How does PIPE validate valuation in De-SPAC?

Hi guys - I know SPAC/De-SPAC has been really an old topic now…but just wondering if any one can explain a bit about how PIPE could validate target’s valuation in De-SPAC? Read a lot of materials on this, and it seems that the purpose of PIPE is to get them oversubscribed so that investors would know the price that that would be most well accepted…but I still don’t get it how this works…

Any insights would be highly appreciated! Thanks!

4 Comments
 

This is basically it. The PIPE investors are validating the valuation at which the SPAC has agreed to buy the target company, and are either backstopping the transaction if there are SPAC shareholders redemptions, or are increasing the amount of capital available to complete an acquisition (or both). You've got a hole to fill, and the PIPE investors provide capital to fill the hole at the agreed upon valuation. If the PIPE investors don't like the valuation, they can signal to the SPAC that it needs to do a better dance (and won't subscribe until it does). On the other hand, if the PIPE is massively oversubscribed, it signals to the SPAC they've got a good deal. Most often the PIPE is common equity at $10, but could see some structured PIPEs (prefs, etc.) in the future if the SPAC market remains tough. 

 

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