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Know Who Drives Return
Boardroom Alpha's team talks to the public company and SPAC leaders that are driving return for shareholders, delivering on ESG promises, and more.
4 days ago
Is Planet Labs (PL) Ready for Primetime as it Goes Public via DMYQ?
Earth Data company *Planet Labs* is going public thru *dMY Technology IV (DMYQ) *via a SPAC transaction. Founder and *CEO Will Marshall*, *CFO Ashley Johnson*, and dMY *CEO Niccolo de Masi* join us on the podcast to discuss Planet's prospects and the SPAC transaction. Planet touts itself as the only company in the world that has the ability to do full daily earth scans, sometimes even twice a day. One can think of Planet as the "Bloomberg Terminal" for Earth data - allowing the consumer to consume their satellite imagery via their own computers. Planet serves numerous industry verticals and has aims for much more, and operates on a data subscription business model. *Key Takeaways:* * Not a "satellite company" --> Planet owns the raw satellite data that enables Planet and customers to create value-add data/analytics/services on top * De-risked technology (i.e. launched 200 satellites) and product-market fit (i.e. $100m revenue / +700 customers) * Subscription data business w/ strong renewal rates and account growth * Google partnership -- Google outsources to them, sold their satellites to Planet, and now sells a bundle of Planet + Google Cloud * Capital raised will enable sales and marketing -- team believes this is the key limiter on growth at this point * Product led by Kevin Weil --> previously at Facebook, Instagram, and Twitter * Strong, serial sponsor in dMY Technology
6 days ago
CUBI: New Customers Bank CEO Sam Sidhu on Digital Assets, Crypto Banking, and Leadership
Sam Sidhu is the new President and CEO of tech-focused regional bank Customers Bank. He joins the podcast to discuss the bank's digital-first mindset and crypto. *Discussion Topics* * Sam Sidhu - Career Background * Customers Bank Overview, "hi-touch hi-tech" * CUBI stock on the rise, what is the reason? * PPP leader and what it means for future * Crypto strategy and real-time payments * Technology partner TassatPay * What are competitors doing * Crypto currency and retail banking * ESG strategy for Customers Bank * Reflections as a new CEO, and management succession * What to look out for at Customers Bank *About Boardroom Alpha *Boardroom Alpha provides ratings, analytics, and context on US public company directors, CEOs, and CFOs. Learn more at www.boardroomalpha.com.
Nov 5, 2021
Super Group / SEAH Aim for Global Online Gaming & Betting Wins, with CEOs Neal Menashe and John Collins
SPAC SEAH is taking Super Group public in a $4.6B deal that investors are hoping will close in the 4th quarter of 2021. Listen in to learn more about John and Neal's backgrounds, why Super Group may be the right bet for investors, and their expectations on deal close timing, what will happen with warrants, and more. * John and Neal's career histories * Overview of Super Group's Business * US growth ambitions * Playbook for entering new markets/products * NBA, NFL and thoughts around partnerships * Strength of Betway brand, West Ham and Ted Lasso * Competitive landscape, why invest in Super Group? * Customer acquisition strategy, MAUs, and promotions * SPAC deal, UOP, financing, and closing * M&A or potential acquisition target? * Social media and the retail investor crowd * SEAH as sponsor, alignment, and warrants * Tech and data capabilities * Biggest risk to execution? * Metaverse and e-sports * Parting words *Boardroom Alpha's SPAC Service* For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Data and Analytics service*.*
Nov 3, 2021
Wejo CEO Richard Barlow on why Connected Vehicle Data is the Future (SPAC: VOSO)
Data veteran Richard Barlow joins the podcast to discuss why he founded Wejo and the prospects for the company amid what he expects to be a boom in connected vehicle data. Connected data company *Wejo* was founded in 2014 by CEO *Richard Barlow*, a data veteran and motorsport enthusiast. Wejo collects millions of data points from an ever growing fleet of connected cars which enables numerous use cases including helping smart cities manage traffic and more. Wejo agreed to go public via *Virtuoso Acquisition Corp (VOSO)* in a deal giving them an enterprise value of $800M. Listen in to learn more about Wejo, how Virtuoso (VOSO) is accelerating them, and why investors should be excited. *Boardroom Alpha's SPAC Service* For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Data and Analytics service*.*
Oct 29, 2021
Codere Online (SPAC: DDMX) and the Gaming / Betting Landscape in LatAm
*Martin Werner, CEO of DD3 Acquisition Corp II* (DDMX) and *Moshe Edree of Codere Online* join David Drapkin to discuss their SPAC transaction and the future of gaming in LatAm. *Codere Online *is the online gaming/gambling arm of parent Codere Group. Codere online is going public via DD3 Acquisition Corp II (DDMX) in a $350M EV transaction announced in June this year. DDMX shareholders are gearing up for the vote which was just announced for November 18th. *DDMX CEO Martin Werner*, former head of Goldman Sachs Mexico, and *Codere's Moshe Edree* join us on the podcast to discuss the deal and why LatAm is the next frontier for growth in online gaming + gambling. This is the second SPAC from the DD3 team, having previously led the successful acquisition and De-SPAC of *Betterware *a Mexico-based D2C company.
