#  @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 $13.2 billion deal, are navigating debt management and restructuring. Distressed investors are also playing a significant role in these processes. ### Engagements: [-------] [#](/creator/twitter::1519523016119619585/interactions)  - [--] Week [-------] +269% - [--] Month [---------] +5.10% - [--] Months [----------] +142% - [--] Year [----------] +64% ### Mentions: [--] [#](/creator/twitter::1519523016119619585/posts_active)  - [--] Week [--] -48% - [--] Month [---] -13% - [--] Months [-----] +28% - [--] Year [-----] +17% ### Followers: [------] [#](/creator/twitter::1519523016119619585/followers)  - [--] Week [------] +0.46% - [--] Month [------] +3.80% - [--] Months [------] +20% - [--] Year [------] +43% ### CreatorRank: [------] [#](/creator/twitter::1519523016119619585/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #576 [technology brands](/list/technology-brands) 8.73% [stocks](/list/stocks) 7.14% [countries](/list/countries) 3.17% [social networks](/list/social-networks) 1.59% [fashion brands](/list/fashion-brands) 1.59% [currencies](/list/currencies) 0.79% [vc firms](/list/vc-firms) 0.79% [financial services](/list/financial-services) 0.79% **Social topic influence** [ai](/topic/ai) #3243, [if you](/topic/if-you) #451, [investment](/topic/investment) #40, [we are](/topic/we-are) 7.14%, [the most](/topic/the-most) 6.35%, [update](/topic/update) 4.76%, [finance](/topic/finance) 3.17%, [future](/topic/future) 3.17%, [check out](/topic/check-out) #785, [$52bn](/topic/$52bn) #1 **Top accounts mentioned or mentioned by** [@thechevaun](/creator/undefined) [@drdindumuffin](/creator/undefined) [@jc1010679150091](/creator/undefined) [@2and20yt](/creator/undefined) [@9finhq](/creator/undefined) [@zack415](/creator/undefined) [@bankingslut](/creator/undefined) [@acaciacap](/creator/undefined) [@hlitoroy](/creator/undefined) [@zachtdavidson](/creator/undefined) [@poloniuscrambe](/creator/undefined) [@apocalypticobs](/creator/undefined) [@gigawizardd](/creator/undefined) [@jwnfl007](/creator/undefined) [@lowrmddlemarket](/creator/undefined) [@alborznokhostin](/creator/undefined) [@alexdtang](/creator/undefined) [@helloryse](/creator/undefined) [@isaacchan450](/creator/undefined) [@highyieldharry](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Oracle Corporation (ORCL)](/topic/$orcl) [General Electric Company (GE)](/topic/$ge) [Bank of America (BAC)](/topic/bank-of-america) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "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 47K followers, [----] engagements "On July [--] 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](https://x.com/Restructuring__/status/1948206127751049635) 2025-07-24T02:18Z 47K followers, 44.2K engagements "List of companies for your tracker" [X Link](https://x.com/Restructuring__/status/1991322425347194985) 2025-11-20T01:47Z 47.1K followers, [----] engagements "9fin latest research reveals the worst-performing BDC loans exposing hidden distress in the booming $1.6T private credit market. The results are revealing: four of the ten largest BDCs are claiming they have NO new non-performing loans. FS KKR Blackstone Secured Lending Oaktree Specialty Lending and Sixth Street Specialty Lending have no new loans on non-accrual status despite one of the most torrid quarters for trading that BDCs have known. This analysis from our sponsor represents the only systematic tracking of non-accrual trends across the industry made possible by 9fin's unique dataset" [X Link](https://x.com/Restructuring__/status/1992610772237664391) 2025-11-23T15:06Z 47K followers, [----] engagements "Most people do not appreciate the scale of Oracle CapEx CapEx Comparison of Top [--] Players 4Q22: Oracle $8Bn - Microsoft $26Bn 3Q25: Oracle $248Bn - Microsoft $106Bn Increase: 31x Oracle - 4x Microsoft Oracle CapEx has increased [--] times faster than its closest peer Let that sink in Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R" [X Link](https://x.com/Restructuring__/status/2001494915922919855) 2025-12-18T03:29Z 47K followers, [----] engagements "Finally someone pulled this together The next time you see a PE-backed IPO be aware They are selling at the top A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP" [X Link](https://x.com/Restructuring__/status/2004340412371403201) 2025-12-25T23:56Z 47K followers, 62.6K engagements "Barclays Credit Strategy for [----] In a late-cycle world that is not yet recessionary Barclays Global Head of Research Brad Rogoff sees modest widening rather than a blowout with the bigger risk being technicals and supply overwhelming buyers. Add the private credit and structured finance creep toward more exotic less proven collateral and the setup becomes a high-consequence year where selection matters more than carry. 