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@Restructuring__ Avatar @Restructuring__ Restructuring__

Restructuring efforts are underway for several companies, including Oregon Tool, backed by Platinum Equity, which recently underwent a liability management exercise. Additionally, companies like Hertz and Clarios, which was acquired by Brookfield in a $XXXX billion deal, are navigating debt management and restructuring. Distressed investors are also playing a significant role in these processes.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance #2075 stocks XXXX% technology brands XXXX% vc firms XXXX% countries XXXX% luxury brands XXXX% automotive brands XXXX% social networks XXXX%

Social topic influence private equity #15, products 3.28%, altice #16, paint 2.46%, investment 2.46%, dell #291, retirement #845, diy 1.64%, if you 1.64%, strong XXXX%

Top accounts mentioned or mentioned by @ericgkrehbiel @stephen1426397 @jonswiftucf @mwfowlie @tradermacro @justincgohn @jnconkle @9finhq @mayfaircap @adorkssssss @proudatlantean @whiskybrav0 @bpoppap @dmckdani @charlesaf3 @michaelrielly10 @marcus_nips @john_ford77 @basedozymandias @valdidentro

Top assets mentioned Dell Technologies, Inc. (DELL) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last XX hours

"Clear prison dilemma Please do not take these deals on email newsletters"
X Link 2025-12-07T21:00Z 43.8K followers, 31.4K engagements

"On July XX Walgreens Boots Alliance shareholders approved a $23.7bn take-private by Sycamore Partners. But you probably dont even know the biggest winner in this saga so far. Its Warburg Pincus - who quietly walked away nearly three years earlier after one of the most successful exits in its healthcare portfolio (10x+ MOIC). This is the story of how Warburg built and exited Summit Health what made the deal work and why Walgreens is still trying to make sense of it: 1) Betting on CityMD 2) Tuck-Ins and the Summit Merger 3) The Strategic Sale Process 4) VillageMD and Summit Health 5) Reality"
X Link 2025-07-24T02:18Z 43.8K followers, 44.1K engagements

"120 likes and 3k views Why am I shadow banned"
X Link 2025-11-27T05:58Z 43.8K followers, 26K engagements

"Did not have this one my bingo card let's gooo Four years in we are just getting started"
X Link 2025-11-27T16:14Z 43.8K followers, 27.1K engagements

"EQT turned Nestls forgotten skincare unit into Galderma the worlds largest pure-play dermatology company. 🚀 Through operational overhaul targeted R&D and smart use of public markets EBITDA nearly doubled + sales surged. A case study in PE vision + value creation. 👇 1) The vision of a pure-play dermatology leader 2) Operating and strategic refocus 3) Skyrocketing growth as a sponsor-backed derma pure-play 4) The IPO 5) The IPO (cont.) 6) A new anchor investor 7) Exiting Galderma 8) Unrealized returns 9) Projected return analysis 10) Its not all about financial engineering"
X Link 2025-08-17T15:25Z 43.8K followers, 22K engagements

"Great comparison of valuation of the largest companies today vs. previous bubbles"
X Link 2025-10-25T21:59Z 43.8K followers, 578K engagements

"The Altice War is Here Pumped to Watch"
X Link 2025-11-26T03:42Z 43.8K followers, 3680 engagements

"Few deals illustrate timing like Platinum Equitys flip of Multi-Color Corporation. The firm built scale fast sold high and sidestepped a credit storm that hit soon after. Will MCCs new owners be as lucky X. WS Packaging Group & MCC Merger X. Deal Structure X. Relative Valuation X. Prior Platinum Equity Investments in Industry X. Hold Period - DIP and Acquisition X. Sale to CD&R X. Returns Analysis X. Incoming LME"
X Link 2025-11-27T22:03Z 43.8K followers, 6350 engagements

"🚨 Announcement New Website🚨 2025 has been an amazing year for Pari Passu. Our content is now widely distributed and I am very excited to bring institutional-level restructuring coverage to everyone. To take a further step toward professionalizing our content and user experience we invested in our website. We also saw a spike in traffic from Apollo after our mention in the Altice litigation so Im glad to know they enjoyed a superior website experience. Please let me know how we can keep improving Pari Passu were just getting started"
X Link 2025-11-28T15:47Z 43.8K followers, 2263 engagements

