Cost of Capital. The Past, Present and Future? | Part 9
In Part 9 of our Cost of Capital series on inflation, we discuss how administration policy failures drove the US into this inflationary environment. We then posit whether the Fed has the willingness to aggressively fight inflation in the face of a potential economic slowdown.
Read MoreCost of Capital. The Past, Present and Future? | Part 8
In parts 1-7 of our Cost of Capital series, we discussed our views on inflation and how it would lead to higher interest rates and associated declines in asset prices. Now that this prediction has become reality, we move our discussion to charting a path forward. In Part 8, we highlight the risks and potential outcomes of a Fed tightening cycle pushing the economy into a recession or stagflation period.
Read MoreCost of Capital. The Past, Present and Future? | Part 7
In part 7 of our series on the Cost of Capital, we discuss the inflation-related data points market participants need to follow as the US economy enters what is uncharted territory for all but the most seasoned investors. We also highlight certain geopolitical events that could have an impact on inflation and interest rates domestically.
Read MoreInvestment Bankers & Distress: Protection and Optionality | Reed Smith Distressed Situations Podcast
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.
Read MoreCost of Capital. The Past, Present and Future? | Part 6
In Part 6 of the Cost of Capital series, we discuss one of the main drivers behind current (and likely future) elevated inflation levels: the cost of labor.
Read MoreCost of Capital. The Past, Present and Future? | Part 5
In Part 5 of the Cost of Capital series, we posit that the days of Quantitative Easing and easy money are coming to an end and that the US has reached a turning point on inflation and interest rates. We believe this development will pressure equity valuations and drive widening credit spreads.
Read MoreSenior Living Facilities Outlook | Waller Law Point by Point Podcast
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.
Read MoreRestructuring With Debt Spring-Backs and Spring-Downs Part 2, Co-Authored by Gordian Partners | The Deal
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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