News & Events

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
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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
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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
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In Part 4 of our Cost of Capital series, we take a closer look at the dichotomy between inflation and interest rates. We discuss how easy monetary policy and a “cash is trash” mindset have resulted in a decade of declining credit and equity risk premia. A return to reality in the relationship between inflation and interest rates could have a negative effect on asset valuations.

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

May 30, 2021
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Part 3 in our Cost of Capital series considers potential monetary and fiscal policies to combat rising inflation and the inequality created by a decade of quantitative easing. The effect on the cost of capital of these policies and the implications for asset prices (both equity and fixed income) will likely be painful for investors.

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Inflationary Trends Continue | Gordian Perspectives for May 2021

May 26, 2021
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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
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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
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Part 2 in our Cost of Capital series examines the implications of rising inflation on the cost of capital, including an historic look at equity performance in the 1960s and 1970s. This was a period when high inflation increased the cost of capital and equity returns languished despite improving corporate profitability.

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

March 30, 2021
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In the first in a series on the cost of capital, Gordian employees discuss the impact US monetary and fiscal policy has had on interest rates and asset prices. We then lay the ground work for how these actions may affect future (i) government policies, (ii) asset valuations and (iii) investment decisions.

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Distressed Debt Investing & Restructuring | Straight Talk Money Podcast

March 10, 2021
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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
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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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