Insights

Investment Bankers & Distress: Protection and Optionality | Reed Smith Distressed Situations Podcast

November 19, 2021

Gordian Group President and Head of Restructuring and Distressed M&A, Peter S. Kaufman, is a guest on Reed Smith’s Point By Point Podcast, discussing the value of investment banking services to distressed companies with Reed Smith partner Keith Aurzada.

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Cost of Capital. The Past, Present and Future? | Part 6

November 5, 2021

In the first five installments of this series, we looked at the effects of US economic and monetary policy on the historical cost of corporate capital and how it may be affected in the future. We believe the implications are significant. In this sixth installment, we take a closer look at the signs of inflation – which can lead to much higher capital costs.

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Cost of Capital. The Past, Present and Future? | Part 5

October 20, 2021

In the first four installments of this series, we looked at the effects of US economic and monetary policy on the historical cost of corporate capital and how it may be affected in the future. We believe the implications are significant. In this fifth installment, we take a closer look at the dichotomy between inflation and interest rates and that impact on asset prices.

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Senior Living Facilities Outlook | Waller Law Point by Point Podcast

September 23, 2021

Waller Law partners Tyler Layne and Jesse Neil discuss the senior living facilities outlook in the wake of COVID-19 with Gordian Group President and head of restructuring and distressed M&A, Peter Kaufman and CEO Henry Owsley on Waller Law’s Point By Point Podcast.

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Restructuring With Debt Spring-Backs and Spring-Downs Part 2, Co-Authored by Gordian Partners | The Deal

September 20, 2021

The following Op Ed, “”Restructuring With Debt Spring-Backs and Spring-Downs”” is Part Two of a two-part series in The Deal and was written by Gordian Group LLC president Peter Kaufman, partner David Herman and managing director Liam Ahearn.

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Never Let a Capital Structure Crisis Go to Waste Part 1, Co-Authored by Gordian Partners | The Deal

August 17, 2021

The following Op Ed, “Never Let a Capital Structure Crisis Go to Waste” is Part One of a two-part series and was written by Gordian Group LLC president Peter Kaufman, partner David Herman and managing director Liam Ahearn.

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Senior Living – A Tale of Two Outcomes? | Gordian Perspectives for July 2021

August 2, 2021

The senior living sector is experiencing stress on various fronts, as we set forth in our June 29th post. Occupancy contraction, increasing costs and high leverage have converged to create crises for a huge percentage of industry participants

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Liability Warnings on the Sell Side for Corporate Directors Co-Authored by Peter Kaufman & Henry Owsley | Harvard Law School Forum on Corporate Governance

July 22, 2021

Gordian Group’s Peter Kaufman and Henry Owsley recently co-authored an article, “Warnings Persist for Corporate Directors Evaluating LBO and Other Multi-Step Transactions,” for the Harvard Law School Forum on Corporate Governance.

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Nursing Home Bankruptcies | Gordian Perspectives for June 2021

June 29, 2021

Many economic models are changing, and we want to call your attention to the adult care industry – nursing homes, rehab centers, retirement communities.  Nursing home bankruptcies will present numerous risks and opportunities for investors in the coming cycle. 

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Cost of Capital. The Past, Present and Future? | Part 4

June 28, 2021

In this fourth installment, we take a closer look at the dichotomy between inflation and interest rates and that impact on asset prices. In the first three installments of this series, we made the point that the corporate cost of capital has nowhere to go but up.  But what does this imply in the real world?  We believe the implications are significant.

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Cost of Capital. The Past, Present and Future? | Part 3

May 30, 2021

In the first two installments of this series, we made the point that the corporate cost of capital has nowhere to go but up.  But what does this imply in the real world?  We believe the implications are significant.

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Inflationary Trends Continue | Gordian Perspectives for May 2021

May 26, 2021

Related to our ongoing series on the cost of capital, we wanted to highlight notes from a recent webcast with James Grant, founder and editor of the Interest Rate Observer.  Grant makes several salient points regarding inflationary trends in the US and the impact the Federal Reserve’s necessary response will have on U.S. markets. 

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The Nastiest Man in Restructuring | Middle Market Musings Podcast

May 12, 2021

Andy Greenberg and Charlie Gifford, in the Middle Market Musings podcast interview Peter Kaufman known to some as the nastiest man in distressed debt restructuring.

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Cost of Capital. The Past, Present and Future? | Part 2

April 28, 2021

Time to Pay the Piper? A Look at the Prospective Cost of Capital In the first installment of this series, we made the point that the corporate cost of capital has nowhere to go but up.  But what does this … Read more

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