Commentary
Private Credit – Better than Ever (Last of a Series)
“If you liked private credit before, you’ll really like it now.” – Managing director of a private debt investment firm.…
Read MorePrivate Credit – Better than Ever (Fifth of a Series)
Will investor worries about a recession’s impact on private credit come true? We asked this question at the end of…
Read MorePrivate Credit – Better than Ever (Fourth of a Series)
We mentioned last week our turn at the SuperReturn North America Virtual conference. There we heard participants weigh in on…
Read MorePrivate Credit – Better than Ever (Third of a Series)
A private credit practitioner would have found no better place to spend this week than at the SuperReturn North America…
Read MorePrivate Credit – Better than Ever (Second of a Series)
“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April,…
Read MorePrivate Credit – Better than Ever (First of a Series)
Over the past five months, we’ve dedicated this space to examining the impact of COVID-19 on the economy and the…
Read MoreThe New M&A (Last of a Series)
The question investors of all stripes face today is, what is the “new normal” for businesses? Unfortunately, as a recent…
Read MoreThe New M&A (Third of a Series)
The challenges of COVID are making financing deals even trickier than normal. Top M&A bankers we have spoken with gave…
Read MoreThe New M&A (Second of a Series)
As we discussed last week in our special series on the new COVID-impacted M&A world, the volume of deal flow…
Read MoreThe New M&A (First of a Series)
This week we kick off a new series on COVID-impacted deal flow, with a look “upriver.” How has M&A activity…
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