The Next Big Market Shift in SPAC Targets

The Next Big Market Shift in SPAC Targets

Author: Joshua Wilson March 12, 2026 Duration: 1:48
One of the biggest emerging sectors in SPAC markets today? Data centers. In this clip; Michael J. Blankenship and Delon Turner highlights how the rapid growth of AI and cloud infrastructure is reshaping capital markets. Investors are increasingly evaluating opportunities based on future potential rather than current revenue. Data center infrastructure is one example where land and location alone can create massive value because of growing demand from AI and cloud computing. The capital ma...

Tune into The SPAC Podcast: Special Purpose Acquisition Company for a clear-eyed look at one of finance's most talked-about vehicles. Hosts Michael Blankenship, a capital markets attorney and partner at Winston & Strawn LLP, and Joshua Wilson, an executive producer and capital markets advisor, steer these discussions with a practitioner's depth. They don't just report the news; they unpack the mechanics, the regulatory shifts, and the strategic plays behind each headline. You'll hear from the dealmakers, lawyers, and executives who are actively structuring these transactions, getting their unvarnished perspectives on what works, what doesn't, and what might be coming next. This podcast moves beyond the hype to examine the real-world implications of SPACs for investors, companies, and the broader market. It’s designed for anyone from seasoned professionals to curious observers who want to understand the nuances behind the acronym. Each episode feels like a detailed briefing, blending analysis with candid conversation to make a complex topic accessible. If you're navigating the SPAC landscape or simply trying to decipher its impact, this series provides the essential context you need.
Author: Language: en-us Episodes: 100

The SPAC Podcast: Special Purpose Acquisition Company
Podcast Episodes
How Cayman Counsel Supports SPAC Filings [not-audio_url] [/not-audio_url]

Duration: 1:50
In this episode of The SPAC Podcast, co-hosts Michael Blankenship and Joshua Wilson are joined by Alexandra Low, Counsel at Appleby Global in the Cayman Islands. Alexandra leads the SPAC team at her firm and brings a wea…
Women in Capital Markets [not-audio_url] [/not-audio_url]

Duration: 0:58
In this episode of The SPAC Podcast, Candice Beaumont, Chief Investment Officer of L Investments, shares her advice for women pursuing leadership roles in finance and investment. She emphasizes the importance of confiden…
How He Evaluates and Structures SPAC Deals [not-audio_url] [/not-audio_url]

Duration: 2:31
Chris Sorrells explains his disciplined approach to evaluating and structuring SPAC transactions. From prioritizing unique assets to ensuring two years of cash at close, Chris outlines what separates lasting companies fr…
SPAC Target Selection: Sectors, Suitability, and Pitfalls [not-audio_url] [/not-audio_url]

Duration: 2:23
In this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, discusses what types of companies are best suited for going public through a SPAC merger. He explains why fundamentall…
New SPAC Rules Help or Hinder Market Access? [not-audio_url] [/not-audio_url]

Duration: 1:16
In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), discusses the SEC’s new SPAC rules and their impact on investor access. Nick argu…
Why D&O Insurance Premiums Have Dropped Since 2021 [not-audio_url] [/not-audio_url]

Duration: 1:10
In this episode of The SPAC Podcast, Machua Millett, Chief Innovation Officer at Lockton Companies, explains how the Directors & Officers (D&O) insurance landscape for SPACs and de-SPACs has evolved since the 2021 boom.…
How New SEC Rules Could Impact SPAC Sponsors [not-audio_url] [/not-audio_url]

Duration: 1:04
In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s 2024 SPAC rules may affect small sponsors and entrepreneur…
3 Biggest Misconceptions About D&O Insurance [not-audio_url] [/not-audio_url]

Duration: 1:33
In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, addresses the most common misconceptions SPAC sponsors and board members have when it comes to Directors & Offi…
How ICAN May Challenge SEC’s Final SPAC Rules [not-audio_url] [/not-audio_url]

Duration: 1:05
In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), outlines potential legal and advocacy strategies ICAN may pursue in response to t…
Post-Merger Services Every SPAC Team Should Plan For [not-audio_url] [/not-audio_url]

Duration: 1:09
In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why SPAC sponsors can’t afford to overlook what happens after the deal closes. While many focus heavily on the IPO and dea…