1) Late cycle points to modest widening 2) AI CapEx and M&A activity create supply volatility 3) Supply glut as the main risk 4) Sector rotation is less about beta 5) Private" [X Link](https://x.com/Restructuring__/status/2010078154879361391) 2026-01-10T19:55Z 46.9K followers, [----] engagements "Chris Hohn showing pods how to do it His best stock of [----] General Electric General Electric" [X Link](https://x.com/Restructuring__/status/2013044948413579626) 2026-01-19T00:24Z 46.9K followers, 66.8K engagements "Apple is in danger bonds at [--] cents When a company's debt trades below 70c you start eyeing the collateral iPhones are the collateral" [X Link](https://x.com/Restructuring__/status/2015114452249543038) 2026-01-24T17:28Z 46.9K followers, 164.2K engagements "Sophomore from Harvard: "There is an irreconcilable gap between genuine excellence and a tourist who took a crash course to escape a flyover state. One is built to win. The other is just happy to be in the building." "The reality is that top-tier talent does not want to be associated with Zahara from Botswana or Blake who knew a wealth management MD and somehow annoyed an entire office into a pity offer." "The second those LinkedIn posts hit the elite realize the room is compromised. You are losing them because you made the room too crowded with people who don't belong there."" [X Link](https://x.com/Restructuring__/status/2015617504102555834) 2026-01-26T02:47Z 47K followers, 332.4K engagements "Bank of America bonus figures are not pretty. Associates are getting $70000 cash bonuses. In New York that is less than $40000 in cash after taxes for 80-hour work weeks Note: these are not entry-level roles but people with 2+ years of experience" [X Link](https://x.com/Restructuring__/status/2016281815628316775) 2026-01-27T22:47Z 46.9K followers, 364.9K engagements "Great start from Apollo on the bifurcation of the job market" [X Link](https://x.com/Restructuring__/status/2016853208719626640) 2026-01-29T12:37Z 46.9K followers, 11.4K engagements "Breaking: Evercore pauses offers to Canadians due to Visa Concerns RIP Ivey Business School 1922-2026" [X Link](https://x.com/Restructuring__/status/2016976247113252874) 2026-01-29T20:46Z 46.9K followers, 109.6K engagements "Congrats @tbpn on: - $10mm+ revenue - $300+ CPM () - [--] ads/day true respect https://t.co/QWv1Qa50rT https://t.co/QWv1Qa50rT" [X Link](https://x.com/Restructuring__/status/2017084407111110908) 2026-01-30T03:56Z 46.9K followers, 193.3K engagements "Highly encourage anyone who wants to quit a finance job to watch this video: - Do you want to wind down at night (watch Netflix) - Do you want to stop working at 5:30pm - Do you want to enjoy your weekends There is another world but there are trade-offs: - much lower pay - slower career advancement - less exit opportunities https://twitter.com/i/web/status/2017627401711198632 https://twitter.com/i/web/status/2017627401711198632" [X Link](https://x.com/Restructuring__/status/2017627401711198632) 2026-01-31T15:53Z 47K followers, 165.6K engagements "@alexdtang well said" [X Link](https://x.com/Restructuring__/status/2017638376048882144) 2026-01-31T16:37Z 46.9K followers, [----] engagements "@2and20YT Easier said than done" [X Link](https://x.com/Restructuring__/status/2017651494103761204) 2026-01-31T17:29Z 46.9K followers, [----] engagements "Every mega-fund wanted credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag" [X Link](https://x.com/Restructuring__/status/2017701379213611401) 2026-01-31T20:47Z 46.9K followers, [----] engagements "https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability management exercise to address its $500mm+ capital structure. The transaction stands https://t.co/h0qEp9zbTf https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability" [X Link](https://x.com/Restructuring__/status/2017748574713401701) 2026-01-31T23:55Z 46.9K followers, [----] engagements "We are working with AlphaSense to share their new Channel Checks capabilities We always hear about AI making its way in the investing research process but few firms are doing as great of a job as AlphaSense is If you tried you know it If you have not get a free trial below" [X Link](https://x.com/Restructuring__/status/2017751161390927885) 2026-02-01T00:05Z 46.9K followers, [----] engagements "Daily reminder that stocks are really expensive I would come back to this graph when you invest your [----] bonus" [X Link](https://x.com/Restructuring__/status/2017754973149229443) 2026-02-01T00:20Z 46.9K followers, 33.8K engagements "Blackstone CIO Office just shared their [----] Investment Perspectives Let's dive in the key trends moving markets ๐งต 1) AI CapEx - We Are Early 2) Labor Market - No Longer a Challenge 3) Inflation - Coming Down 4) The Opportunity for Private Markets 5) Private Real Estate Resilience 6) Private Credit Key Stats 7) Private Infrastructure Boom https://twitter.com/i/web/status/2018066726034841839 https://twitter.com/i/web/status/2018066726034841839" [X Link](https://x.com/Restructuring__/status/2018066726034841839) 2026-02-01T20:59Z 46.9K followers, 35.8K engagements "3) Inflation - Coming Down "Inflation is easing beyond labor a shift we have been seeing for more than two years. We have unique visibility into the single biggest component of inflation: shelter. Official shelter costs which account for roughly 35% of the Headline Consumer Price Index (CPI) carry about a oneyear lag relative to our realtime data. Our data shows shelter inflation running at roughly half the official rate. [--] Substituting our figure for the reported shelter number would place Headline CPI at 2.0% rather than 2.7%." https://twitter.com/i/web/status/2018066732984758606" [X Link](https://x.com/Restructuring__/status/2018066732984758606) 2026-02-01T20:59Z 46.9K followers, [----] engagements "4) The Opportunity for Private Markets "Public equity markets are more concentrated today than ever before with half the number of US public companies vs. nearly [--] years ago (see Figure 15). The ten largest S&P [---] companies now make up about 40% of the index double their share in [----] while fewer companies are going