Posts by THE LEAD
No One Details a Rental Car
In his 1985 best-selling “A Passion for Excellence,” Tom Peters tells the story of General Bill Creech, who led a…
Read MoreGone Fishing
On November 5th, the 2025 government shutdown became the longest in US history. Source: The Daily Shot
Read MoreOut to Lunch
The Fed’s rate cut last week of 25 bps brings the funds benchmark down to 3.75-4.00%. That’s roughly 150 bps…
Read MoreEquity and the Emirates
UAE’s shift from oil-centric to a broader industrial economy will propel PE investments. Source: imarc
Read MoreLetter From the Emirates
We wrap our recent MENA travelogue with a keen look at Abu Dubai and Dubai, the principal emirates of the…
Read MoreMiddle Market Deal Terms at a Glance – October 2025
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com
Read MoreAuto Correct
The value of First Brand loans was close to par – until it wasn’t. Source: Bloomberg, S&P Capital IQ, iCapital Investment…
Read MoreFirst Brands and Private Credit
We were in the 4th grade when a food fight erupted in the cafeteria at the table next to us. The…
Read MoreMENA Wealth
Of the top ten largest sovereign wealth funds in the world, four are Middle Eastern. Source: Bloomberg
Read MoreLetter From Kuwait
When we visited friends and clients in Kuwait last November, we noted increased sophistication of institutional and sovereign wealth investors…
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