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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.
7 hrs ago
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Isabel O'Brien
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Portco News
Can PE Firms Own Utilities and Data Centers? Behind Blackstone’s $11.5B TXNM Take-Private
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3G Rewrites Its Operational Ethos with $9.4B Skechers Take-Private
Plus: We outline portco M&A and exits from last week.
May 13
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Isabel O'Brien
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Portco News
3G Rewrites Its Operational Ethos with $9.4B Skechers Take-Private
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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…
May 8
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Isabel O'Brien
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PE-Backed Companies Dominated Q1 2025 Debt Defaults
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CVC Dreams Big with $5B Dream Games Acquisition
Plus: We outline portco M&A and exits from last week.
May 6
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Isabel O'Brien
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CVC Dreams Big with $5B Dream Games Acquisition
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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.
Apr 28
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Isabel O'Brien
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Thoma Bravo’s $10.5B Boeing Deal Braces for Turbulence
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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.
Apr 22
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Isabel O'Brien
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KKR’s $3.1B OSTTRA Play is Firm’s First Foray into Post-Trade Services
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Artificial Intelligence May Slash Operating Teams
Fewer operating professionals will be required to get the same (or better) outputs at the portfolio company level.
Apr 17
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Isabel O'Brien
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Artificial Intelligence May Slash Operating Teams
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Mega Merger? Behind Bain’s 30x EBIDTA Price Tag on HealthEdge
Plus: We outline portco M&A and exits from last week.
Apr 14
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Isabel O'Brien
3
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Mega Merger? Behind Bain’s 30x EBIDTA Price Tag on HealthEdge
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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.
Apr 7
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Isabel O'Brien
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Colonial Joins Brookfield’s Growing Pipeline Portfolio in $9B Deal
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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.
Apr 4
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Isabel O'Brien
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Lessons Learned from 3G’s Historic Burger King Turnaround
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March 2025
Clearlake’s $7.7B Dun & Bradstreet Deal Among Largest B2B Data Plays
Plus: We warn that infrastructure portco valuations are at risk with the impending IRA repeal and outline portco M&A and exits from last week.
Mar 31
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Isabel O'Brien
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Clearlake’s $7.7B Dun & Bradstreet Deal Among Largest B2B Data Plays
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Sixth Street’s $3.8B Giants Deal May Cost Fans
Plus: We argue why the IRS should keep the ‘DA’ in ‘EBITDA’ and outline portco M&A and exits from last week.
Mar 24
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Isabel O'Brien
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Sixth Street’s $3.8B Giants Deal May Cost Fans
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