public overall. At the same time stockbond correlation has been positive more than 70% of the time since [----]. As a result the natural diversification that once supported a traditional 60/40 portfolio has eroded becoming less reliable as a riskmanagement foundation"" [X Link](https://x.com/Restructuring__/status/2018066735358701687) 2026-02-01T20:59Z 46.9K followers, [----] engagements "5) Private Real Estate Resilience "Real estate appears to be in the early stages of its cyclical recovery after private market values troughed in [----] marking the third major downturn in the past [--] years the result of higher interest rates a pullback by lenders elevated new supply and structural challenges in sectors such as US office. In the prior two downturns in the early 1990s and the Great Financial Crisis private real estate delivered double -digit average annual returns over the following five years [--] as fundamentals and capital markets recovered. We believe similarly that today" [X Link](https://x.com/Restructuring__/status/2018066737888166142) 2026-02-01T20:59Z 46.9K followers, [----] engagements "6) Private Credit Key Stats "Private credit has also proven defensive during periods of stress historically outperforming equities and leveraged loans in downturns. Because direct lending loans sit at the top of the capital structure they are first in line for repayment and generate high current income. Todays loantovalue ratios are well below historical levels so more than half of a companys value must be impaired before lenders are affected. Over the past twenty years the S&P [---] posted negative annual returns three times; in each of those periods private credit significantly outperformed" [X Link](https://x.com/Restructuring__/status/2018066740945547481) 2026-02-01T20:59Z 46.9K followers, [----] engagements "7) Private Infrastructure Boom "To address this wave of demand an estimated $106 trillion of global infrastructure investment is needed through [----] with roughly 75% concentrated in sectors where we have deep conviction digital infrastructure power generation transportation and renewables. AI adoption and electrification in particular are growing steadily widening the gap between demand and supply to create a multi-decade runway for growth." https://twitter.com/i/web/status/2018066743264952826 https://twitter.com/i/web/status/2018066743264952826" [X Link](https://x.com/Restructuring__/status/2018066743264952826) 2026-02-01T20:59Z 46.9K followers, [----] engagements "Harvard Business School The ultimate adult daycare" [X Link](https://x.com/Restructuring__/status/2018123682179145995) 2026-02-02T00:45Z 46.9K followers, 55.4K engagements "Pumped to see the investing firm of the future and do my part to be involved Hajarnis said smaller investing firms with more modest hiring budgets could suddenly compete with bigger firms. Constellation is one of several AI start-ups focused on credit including @9finHQ Noetica and @hebbia Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3 Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3" [X Link](https://x.com/Restructuring__/status/2018382822277370024) 2026-02-02T17:55Z 46.9K followers, 17.3K engagements "Me and the boys checking Oracle leverage" [X Link](https://x.com/Restructuring__/status/2018385136161542558) 2026-02-02T18:04Z 47K followers, [----] engagements "Beautiful reminder on consensus and the need to be different to achieve differentiated returns From Marks Its Not Easy 2015" [X Link](https://x.com/Restructuring__/status/2018390963551432938) 2026-02-02T18:28Z 47K followers, [----] engagements "Very curious to see Sycamore on this list after pulling off Walgreens in [----] for three reasons: 1) Size: Walgreens S&U is literally larger than the firm AUM; yes one deal larger than the firm AUM 2) Equity Needs: the deal included $7bn+ of equity needs ($5bn+ excluding management). I did not read anything about where the pref capital is coming from but this could be a ridiculous amount of co-invest (which of course is a lot easier to raise than a fund) 3) A True Private Equity Deal: this deal reminds me of the golden age of Private Equity. First this is a much more complicated situation than" [X Link](https://x.com/Restructuring__/status/2018525621559628253) 2026-02-03T03:23Z 47K followers, 52.8K engagements ""Despite the companys profitability multiple sources told 9fin that finding a financier for the company could prove to be difficult as institutional investors could bristle at adding an adult content company to their portfolios." Well that is not a real surprise is it" [X Link](https://x.com/Restructuring__/status/2018747117083185274) 2026-02-03T18:03Z 47.1K followers, 16.2K engagements "@gsivulka In good company on the FT with @9finHQ" [X Link](https://x.com/Restructuring__/status/2018841322098975053) 2026-02-04T00:17Z 47K followers, [----] engagements "No one wants to hear this but yes finance clubs really affect your outcome If you know you know If you disagree go check Global Platinum Securities website" [X Link](https://x.com/Restructuring__/status/2018889203942343024) 2026-02-04T03:27Z 47.1K followers, 27.7K engagements "Writeup Preview How Cooperation Agreements Became the Weapon They Were Designed to Prevent On Friday we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also understanding the growing opposition from borrowers and sponsors against these agreements. For this" [X Link](https://x.com/Restructuring__/status/2019166296064077956) 2026-02-04T21:48Z 