Insights

PE-Backed Companies Dominated Q1 2025 Debt Defaults

According to Fitch Ratings, 15 of the 23 leveraged loan and high yield debt defaults in Q1 were by private equity-owned companies. Portcos also…

May 8, 2025 • Isabel O'Brien

Artificial Intelligence May Slash Operating Teams

Fewer operating professionals will be required to get the same (or better) outputs at the portfolio company level.

Apr 17, 2025 • Isabel O'Brien

Why Most Portcos Are Far From Being ‘AI-Ready’

GPs’ expectations for generative artificial intelligence to drive business growth are high. Do they match portcos’ realities?

Mar 20, 2025 • Isabel O'Brien

Higher US Employment Litigation Risk for Article 8 and 9 SFDR Fund Portcos

The EU law’s operational stipulations for sponsors could prove to be a double-edged sword at the portfolio company level — especially during Trump 2.0.

Mar 14, 2025 • Isabel O'Brien

BREAKING: Sycamore to Fund $24B Walgreens Buyout with 80%+ Debt

The industry average for take-privates in Q4 2024 was 53%. Experts worry this puts Walgreens at a high risk of default and bankruptcy.

Mar 11, 2025 • Isabel O'Brien

PE Ownership and Bankruptcy Link Strengthens in Healthcare, Retail for 2024

Companies in these sectors with private equity backing were far more likely to go bankrupt than their non-PE-backed counterparts, according to new…

Feb 13, 2025 • Isabel O'Brien

Are All of 2024’s Bad Assets in Continuation Funds?

Common assumption is that operationally-challenged assets are typically rolled into secondaries vehicles rather than exited. What does the research say?

Jan 30, 2025 • Isabel O'Brien

Small Exits Outperformed Large Ones in 2024

Paradoxically, lower enterprise values at exit were associated with higher value creation multiples, according to Preqin data. How?

Jan 9, 2025 • Isabel O'Brien

Portco CFOs Key to Successful Roll-Up Strategies

M&A-oriented growth strategies produce uneven results – but a strong CFO can help guide the way.

Dec 19, 2024 • Isabel O'Brien

M&A Is Risky, But Operating Partners Choose It Anyways

Over half of exits surveyed in Privitas' “Technology: Value Creation 2024” report chose M&A as a path for growth but saw varied results.

Dec 12, 2024 • Isabel O'Brien

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…

Oct 10, 2024 • Isabel O'Brien

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…

Oct 3, 2024 • Isabel O'Brien

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