Morning Roundup: October 3, 2023
by Nicholas Alan Clayton on 2023-10-03 at 7:47am

At the SPAC of Dawn

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

This morning, the most notable buzz continues to surround two titans of the SPAC world as Bill Ackman finally gets his SPARC structure approved, and Michael Klein takes one of his last three vehicles off the road.

Klein’s decision to liquidate Churchill Capital V (NYSE:CCV) continues the serial SPAC sponsor’s up-and-down year in dealings with Credit Suisse, First Boston and LIV Golf. It does not mean he is out of the SPAC game as Churchill VII (NYSE:CVII) still has a pending deal and Churchill VI can extend its deadline to February.

It is, however, a reminder of the ever-shifting SPAC tides. A hop in SPACInsider‘s Time Machine shows that on this date last year, there were 671 SPACs in the Searching and Announced columns as compared to today’s pared-down 330.

More specifically to the two gentlemen in the news, the Churchill team’s signature de-SPAC Lucid (NASDAQ:LCID) was trading above $14 on the day and Ackman had just filed Pershing Square SPARC Holdings’ third S-1/a with a dizzying 13 more amendments to come.


Latest Liquidations

As noted above, Churchill Capital Corp V announced yesterday afternoon that its board of directors (the “Board”) has determined to redeem all of its outstanding shares of Class A common stock. Additionally, the previously disclosed non-binding letter of intent has been terminated as well.

The per-share redemption price for the public shares will be approximately $10.40 and the last day of trading will be October 16, 2023. Effective as of the close of business on October 17, 2023, the public shares will be deemed cancelled and will represent only the right to receive the Redemption Amount.


Deal Amendments

On October 2, 2023, Catcha Investment Corp (NYSE American: CHAA) and Crown LNG Holdings Limited, filed an 8-K detailing Amendment No. 1 to their Business Combination Agreement. Specifically, “Article III – Earnout” of the Business Combination Agreement is to be deleted.

This deleted section previously specified that Crown shareholders had the contingent right to receive shares of Common Stock equivalent to ten percent (10%) of the issued and outstanding equity interests as of the closing of the Business Combination.


News and Rumors

  • FT: Billionaire Harald McPike becomes the latest to launch a lawsuit against 26 Capital Acquisition Corp. in the growing legal debacle around its failed merger with Okada Manila.

  • JDSUPRA: SPACs are expected to play a role in a bigger year for M&A in the North American food sector.

  • Institutional Investor: Don’t expect Ackman to buy Twitter with his SPARC; a deal in the cash-hungry PE sector more likely

Scheduling Notes


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