and private companies, sponsors, and asset managers.Ali shares how she transitioned from working in Canada at Goodmans and Stikeman Elliott to becoming a key legal advisor in the Cayman Islands during the height of the SPAC boom. Her legal journey includes deep experience across jurisdictions and asset clas...
2025-08-0701 min
The SPAC PodcastSPAC Sponsors Face Tougher Roads Ahead — Here’s WhyIn this episode of The SPAC Podcast, hosts Michael Blankenship and Joshua Wilson sit down with seasoned SPAC sponsor James Graf to explore one of the most pressing issues facing the market today: why even strong private companies are hesitant to go public via SPAC.Graf shares candid insights into the challenges sponsors now face—from widespread redemptions to post-merger underperformance. He explains why institutional resistance, weak aftermarket support, and the reputational fallout of failed de-SPACs are making it harder to attract quality targets. Yet, he also outlines the fundamental question every sponsor must ask: If...
2025-08-0501 min
The Investor Relations PodcastWhat Licenses Does a Family Office CIO Need?In this episode of The Investor Relations Podcast, host Joshua Bruce Wilson asks Brian Adams what kind of licenses — if any — a Chief Investment Officer needs to operate within a family office.Brian explains that many family offices operate under the family office exemption, meaning they are not required to register as an RIA or broker-dealer. As a result, CIOs in these settings often do not carry securities licenses. Instead, families typically look for professionals with a tax or legal background — such as a CPA, JD, or LLM — especially when the...
2025-08-0401 min
The SPAC PodcastElevating SPAC Sponsor VisibilityIn this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Wilson sit down with Seth Farbman, Chairman of Vstock Transfer and founder of ShareMedia, to explore the often-overlooked role of branding in SPAC success.Seth shares how today's SPAC sponsors—many of whom are serial dealmakers—must actively build visibility and trust to stand out in a crowded market. Drawing from his work at ShareMedia, a LinkedIn branding agency for IPOs and SPACs, Seth explains why personal brand positioning and strategic communication are critical to attracting the right acquisition targ...
2025-08-0100 min
The Investor Relations PodcastWhat 30+ Years of Capital Raising Taught This Family Office LeaderIn this episode of The Investor Relations Podcast, Joshua Bruce Wilson sits down with Dr. Thomas J. Powell, founder of The Founder’s Office™, to explore what it really takes to manage investor relationships across decades, deals, and global markets. With over $3.2 billion in capital structured throughout his career, Dr. Powell shares his perspective on the evolving role of investor relations—not just as a transaction function, but as an essential discipline in strategic leadership.Tom walks us through how his team bridges the worlds of founders and investors, acting not just as a capital source...
2025-07-3100 min
The SPAC PodcastSPAC Guest Spotlight: Candice BeaumontIn this episode of The SPAC Podcast, Mike Blankenship and Joshua Wilson are joined by Candice Beaumont—Chairman of the Salsano Group and Chief Investment Officer of L Investments. With deep roots in both public and private markets, Candice shares insights from a career that spans corporate finance at Merrill Lynch, investment banking at Lazard, and private equity at Argonaut Capital.Candice currently serves on the boards of multiple SPACs and advises several others, all while leading global family office investment strategy. Her approach combines institutional rigor with entrepreneurial vision, and her leadership in global finance, philanthropy, an...
2025-07-3002 min
The SPAC PodcastThis is The SPAC Podcast (Pre-Production)Welcome to The SPAC Podcast — where capital meets conversation.This show is your front-row seat to the world of Special Purpose Acquisition Companies, or SPACs.We explore the structures, stories, and strategies behind this powerful financial vehicle — from IPO to de-SPAC and beyond.We’re currently in pre-production for the official launch of the show — and already lining up guest appearances, event coverage, and updates from around the global SPAC ecosystem.Hosted by Michael Blankenship and Joshua Wilson, this podcast brings clarity and insight to the evol...
2025-05-1701 min
The Investor Relations PodcastGuidelines for Selecting an IR PartnerThe Key to Finding a Trusted IR Partner for Your Small Cap CompanyNavigating the investor relations (IR) landscape can be a daunting task for small to mid-cap companies. Selecting the right IR agency involves understanding your company's specific needs and ensuring the agency can meet these requirements both now and in future scenarios. Josh Wilson and Jordan Darrow provide valuable insights into selecting the ideal IR partner.Understanding Expectations for an IR AgencyWhen you're at the helm of a small to mid-cap company, it's crucial to set...
2025-04-2901 min
The Investor Relations PodcastThe Best Strategies for Defining ROI on LinkedIn for Business LeadersJoshua Wilson 00:00:00 All right. So we've done all this work. We've optimized our LinkedIn and we're putting content out there. How do we know we're doing it well. Like how do you how do you measure your success. How do you measure the ROI of my time and type in with my fat fingers? Right. How do you know you're doing it good on LinkedIn.Seth Farbman 00:00:17 Gosh, that is the those are the three letters I get asked most often about ROI. and the answer is really ROI or success, as you say, means different things to...
2025-03-0601 min
The Investor Relations PodcastMake Your Investor Relations Stand Out in a Noisy Market...."If a tree falls in a forest and nobody puts it on LinkedIn, did it really happen?"Josh Wilson 00:00:00 What do you think in the world of investor relations? What is the most critical piece for a public company? Once they're once they're public? What do you think is so important, especially maybe pushing through the LinkedIn audience?Seth Farbman 00:00:13 You know, I think they have to be authentic. I think as a public company, investors like to know that that CEO is out there hustling, working for their money, not just sitting be...
2025-02-1001 min
The Investor Relations PodcastWhat CEOs of Public Companies Have In CommonJosh Wilson 00:00:00 Having 70 conversations with someone who has taken the company public or been a part of the public market. What's a common thread in terms of character traits or personality that you have seen amongst those different interviews?Seth Farbman 00:00:13 Yeah, that's actually a great question. Nobody's ever asked me. you know, it really runs the gamut. I mean, there are some there are some CEOs that we work with on the public company side that you'd be fairly surprised to find out that they really want to stay under the radar. Like, they don't want to...
2025-02-0501 min
The Investor Relations PodcastFamily Office Impact InvestingBullet PointsConcept of a "north star" as a guiding principle in life.Intersection of prosperity and purpose in personal and professional pursuits.The balance between financial success and making a positive impact.Importance of aligning personal values with professional goals.Examples of notable entrepreneurs and their philanthropic efforts.Influence of personal experiences on charitable motivations.The role of entrepreneurial spirit in driving social change.Encouragement to support and collaborate with like-minded individuals.The process of introspection to determine personal motivations and causes.Creating a fulfilling path that combines wealth generation with societal contributions....
2025-02-0300 min
The Investor Relations PodcastIntroduction: The Investor Relations PodcastJoin Joshua Wilson as he launches a new podcast, inviting IR professionals, lawyers, accountants, and industry leaders to share insights on investor relations. Engage in discussions and collaborations; discover the world of working with investors! Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or po...
2025-01-2000 min