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Chronicles

The story behind the story

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Webull plans to go public via a SPAC merger with SK Growth Opportunities around September 2024 and expects to raise ~$100M, valuing the online brokerage at $7B+

Hannah Miao / Wall Street Journal :

Wall Street Journal Hannah Miao

Context & Ripple Effects

Webull’s planned listing follows its earlier $150 million fundraising at a valuation above $1 billion, marking a much larger proposed valuation for the retail-trading platform. The transaction also places Webull in the established SPAC route to public markets, rather than a conventional IPO.

First-order effects

  • Webull would gain a public-market listing and expects roughly $100 million in transaction proceeds, while SK Growth Opportunities would combine with the brokerage.
  • The proposed deal sets an initial public valuation benchmark of more than $7 billion for Webull, subject to completion of the merger.

Second-order effects

  • A listed Webull would give retail-brokerage rivals a clearer public comparable for investor scrutiny of growth and valuation.
  • The modest expected cash raise relative to the proposed valuation puts greater weight on the combined company’s operating performance after listing than on transaction financing alone.

Third-order effects

  • If more consumer-fintech companies use SPACs to list, public investors may increasingly assess these platforms through post-merger execution rather than private fundraising milestones.
  • The outcome will add evidence on whether SPACs remain a workable public-market path for online brokers, whose valuations can be especially sensitive to retail-trading activity.

The trend: This is one data point in the use of alternative public-listing vehicles by consumer financial platforms seeking liquidity and a market-set valuation.

Discussion

  • @kross_roads @kross_roads on x
    $HOOD Robinhood's competitor Webull looks to go public via the SPAC route. Yes, Virginia. We're in a bull market. They'll be merging with $SKGR in order to do so (market cap ~300m) and Webull is expected to be valued around $7b. Let's compare $HOOD and Webull: Webull: 4.3m... [im…
  • @investmenttalkk Conor Mac on x
    Webull to go public via SPAC. It's officially 20/2021 again 🔥🔥 [image]