DiscoverKnow Who Drives ReturnVacasa's Matt Roberts on their SPAC Deal with TPGS
Vacasa's Matt Roberts on their SPAC Deal with TPGS

Vacasa's Matt Roberts on their SPAC Deal with TPGS

Update: 2021-10-14
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Description

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
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Vacasa's Matt Roberts on their SPAC Deal with TPGS

Vacasa's Matt Roberts on their SPAC Deal with TPGS

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