47K followers, [----] engagements "If The Washington Post fired you and you cover distressed debt our DMs are opened" [X Link](https://x.com/Restructuring__/status/2019249804891570278) 2026-02-05T03:20Z 47K followers, [----] engagements "We are finalizing a writeup on Non-Pro-Rata Rewards In-Court I am not a lawyer but would love to make this writeup legally accurate If you are a lawyer and have expertise in this field my DMs are open Report will be published at https://restructuringnewsletter.com/ http://restructuringnewsletter.com http://restructuringnewsletter.com https://restructuringnewsletter.com/ http://restructuringnewsletter.com http://restructuringnewsletter.com" [X Link](https://x.com/Restructuring__/status/2019484343677178049) 2026-02-05T18:52Z 46.9K followers, [----] engagements "M&A is back baby" [X Link](https://x.com/Restructuring__/status/2019514546927411306) 2026-02-05T20:52Z 47.1K followers, [----] engagements "@ramim_rifat_ Can you add @HelloRyse from my end" [X Link](https://x.com/Restructuring__/status/2019763948459888679) 2026-02-06T13:23Z 46.9K followers, [--] engagements "PUBLISHED: From Shield to Sword: How Cooperation Agreements Became the Weapon They Were Designed to Prevent In todays edition we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also on understanding the growing opposition from borrowers and sponsors against" [X Link](https://x.com/Restructuring__/status/2019787096529990005) 2026-02-06T14:55Z 47K followers, [----] engagements "Read it now: https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent" [X Link](https://x.com/Restructuring__/status/2019787098354520146) 2026-02-06T14:55Z 46.9K followers, [----] engagements "Europe should stop embarrassing itself Meta pays a single AI engineers more than the entire national investment Lmao In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h" [X Link](https://x.com/Restructuring__/status/2019901822861729994) 2026-02-06T22:31Z 47K followers, [----] engagements "Need a startup idea to code with Claude Easy $10k+ MRR Build a website that centralizes all delinquent companies that don't pay their bills. After almost a year @HelloRyse has officially failed to pay for their ad placement. If they did it to me theyve probably done it to someone else as well it would have been nice to have known that beforehand. Creators/SMB can provide the info win-win for everyone. The Model: - Price: $50/mo. for access. - Create a business with strong network effects https://twitter.com/i/web/status/2019931869349843443 https://twitter.com/i/web/status/2019931869349843443" [X Link](https://x.com/Restructuring__/status/2019931869349843443) 2026-02-07T00:31Z 47K followers, [----] engagements "For more check out our full restructuring research: https://restructuringnewsletter.com/ https://restructuringnewsletter.com/" [X Link](https://x.com/Restructuring__/status/2020265242442236235) 2026-02-07T22:35Z 46.9K followers, [----] engagements "https://x.com/Restructuring__/status/2020265243138531783s=20 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 problem Getting https://t.co/D85qvF03sY https://x.com/Restructuring__/status/2020265243138531783s=20 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" [X Link](https://x.com/Restructuring__/status/2020265825757020636) 2026-02-07T22:38Z 46.9K followers, [----] engagements "Be up YTD covering Software How it feels to https://t.co/uAiMDHl94P How it feels to https://t.co/uAiMDHl94P" [X Link](https://x.com/Restructuring__/status/2020337529002815728) 2026-02-08T03:22Z 47.1K followers, [----] engagements "@zack415 https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement. https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement" [X Link](https://x.com/Restructuring__/status/2020517813706797327) 2026-02-08T15:19Z 46.9K followers, [--] engagements "Not you as well Patrick Anyone who says this line confirms they never learned to model or actually use Excel in a serious manner Rip the no mouse excel guys Rip the no mouse excel guys" [X Link](https://x.com/Restructuring__/status/2020570612616323268) 2026-02-08T18:49Z 47.1K followers, 52.1K engagements "Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg" [X Link](https://x.com/Restructuring__/status/2020837055845351893) 2026-02-09T12:27Z 46.9K followers, [----] engagements "Get free trial to the 9fin platform below" [X Link](https://x.com/Restructuring__/status/2020922089696276892) 2026-02-09T18:05Z 47K followers, [----] engagements "@bankingslut Know a team that can do that" [X Link](https://x.com/Restructuring__/status/2020983993651671535) 2026-02-09T22:11Z 46.9K followers, [---] engagements "Post Preview Franchise Group In our extra free edition this week we will examine Franchise Group a retail-heavy roll-up that marketed itself as a franchisor but operated in many respects like a levered brick-and-mortar retailer. At its peak the company owned nationally recognized brands such as The Vitamin Shoppe and Pet Supplies Plus built through an expansive debt-funded acquisition strategy. As this write-up explores the franchise model that appeared asset-light on paper masked the companys significant exposure to struggling brick-and-mortar categories and operating risk from its high" [X Link](https://x.com/Restructuring__/status/2020984995003740337) 2026-02-09T22:15Z 46.9K followers, [----] engagements "Subscribe now and get this and future restructuring research http://restructuringnewsletter.com http://restructuringnewsletter.com" [X