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Please check out my latest piece, discussing the importance of #strategy frameworks for driving value.
bit.ly/4hquuXX
The 2025 US Distressed Outlook from PitchBook offers valuable insight into what challenges and opportunities 2025 may hold for stressed credits.
#restructuring
pitchbook.com/news/articles/…
The growing adoption of interim executives has emerged as a valuable tool for companies to navigate through periods of heightened organizational risk.
#leadership
baseofthepyramid.substack.co…
LMEs accounted for 69% of #restructuring activity by count in the Morningstar LSTA US Leveraged Loan index.
This activity is an indicator of future #bankruptcy volumes.
pitchbook.com/news/articles/…
@Kakourisr
The restaurant industry was hard hit in 2024, with higher input costs, rising consumer fatigue, and capital raising challenges all contributing to the industry's many #bankruptcy filings. Nice overview by @CanhamClyne
#restructuring
restaurantdive.com/news/look…
Tupperware has a new owner, but with declining sales and the closure of its U.S. manufacturing facility, daunting challenges remain.
#restructuring #businesstransformation
retaildive.com/news/tupperwa…
"Gelsinger appears to have had considerable success in accelerating the company’s technological innovation, but he badly mismanaged the critical job of setting expectations by clinging to his over-aggressive plan for too long."
#leadership
baseofthepyramid.substack.co…
Ashley Buchanan led a successful turnaround at Michaels, can he do it again at Kohl's?
#leadership #businesstransformation
therobinreport.com/can-ashle…
Exits for angel and vc-backed #startups are down, and multiples are down as well.
angelcapitalassociation.org/…
Private credit has seen explosive growth in assets under management. This article is a deep dive into the asset class and a focused inquiry into its implications for the lower middle market.
#privatecredit #restructuring
bit.ly/4gbDkY0
Hearthside Food #bankruptcy filing: $2.75B in debt, $300M DIP, RSA has broad support with first-lien (81%) and second-lien (78%) debt holders.
#restructuring @jack_hersch
pitchbook.com/news/articles/…
Is $MSFT the top #businesstransformation ever?
- Insider appointed and attacked what he knew to be a dysfunctional culture.
- Previous articles of faith were critically reexamined, opening up new possibilities.
- Strategic M&A and corporate VC accelerate change.
#Restructuring of the media landscape was inevitable, but did poor #leadership drive sub-optimal outcomes?
vulture.com/article/spinco-c…
Great leaders obsess over not only #strategy, but also culture, and work to ensure that the two are mutually supportive.
#leadership
strategy-business.com/articl…
Great leaders obsess over not only #strategy, but also culture, and work to ensure that the two are mutually supportive.
#leadership
strategy-business.com/articl…
Kudos to the team at $CMCSA for their announced spinoff of cable assets.
The media industry is badly in need of #restructuring in the face of changing dynamics.
"Face reality as it is, not as you wish it to be."
- Jack Welch
#strategy
forbes.com/sites/dbloom/2024…
With #restructuring activity ticking up, increasing attention is being focused on #privatecredit recoveries.
@PitchBook
pitchbook.com/news/articles/…
The U.S. office market is showing signs of stabilizing, but a recovery to pre-COVID levels appears far off. For over leveraged landlords, the recovery they need may not come soon enough.
@CFODive
cfodive.com/news/some-distre…
Business transformation represents the best option for companies facing a valuation gap.
#valuecreation #businesstransformation
bit.ly/3Z6Cl5D
Barnes & Noble purchase of independent bookstore operator Tattered Cover approved by #bankruptcy court.
#restructuring
publishersweekly.com/pw/by-t…
Applebee's sues franchisee for restaurant closures prior to bankruptcy filing
#bankruptcy #restructuring
nrn.com/casual-dining/appleb…
















