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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
•
Isabel O'Brien
2
CVC Dreams Big with $5B Dream Games Acquisition
Plus: We outline portco M&A and exits from last week.
May 6
•
Isabel O'Brien
2
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
1
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
•
Isabel O'Brien
3
BREAKING: Sycamore to Fund $24B Walgreens Buyout with 80%+ Debt
The industry average for take-privates in Q4 2024 was 53%. Experts worry this puts Walgreens at a high risk of default and bankruptcy.
Mar 11
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Isabel O'Brien
1
Analyst Predicts Sycamore to Strip Assets, Close Stores at Walgreens
Plus: We introduce Portco News and outline portco M&A and exits from last week.
Mar 10
•
Isabel O'Brien
2
PE Ownership and Bankruptcy Link Strengthens in Healthcare, Retail for 2024
Companies in these sectors with private equity backing were far more likely to go bankrupt than their non-PE-backed counterparts, according to new…
Feb 13
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Isabel O'Brien
Leonard Green’s Twice-Bankrupt JOANN: A Cautionary Tale?
Wrong industry, wrong time? Or a 13-year-long, PE-backed path to bankruptcy? We take a deep dive into Leonard Green’s troubled stewardship of the asset.
Feb 7
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Isabel O'Brien
Are PE-Backed Companies More Likely To Go Bankrupt? It’s Complicated.
The oft-cited fact stems from a study of pre-GFC data – in recent years, the opposite was true. But post-Covid, things have started to backslide…
Oct 3, 2024
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Isabel O'Brien
Hellman & Friedman’s $3.3B Valuation of GMR Among Largest PE Music Plays
Plus: Vistra buys itself back from Nuveen and Avenue and KKR splits up Axel Springer.
Sep 23, 2024
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Isabel O'Brien
Gambler’s Fallacy? Behind Apollo’s $6.3B IGT-Everi Take-Private
Plus: KKR buys a wealth management firm while Permira looks to sell its own, ADIA weighs a $1.1B ice cream venture, and Hamilton Lane invests in…
Jul 29, 2024
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Isabel O'Brien
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