Restructuring
topic on 2 shows · 4 statements across 4 episodes
We Live to Build 
Capital Allocators
4 statements about Restructuring, every show
Appel: Evaluating Turnaround Viability Quickly Is the Hardest Restructuring Challenge
“The hardest thing is really Really being able to evaluate the chances of success of the company. So that's the number one thing you have to do because you have to say to yourself, realistically, can you restructure a company? Can you turn it around or not? So …”
Ballis: Private equity makes up roughly two-thirds of Kirkland's business
“Private equity is about two-thirds of our business today. The rest is high-end litigation. That's about a quarter of our business. Restructuring is the remaining, although restructuring bounces between more or less than more, depending on the cycle that we're …”
Milgram: You invest with a butcher's knife, but restructure with a scalpel
“This is an in the weeds game. And so one of the things I talked to my investment team about is you invest with a butcher's knife, but you restructure with a scalpel. And if you don't do the detail work, You're going to get a bad outcome.”
Tony Davis: Restructurings offer a unique opportunity to overhaul corporate governance
“The other thing I would point out is there is an opportunity in a restructuring to hit the reset button. You have this moment in time where you can completely rethink governance and put in place best practices in terms of governance and executive compensation.…”