Portco News

Portco News

Home
Newsletter
About
Can PE Firms Own Utilities and Data Centers? Behind Blackstone’s $11.5B TXNM Take-Private
Plus: We outline portco M&A and exits from last week.
 • 
Isabel O'Brien
3G Rewrites Its Operational Ethos with $9.4B Skechers Take-Private
Plus: We outline portco M&A and exits from last week.
 • 
Isabel O'Brien
PE-Backed Companies Dominated Q1 2025 Debt Defaults
According to Fitch Ratings’ April 2025 U.S. Distressed and Default Monitor, of the 23 leveraged loan and high yield debt defaults seen, 15 were private…
 • 
Isabel O'Brien
CVC Dreams Big with $5B Dream Games Acquisition
Plus: We outline portco M&A and exits from last week.
 • 
Isabel O'Brien

April 2025

Thoma Bravo’s $10.5B Boeing Deal Braces for Turbulence
Plus: Fitch downgrades ‘deteriorating’ global leveraged finance market and we outline portco M&A and exits from last week.
 • 
Isabel O'Brien
KKR’s $3.1B OSTTRA Play is Firm’s First Foray into Post-Trade Services
Plus: We outline portco M&A and exits from last week.
 • 
Isabel O'Brien
Artificial Intelligence May Slash Operating Teams
Fewer operating professionals will be required to get the same (or better) outputs at the portfolio company level.
 • 
Isabel O'Brien
Mega Merger? Behind Bain’s 30x EBIDTA Price Tag on HealthEdge
Plus: We outline portco M&A and exits from last week.
 • 
Isabel O'Brien
Colonial Joins Brookfield’s Growing Pipeline Portfolio in $9B Deal
Plus: We argue that data centers are a bubble outline portco M&A and exits from last week.
 • 
Isabel O'Brien
Lessons Learned from 3G’s Historic Burger King Turnaround
Recent quarters have been a bloodbath for PE-backed restaurant chains. 3G’s stewardship of Burger King offers insights for operators.
 • 
Isabel O'Brien

March 2025

© 2025 Portco News
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture