Disciplined Growth Acquisition (DGAC)
Market Price (7/27/2026): $9.92 | Market Cap: $-Sector: Financials | Industry: Multi-Sector Holdings
Disciplined Growth Acquisition (DGAC)
Market Price (7/27/2026): $9.92Market Cap: $-Sector: FinancialsIndustry: Multi-Sector Holdings
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 1.5% | Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% Weak multi-year price returns2Y Excs Rtn is -35%, 3Y Excs Rtn is -62% | Key risksDGAC key risks include [1] an inability to complete an initial business combination within its required timeframe, Show more. |
| Low stock price volatilityVol 12M is 1.5% |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Weak multi-year price returns2Y Excs Rtn is -35%, 3Y Excs Rtn is -62% |
| Key risksDGAC key risks include [1] an inability to complete an initial business combination within its required timeframe, Show more. |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| DGAC Return | - | - | - | - | - | 0% | 0% |
| Peers Return | -1% | -1% | |||||
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| DGAC Win Rate | - | - | - | - | - | 0% | |
| Peers Win Rate | 25% | ||||||
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| DGAC Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | |||||||
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GCGR, GUAC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/24/2026 (YTD)
How Low Can It Go
DGAC has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.5% | -18.8% |
| % Gain to Breakeven | 18.4% | 23.1% |
| Time to Breakeven | 80 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.7% | -9.5% |
| % Gain to Breakeven | 12.0% | 10.5% |
| Time to Breakeven | 26 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -16.1% | -6.7% |
| % Gain to Breakeven | 19.1% | 7.1% |
| Time to Breakeven | 270 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.7% | -19.2% |
| % Gain to Breakeven | 24.5% | 23.8% |
| Time to Breakeven | 123 days | 105 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
DGAC has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -21.4% | -12.2% |
| % Gain to Breakeven | 27.3% | 13.9% |
| Time to Breakeven | 272 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -26.1% | -17.9% |
| % Gain to Breakeven | 35.3% | 21.8% |
| Time to Breakeven | 162 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -78.3% | -53.4% |
| % Gain to Breakeven | 359.8% | 114.4% |
| Time to Breakeven | 2329 days | 1085 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Disciplined Growth Acquisition (DGAC)
Disciplined Growth Acquisition (DGAC) is a blank check company, also known as a Special Purpose Acquisition Company (SPAC), formed with the explicit purpose of acquiring or merging with an existing private business. Incorporated in January 2026, DGAC does not currently operate any business or offer products or services of its own. Its core activity is to identify, negotiate, and complete an initial business combination, ultimately bringing a private company public and aiming to generate attractive returns for its investors.
The company targets global emerging growth and lower-to-middle market companies for its business combination. These potential targets typically have aggregate enterprise values between $300 million and $1.5 billion. DGAC intends to focus its search on businesses or platforms within high-growth sectors offering disruptive market opportunities, specifically highlighting financial technology, aerospace and defense technology, and clean technology, alongside other promising industries.
DGAC's strategy heavily relies on the experience of its management team and Board of Directors, led by Chairman and CEO Robert Wotczak and CFO Emma Dell’Acqua. This team possesses broad sector knowledge, extensive global capital markets experience, and a proven track record in evaluating complex M&A transactions and guiding companies through strategic growth phases. This expertise is designed to make DGAC an attractive partner for target businesses and to facilitate the successful completion of a value-creating acquisition for shareholders.
AI Analysis | Feedback
AI Analysis | Feedback
- Business Combination Facilitation: Identifying, acquiring, and merging with one or more private operating businesses to create value for shareholders.
AI Analysis | Feedback
Disciplined Growth Acquisition (DGAC) is a blank check company, also known as a Special Purpose Acquisition Company (SPAC). Its sole purpose is to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. As such, it does not currently have any operations, products, or services that it sells to other companies or individuals.
Therefore, Disciplined Growth Acquisition (DGAC) does not have any major customers.
