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Mark Yusko on SPACs

Mark Yusko on SPACs The head of RIA Morgan Creek Capital recently launched an ETF to diversify investments in the blank-check companies. Special purpose acquisition companies, or SPACs, made up most of the growth in the U.S. initial public offering (IPO) market last year. In 2020, SPACs raised $79.9 billion in gross proceeds, topping the 2019 record of $13.6 billion, according to Nasdaq. There is even a SPAC focused on acquiring firms in the wealth management space, guided in part by Larry Roth, former CEO of broker/dealer Cetera and a long-tenured executive in the financial advisory industry. However, SPACs have also received a fair amount of bad press, with many pointing to subpar returns for investors.

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SPAC mergers game comes to the Triangle: Get your SPAC scorecard here

  As you can see from the table, if we weight all ten factors equally on a scale of one to ten, it’s not clear that on average becoming a publicly traded company is either a smart move or a disaster. But averages are deceiving.  Average companies don’t exist. Each business has very specific goals and resources and market appeal.  For some businesses, access to capital and the cost of capital are high priorities that far outweigh the negatives of being public. To help you decide what’s right for you, assign your own weights to each factor based on their importance to you.

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