Link](https://x.com/Restructuring__/status/2020984997373411622) 2026-02-09T22:15Z 46.9K followers, [----] engagements "Funny how this evolved in 2025" [X Link](https://x.com/Restructuring__/status/2021314629041799452) 2026-02-10T20:05Z 47.1K followers, [----] engagements "For more advanced content check out our full restructuring research: http://restructuringnewsletter.com http://restructuringnewsletter.com" [X Link](https://x.com/Restructuring__/status/2021359843223720348) 2026-02-10T23:05Z 47K followers, [----] engagements "The longest portion of the offering a 40-year bond is expected to yield [----] percentage points over US Treasuries down from [---] percentage points during initial talks the people said. People just can't get enough of it The person handling the restructuring isn't the one buying it today so what's the problem https://twitter.com/i/web/status/2021463039464100228 https://twitter.com/i/web/status/2021463039464100228" [X Link](https://x.com/Restructuring__/status/2021463039464100228) 2026-02-11T05:55Z 47.1K followers, [----] engagements ""The bottom line is that the consensus does not expect AI to improve profitability for corporate America outside the tech sector." Apollo" [X Link](https://x.com/Restructuring__/status/2021562195486662725) 2026-02-11T12:29Z 47.1K followers, [----] engagements "Years ago every mega-fund wanted to increase credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag" [X Link](https://x.com/Restructuring__/status/2021614228998635600) 2026-02-11T15:56Z 47.1K followers, [----] engagements "7/n Fannie Mae and Freddie Mac Update" [X Link](https://x.com/Restructuring__/status/2021766065731125530) 2026-02-12T01:59Z 47.1K followers, [----] engagements "@AcaciaCap He did "created" many of the new LMEs structures" [X Link](https://x.com/Restructuring__/status/2022298218302787805) 2026-02-13T13:14Z 47.1K followers, [---] engagements "Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg" [X Link](https://x.com/Restructuring__/status/2020878285740154983) 2026-02-09T15:11Z 47.1K followers, [----] engagements "Cheers to 2026" [X Link](https://x.com/Restructuring__/status/2019606769547505827) 2026-02-06T02:59Z 47.2K followers, [----] engagements "Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which combined McAfees enterprise security franchise and FireEyes threat detection business was meant to build a differentiated platform in the rapidly evolving cybersecurity market. However aggressive financial engineering left little margin for error and as both businesses faced intense competitive pressure and were forced to adapt" [X Link](https://x.com/Restructuring__/status/2021677394671665410) 2026-02-11T20:07Z 47.2K followers, [----] engagements "2/n Amazon Thesis" [X Link](https://x.com/Restructuring__/status/2021766052884230609) 2026-02-12T01:59Z 47.2K followers, [----] engagements "6/n Uber Update" [X Link](https://x.com/Restructuring__/status/2021766063227122099) 2026-02-12T01:59Z 47.2K followers, [----] engagements "12/n Market Update" [X Link](https://x.com/Restructuring__/status/2021766079136104883) 2026-02-12T01:59Z 47.2K followers, [----] engagements "This is a very interesting piece The impact that Nemecek has had cannot be overstated He literally created LMEs and the most famous declinations absolutely wild to see this unfolding For reference he worked on: - Neiman Marcus and the spin-off of MyTheresa - PetSmart on a drop-down transaction of Chewy - Boardriders Envision Healthcare Carvana and Better Health etc. As the fallout from Optimum's antitrust lawsuit continues one question is dominating the restructuring world: What will become of the driving force behind Kirkland & Elliss dominant company-side liability management practice Read" [X Link](https://x.com/Restructuring__/status/2022132979531645290) 2026-02-13T02:17Z 47.2K followers, 21.1K engagements "What is wrong with people lol I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test" [X Link](https://x.com/Restructuring__/status/2022138852580937746) 2026-02-13T02:40Z 47.2K followers, [----] engagements "Weve been working on this piece for weeks and it couldn't be more timely as the software leveraged loan market crumbles beneath us. Excited to publish tomorrow AM Subscribe you peers are reading this Btw the 3O is trading at 26c Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which https://t.co/sBBgltLjgy Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays" [X Link](https://x.com/Restructuring__/status/2022147065779040481) 2026-02-13T03:13Z 47.2K followers, [----] engagements "https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter" [X Link](https://x.com/Restructuring__/status/2022296189773758727) 2026-02-13T13:05Z 47.2K followers, [----] engagements "Im sure Blackstone made some great bets But also arent these funds marked internally The conflict of interest is really significant" [X Link](https://x.com/Restructuring__/status/2022319168465306084) 2026-02-13T14:37Z 47.2K followers, 11K engagements "Read it now https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook" [X Link](https://x.com/Restructuring__/status/2022341337131962764) 2026-02-13T16:05Z 47.2K followers, [----] engagements "Not right now mom" [X Link](https://x.com/Restructuring__/status/2022490898429321454) 2026-02-14T01:59Z 47.2K followers, 118.3K engagements "If you find this funny you will enjoy our restructuring research see below what we published yesterday https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from