Oxy’s Post

A nice rebound in investment banking activity round the corner after two years of not so much action.Analysts expect investment banking revenues at JPMorgan Chase, Goldman Sachs, Morgan Stanley, Bank of America and Citigroup will on average rise more than 30 per cent from a year earlier during the second quarter, according to estimates compiled by Bloomberg #Investmentbanking #USlenders #mergersandaquisitions #recovery #acetrustin

There continues to be a lot of chatter as to whether or not the debt extended on leveraged buyouts is now into the “thin layers” where the deals are less good, and the space is over-invested, over-saturated, and over-loved. Very candidly, we have been abundantly diligent to ensure that we understand what we own, what is being bought, and how macro and micro risks impact clients. That being said, the notion that there is a fully mature industry called private credit which has essentially captured a bunch of market share from banks (true) and from the high-yield bond market (true) fails to capture the entirety of the universe. https://bahnsen.co/4h0YgCo

There continues to be a lot of chatter as to whether or not the debt extended on leveraged buyouts is now into the “thin layers” where the deals are less good, and the space is over-invested, over-saturated, and over-loved. Very candidly, we have been abundantly diligent to ensure that we understand what we own, what is being bought, and how macro and micro risks impact clients. That being said, the notion that there is a fully mature industry called private credit which has essentially captured a bunch of market share from banks (true) and from the high-yield bond market (true) fails to capture the entirety of the universe. https://bahnsen.co/4h0Yg5m

X debt restructuring | Pre-IPO Stock Market Update – Mar 8, 2024 - MStanley and other lenders looking to restructure $12.5b in X debt - Banks seek to derisk position, negotiations have not been successful - X placed a $19b internal valuation on the business in Oct 2023 which is down from its $44b purchase price in late 2022 Invest in pre-IPO stocks with AG Dillon Funds - www.agdillon.com

There continues to be a lot of chatter as to whether or not the debt extended on leveraged buyouts is now into the “thin layers” where the deals are less good, and the space is over-invested, over-saturated, and over-loved. Very candidly, we have been abundantly diligent to ensure that we understand what we own, what is being bought, and how macro and micro risks impact clients. That being said, the notion that there is a fully mature industry called private credit which has essentially captured a bunch of market share from banks (true) and from the high-yield bond market (true) fails to capture the entirety of the universe. https://bahnsen.co/3BQkQ0d

There continues to be a lot of chatter as to whether or not the debt extended on leveraged buyouts is now into the “thin layers” where the deals are less good, and the space is over-invested, over-saturated, and over-loved. Very candidly, we have been abundantly diligent to ensure that we understand what we own, what is being bought, and how macro and micro risks impact clients. That being said, the notion that there is a fully mature industry called private credit which has essentially captured a bunch of market share from banks (true) and from the high-yield bond market (true) fails to capture the entirety of the universe. https://bahnsen.co/4h0YfhO

Looking forward, it is expect M&A to pick up in Europe, boosted by monetary easing. Interest-rate cuts will make borrowing costs more attractive and help bring PE buyout firms back to the table, offering a more competitive bidding environment against corporate acquisitions. #mergersandacquisitions

There continues to be a lot of chatter as to whether or not the debt extended on leveraged buyouts is now into the “thin layers” where the deals are less good, and the space is over-invested, over-saturated, and over-loved. Very candidly, we have been abundantly diligent to ensure that we understand what we own, what is being bought, and how macro and micro risks impact clients. That being said, the notion that there is a fully mature industry called private credit which has essentially captured a bunch of market share from banks (true) and from the high-yield bond market (true) fails to capture the entirety of the universe. https://bahnsen.co/4h0YglS

There continues to be a lot of chatter as to whether or not the debt extended on leveraged buyouts is now into the “thin layers” where the deals are less good, and the space is over-invested, over-saturated, and over-loved. Very candidly, we have been abundantly diligent to ensure that we understand what we own, what is being bought, and how macro and micro risks impact clients. That being said, the notion that there is a fully mature industry called private credit which has essentially captured a bunch of market share from banks (true) and from the high-yield bond market (true) fails to capture the entirety of the universe. https://bahnsen.co/3zVO8dm

There continues to be a lot of chatter as to whether or not the debt extended on leveraged buyouts is now into the “thin layers” where the deals are less good, and the space is over-invested, over-saturated, and over-loved. Very candidly, we have been abundantly diligent to ensure that we understand what we own, what is being bought, and how macro and micro risks impact clients. That being said, the notion that there is a fully mature industry called private credit which has essentially captured a bunch of market share from banks (true) and from the high-yield bond market (true) fails to capture the entirety of the universe. https://bahnsen.co/4h5w94T