"AI x Private Equity Free Paper Private Equity has always bolstered a very lean model few people managing billions of dollars. AI is the next step to bring things to the next level and keep increasing efficiency. Firms that still rely on outdated manual workflows or clunky third-party administrators risk falling behind. Firms that embrace AI will scale faster reduce errors and unlock powerful new operational and investment intelligence. Read @cartainc 's free report to learn: - The three models of back-office operations and why hybrid tech-service platforms are the new gold standard - How AI"
X Link 2025-11-28T18:53Z 43.8K followers, 18.7K engagements

"This is good The bar has never been lower"
X Link 2025-11-28T20:22Z 43.8K followers, 5993 engagements

"Great LME data from @9finHQ "The number of liability management exercises this year rose to XX after Optimum Communications (formerly Altice ) and Urban One launched transactions in November. Optimum secured a $2bn priming term loan from JPMorgan through an unrestricted subsidiary to fully repay its most restrictive B-6 tranche. The loan contains an anti- co-op provision barring JPMorgan (or if sold future holders) from joining a lender group which formed a co-op agreement to block any transaction that could impair their holdings.""
X Link 2025-11-29T19:37Z 43.8K followers, 8970 engagements

"@ericgkrehbiel"
X Link 2025-12-03T02:22Z 43.8K followers, 51K engagements

"Post Preview Weight Watchers Very exciting writeup coming out Friday see preview below To make sure to receive the report for free subscribe now:"
X Link 2025-12-03T03:51Z 43.8K followers, 143K engagements

"Capital Group x KKR I might need to update my return assumption to XX% the expected private equity return Note that if we made this change in return everyone will see their portfolio at $XX million Now this is a bit too optimistic as people will want to sell earlier but what a historic day"
X Link 2025-12-03T12:50Z 43.8K followers, 43.4K engagements

"How are we feeling about this Vista exit to Blackstone"
X Link 2025-12-03T16:40Z 43.8K followers, 3152 engagements

"I apologize I was not familiar with their game (aka ability to incinerate cash)"
X Link 2025-12-05T00:45Z 43.8K followers, 32.5K engagements

"Sherwin-Williams looks like a commodity paint manufacturer. In reality it is a vertically integrated distribution machine: more than 5000 company-operated stores across the Americas that primarily serve professional painters contractors and commercial customers. That controlled network is the real moat. Competitors mostly fight for shelf space in third-party retailers; Sherwin-Williams owns the shelf the relationship and the last mile. 1) The Boring Store Network That Isnt Boring 2) How the Distribution Model Actually Works 3) Why Contractors Get Locked In 4) Where Valspar and the Big-Box"
X Link 2025-12-05T02:45Z 43.8K followers, 2552 engagements

"1) The Boring Store Network That Isnt Boring Sherwin-Williams Americas Group operates about 4600 company-owned paint stores in the United States Canada and the Caribbean plus more than XXX in Latin America. These stores look like traditional retail outlets but they function as small distribution hubs for professional painters and contractors. Each store keeps fast-moving products for pros offers delivery and on-demand color tinting and carries inventory tailored to local building codes and weather conditions. Stores also extend trade credit to contractors which helps them manage cash flow and"
X Link 2025-12-05T02:45Z 43.8K followers, XXX engagements

"2) How the Distribution Model Actually Works The system is designed for professional volume not weekend shoppers. Roughly XX - XX% of the Americas Groups revenue comes from professional painters and contractors not DIY customers. A typical contractor keeps a store account with preset payment terms places orders by phone or through the app early in the morning and either picks up the order or receives delivery on the way to the job site. Contractors also rely on the store for quick color matching product guidance and on-the-spot problem solving. Sherwin-Williams clusters its stores in dense"
X Link 2025-12-05T02:45Z 43.8K followers, XXX engagements

"I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees but thats a discussion for another day). The annoying downside Getting K1s and seeing our tax filings get a lot more complicated. I have experienced this and if you have not already you will. This is why when Agent Tax reached out I was so excited to learn more and I am now excited to bring this service to you. @AgentTaxHQ is a modern tax strategy firm purpose-built for investment"
X Link 2025-12-05T13:59Z 43.8K followers, 2537 engagements

"What point of the cycle is this"
X Link 2025-12-06T21:29Z 43.8K followers, 4150 engagements

"@jnconkle @taobanker I am not a lawyer but would a company filing ch11 really trust a LLM vs. K&E"
X Link 2025-12-09T03:53Z 43.8K followers, XX engagements

"Dell just solved poverty $XXX compounded at the market rate of XX% for XX year (retirement age) gets you XXX million Never discount the power of compounding"
X Link 2025-12-02T23:39Z 43.8K followers, 4.9M engagements