https://t.co/wW4Ga85rYL https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One" [X Link](https://x.com/Restructuring__/status/2022691411196547342) 2026-02-14T15:16Z 47.2K followers, [----] engagements "When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter" [X Link](https://x.com/Restructuring__/status/2022692136009769425) 2026-02-14T15:19Z 47.2K followers, [----] 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 problem 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 work with them as a sponsor. Agent is a modern tax strategy firm purpose-built for investment professionals." [X Link](https://x.com/Restructuring__/status/2022698417210704263) 2026-02-14T15:44Z 47.2K followers, [----] engagements "@hlitoroy any advice to find a girlfriend when working in restructuring" [X Link](https://x.com/Restructuring__/status/2022698638770635050) 2026-02-14T15:45Z 47.2K followers, [---] engagements "@narang_gp Moyer you can find it here https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__" [X Link](https://x.com/Restructuring__/status/2022706760050766106) 2026-02-14T16:17Z 47.2K followers, [---] engagements "@zachtdavidson I know very funny" [X Link](https://x.com/Restructuring__/status/2022728976855372062) 2026-02-14T17:45Z 47.2K followers, [--] engagements "Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for people with at least [--] years of experience (across HF PE VC Banking and Consulting) Below you can find a list of roles These are fully remote roles that you can complete on your own schedule. https://docs.google.com/spreadsheets/d/1m021NGvyyxBXBxb8MOlEo8HfpkLCNcskvbgq6qojkQ8/editusp=sharing" [X Link](https://x.com/Restructuring__/status/2022729240186126524) 2026-02-14T17:46Z 47.2K followers, 32.5K engagements "https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some" [X Link](https://x.com/Restructuring__/status/2022729508173017197) 2026-02-14T17:47Z 47.2K followers, [----] engagements "@DrDinduMuffin well said but worth it" [X Link](https://x.com/Restructuring__/status/2022830651821461642) 2026-02-15T00:29Z 47.2K followers, 15.1K engagements "Note If you sign up or invest through my link I may receive compensation. This is not financial advice and I am not a broker-dealer. Real estate investments involve high risk; please consult with your financial advisor and review all PPM (Private Placement Memorandum) documents before committing capital. Past performance including the cited 26% IRR is not indicative of future success. https://twitter.com/i/web/status/2022875876111557057 https://twitter.com/i/web/status/2022875876111557057" [X Link](https://x.com/Restructuring__/status/2022875876111557057) 2026-02-15T03:29Z 47.2K followers, [----] engagements "@JC1010679150091 that is what the video is showing" [X Link](https://x.com/Restructuring__/status/2022876537893302295) 2026-02-15T03:32Z 47.2K followers, [----] engagements "The definition of the NYC problem: - Mid-30s with a $4mm net worth - Net worth only increasing by $300400k/year - Will only retire with a low eight-figure net worth" [X Link](https://x.com/Restructuring__/status/2009306604538351658) 2026-01-08T16:50Z 47.2K followers, 587.5K engagements "The man the myth the legend" [X Link](https://x.com/Restructuring__/status/2020922082318512154) 2026-02-09T18:05Z 47.2K followers, [----] engagements "Next time you want to complainabout your banking / PE job remember tech sales is the alternative - Make less than [--] figures - Cold-calling the entire day - Little career progression - Colleaguesare not smart or ambitious - Work and live in a third-tier city Mediocrity" [X Link](https://x.com/Restructuring__/status/1928847874441249144) 2025-05-31T16:15Z 47.2K followers, 417.1K engagements "Given the interest following up with list of largest PE funds: - CVC Capital Partners IX $29.2bn July [----] - Blackstone Capital Partners VIII $26bn [----] - Advent International X $25bn May [----] - Apollo Investment X $20bn August [----] - CVC Capital Partners VIII 22.3bn [----] - KKR NA Fund XIII $19bn April [----] - Bain Capital Fund XIV $14bn October [----] Any surprises Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h" [X Link](https://x.com/Restructuring__/status/2010897801224262098) 2026-01-13T02:12Z 47.2K followers, 33.7K engagements "1) AI CapEx - We Are Early "Hyperscalers are set to increase CapEx by 45% YoY in [----] but demand for compute continues to outpace supply as infrastructure and power remain the primary constraints. In [----] the top five hyperscalers spent an estimated $415 billion on CapEx a manageable amount relative to their approximately $1.7 trillion in combined revenue (see Figure 3). This primarily self-funded CapEx is very different from the largely debt financed CapEx seen in earlier infrastructure booms such as US railroads or the dotcom bubble." https://twitter.com/i/web/status/2018066728480026980" [X Link](https://x.com/Restructuring__/status/2018066728480026980) 2026-02-01T20:59Z 47.2K followers, [----] engagements "2) Labor Market - No Longer a Challenge "Labor markets have continued to cool after a prolonged period of tightness. These dynamics have been consistently visible in our portfolio company data which showed early signs of normalization ahead of broader market indicators. Hiring challenges which ranked as the top concern among our surveyed portfolio company CEOs in early [----] was cited as an issue by 92% of respondents at the time but has fallen sharply only 33% reported it as a major issue