Archive

Consumer & Retail

Tuesday Morning, or Tuesday Mourning? Restructuring Deep Dive

Apr 18, 2025

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3 min read

Tuesday Morning, or Tuesday Mourning? Restructuring Deep Dive

A retail Chapter 22 bankruptcy with more disputes than a clearance aisle.

Technical Lesson

The Evolution of CLOs and their Role in Restructuring Scenarios

Apr 11, 2025

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9 min read

The Evolution of CLOs and their Role in Restructuring Scenarios

Not to be confused with Collateralized Debt Obligations (CDOs)!

Industrials

Apr 8, 2025

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2 min read

No Room to Vent: First HVAC Roll-Up to File for Chapter 11

Premium: A failed HVAC roll-up that allows us to examine the necessity of successful business integration and healthy cash flows

Deep Dives

Talen Restructuring, Powering Through Bankruptcy

Apr 4, 2025

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4 min read

Talen Restructuring, Powering Through Bankruptcy

Talen’s financial distress, the key legal and financial maneuvers used during its restructuring, and the broader implications of its remarkable turnaround

Deep Dives

Enviva Restructuring, Getting Burned Selling Pellets

Mar 28, 2025

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6 min read

Enviva Restructuring, Getting Burned Selling Pellets

How trying to meet contractual demand led to complete equity wipeout

Deep Dives

Mar 21, 2025

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17 min read

FTX Restructuring, Falling from Grace

"Never in my career have I seen such a complete failure of corporate controls and such a complete absence of trustworthy financial information as occurred here"

Other

The Cryptocurrency Industry and Its Distressed Cycles

Mar 14, 2025

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20 min read

The Cryptocurrency Industry and Its Distressed Cycles

Business Models, What is Value, the 2022 Crypto Winter and Distress, Summer of Bankruptcies

Other

2025 Wharton Distressed Investing and Restructuring Conference Recap

Mar 7, 2025

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11 min read

2025 Wharton Distressed Investing and Restructuring Conference Recap

LMEs: the past, present, and future (LME 3.0), structured finance, cross-borders restructurings, and bankruptcy for early-stages companies

Other

Breaking down Insurance / Reinsurance to Understand LA Fires

Feb 28, 2025

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8 min read

Breaking down Insurance / Reinsurance to Understand LA Fires

We will learn the complexities of insurance, explain the developing situation in the distressed Los Angeles home insurance market, and explore the future problems

Other

Bargaining in Bankruptcy: Unions and Chapter 11

Feb 21, 2025

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9 min read

Bargaining in Bankruptcy: Unions and Chapter 11

“Corporate bankruptcy law in the U.S. is a joke” the story of this historic sentence

Consumer & Retail

Neiman Marcus Restructuring and the ill-famed myTheresa Spin-off

Feb 14, 2025

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24 min read

Neiman Marcus Restructuring and the ill-famed myTheresa Spin-off

From some hot-potato PE and a contentious drop-down LME, to a COVID-driven luxury retail bankruptcy, and criminal-bid-rigging charges, the drama of Neiman’s restructuring is unmatched, with implications reverberating throughout the restructuring arena.

Technical Lesson

Management Compensation: Primer on Aligning Incentives in Bankruptcy

Feb 7, 2025

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5 min read

Management Compensation: Primer on Aligning Incentives in Bankruptcy

The Role of Managers, Retaining Key Talent in Bankruptcy + Exactech: A Case Study in Zero-Sum Bankruptcy

Consumer & Retail

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

Jan 31, 2025

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33 min read

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

Did you really think shrimp killed this business?

Other

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

Jan 24, 2025

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13 min read

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

How a failed business became one of the best compounders ever

Consumer & Retail

Jan 17, 2025

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9 min read

Serta is Back, Baby

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

Learn More

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Tuesday Morning, or Tuesday Mourning? Restructuring Deep Dive

The Evolution of CLOs and their Role in Restructuring Scenarios

No Room to Vent: First HVAC Roll-Up to File for Chapter 11

Talen Restructuring, Powering Through Bankruptcy

Enviva Restructuring, Getting Burned Selling Pellets

FTX Restructuring, Falling from Grace

The Cryptocurrency Industry and Its Distressed Cycles

2025 Wharton Distressed Investing and Restructuring Conference Recap

Breaking down Insurance / Reinsurance to Understand LA Fires

Bargaining in Bankruptcy: Unions and Chapter 11

Neiman Marcus Restructuring and the ill-famed myTheresa Spin-off

Management Compensation: Primer on Aligning Incentives in Bankruptcy

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

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

Serta is Back, Baby

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