"Even assume he meant low thousands let's say 3000 Let's even say he either skims or does not reply to a vast majority of them Say XX seconds per email (with X interruptions) That's 60000 seconds or 1000 minutes or XXXXX hours He also said he sleeps 6-7 hours That leaves X hour left to do everything else Lmao"
X Link 2025-12-06T18:50Z 43.8K followers, 26.1K engagements

"Interesting table from 9fin on US CLOs trading of First Brands "With CLOs mostly selling at this time the buyers of First Brands debt were mostly distressed accounts sources say as some firms were building up a position to be part of the SteerCo." Term loan is trading below 10c today"
X Link 2025-12-06T19:13Z 43.8K followers, 10.9K engagements

"Our sponsor @9finHQ is hosting an amazing free panel that are making free for everyone On December X 9:30am ET 9fins resident LME expert Jane Komsky will sit down with a star studded virtual panel to discuss: - Pro rata vs. non pro rata structures and how issuer-friendly approaches tipped the scales while lenders mounted their defense - Tiered participation and cooperation agreements that defined creditor treatment structures throughout 2025 - Antitrust litigation in lender co-ops and where the line sits between collaboration and collusion - Early process NDAs and how information asymmetry is"
X Link 2025-12-06T21:58Z 43.8K followers, 2528 engagements

"One way or another this will become a generational case study"
X Link 2025-12-08T18:23Z 43.8K followers, 5516 engagements

"Tell me you never worked in private equity without telling me you never worked in private equity"
X Link 2025-12-11T00:42Z 43.8K followers, 58.5K engagements

"List of companies for your tracker"
X Link 2025-11-20T01:47Z 43.8K followers, 8728 engagements

"Thoma Bravos $6.9B SailPoint Play: From IPO to Take-Private to IPO Again In private equity some investments deliver routine gains. Others upend entire sectors. Thoma Bravos venture with SailPoint falls squarely in the second category. They spotted enormous promise in identity governance when the rest of the market was still grappling with spreadsheets and legacy tools. By fortifying SailPoints transition to a SaaS subscription model fostering AI-based innovation and guiding two separate IPOs Thoma Bravo helped make the company into a unicorn market leader. The result is a textbook example of"
X Link 2025-11-28T23:32Z 43.8K followers, 7236 engagements

"2) Enter Thoma Bravo Thoma Bravo recognized that SailPoints governance expertise could translate into broader security functionality if given the right support and capital. In buying out SailPoint for an undisclosed amount the firm aimed to reinforce the companys transition from on-premises software to cloud-delivered products. Thoma Bravo viewed identity as a top priority for cybersecurity noticing that legacy vendors struggled to pivot quickly enough to serve big customers moving to multi-cloud environments. The investment thesis hinged on allowing SailPoint to expand its R&D capacity"
X Link 2025-11-28T23:32Z 43.8K followers, XXX engagements

"3) Thoma Bravos Growth Strategy Once it became a portfolio company SailPoint accelerated the shift towards becoming a SaaS-first vendor. The team consolidated engineering efforts to refine Identity. Now the new cloud-based solution that replaced older on-premise offerings. At the same time through strategic acquisitions it broadened the product suite to address new forms of identity risk such as privileged access and entitlements in public clouds. Sales teams began landing larger multi-year deals often topping $X million in annual value by emphasizing how a single platform could simplify"
X Link 2025-11-28T23:32Z 43.8K followers, XXX engagements

"The next time you want to start an investment firm remember your first fund should look like something like this Fund I: 45x (forty five) Fund II: 12.4x Out of this world"
X Link 2025-11-29T22:16Z 43.8K followers, 34.3K engagements

"Yearly reminder about law school - New big law class started out at $225k/yr. base - 5th year associates making $500k/yr. - No bonus variability - All cash"
X Link 2025-12-07T20:49Z 43.8K followers, 347K engagements

"This trend will revert; it is only a matter of time Be careful about trying to be the last one in"
X Link 2025-12-09T18:02Z 43.8K followers, 3696 engagements

"Quick reminder for X great events through the rest of the week Reply to this story if you want to sign up for free: Demystifying IB Technical Interviews: Pathways to Successful Consulting Recruiting: How to Land a role as a PE Summer Analyst:"
X Link 2025-12-10T04:16Z 43.8K followers, 1870 engagements

"Incredible respect for Jack Woodruff Having a SM compounding at XX% can definitely make you a billionaire But he instead returned the money because returns did not meet his standards Wow"
X Link 2025-12-10T12:56Z 43.8K followers, 29.2K engagements

"Congrats but am I the only one who is really confused Two of the largest XX shareholders never heard of the company's CEO What"
X Link 2025-12-11T00:55Z 43.8K followers, 12.6K engagements

