Insights

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

Time to Pay the Piper? A Look at the Prospective Cost of Capital 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 … Read more

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

May 30, 2021

Time to Pay the Piper? A Look at the Prospective Cost of Capital 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 … Read more

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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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Cost of Capital. The Past, Present and Future? | Part 1

March 30, 2021

In the first in a series about the cost of capital, Gordian employees discuss the impact US monetary and fiscal policy has had on interest rates and asset prices and lay the ground work for how those actions may affect future government policies, valuations and investment decisions.

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Distressed Debt Investing & Restructuring | Straight Talk Money Podcast

March 10, 2021

Gordian Group CEO Henry F. Owsley and David Beach of Crestmont Investments discuss financial advisory services for family offices with special focus on distressed situations and distressed debt investing with Chase Robertson and Peggy Tuck of Straight Talk Money Radio. … Read more

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Gordian Perspectives for March 2021

March 3, 2021

In the aftermath of the Presidential Election, we wrote a piece discussing some of the economic challenges facing the Biden Administration, and how Biden’s actions may stir inflation and create sets of corporate winners and losers. Now that the Biden team has started to implement its agenda, we thought it would be interesting to revisit these issues.

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Gordian Perspectives for February 2021

February 12, 2021

In the aftermath of the Great Recession, governments have actively depressed bond yields and inflated bond prices.  Unfortunately, most market manipulations ultimately meet a messy end.  If and when this particular manipulation goes the way of all flesh, yields will rise and bond investors will lose money.  Bonds would stop being effective investment instruments, and become “Certificates of Confiscation”.

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