Oct 26, 2021
ESG, Diversity & Activism with Olshan's Elizabeth Gonzalez-Sussman
Now more than ever Environmental, Social & Governance (ESG) are top of mind for management teams. Olshan partner *Elizabeth Gonzalez-Sussman* sits down on our podcast to discuss many of these trends, and what companies should be focused on. We touch on activist investors, racial equity audits, and how a little known agitator in Engine 1 successfully won a proxy battle against behemoth Exxon Mobil. Elizabeth is an expert in her field and provides valuable insight on not only what's trending but how we can all do better to push the ESG, in particular diversity, agenda. * Topics Discussed* * Intro to Elizabeth + Olshan * Diversity mandates for public company boards * Are mandates or other methods more effective? * Racial equity audits + company dynamics * Future of disclosure at the SEC * How do we get get better at promoting underserved talent * Trends in Activism in E + S * Activist vulnerability, and XOM / Engine 1 * ESG Funds and greenwashing * Negotiation tactics * Retail investors and effect on activist situations *About Elizabeth Gonzalez-Sussman *Elizabeth represents and provides strategic guidance to hedge funds and other large investors in shareholder activist situations, including large stock accumulations, behind-the-scenes engagements, letter writing, ESG-focused campaigns, exempt solicitations, submitting shareholder proposals, negotiating settlements, proxy contests, hostile takeovers and other activist related M&A activity. She also advises individual directors and management teams in board disputes at private and public companies. Recent representations have included negotiated settlements by various investor groups at Kohl’s Corporation, Bed Bath & Beyond and Big Lots, successful proxy campaigns by investor groups at EQT Corporation and GameStop Corp., and the successful unsolicited acquisition of Perry Ellis International by its founder George Feldenkreis. Elizabeth also assists both public and privately-held companies in mergers and acquisitions, capital raising transactions, tender and exchange offers, and general corporate and securities law matters, including SEC reporting and corporate governance. Prior to joining Olshan, Elizabeth practiced in the corporate finance group of O'Melveny & Myers LLP and in the corporate group of Paul, Hastings, Janofsky & Walker LLP. *Learn more about Olshan*: https://www.olshanlaw.com/
Oct 22, 2021
CompoSecure / DBDR Going Beyond Metal Cards into Crypto w/ CEOs Jon Wilk & Don Basile
CompoSecure is going public in a $1.2B deal with the Roman DBDR Tech Acquisition (DBDR) SPAC. CompoSecure is a leading metal card company with significant revenue, great margins, and great partners. With their move to go public they plan to disrupt the crypto space with their Arculus product line. Listen in to hear why CompSecure CEO Jon Wilk and DBDR CEO Dr. Don Basile believe that the metal cards business is still in the early innings and their move into crypto will pay off for investors. *Discussion Details* * John Wilk's career history * Don Basile's career + what happened at Violin * CompoSecure business overview metal cards + crypto * Growth in metal credit cards? Will people want these? * Are you going to face margin pressure? * Risk of the crypto business going forward * Arculus launch update, and does interest move with Crypto? * Entry into new markets such as gaming and trading * Sale vs. IPO vs. SPAC * Why did Roman DBDR choose CompoSecure? * Investor base and capital structure * Leadership team in place
Oct 22, 2021
DWAC and Trump / TMTG Make SPACs Great Again
In this quick hit episode, David Drapkin talks to Matthew Tuttle from Tuttle Capital on the unprecedented action in DWAC as it breaks all SPAC and MEME records following its announcement to merge with Trump Media & Technology Group. Not even during peak SPAC mania have we seen anything like it. Will it bring back much needed attention to the asset class?
