Restructuring__

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Restructuring__

Restructuring__

@Restructuring__

Founder of Pari Passu, research firm that provides all-encompassing coverage of the most consequential restructuring transactions. Join our free email list!

Join 25k+ investors/bankers 👉 Bergabung Nisan 2022
503 Mengikuti48.4K Pengikut
Restructuring__
Restructuring__@Restructuring__·
Try explaining to someone grinding for $80k a year that a firm literally offered 8-figure guarantees, found the person a nanny as a personal favor, and still got turned down. So good.
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Restructuring__@Restructuring__·
"When the Fed began hiking in 2022, traditional rate-sensitive sectors like office construction rolled over quickly. But data center construction continued to surge, as investors and hyperscalers judged that AI-driven returns would exceed the higher cost of capital."
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Lib Jeb
Lib Jeb@ASquawks·
@Restructuring__ He’s great. His latest videos talk about how Citadel is tripping to take his videos down which is how you know they’re legit
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Restructuring__
Restructuring__@Restructuring__·
I now understand how electricity is priced better than 99% of people after watching this video 2 minutes well spent, watch this ex-Citadel simply explain the power market
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Aryan
Aryan@aryanrhmn·
@Restructuring__ apparently citadel asked him to take down his videos multiple times, what a sham. very concise and to the point indeed.
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Restructuring__
Restructuring__@Restructuring__·
Someone should do this for hedge fund people, it would absolutely print I would love to spend my Saturday afternoon with: - beers - Bloomberg TEV and setup - VIC writeups of the week printed - double monitor for each seat obviously - golf sim between stock discussions What am I missing?
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Polymarket@Polymarket

We're excited to announce 'The Situation Room' by Polymarket is coming to Washington, D.C. The world's first bar dedicated to monitoring the situation. 🧵

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Restructuring__
Restructuring__@Restructuring__·
ModivCare: A Drive to Bankruptcy Court After years of acquisition-driven growth and optimism, ModivCare was ultimately pushed down by industry headwinds, unfavorable contract structures, and operational issues, culminating in a Chapter 11 filing in August 2025. On Friday, we will start by understanding ModivCare’s business and end markets, then explain the insurance industry and the types of contracts ModivCare signs with insurance agencies. We will then examine the many reasons for the company's distress, one of which stems from certain provisions in the earlier-mentioned contracts. After that, we will analyze the pre-petition efforts, most importantly the LME, which consisted of an uptier and an incremental debt raise, and explain why it proved unsuccessful. Overall, the report examines the pre-distress performance from 2018, the path to bankruptcy from 2022 to 2025, and the bankruptcy process itself. Subscribe now
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Restructuring__
Restructuring__@Restructuring__·
If there is one thing that growing up taught me, it is that everything increases in magnitude More contacts, more appointments, more responsibilities, more reminders, more everything. AI has the potential to really be helpful here, and this is why I am excited to work with Hey Noah on their launch.   They work to keep meeting, relationships, and follow-ups in motion. Zero value-added work that has to be done. All centralized and in one place (and all in SMS so not another chatbox). I think this has massive potential to save everyone's time. Plus, it is purpose-built for executives! Get access to Hey Noah using the link below
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Ashish Toshniwal@ashishtoshniwal

Introducing the world's first SMS/Voice executive AI assistant @HeyNoahAI, designed for very busy people who deeply care about their professional relationships. Noah waitlists 7 out of 10 people, depending on their calendar RT + comment "NOAH" and I'll send you the VIP onboarding link for FREE.

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