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# ![@Restructuring__ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1519523016119619585.png) @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 [#](/creator/twitter::1519523016119619585/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519523016119619585/c:line/m:interactions.svg)

- X Week XXXXXXXXX +1,254%
- X Month XXXXXXXXX +69%
- X Months XXXXXXXXXX +50%
- X Year XXXXXXXXXX +35%

### Mentions: XX [#](/creator/twitter::1519523016119619585/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519523016119619585/c:line/m:posts_active.svg)

- X Week XXX +4.10%
- X Month XXX -XX%
- X Months XXXXX +53%
- X Year XXXXX +21%

### Followers: XXXXXX [#](/creator/twitter::1519523016119619585/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519523016119619585/c:line/m:followers.svg)

- X Week XXXXXX +0.10%
- X Month XXXXXX +1.20%
- X Months XXXXXX +17%
- X Year XXXXXX +60%

### CreatorRank: XXXXXXX [#](/creator/twitter::1519523016119619585/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519523016119619585/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #2028 [stocks](/list/stocks)  XX% [technology brands](/list/technology-brands)  X% [social networks](/list/social-networks)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [vc firms](/list/vc-firms)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[private equity](/topic/private-equity) #59, [if you](/topic/if-you) 3.33%, [paint](/topic/paint) 3.33%, [altice](/topic/altice) #22, [dell](/topic/dell) #225, [retirement](/topic/retirement) #646, [investment](/topic/investment) #3729, [strong](/topic/strong) 2.5%, [products](/topic/products) 2.5%, [solve](/topic/solve) #1777

**Top accounts mentioned or mentioned by**
[@ericgkrehbiel](/creator/undefined) [@stephen1426397](/creator/undefined) [@jonswiftucf](/creator/undefined) [@mwfowlie](/creator/undefined) [@tradermacro](/creator/undefined) [@justincgohn](/creator/undefined) [@john_ford77](/creator/undefined) [@9finhq](/creator/undefined) [@macromonster69](/creator/undefined) [@proudatlantean](/creator/undefined) [@whiskybrav0](/creator/undefined) [@bpoppap](/creator/undefined) [@dmckdani](/creator/undefined) [@mayfaircap](/creator/undefined) [@michaelrielly10](/creator/undefined) [@auster_felix](/creator/undefined) [@marcus_nips](/creator/undefined) [@gurcanmeister](/creator/undefined) [@basedozymandias](/creator/undefined) [@valdidentro](/creator/undefined)

**Top assets mentioned**
[Dell Technologies, Inc. (DELL)](/topic/dell) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/Restructuring__/status/1957101423747084588)  2025-08-17T15:25Z 43.8K followers, 22K 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](https://x.com/Restructuring__/status/1941924787573735676)  2025-07-06T18:18Z 43.8K followers, 78K 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](https://x.com/Restructuring__/status/1984234098542715321)  2025-10-31T12:20Z 43.8K followers, 145.2K engagements


"The Altice War is Here Pumped to Watch"  
[X Link](https://x.com/Restructuring__/status/1993525619523567797)  2025-11-26T03:42Z 43.8K followers, 3665 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](https://x.com/Restructuring__/status/1996001254221193366)  2025-12-02T23:39Z 43.8K followers, 4.9M 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](https://x.com/Restructuring__/status/1996421805611893244)  2025-12-04T03:30Z 43.8K followers, 44.3K engagements


"What point of the cycle is this"  
[X Link](https://x.com/Restructuring__/status/1997418222245564663)  2025-12-06T21:29Z 43.8K followers, 4111 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](https://x.com/Restructuring__/status/1997725922473181338)  2025-12-07T17:52Z 43.8K followers, 5008 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](https://x.com/Restructuring__/status/1997770532406636745)  2025-12-07T20:49Z 43.8K followers, 300K engagements


"Clear prison dilemma Please do not take these deals on email newsletters"  
[X Link](https://x.com/Restructuring__/status/1997773114860834988)  2025-12-07T21:00Z 43.8K followers, 30.8K engagements


"BURGERFI - PREVIEW Earlier this year we covered the case of Red Lobster and learned how complex elements fit together in its bankruptcy. Today we are looking at another restaurant bankruptcy BurgerFi. We will see how shifting consumer tastes from premium goods to value deals combined with high operating expenses led to the companys inability to service its debt. Through the case of BurgerFi we will also learn about restaurant-specific operating metrics and understand how they contribute to restaurants profitability. See below a small preview of the setup. Im very excited for this one - Pari"  
[X Link](https://x.com/Restructuring__/status/1927842768526971011)  2025-05-28T21:41Z 43.7K followers, 9721 engagements


