Barclays

Pulled back from SPACs in 2022

Fees Earned

$350.0M

SPACs Underwritten

30

Bankrupt SPACs

1

Bankruptcy Rate

3.3%

Overview

Barclays had a smaller but notable SPAC underwriting business, earning approximately $350 million in fees. The bank was involved in some high-profile failures including Electric Last Mile Solutions, which went bankrupt within a year of its SPAC merger amid fraud allegations. Barclays also faced its own SPAC-related compliance issues when it discovered it had oversold structured products.

Average Client Return

-40.0%

Average return for investors who held SPAC-merged companies underwritten by Barclays. The bank collected its fees at IPO regardless of subsequent performance.

Notable Deals

Electric Last Mile Solutions
Various mid-cap SPACs
International SPAC deals

The Fee Structure Problem

SPAC underwriters like Barclays typically earned 2% of the IPO proceeds upfront, with an additional 3.5% deferred fee paid at deal completion. On 30 SPAC IPOs, this generated approximately $350.0M in fees.

Crucially, these fees were earned regardless of whether the SPAC found a good target or whether investors made money. The deferred fee was paid from the trust at merger completion — meaning the bank had every incentive to push mergers through, even with subpar targets.