Pari Passu

Pari Passu
Archive
Page 4

Red Lobster, a Case of Predatory Private Equity (Not Shrimp)

Did you really think shrimp killed this business?

OtherOther

Jan 24, 2025

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NVR Deep Dive, From Chapter 11 to a 1,000 Bagger

How a failed business became one of the best compounders ever

Consumer & RetailConsumer & Retail

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Jan 17, 2025

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Serta is Back, Baby

The 2020 Transaction, Permissibility and Litigation, Indemnification of Uptier Litigation, 5th Circuit Review, Credit Language and LME Implications

Deep DivesDeep Dives

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Jan 10, 2025

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The Downfall of Rite Aid (RAD)

Overview of Rite Aid, Signs of Distress, Alternatives to Chapter 11, 2.0 Plan, 363 Asset Sale of Elixir, and many more topics

HealthcareHealthcare

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Jan 03, 2025

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Retail Pharmacy: Deep Dive, Headwinds, and Distress

Key Players, The Unit Economics of a Pharmacy, Comparison of Business Models, Factors Behind Financial Distress, Solutions to Address Liquidity Crunch

PersonalPersonal

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Dec 27, 2024

2024 Pari Passu Year-End Letter #2

Behind the Scenes of your Favorite Newsletter, Key Stats, Best Posts of 2024, and Fun Facts

OtherOther

Dec 20, 2024

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The 2024 Distressed Investing Conference

After all, more business is won by framing advisory as “we have some ideas that will allow you to reconstitute your balance sheet with willing participants” as opposed to “hire us because we are the best at helping you hand the keys to creditors.”

OtherOther

Dec 13, 2024

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Sonos ($SONO) Deep Dive

Started with a simple idea: to make it easy for people to listen to any song in any room of their home without hassle. Evolved with a fascinating example of flywheel.

Deep DivesDeep Dives

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Dec 06, 2024

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The Rise and Fall of SunPower (SPWR)

From a meme stock short squeeze to even the auditor throwing in the towel, the story of SunPower does not lack heat. Let’s dive in.

Tech, Media & TelecomTech, Media & Telecom

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Nov 29, 2024

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Software Primer, what Everyone Must Know

After all, software companies can go bankrupt. This is everything you need to know to get smart on this sector.

OtherOther

Nov 22, 2024

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Whole Business Securitization, a Pocket of Financing Opportunities

Out Private Credit, In Whole Business Securitization. What makes this type of financing different and why is it fueling some of the largest buyouts of the year?

IndustrialsIndustrials

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