Oct 19, 2021
Inspirato's CEO, Brent Handler, on their $1.1B SPAC Deal with Thayer Ventures (TVAC)
Inspirato is going public in a SPAC deal valued at $1.1B with Thayer Ventures Acquisition (TVAC). Inspirato's CEO, Brent Handler, and CFO, Web Neighbor, join Boardroom Alpha's David Drapkin for a deep dive on Inspirato and the deal. *** **Get your Know Who Drives Return SWAG** ** Discussion Details* * Inspirato - Overview * Club and Pass * Why public now and why SPAC? * Why Thayer? * Travel and COVID affects * Growth prospects * Inspirato valuation * Capital Structure * Life as a public company * Competitors * Favorite places *About Inspirato* (https://www.inspirato.com/)* *Launched in 2011, Inspirato is the innovative luxury travel subscription brand that provides affluent travelers access to a managed and controlled portfolio of hand-selected vacation options, delivered through a subscription model to ensure the service and certainty that affluent customers demand. The Inspirato Collection includes branded luxury vacation homes available exclusively to subscribers and guests, accommodations at five-star hotel and resort partners, and custom travel experiences. In 2019, Inspirato improved travel by introducing Inspirato Pass, the world's first luxury travel subscription inclusive of nightly rates, taxes, and fees.
Oct 14, 2021
Vacasa's Matt Roberts on their SPAC Deal with TPGS
Vacasa's CEO Matt Roberts joins David Drapkin to discuss what makes Vacasa a compelling addition to investors' portfolios as it goes public via SPAC. Vacasa is a vacation rental management platform that is going public via TPG Pace Solutions (TPGS) in a $3.7 billion EV deal that was announced this summer. More on Vacasa: https://www.vacasa.com/ More on TPG Pace Solutions (TPGS): https://www.tpg.com/pace-solutions *Discussion Details* * Matt Roberts - Career History * Overview of Vacasa's business * Vacasa vs. BKNG, EXPE, ABNB * Covid tailwinds in travel * What does second home supply look like? * Growth prospects * Why go public now, and private to public transition * CFO Jamie Cohen and Vacasa's Leadership * Why SPAC vs. other capital market routes * Valuation in context * Partnership with TPG * What's Matt most excited about
Oct 12, 2021
Deep Dive on the Aurora + RTPY SPAC Deal w/ Chris Urmson and Michael Thompson
*Aurora CEO Chris Urmson* and *Reinvent's (RTPY) Michael Thompson* join David Drapkin to talk self-driving technology, why Aurora is setup for success, and the overall SPAC market. Aurora / Reinvent just announced their shareholder vote on the deal is happening on November 2nd. Reinvent Technology Partners Y (RTPY), is a special purpose acquisition company (SPAC) led by LinkedIn co-founder Reid Hoffman and Zynga founder Mark Pincus. More on Aurora: https://aurora.tech/ More on Reinvent: https://www.reinventtechnologypartners.com/ *Discussion Details* * Overview of Aurora and its technology, partnerships * Why public now vs. an additional private round * Why Reinvent, process of finding a SPAC * Sponsor alignment with public shareholders * Keys to success as a public company * 2023 Truck launch and go-to-market strategy * Why Aurora vs. a GM or Waymo? * Valuation in context vs. Peers and latest raise? * Telling Aurora's story to the public * Capital structure of…
Oct 11, 2021
Okapi's Bruce Goldfarb on Activism, the Rise of Retail, AMC, and SPACs
