Former Citigroup BankerWinding down SPACs

Michael Klein

Churchill Capital Corp

SPACs Launched

7

Total Raised

$4.2B

Avg Investor Return

-58.0%

Bankruptcies

1

Summary

Former Citigroup dealmaker Michael Klein became one of the most aggressive SPAC sponsors. His Churchill Capital IV merger with Lucid Motors was the most hyped SPAC deal ever, reaching a $90B implied valuation before crashing over 80%. Klein collected massive promote fees while retail investors suffered devastating losses.

SPAC Track Record

CCIV/Lucid Motors
Churchill Capital IV
Churchill Capital V
Churchill Capital VI
Churchill Capital VII

The Sponsor Economics

As a SPAC sponsor, Michael Kleinreceived a "promote" — typically 20% of the post-merger company's shares — for a nominal investment of roughly $25,000. Across 7 SPACs raising $4.2B, the promote shares were worth hundreds of millions at IPO prices, regardless of whether the merged companies performed well for public investors.

While investors saw an average return of -58.0%, the sponsor structure ensured that Michael Klein profited from the deals regardless of outcome — a fundamental misalignment of incentives that defined the SPAC era.