NAV Whisperer, How Reliable Is the Manager’s Mark?
The video argues that the manager’s NAV mark is largely driven by GP discretion and comparable multiple analysis, with auditors only providing limited sense-checking. Top-tier GPs tend to be rigorous and win lender trust, but many funds still hold unexited assets at multiples above recent transaction prices. NAV lenders therefore must perform independent checks against real market exits and can substantially discount valuations when discrepancies arise. If lenders lack confidence in a NAV, they will reduce LTVs or refuse deals altogether.
Selling a Law Firm: What Buyers Actually Look For
The episode reframes traditional succession talk into proactive exit planning for law‑firm owners. Host Zach and advisor Tom Linfesty explain that a firm’s value now extends beyond the attorney’s name, and that planning should begin the moment the practice is...
Food Industry News: Major Deals & Controversies #shorts
The Food Institute’s Fast Break podcast delivered a rapid roundup of four headline‑making stories shaping the food sector this week. Ingredion’s $3.6 billion cash purchase of UK‑based Tate & Lyle creates a new specialty ingredients powerhouse aimed at low‑sugar, high‑protein and functional product...
Why Is Mid-Market Investing Back? Find Out with Maria Sanz Garcia, YIELCO Investments
Maria Sanz Garcia of YIELCO Investments explained why mid‑market private equity is experiencing a resurgence at Super Return International. After two decades of large‑cap focus, YIELCO shifted to the lower‑mid market, attracted by cheaper valuations, cheaper leverage and the ability...
Once Taboo, Now a $112B Bet on Secondary Markets | Term Sheet
What was once a taboo backroom trade has exploded into a roughly $112 billion U.S. venture secondaries market, where investors buy and sell private-company shares before IPOs—often off‑record and opaque. G Squared founder Larry Ashbrook describes turning early hustles in...
They Lost on Price by $15M and Still Won the Deal. Here's How.
The video opens by critiquing current AI usage in M&A, introduces Dealroom's MCP that links AI tools like Claude or ChatGPT directly to live deal data, eliminating manual copy‑paste. It then shifts to Dealmax, a conference where practitioners share memorable...
Why Private Equity Deals Fail: The #1 Mistake Investors Make
The video dissects the two primary reasons private‑equity transactions stumble: slow replacement of underperforming management and costly, delayed technology migrations. The speaker, drawing on experience from over 180 fundraises, argues that these operational missteps erode value faster than any market...
The State of Global Private Equity in 10 Minutes with David Rubenstein, Carlyle
David Rubenstein, co‑chair of Carlyle, outlined the current state of global private equity, noting a paradox of ongoing geopolitical tensions—war in Iran, the Russia‑Ukraine conflict, and rising China‑Taiwan frictions—while the U.S. economy and IPO market remain robust. He emphasized that artificial...
Private Equity in Primary Care: Costs, Care, and Impact
The Health Affairs podcast discusses a new study by Dr. Yasha Sweeney Singh examining private‑equity (PE) acquisitions of primary‑care practices from 2016 to 2022. The research identifies roughly 225 PE deals, representing about 2% of U.S. primary‑care sites overall, but...
The AI Rollup Wave Transforming Main Street
The video outlines a new investment play called the “AI rollup,” where venture‑capital powerhouses such as General Catalyst, Andreessen Horowitz, and Lightspeed are buying traditional, labor‑intensive service firms—property managers, accounting shops, insurance agencies—and rebuilding them around proprietary artificial‑intelligence platforms. The strategy...
M&A Monday: Intesa's €31 Billion Bid for Paschi & Tate & Lyle Takeover | The Opening Trade 6/8/2026
The Opening Trade opened with an "M&A Monday" focus, highlighting Intesa Sanpaolo’s €31 billion offer for Italy’s historic bank Monte dei Paschi di Siena and a parallel bid for Tate & Lyle. The move signals a sweeping consolidation wave in...
Why Indemnification Matters in Private Equity Deals
The video explains why indemnification provisions are a cornerstone of private‑equity M&A transactions, outlining how they protect buyers from hidden liabilities after a deal closes. Buyers base their valuation on the information disclosed during due diligence. When undisclosed issues later emerge,...
Blackstone DOWNGRADED. $2T Private Credit Collapse Underway.
Blackstone has capped redemptions from its $79 billion business development company after a spike in non-performing and defaulted loans triggered $4.4 billion in redemption requests in Q2, up from 8% in Q1; the firm limited withdrawals to 5%. Moody’s moved...
A Massive easyJet Update
U.S. private‑credit firm Castle Lake has signaled interest in acquiring British low‑cost carrier easyJet, prompting a possible $4 billion bid that must be formalised by 5 p.m. GMT on June 26. The speculation sent easyJet’s stock to its highest level in three months, with...
Glazer Family Members Debate Manchester United Stake Sale
Members of the billionaire Glazer family are in early-stage talks about potentially selling their stake in Manchester United after 20 contentious years of ownership, Bloomberg reports. Some family members favor divestment while others oppose it, and no final decision has...