Bruce Goldfarb, CEO and Founder of Okapi Partners joins David Drapkin on the Know Who Drives Return podcast. Bruce goes deep on what he's seeing in recent proxy seasons, contested M&A, SPACs, AMC, and whether retail investors are good for the markets. *Discussion Details* * Who is Okapi Partners? * Themes of the current proxy season * Contested M&A situations * Getting SPAC deals passed, and retail investor base * Retail, reddit, and the individual investor dynamic * AMC, Adam Aron and new retail strategy * Are retail investors good for the markets? * Director selection in activist situations *Bruce Goldfarb Biography *Bruce Goldfarb is Founder, President and Chief Executive Officer of Okapi Partners. He works closely with a wide range of clients including corporations, mutual funds, activist investors and shareholder groups as well as private equity sponsors and hedge funds, in solicitation and investor response campaigns. He focuses on proxy solicitation strategy,…
Oct 6, 2021
SPACs for the Long-Term with True Wind Capital's Scott Wagner & Tom Hegge
True Wind Capital's track record as a SPAC sponsor is about as good as it gets. Open Lending Corp (*LPRO*) is an absolute rock star deSPAC up over 240% since IPO, Rover (*ROVR*) is up 30% since IPO, and there is more on the way from them with Bilander Acquisition (*TWCB*) looking for a deal and 3 more in the queue to IPO. Boardroom Alpha's David Drapkin is joined by True Wind Capital's *Scott Wagner* and *Tom Hegge. *Listeners will remember Scott as the ex-CEO of GoDaddy and Tom is a long-time public market investor with private equity roots. Listen in as the three discuss the SPAC market, what makes True Wind special, and how a SPAC sponsor can successfully build a track record of taking companies public and driving return for all stakeholders. Learn more about True Wind Capital: https://www.truewindcapital.com/
Oct 4, 2021
Investing in SPACs for Yield with Jonathan Browne from Robinson Capital
Jonathan Browne from Robinson Capital joins Boardroom Alpha's David Drapkin to talk about SPAC arbitrage. Robinson Capital's SPAX ETF launched in June of 2021 and is an actively managed exchange-trade fund (ETF) that invests in Special Purpose Acquisition Companies (SPACs), also known as blank check companies. SPAX seeks to provide total return while minimizing downside risk. *Discussion Details* * Intro - Background to Robinson * SPACs as an Alternative to Fixed Income * SPACs and Yield, Risk-Free * How do you picks SPACs? * State of the SPAC IPO Market * SPAX - the ETF * What can reinvigorate the SPAC market? * Sponsor alignment * Gamma squeeze * Closed end funds Jonathan Browne Biography Jon serves as a Portfolio Manager and member of the investment management team at Robinson Capital. He jointly oversees the day-to-day management of the Robinson Funds, including its investment strategies and processes, risk management, regulatory compliance, asset allocation…
Sep 24, 2021
SPACs, FOMO, and Tail Risk - Matthew Tuttle Captures the Momentum
Matthew Tuttle from Tuttle Capital joins David Drapkin to talk about SPACs, FOMO, and tail risk. Tuttle Capital's thematic and actively managed ETFs are taking advantage of the SPAC craze, everybody's FOMO (fear of missing out), and protecting the downside tail risk. Listen in to learn how they do it and their latest thoughts on what's happening in the markets. *Discussion Topics* * Intro to Tuttle Capital * FOMO * Gambling vs. Investing * SPACs, and state of the market * Future of SPACs and sponsors * FATT - Tail Risk ETF * Buy the Dip? * $100 in any ETF *Learn more at Tuttle Capital's site:* https://tuttlecap.com/ *Matthew Tuttle Biography* Matthew Tuttle is the Chief Executive Officer and Chief Investment Officer of Tuttle Capital Management, LLC. Matthew is a familiar face among the financial media. He has been a frequent guest on CNBC and Fox Business and has been frequently quoted in the Wall Street Journal and Barron’s. He is the author of How Harvard &…
Sep 20, 2021
Is Quantum Computing the Next Big Thing? IonQ & dMY CEO Niccolo de Masi Think So.