AI Analysis | Feedback
AI Analysis | Feedback
Robert Wotczak, Chairman and Chief Executive Officer
Mr. Wotczak has served as the Chairman and Chief Executive Officer of Disciplined Growth Acquisition since its inception in January 2026. Concurrently, since January 2026, he has been the Founder and CEO of BCMA Group, a capital markets advisory firm. From January 2021 to May 2025, Mr. Wotczak was the President and Chief Executive Officer of Prime Executions, Inc., and from January 2022 to May 2025, he also held the position of President and Chief Executive Officer of Freedom US Markets, where he oversaw U.S. operations and evaluated approximately 40 M&A and strategic partnership opportunities on behalf of Freedom Holding Corp. (Nasdaq: FRHC). He was instrumental in establishing Freedom Capital Markets in 2022. Prior to that, from December 2016 to January 2021, Mr. Wotczak was the founding member and President of The Wotczak Group, a capital markets advisory and consulting firm. His career also includes serving as President of TOMI Environmental Solutions, a Nasdaq-listed environmental solutions company, and over ten years in senior positions within the Listings Group at the New York Stock Exchange and American Stock Exchange, where he was involved in over 300 listings, including SPAC transactions.
Emma Dell’Acqua, Chief Financial Officer and Corporate Secretary
Mrs. Dell’Acqua has served as the Chief Financial Officer and Corporate Secretary of Disciplined Growth Acquisition since its inception in January 2026. Since January 2026, she has also been a Managing Director at BCMA Group, where she provides strategic guidance and support to capital markets advisory clients. Previously, Mrs. Dell'Acqua served as the Chief of Staff at Mistras Group (NYSE: MG), where she supported executive leadership on strategic initiatives, cross-functional project management, and operational planning. She also held roles as Vice President and Head of Corporate Strategy and Development at Freedom Capital Markets.
AI Analysis | Feedback
Key Risks to the Business of Disciplined Growth Acquisition (DGAC)
- Inability to Complete an Initial Business Combination: As a blank check company, Disciplined Growth Acquisition's sole purpose is to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company has not yet selected any specific business combination target. A significant risk is the inability to identify and complete a suitable initial business combination within the required timeframe, which could lead to liquidation and a return of funds to shareholders.
- Competition for Acquisition Targets: The company operates in a highly competitive environment for identifying and acquiring attractive businesses. Numerous other blank check companies, as well as private equity funds and corporate acquirers, are seeking similar acquisition targets within the specified enterprise value range of approximately $300 million to $1.5 billion and in targeted sectors like financial technology, aerospace and defense technology, and clean technology. This intense competition may limit the availability of suitable targets, increase acquisition prices, or make it more difficult to complete a desirable transaction.
- Risk of Investor Redemptions: Should Disciplined Growth Acquisition propose a business combination, public shareholders may redeem their shares. High levels of redemptions can significantly reduce the amount of cash available for the business combination, potentially making the transaction less attractive to target companies or requiring the company to seek additional financing, which may not be available on favorable terms or at all.
AI Analysis | Feedback
The emerging threat to Disciplined Growth Acquisition is the potential for a sustained decline in the overall viability and attractiveness of the Special Purpose Acquisition Company (SPAC) model. This market shift, driven by increasing regulatory scrutiny and a potential cooling of investor sentiment due to past underperformance of de-SPACed companies, could make it significantly more challenging for DGAC to identify and successfully complete an initial business combination.
AI Analysis | Feedback
AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for Disciplined Growth Acquisition (DGAC) over the next 2-3 years:
- Successful Completion of a Business Combination: The most significant driver of future revenue growth for DGAC will be the successful identification and completion of a merger or acquisition with an operating company. Until a business combination occurs, DGAC, as a blank check company, does not generate operational revenue. The revenue growth of the combined entity will then be driven by the acquired company's performance.
- Strategic Acquisition within High-Growth Sectors: DGAC's stated intent to focus on acquiring companies within high-growth and disruptive sectors, specifically financial technology, aerospace and defense technology, and clean technology, is expected to provide the combined entity with inherent revenue growth potential from market expansion and technological innovation.
- Expansion of the Acquired Company's Customer Base and Market Share: Once a business combination is completed, a primary driver of revenue growth for the combined entity will be the acquired company's ability to expand its customer base and capture greater market share, leveraging its "disruptive market opportunities" within its respective industry.