"List of companies for your tracker"  
[X Link](https://x.com/Restructuring__/status/1991322425347194985)  2025-11-20T01:47Z 43.7K followers, 8727 engagements


"Great reminder of who you are competing with if you want to beat the market"  
[X Link](https://x.com/Restructuring__/status/1992683284891848798)  2025-11-23T19:54Z 43.7K followers, 270.7K engagements


"Wrote a check to a toilet company guess where it ended up You can't make it up"  
[X Link](https://x.com/Restructuring__/status/1993522798082588929)  2025-11-26T03:30Z 43.7K followers, 3462 engagements


"120 likes and 3k views Why am I shadow banned"  
[X Link](https://x.com/Restructuring__/status/1993922427789697074)  2025-11-27T05:58Z 43.7K followers, 26K engagements


"Did not have this one my bingo card let's gooo Four years in we are just getting started"  
[X Link](https://x.com/Restructuring__/status/1994077355237589101)  2025-11-27T16:14Z 43.7K followers, 27.1K 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](https://x.com/Restructuring__/status/1994165307414597683)  2025-11-27T22:03Z 43.7K followers, 6347 engagements


"This is good The bar has never been lower"  
[X Link](https://x.com/Restructuring__/status/1994502217530053006)  2025-11-28T20:22Z 43.7K followers, 5988 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](https://x.com/Restructuring__/status/1994549969844322327)  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](https://x.com/Restructuring__/status/1994549971345940650)  2025-11-28T23:32Z 43.7K followers, XXX 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](https://x.com/Restructuring__/status/1994853265763192965)  2025-11-29T19:37Z 43.7K followers, 8948 engagements


"@ericgkrehbiel"  
[X Link](https://x.com/Restructuring__/status/1996042222911823916)  2025-12-03T02:22Z 43.7K followers, 51K engagements


"@ProudAtlantean If you do not get the joke you will not understand our research so all good"  
[X Link](https://x.com/Restructuring__/status/1996058550234411231)  2025-12-03T03:26Z 43.7K followers, 4165 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](https://x.com/Restructuring__/status/1996200448009589057)  2025-12-03T12:50Z 43.7K followers, 43.4K engagements


"How are we feeling about this Vista exit to Blackstone"  
[X Link](https://x.com/Restructuring__/status/1996258125096300895)  2025-12-03T16:40Z 43.7K followers, 3131 engagements


"My first clickbait tweet Review I have always been annoyed by people who generate millions of views with trash content so I wanted to try myself. One day later the post is sitting at 5MM views my most viewed post ever. The setup: if you do social media doing a great clickbait post is really easy and this post was a perfect setup. I made an investing joke (people really care about money) where it was easy to tell me I was dumb (people really care about looking smart). Did it work As always it depends. What is the goal For me the goal is to drive subscribers of our restructuring dedicated"  
[X Link](https://x.com/Restructuring__/status/1996408476449341843)  2025-12-04T02:37Z 43.7K followers, 17.4K engagements


"Yes and the second thing to remember is the impact on valuation As the graph below from JPM shows we are already at extremely expensive multiples and those multiples assume earnings with low D&A (depreciation & amortization) which means high earnings underreporting capex and inflated valuations. If we were to adjust Big Tech multiples to reflect realistic depreciation wed be very close to peak dot-com valuations"  
[X Link](https://x.com/Restructuring__/status/1996417762030244020)  2025-12-04T03:14Z 43.7K followers, 11.6K engagements


"Great PE recruiting event tomorrow at 8pm Register now to attend for free"  
[X Link](https://x.com/Restructuring__/status/1996436739737719030)  2025-12-04T04:29Z 43.7K followers, 4851 engagements


"I apologize I was not familiar with their game (aka ability to incinerate cash)"  
[X Link](https://x.com/Restructuring__/status/1996742790575780103)  2025-12-05T00:45Z 43.7K followers, 32.5K 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](https://x.com/Restructuring__/status/1996772978919363022)  2025-12-05T02:45Z 43.7K 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](https://x.com/Restructuring__/status/1996772980420939874)  2025-12-05T02:45Z 43.7K followers, XXX engagements


"5) Store Economics Mix Shift and Pricing Power The Paint Stores Group posts strong same-store sales growth and high margins reflecting the economics of the pro-centric network. One recent quarter showed same-store sales up high single digits with segment margins in the mid-20s. Key Drivers: (1) High ticket size: contractors buy in volume for whole projects; (2) Recurring demand: repaint cycles create steady non-discretionary work; (3) Pricing power: when raw materials and labor costs rise Sherwin-Williams can pass through price increases especially in pro channels where paint is a small share"  
[X Link](https://x.com/Restructuring__/status/1996772981763190842)  2025-12-05T02:45Z 43.7K followers, XXX engagements


