Welsbach Weekly: The Audit Becomes the Deal
Why financial-reporting readiness, not the search for a sponsor, decides which 2026 De-SPACs actually close
Welsbach SPACtacular Insights
We spend hours researching, and talking to the smartest founders, dealmakers and investors in the SPAC landscape. This is our attempt to give you a monthly summary on how we are thinking about the macro, fund raises, SPACs, and what lies ahead
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Welsbach Capital Markets Insights: August 2026 Edition
We spend hours researching, and talking to the smartest founders, dealmakers and investors in the SPAC landscape.
Welsbach Weekly: The Promote Is Now Negotiable
Record sponsor supply has quietly moved pricing power to targets. Most founders are still negotiating as though it hadn't
Welsbach Weekly: Underwriting the Buyer
With more than 250 vehicles searching and roughly $50 billion sitting in trust, the scarce asset is now the target. The risk founders still fail to price is which SPAC they say yes to
Welsbach Weekly: The Money Now Arrives First: How Committed PIPEs Are Rewriting the Rules of the SPAC Market
The strongest SPAC transactions no longer begin with announcements. They begin with committed institutional capital that validates quality, reduces execution risk, and builds market confidence
Welsbach Capital Markets Insights: July 2026 Edition
We spend hours researching, and talking to the smartest founders, dealmakers and investors in the SPAC landscape.
Welsbach Weekly: Nasdaq Isn't the Finish Line. It's the Beginning
Every year, hundreds of companies ring the opening bell at Nasdaq. Yet only a few become global institutions. The difference isn't the listing, it's what it unlocks
Welsbach Weekly: Beyond the Listing: Why Liquidity Engineering Has Become the Critical Success Factor in De-SPAC Transactions
A successful de-SPAC is no longer defined by the listing, it is defined by what comes next, when liquidity determines whether a company thrives or falters
Why Smart Founders Fail to Raise Capital
And the process that actually works.
Welsbach Weekly: The New SPAC Playbook: How Companies Survive the De-SPAC Gauntlet in 2026
The biggest risk to a de-SPAC transaction in 2026 isn't market volatility, it's discovering too late that your company isn't ready for public-market scrutiny