by late [----]. Hourly wage growth has also moderated from 5.3% two years ago to 2.9% today helping to" [X Link](https://x.com/Restructuring__/status/2018066730807947411) 2026-02-01T20:59Z 47.2K followers, [----] engagements "An Insight about Recruiting for Point [--] Academy Not a surprise for a firm that will cut your capital based on a formula" [X Link](https://x.com/Restructuring__/status/2019545502182789560) 2026-02-05T22:55Z 47.2K followers, 42.1K engagements "Good review of a basic finance concept" [X Link](https://x.com/Restructuring__/status/2020242596300202221) 2026-02-07T21:05Z 47.2K followers, [----] 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 problem 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. Agent is a modern tax strategy firm purpose-built for investment professionals. You" [X Link](https://x.com/Restructuring__/status/2020265243138531783) 2026-02-07T22:35Z 47.2K followers, [----] engagements "How it feels to" [X Link](https://x.com/Restructuring__/status/2020336837269811332) 2026-02-08T03:20Z 47.2K followers, 17.7K engagements "Crazy things going on in the AI race" [X Link](https://x.com/Restructuring__/status/2020523194952655011) 2026-02-08T15:40Z 47.2K followers, [----] engagements "Parents don't miss this. This is how you end generational poverty. $1250 compounded at a conservative 13% (well below recent S&P returns) for [--] years (retirement age) gets you $6.5 million Never discount the power of compounding My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. ๐ To claim your child's "Future Wealth" starter pack you must file IRS Form [----]. Dont let them start at zero. Claim it here: https://t.co/8owbWufINL https://t.co/H3JTou3XqF My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. ๐" [X Link](https://x.com/Restructuring__/status/2021031104669679747) 2026-02-10T01:18Z 47.2K followers, 27.4K engagements "Genuine question for every incoming software engineer: How are you not completely and fully panicking that your career will end before it even starts" [X Link](https://x.com/Restructuring__/status/2021422943608373742) 2026-02-11T03:16Z 47.2K followers, 19.2K engagements "3/n Amazon Early Gains" [X Link](https://x.com/Restructuring__/status/2021766055249559775) 2026-02-12T01:59Z 47.2K followers, [----] engagements "4/n Meta Thesis" [X Link](https://x.com/Restructuring__/status/2021766057875128387) 2026-02-12T01:59Z 47.2K followers, [----] engagements "5/ Brookfield Update" [X Link](https://x.com/Restructuring__/status/2021766060463305044) 2026-02-12T01:59Z 47.2K followers, [----] engagements "8/n UMG Update" [X Link](https://x.com/Restructuring__/status/2021766068424110187) 2026-02-12T01:59Z 47.2K followers, [----] engagements "9/n Google Update" [X Link](https://x.com/Restructuring__/status/2021766071473103111) 2026-02-12T01:59Z 47.2K followers, [----] engagements "10/n Exited Positions CMG = 3.9x MOIC HLT = 4.2x MOIC CPKC = 1.1x MOIC Nike = 0.7x MOIC" [X Link](https://x.com/Restructuring__/status/2021766074094457331) 2026-02-12T01:59Z 47.2K followers, [----] engagements "@hommedelettres_ Moyer you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__" [X Link](https://x.com/Restructuring__/status/2022706686994321447) 2026-02-14T16:17Z 47.2K followers, [--] engagements "@isaacchan450 Yes you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__" [X Link](https://x.com/Restructuring__/status/2022706803084017975) 2026-02-14T16:17Z 47.2K followers, [---] engagements "https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some" [X Link](https://x.com/Restructuring__/status/2022876328748315079) 2026-02-15T03:31Z 47.2K followers, 21.1K engagements "Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering ๐ New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac Other: Portfolio Performance and Market Update 1/n ๐งต https://twitter.com/i/web/status/2021766050119876625 https://twitter.com/i/web/status/2021766050119876625" [X Link](https://x.com/Restructuring__/status/2021766050119876625) 2026-02-12T01:59Z 47.2K followers, 61.6K engagements "11/n Portfolio Positioning Great businesses at fair price" [X Link](https://x.com/Restructuring__/status/2021766076833382824) 2026-02-12T01:59Z 47.2K followers, [----] engagements "@HighyieldHarry @WallStRollup Great stuff congrats We are niching down so will not look to do any add-ons but that is a smart strategy https://restructuringnewsletter.com/ https://restructuringnewsletter.com/" [X Link](https://x.com/Restructuring__/status/2022162188673454133) 2026-02-13T04:13Z 47.2K followers, [---] engagements "Great webinar by AlphaSense Is Europe genuinely being overlooked by global investors or are the opportunities simply harder to spot without the right signals Some of the most interesting private market openings are taking shape long before the broader market catches on but only if you know where to look. Join Harry Stebbings of 20VC for a conversation on where European private markets are building real momentum and how stronger research can help surface conviction earlier. Register below https://twitter.com/i/web/status/2022296187739558007 https://twitter.com/i/web/status/2022296187739558007" [X Link](https://x.com/Restructuring__/status/2022296187739558007) 2026-02-13T13:05Z 47.2K followers, [----] engagements "Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from Symphony Technology Partners [----] rollup of McAfee Enterprise and FireEye. A deal meant to create a differentiated cybersecurity platform. Instead aggressive