"First time looking at this demo seriously very interesting a few thoughts 1) Review process: I really like how you check the work on a step-by-step basis. The problem I have with LLMs is that if they do the wrong step on part X out of XX the result is garbage and theres no way for you to fix that. If I can approve every incremental change I expect my work to happen quickly (because of less back and forth) and I will trust the output more. Especially given where models are going (doing large tasks vs. one simple sheet) being able to easily check completed work is very valuable. Nicely done"
X Link 2025-12-04T03:30Z 43.8K followers, 44.4K engagements

"3) Why Contractors Get Locked In For a professional painter switching systems is expensive: (1) Specification lock-in: architects property managers and franchises write Sherwin-Williams systems into specs; (2) Color lock-in: customers want the exact shade from prior jobs; color libraries and formulas are stored in Sherwin-Williams systems; (3) Process lock-in: crews know how Sherwin products spray dry and cover; changing systems introduces rework risk; (4) Relationship lock-in: local reps solve on-site problems pull strings on rush orders and extend credit. Over time the store network behaves"
X Link 2025-12-05T02:45Z 43.8K followers, XXX engagements

"4) Where Valspar and the Big-Box Channel Fit Sherwin-Williams bought Valspar in 2017 for $XXXX bn in cash. Valspar was one of the largest global paint and coatings companies known for its strong position at Lowes and other big-box retailers as well as its international footprint. The deal gave Sherwin-Williams immediate access to the DIY channel global distribution and a wider portfolio of consumer brands. Valspar brought: (1) Entrenched positions in Lowes and other big-box retailers; (2) International distribution; (3) Additional brands targeted at the do-it-yourself segment."
X Link 2025-12-05T02:45Z 43.8K followers, XXX engagements

"This is it Microsoft bottom is in Coatue: The king is lagging the kingdom"
X Link 2025-12-05T20:07Z 43.8K followers, 5375 engagements

"@Charlesaf3 The prize sucks but pays well"
X Link 2025-12-09T03:54Z 43.8K followers, XXX engagements

"@MikeFritzell I totally agree I put the same button in our upgrade page"
X Link 2025-12-10T03:51Z 43.8K followers, XXX engagements

"Pari Passu Newsletter - Deep Dive I just crossed 35k followers so its a good time to re-introduce myself - Heres my story 👇👇 (and entire growth timeline) I fell in love with restructuring my freshman year I read Moyer and was hooked - I knew this was what I was meant to do After graduation I started as a restructuring and special situations analyst at PJT / Houlihan / Evercore During my time there I would get tens if not hundreds of emails from students interested in chatting. After doing a few calls I realized I was wasting time and that I should share my passion for the field in a way"
X Link 2025-07-06T18:18Z 43.8K followers, 78.4K engagements

"Everyone guessed. Few realized how right they were. If FTX had simply done nothing its petition-date holdings would now be worth $XXX billion. Unreal over $XXX billion of value disruption"
X Link 2025-10-31T12:20Z 43.8K followers, 145.3K engagements

"The Bending Spoons Story Luca Ferrari is the co-founder and CEO of Bending Spoons a digital conglomerate he describes as twenty five percent private equity and seventy five percent technology. Founded in 2013 Bending Spoons has acquired and rebuilt well-known products like Evernote Meetup Vimeo and AOL. Luca explained how he turned a failed startup into a $1.3bn revenue platform. Here are seven key lessons: 1) Building a Compounding Acquisition Engine 2) The Criteria Behind Every Deal 3) Evernote and the Playbook in Action 4) How Bending Spoons Prices and Wins Deals 5) Culture Talent Density"
X Link 2025-12-07T17:52Z 43.8K followers, 5374 engagements

"@ClaytonCapital Top lawyers are not mid"
X Link 2025-12-07T22:50Z 43.8K followers, 7865 engagements

"@lowrydan11 What jobs have higher pay than that"
X Link 2025-12-08T14:04Z 43.8K followers, 1341 engagements

"So it keeps getting crazier: - First Brands held call with investors explaining the incremental need for cash - Marathon and Redwood provided the DIP but apparently sold right away above par - After the call this afternoon the DIP A traded below 60c - DIP B is essentially worthless Lesson: never trust anything you see in Bankruptcy"
X Link 2025-12-10T01:56Z 43.8K followers, 42.7K engagements

"61% Open Rate at 25k+ readers not the worst but we can do better"
X Link 2025-12-11T00:58Z 43.8K followers, 1452 engagements