Posts by THE LEAD
PE and Supply Chains
Even in normal times, private equity sponsors pay ruthless attention to cost structures of portfolio companies. Covid has raised to…
Read MoreFor 2022, we are considering rebalancing portfolio allocations more to ___.
Select Deals in the Market – 10/4/2021
Supply Chain Blues (Last of a Series)
Last fall, the Harvard Business Review examined Covid’s impact on supply chains [link]. The pandemic, they wrote, “exposed vulnerabilities in…
Read MoreDelivering the Goods
Increased bottlenecks from Covid-related issues have extended expected lead times.
Read MoreLoan Stats at a Glance – 10/4/2021
Contact: Marina Lukatskymarina.lukatsky@spglobal.com
Read MoreDeal Flow and Bandwidth Issues
Before Covid the persistent view of private credit was too much capital chasing too few deals. Transaction inflation was resulting…
Read MoreStat of the Week: COVID-19 fully vaccinated rates by state* (%)
Reorg Credit Intelligence – 9/27/2021
Structure of Revlon’s BrandCo Loan May Advantage BrandCo 2L Recoveries on RemainCo Collateral at the Expense of 2016 Term Lenders…
Read MoreSupply Chain Blues (Fourth of a Series)
Even in the ordinary course of business, private equity sponsors pay ruthless attention to the cost structures of their portfolio…
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