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Weekly insights for private equity operators and portco executives.

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Isabel O'Brien
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The Unexpected Impact of Family Offices on PE Portco Operations

Family offices have emerged as a worthy competitor to PE for talent, capital, and assets. How is the competition impacting the actual management of assets?

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TPG’s $7.6B Acquisition of AT&T’s DirecTV Creates Cable Giant

Plus: TPG eyes three other deals, Clearlake and Francisco Partners team up for Black Duck, and Ares bets on the Miami Dolphins.

Isabel O'Brien
Members Public

Are PE-Backed Companies More Likely To Go Bankrupt? It’s Complicated.

The oft-cited fact stems from a study of pre-GFC data – in recent years, the opposite was true. But post-Covid, things have started to backslide… especially in two key sectors.

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TPG Launches Wealth Management Comeback with $2B+ Shopping Spree

Plus: Koch’s PE arm eyes a Forbes acquisition, Apollo mulls a $5B capital injection into Intel, and M&A slows for PE-backed companies.

Isabel O'Brien
Members Public

Apollo: “You Can’t Talk in the ESG, Alphabet-Soup Jargon” to CFOs

The firm’s ESG operational team believes the greatest impact on its portfolio won’t come through impact-coded language or hard, science-based targets like Net Zero by 2050.

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Hellman & Friedman’s $3.3B Valuation of GMR Among Largest PE Music Plays

Plus: Vistra buys itself back from Nuveen and Avenue, KKR splits up Axel Springer, and exits will likely pick-up with Fed cut.

Cooper Smith
Members Public

Exits Are More Sensitive to Interest Rates Than Buyouts

Unlike buyouts, there is a meaningful relationship between interest rates and PE-backed exits.

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Why Did Vista, Blackstone Up the Price on Smartsheet to $8B?

Plus: Permira closes on Squarespace, CVC loses its €16B DB Schenker deal, and interest rates show weak correlation on US buyout activity.

Cooper Smith
Members Public

History Shows Interest Rates Alone Have Marginal Impact on Buyout Activity

The Federal Reserve is expected to cut interest rates by 0.25 in September 2024.

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Can GTCR’s $2.7B AssetMark Deal Weather a Wealth Management Slowdown?

Plus: TPG buys Altimetrik, 26North inks its first deal, and Birch Hill bets big on Canadian pharmacies.

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Deutsche Bahn’s Logistics Unit Is Flailing – Can CVC’s €14B Bid Save It?

Plus: Cybersecurity companies make enticing PE targets, Wynnchurch adds on Iconex’s label solutions to M2S, and the NFL accepts eight PE firms into the fold.

Isabel O'Brien
Members Public

“We’ve Moved Downmarket”: Behind Riverside’s Unique Roll-Up Strategy

Few companies consider deals below $5 million EBITDA – and even fewer launch roll-ups with an asset that small. But The Riverside Company does just that, with an international edge.