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Weekly insights for private equity operators and portco executives.

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European Data Centers Have “PE-style Risk-Return” For Bain

Plus: The Buffalo Bills eyes Arctos investment, CVC joins KKR on SuperStruct, and Shore Capital and Silver Lake talk pet care.

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Will EQT Get Schooled on Education? Behind the $14.5B Nord Anglia Deal

Plus: Thoma Bravo buys Secureworks via portco Sophos, Vinted reaches $5.4B valuation, and Carlyle’s operations expertise.

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Union Backlash, Regulatory Restrictions: CD&R (Finally) Seals €16B Sanofi Deal

Plus: Squarespace and Zuora go private, Ingram Micro goes public, and Blackstone and TPG work on a joint bid for Bausch + Lomb.

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Apollo Shoots for the Stars with $3.6B Barnes Deal

Plus: Butterfly takes Duckhorn wines private, Strategic Value Partners buys Vista’s sporting goods business, and CD&R beats out PAI for a stake in Sanofi’s Opella.

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
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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
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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
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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.