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Weekly insights for private equity operators and portco executives.

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Apollo Shoots for the Stars with $3.6B Barnes Deal

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.

Cooper Smith
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History Shows Interest Rates Alone Have Marginal Impact on Buyout Activity

The Federal Reserve is expected to cut interest rates by 0.25 in September 2024.

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Can GTCR’s $2.7B AssetMark Deal Weather a Wealth Management Slowdown?

Plus: TPG buys Altimetrik, 26North inks its first deal, and Birch Hill bets big on Canadian pharmacies.

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Deutsche Bahn’s Logistics Unit Is Flailing – Can CVC’s €14B Bid Save It?

Plus: Cybersecurity companies make enticing PE targets, Wynnchurch adds on Iconex’s label solutions to M2S, and the NFL accepts eight PE firms into the fold.