restructuring

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jun 29, 2020 by Tony Davis · across every show →

Everything said about restructuring, oldest first

Jun 29, 2020 positive
Insight
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.…”
Tony Davis Jun 29, 2020 ▶ 50:12 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Apr 21, 2022
Insight
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.”
Andrew Milgram Apr 21, 2022 ▶ 56:54 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
Oct 24, 2022
Assertion Not checkable as stated
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 …”
Jon Ballis Oct 24, 2022 ▶ 9:28 Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
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