The World Has Changed for Private Equity Firms
There is a whole new generation of private equity professionals who, heretofore, have known a business and economic environment where the living is easy: economic growth; artificially low interest rates; fawning lenders competing for their firm’s patronage and, relatedly, covenants that are incredibly generous. Things have changed fast and private equity firms need to pivot.
Read MoreGordian Perspectives for March 2020
Deja (CLO) Collateralized Loan Obligations All Over Again. Storm clouds are gathering over the CLO market. Restructuring within the Cannabis industry.
Read MoreWill Limited Partners Have Limited Understanding?
Will Limited Partners Have Limited Understanding? Advising Private Equity Firms in This Crisis We are going through tumultuous, uncharted times. Many Private Equity firms are being pressed to come up with a coherent battle plan with incomplete and constantly-changing information. … Read more
Read MoreGordian Perspectives for February 2020
Family Offices and direct investment in middle market deals. Does big oil have a do-or-die decade ahead because of climante change? And, are we in a “valuation bubble”?
Read MoreWays Private Equity Firms Can Deal With Distressed Debt
Real world scenarios that private equity firms can consider when navigating a distressed debt situation in a portfolio company.
Read MoreEnergy Sector in a Financial Crisis. Déjà Vu All Over Again
The energy sector is facing disruption and innovation. In this post we provide some insights on the challenges facing the exploration and production market.
Read MoreGordian Perspectives for January 2020
The number of overleveraged companies that recognize they may have intractable debt problems is increasing and will we see an increase in hospital bankruptcies in the healthcare sector?
Read MoreDistressed Debt Trading Prices and PE Firms
A portfolio company’s distressed debt trading prices can be a cause of concern for a PE firm. Research, due diligence & assumptions need to be re-examined.
Read MoreDistressed Debt: Crisis or Opportunity?
Distressed debt is a sign of a corporate financial crisis but could represent an investment opportunity. What’s the cause and where are the opportunities?
Read MoreGordian Perspectives for December 2019
Distressed oil producers buying time if prices increase; $120B in debt facing energy producers and bad bankruptcy advice for CFOs
Read MoreDistressed Debt Risks and Costs for PE Firms
The potential distressed debt risks and costs that private equity firms need to think about if they have a portfolio company in trouble.
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