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.
At the SPAC of Dawn A new conservative stock with meme potential is further taking shape as the market finds its footing this week. Firearms marketplace GrabAGun nominated its Board that will take their seats after the company completes its combination with Colombier II (NYSE:CLBR) anticipated later this summer. This Board includes Donald Trump Jr.,...
Berto Acquisition Corp. (NASDAQ:TACOU) has filed for a $250 million SPAC to continue a long-running series by a repeat sponsor under a new name and this will be its first go-around with underwriter Cohen & Company. This new SPAC is not overfunded and will have 24 months initially to complete a transaction with 1/2 warrants...
At the SPAC of Dawn March’s penultimate week is slated to be its busiest in terms of SPAC votes with four special meetings to approve business combinations on the docket as well as two extension votes. A pair of these votes has already been postponed once, so some events may be punted into the next...
Terms Tracker for the Week Ending March 21, 2025 Welcome to our weekly column where we discuss the findings from our IPO terms tracker based on the previous week’s pricings. After two weeks of waiting, March finally saw two IPOs price this week, giving us some data to measure for IPO performance. SPACs also saw...
Perimeter Corp I (NASDAQ:PMTRU) has filed for a $150 million SPAC to hunt for a target among space and defense companies, aiming to repeat a de-SPAC play that has been the most resilient to this year’s market downturn. The new SPAC is the third to file an initial S-1 with Citigroup since the start of...