- Introduction of New Products or Services by the Acquired Company: Companies operating in disruptive market opportunities, which DGAC intends to target, often rely on continuous innovation. The development and launch of new products or services by the acquired entity will be a key driver for incremental revenue growth.
- Post-Acquisition Operational Enhancements and Strategic Guidance: The expertise of DGAC's management team in evaluating complex M&A transactions and guiding companies through strategic inflection points is expected to facilitate operational improvements and provide strategic direction to the acquired company. This guidance aims to support and accelerate the acquired company's revenue growth post-merger.
AI Analysis | Feedback
Share Issuance
- Disciplined Growth Acquisition completed its Initial Public Offering (IPO) on May 28, 2026, issuing 15,000,000 units at a price of $10.00 per unit.
- In conjunction with the IPO, the company also sold 345,000 private placement units at $10.00 per unit.
- The company confirmed 4,650,000 founder shares that will convert into Class A shares upon a business combination, and issued 675,000 Class A shares to the underwriter's designee.
Inbound Investments
- The Initial Public Offering in May 2026 generated gross proceeds of $150,000,000 for Disciplined Growth Acquisition.
- A total of $150,750,000, from the IPO and a simultaneous private placement, was deposited into a trust account.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 9.94 |
| Mkt Cap | - |
| Rev LTM | - |
| Op Inc LTM | - |
| FCF LTM | - |
| FCF 3Y Avg | - |
| CFO LTM | - |
| CFO 3Y Avg | - |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | - |
| Rev Chg 3Y Avg | - |
| Rev Chg Q | - |
| QoQ Delta Rev Chg LTM | - |
| Op Inc Chg LTM | - |
| Op Inc Chg 3Y Avg | - |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | - |
| CFO/Rev 3Y Avg | - |
| FCF/Rev LTM | - |
| FCF/Rev 3Y Avg | - |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | ||||||
| Up Beta | � | � | � | � | � | � |
| Down Beta | � | � | � | � | � | � |
| Up Capture | 0% | 0% | 0% | 0% | 0% | 0% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | ||||||
| Down Capture | -0% | -0% | -0% | -0% | -0% | -0% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DGAC | |
|---|---|---|---|---|
| DGAC | 0.1% | 1.5% | 0.29 | - |
| Sector ETF (XLF) | 7.3% | 14.6% | 0.27 | 74.6% |
| Equity (SPY) | 17.6% | 12.7% | 1.00 | 52.3% |
| Gold (GLD) | 19.2% | 28.1% | 0.61 | 41.3% |
| Commodities (DBC) | 34.7% | 19.1% | 1.42 | -13.0% |
| Real Estate (VNQ) | 13.8% | 14.1% | 0.69 | 65.0% |
| Bitcoin (BTCUSD) | -46.2% | 42.9% | -1.32 | -16.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DGAC | |
|---|---|---|---|---|
| DGAC | 0.0% | 1.5% | 0.29 | - |
| Sector ETF (XLF) | 11.1% | 18.5% | 0.46 | 74.6% |
| Equity (SPY) | 12.8% | 17.1% | 0.58 | 52.3% |
| Gold (GLD) | 17.0% | 18.4% | 0.75 | 41.3% |
| Commodities (DBC) | 9.6% | 19.5% | 0.38 | -13.0% |
| Real Estate (VNQ) | 3.0% | 18.9% | 0.06 | 65.0% |
| Bitcoin (BTCUSD) | 15.3% | 53.4% | 0.47 | -16.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DGAC | |
|---|---|---|---|---|
| DGAC | 0.0% | 1.5% | 0.29 | - |
| Sector ETF (XLF) | 13.4% | 22.0% | 0.56 | 74.6% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 52.3% |
| Gold (GLD) | 11.3% | 16.1% | 0.57 | 41.3% |
| Commodities (DBC) | 7.2% | 17.9% | 0.32 | -13.0% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 65.0% |
| Bitcoin (BTCUSD) | 58.1% | 66.2% | 0.98 | -16.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Industry Resources
| Financials Resources |
| Federal Reserve Economic Data |
| Federal Reserve |
| FDIC Data |
| American Banker |
| The Banker |
| Banking Technology |
| Multi-Sector Holdings Resources |
| McKinsey & Company Insights |
| Harvard Business Review |
| ValueWalk |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.