Special Situations

topic on 1 show · 4 statements across 3 episodes

Capital Allocators

4 statements about Special Situations, every show

CAPITAL ALLOCATORS Assertion Not checkable as stated
Meli: Spinoffs and special situations have become priced more rationally
“You didn't used to have dedicated distress funds of the size you have today. The special situations were really interesting. The Joel Greenblatt stuff. You could see a spinoff, a big fund house would get a stock, sell the stock, Indiscriminately. And you could…”
Adrian Meli Sep 15, 2025 ▶ 12:51 Adrian Meli – Active Equity Excellence at Eagle (EP.459)
Dietrich heavily targets special situations buyouts anticipating market distress
“Most recently, I'd say the last five or six years, We've been really leaning in on the special situation subsector within buyouts because we think there's going to be some challenges ahead and some shoes are going to fall.”
Ed Grefenstette Mar 24, 2025 ▶ 38:04 Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Clearlake's pipeline shifted heavily toward special situations and structured capital
“So our pipeline right now is used to a little bit more into Special situations that may be bespoke transactions where we are basically providing either some type of debt instrument or structured equity instrument to a company to enable something, liquidity, ac…”
Jose Feliciano Feb 13, 2023 ▶ 55:18 José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
Feliciano: Special situations and private equity run on inverse economic cycles
“Over my time of time, one of the things that I noticed is that because we were more over special situations, there were times in the cycle that we were very missing. There were some really interesting opportunities, but there were other times in the economic c…”
Jose Feliciano Feb 13, 2023 ▶ 14:24 José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)

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