"6) What the Moat Looks Like in Downturns Recent results highlight the asymmetry. DIY volumes in North America have weakened pressuring the Consumer Brands Group. At the same time the Paint Stores Group continues to grow net sales helped by professional demand and pricing. Because Sherwin-Williams owns the distribution to pros: (1) It can prioritize limited inventory and service capacity toward higher-value customers; (2) It keeps competitors off its core shelf; (3) It maintains relevance even when homeowners pull back. The distribution moat does not eliminate macro risk but it moderates it"  
[X Link](https://x.com/Restructuring__/status/1996772983277335016)  2025-12-05T02:45Z 43.7K followers, XXX engagements


"7) Risk Factors and Failure Modes The moat is powerful not invincible. Key Risks: (1) Exposure to construction cycles: prolonged weakness in housing commercial or industrial demand will still flow through volumes; (2) Labor and service intensity: store-level expertise and service are part of the moat; under-investing in people can erode it; (3) Channel conflict: balancing premium Sherwin stores with value-oriented Valspar and other brands in big-box channels requires careful brand and pricing management; (4) Digital displacement is a real risk. If contractors start ordering paint matching"  
[X Link](https://x.com/Restructuring__/status/1996772984749437218)  2025-12-05T02:45Z 43.7K followers, XXX engagements


"Not right now mom"  
[X Link](https://x.com/Restructuring__/status/1993891417006199256)  2025-11-27T03:55Z 43.8K followers, 126.4K engagements


"This is it Microsoft bottom is in Coatue: The king is lagging the kingdom"  
[X Link](https://x.com/Restructuring__/status/1997035187532976624)  2025-12-05T20:07Z 43.8K followers, 5329 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](https://x.com/Restructuring__/status/1997378081388925127)  2025-12-06T18:50Z 43.8K followers, 26K engagements


"@ClaytonCapital Top lawyers are not mid"  
[X Link](https://x.com/Restructuring__/status/1997800858197819402)  2025-12-07T22:50Z 43.8K followers, 7441 engagements


"@lowrydan11 What jobs have higher pay than that"  
[X Link](https://x.com/Restructuring__/status/1998030836067962969)  2025-12-08T14:04Z 43.8K followers, 1059 engagements


"Post Preview - We are diving into financials with a highly requested transatlantic writeup Reminder upgrade today before our annual prices increase by $XXX on Friday at midnight"  
[X Link](https://x.com/Restructuring__/status/1993838447749157030)  2025-11-27T00:25Z 43.8K followers, 7226 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](https://x.com/Restructuring__/status/1994432923773095941)  2025-11-28T15:47Z 43.8K followers, 2262 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](https://x.com/Restructuring__/status/1994479738513989806)  2025-11-28T18:53Z 43.8K followers, 18.6K 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](https://x.com/Restructuring__/status/1994549965717225533)  2025-11-28T23:32Z 43.8K followers, 7225 engagements


"1) The Opportunity SailPoint was started by ex-IBM VP Mark Mclain in 2005 who saw how enterprises struggled with identity sprawl as cloud adoption exploded and how legacy tools like IBM Tivoli and Oracle Identity Manager couldnt handle hybrid environments. It was started to address and solve the problem of how to manage and secure a constantly growing roster of user identities across hybrid and cloud environments. Demand for better governance tools kept escalating driven by complex compliance requirements and the realization that spreadsheets were no longer enough to track who had access to"  
[X Link](https://x.com/Restructuring__/status/1994549968195993867)  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](https://x.com/Restructuring__/status/1994893322997948823)  2025-11-29T22:16Z 43.8K followers, 34.2K engagements


"@MayfairCap Just need to hold most won't"  
[X Link](https://x.com/Restructuring__/status/1996042376335474884)  2025-12-03T02:22Z 43.8K followers, 19.4K engagements


"@Flufferbot2 Yes this is a good point"  
[X Link](https://x.com/Restructuring__/status/1996059918865195135)  2025-12-03T03:32Z 43.8K followers, 9132 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](https://x.com/Restructuring__/status/1996064702657638909)  2025-12-03T03:51Z 43.8K followers, 142.9K 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](https://x.com/Restructuring__/status/1996772973923946859)  2025-12-05T02:45Z 43.8K followers, 2534 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](https://x.com/Restructuring__/status/1996942400569163793)  2025-12-05T13:59Z 43.8K followers, 2517 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](https://x.com/Restructuring__/status/1997425543075999886)  2025-12-06T21:58Z 43.8K followers, 2449 engagements


"One way or another this will become a generational case study"  
[X Link](https://x.com/Restructuring__/status/1998095985420194005)  2025-12-08T18:23Z 43.8K followers, 3066 engagements