Niccolo de Masi of dMY Technology Group talks to Boardroom Alpha's David Drapkin about why quantum computing is the next big tech innovation and how investors won't want to miss out. *Discussion Topics* * Intro * IonQ and Quantum computing overview * IonQ's financial and strategic value * Competitive landscape * Revenue and customer pipeline * SPAC Redemptions * Final message ahead of IonQ shareholder vote This is the second of two special episodes with Niccolo. Hear Part I on dMY Technology here. *About IonQ* IonQ, Inc. is the leader in quantum computing, with a proven track record of innovation and deployment. IonQ’s 32 qubit quantum computer is the world’s most powerful quantum computer, and IonQ has defined what it believes is the best path forward to scale. IonQ is the only company with its quantum systems available through both the Amazon Braket and Microsoft Azure clouds, as well as through direct API access. IonQ was founded in 2015 by Chris Monroe and Jun…
Sep 16, 2021
Kyle Bransfield and Ruben Minski on the Union Acquisition II / Procaps SPAC Deal
Boardroom Alpha's *David Drapkin* welcomes Union Acquisition II CEO *Kyle Bransfield* and Procaps CEO *Ruben Minski* to the podcast. The deal goes to vote on September 22, 2021 and ex-redemption on September 17, so this will be one of shareholders' last opportunities to hear from the team before deciding to redeem or go long alongside Kyle and Ruben. Investors should note that ~$65M was already redeemed from trust at their extension vote in April 2021. *Episode Details* * Intro to Procaps * Why Procaps going public now? * Decision to go via SPAC rather than IPO? * Why Union Acquisition? * SPAC history for Union * Redemptions + Capital Structure * PIPE Investors * Procaps valuation * Growth prospects * Where are the risks? * Will Union be a longterm partner? * Procaps transition to a public company * Will Union continue in SPACs * Parting words *Kyle P. Bransfield, CEO of Union Acquisition *Kyle P. Bransfield is co-founder of Union Acquisition Group and ha…
Sep 13, 2021
Are Niccolo de Masi and dMY the Real SPAC Kings?
Niccolo de Masi of dMY Technology Group talks to Boardroom Alpha's David Drapkin about why they are at the top of the SPAC sponsor tables, how bad actors are stealing value from everyone else in the SPAC market, and why dMY is "long-term greedy." *Discussion Topics* * Intro w/ Niccolo * dMY Overview and value add * Why dMY's deals have been successful * SPACs, targets, and projections from bad actors * Transitioning from private to public * Involvement in PF company boards * Future of the SPAC market * What's next for dMY This is the first of two special episodes with Niccolo. We'll soon be publishing a second discussion with Niccolo on why quantum computing and IonQ are the next big thing. *About Niccolo de Masi (CEO of dMY Technology Group) *Niccolo de Masi is an experienced public company chief executive officer and board member with deep expertise in mobile, deep tech, and creating software and hardware ecosystems. He serves or will serve on the Board of all th…
Sep 9, 2021
Sarcos CEO Ben Wolff on Robotics and SPACs
Ben Wolff, CEO of Sarcos, talks to Boardroom Alpha's David Drapkin about robots, SPACs, and why investors should be looking at Sarcos as an opportunity to invest. *Discussion Topics* * Intro to Sarcos * Why is now the time to go public * Why a SPAC? * Why Rotor? * Who are your direct competitors? * Sarcos' Valuation * Shareholders + PIPE investors * SPAC redemptions * Sarcos revenue model * Path to revenue projections * Potential Customers * Impacts of COVID * Public company experience * Final word from Ben *About Ben Wolff *Ben Wolff serves as the Chairman and CEO of leading global robotics company, Sarcos Robotics. In this role, he oversees the strategic direction of the company and engages with the company’s partners, customers and investors. Prior to joining Sarcos, Wolff served as Chief Executive Officer, President and Chairman at Pendrell Corporation from 2009 to 2014. In 2003, Wolff co-founded Clearwire Corporation, where he served as President,…