In this special follow-up edition of the SPACInsider Podcast, we check back in with Dimitre Genov, Ed Kovary, and Nick Skibo, who last joined us at the end of Q3 2024, to assess the state of the SPAC market in 2025 and the key dynamics shaping the landscape.
Our panel brings together perspectives from across the SPAC ecosystem—banking, investing, and advisory—to provide a well-rounded view of the latest market shifts.
Joining us are:
- Ed Kovary, Head of SPAC Capital Markets at BTIG
- Nick Skibo, Managing Partner at Gritstone Asset Management
- Dimitre Genov, Managing Director at Brookline Capital Markets, advising SPAC sponsors on IPOs and de-SPAC transactions
Together, they break down early indicators of SPAC activity for the year ahead, discuss trends such as warrants versus rights, overfunding, and transaction deadlines, and analyze how the new administration’s regulatory changes, particularly at the SEC, could impact dealmakers.
Tune in for an in-depth discussion on the 2025 SPAC market.
LightWave (NASDAQ:LWACU) has filed for a $150 million SPAC with a team of technology specialists and a Board that has advised many SPACs in the CF series. The new SPAC breaks a streak of seven straight new S-1s filed for vehicles with rights and no warrants in their units. LightWave’s units are to each contain...
SPACInsider contributor Henrique Santa Rosa this week compiled his three favorite potential SPAC targets among potential targets in Brazil. We look at why they are compelling and why each could be a fit for a blank-check merger. Brazil is both South America’s largest economy and most populous, making it a ripe target for SPACs. But,...
At the SPAC of Dawn Welsbach Technology Metals (OTC:WTMA) have given some extra reading material for shareholders ahead of its vote to approve its combination with Evolution Metals next month in the form of the duo’s first investor presentation for the deal. The presentation details Evolution’s plan to build up a rare earth processing facility...
At the SPAC of Dawn A busy week of Fed speaking engagements is set to follow this week after Moody’s late Friday downgrade of US debt, which has left markets in the red through the weekend. SPACs may dodge some of the early fallout from the from the switch from AAA to AA1, as none...
Terms Tracker for the Week Ending May 16, 2025 Welcome to our weekly column where we discuss the findings from our IPO terms tracker based on the previous week’s pricings. It was a very, very good week for SPAC IPO trading performances. The average performance for just this week alone clocked in at an average...