Morning Roundup: October 18, 2023
by Nicholas Alan Clayton on 2023-10-18 at 7:51am

At the SPAC of Dawn

Good morning! Watch this space moving forward as a roundup of evening filings as well as news nuggets to nibble on beside your morning coffee.

“The show must go on!” has been a theme of sorts lately for the SPAC market navigating a tough crowd of macro headwinds.

All eyes have been on BowX‘s de-SPAC WeWork (NYSE:WE) ever since it missed a debt payment earlier this month. But, it’s move yesterday to make permanent its appointment of David Tolley as CEO seemed to indicate it would double down on his vision to renegotiate all leases the massive tenant currently is a party to and box up underperforming locations.

Few business models were poised to be more sensitive to the pandemic and its aftermath than flexible office spaces, and yet the pioneer of the concept is still trucking at least for now.

The risks of that business model still pale in comparison to what companies seated in a warzone are facing. And yet, Israel Acquisitions Corp. (NASDAQ:ISRL) still announced a letter of intent with Tel Aviv-based Pomvom (TA:PMVM) into this news environment without needing such a move to secure an extension or other move.

At an earlier stage of the SPAC process, Iron Horse Acquisition Corp. withdrew its proposed S-1 yesterday, but already says it will be back. This will be a new submission as its last S-1 was abandoned in September, but like many others in this business, its getting back on that horse.


News and Rumors

  • JDSUPRA: In a blow to 26 Capital Acquisition Corp., a Delaware court declined to grant it specific performance in reviewing its failed combination with Okada Manila casino – a  case containing “a complicated and cinematically wacky set of facts”. The trial does have the potential ramifications for other international SPAC deals as the court here noted its reluctance to rely on a foreign court to oversee the portions of this case in its jurisdiction.
  • Bloomberg: Hydrow Inc., a fitness company that counts NFL star Travis Kelce and growth equity firm L Catterton among its investors, is in talks to acquire smaller rival Cityrow. Hydrow previously discussed merging with Sandbridge X2 Corp., but those talks fell apart.
  • Home Healthcare News: Sharecare Inc. (NASDAQ:SHCR) confirmed last week that it had received an unsolicited acquisition proposal from Claritas Capital. Sharecare became a publicly listed company in June 2021 after combining with Falcon Capital Acquisition Corp.

Scheduling Notes


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