financial engineering met cloud disruption and brutal competition and the margin for error vanished. In August [----] Magenta launched a coercive hybrid dropdown /" [X Link](https://x.com/Restructuring__/status/2022341335106105852) 2026-02-13T16:05Z 47.2K followers, [----] engagements "This is a really great video 1) She actually works in investment banking in a front office role and therefore her nights are an actual representation of the job 2) This shows that even with long hours you can go to sleep at 1AM and have a perfectly sustainable lifestyle 3) If you are tired of turning comments after 10pm the buy-side is actually better https://twitter.com/i/web/status/2022821158911914248 https://twitter.com/i/web/status/2022821158911914248" [X Link](https://x.com/Restructuring__/status/2022821158911914248) 2026-02-14T23:52Z 47.2K followers, 494.2K engagements "@PoloniusCrambe It is not shows what working in investment banking is actually like" [X Link](https://x.com/Restructuring__/status/2022823897620468027) 2026-02-15T00:02Z 47.2K followers, 10.5K engagements "@ApocalypticOBS I don't know her personally but strongly doubt someone in compliance works that much" [X Link](https://x.com/Restructuring__/status/2022830411131338977) 2026-02-15T00:28Z 47.2K followers, 22.4K engagements "In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail vehicle. Backed by Lightstone Groups nearly four decades of experience and $12bn+ in assets under management Lightstone DIRECT gives accredited investors access to our proprietary deal pipeline previously available only to institutions. With a 26% IRR across [--] realized deals since [----] they bring a proven track record of" [X Link](https://x.com/Restructuring__/status/2022874952731349096) 2026-02-15T03:25Z 47.2K followers, 30.2K engagements "https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited" [X Link](https://x.com/Restructuring__/status/2022876324197482978) 2026-02-15T03:31Z 47.2K followers, 28.2K engagements "When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter" [X Link](https://x.com/Restructuring__/status/2022876326722482199) 2026-02-15T03:31Z 47.2K followers, 16.1K engagements "@64s You do not get what investment banking is" [X Link](https://x.com/Restructuring__/status/2022876472055337424) 2026-02-15T03:31Z 47.2K followers, [----] engagements "@ItchyJack_ Have you ever done banking" [X Link](https://x.com/Restructuring__/status/2022892616187089344) 2026-02-15T04:35Z 47.2K followers, [----] engagements "@gigawizardd @GRITCULT Have you ever done it" [X Link](https://x.com/Restructuring__/status/2022893835001475273) 2026-02-15T04:40Z 47.2K followers, [---] engagements "@thechevaun Do not agree" [X Link](https://x.com/Restructuring__/status/2022894066640498927) 2026-02-15T04:41Z 47.2K followers, [----] engagements "@thechevaun Just easy to criticize from anon account I respect her work ethic" [X Link](https://x.com/Restructuring__/status/2022895295936499997) 2026-02-15T04:46Z 47.2K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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 $13.2 billion deal, are navigating debt management and restructuring. Distressed investors are also playing a significant role in these processes.
Social category influence finance #576 technology brands 8.73% stocks 7.14% countries 3.17% social networks 1.59% fashion brands 1.59% currencies 0.79% vc firms 0.79% financial services 0.79%
Social topic influence ai #3243, if you #451, investment #40, we are 7.14%, the most 6.35%, update 4.76%, finance 3.17%, future 3.17%, check out #785, $52bn #1
Top accounts mentioned or mentioned by @thechevaun @drdindumuffin @jc1010679150091 @2and20yt @9finhq @zack415 @bankingslut @acaciacap @hlitoroy @zachtdavidson @poloniuscrambe @apocalypticobs @gigawizardd @jwnfl007 @lowrmddlemarket @alborznokhostin @alexdtang @helloryse @isaacchan450 @highyieldharry
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) General Electric Company (GE) Bank of America (BAC) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last [--] hours
"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 2025-05-28T21:41Z 47K followers, [----] engagements
"On July [--] 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 47K followers, 44.2K engagements
"List of companies for your tracker"
X Link 2025-11-20T01:47Z 47.1K followers, [----] engagements
"9fin latest research reveals the worst-performing BDC loans exposing hidden distress in the booming $1.6T private credit market. The results are revealing: four of the ten largest BDCs are claiming they have NO new non-performing loans. FS KKR Blackstone Secured Lending Oaktree Specialty Lending and Sixth Street Specialty Lending have no new loans on non-accrual status despite one of the most torrid quarters for trading that BDCs have known. This analysis from our sponsor represents the only systematic tracking of non-accrual trends across the industry made possible by 9fin's unique dataset"
X Link 2025-11-23T15:06Z 47K followers, [----] engagements
"Most people do not appreciate the scale of Oracle CapEx CapEx Comparison of Top [--] Players 4Q22: Oracle $8Bn - Microsoft $26Bn 3Q25: Oracle $248Bn - Microsoft $106Bn Increase: 31x Oracle - 4x Microsoft Oracle CapEx has increased [--] times faster than its closest peer Let that sink in Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R"
X Link 2025-12-18T03:29Z 47K followers, [----] engagements
"Finally someone pulled this together The next time you see a PE-backed IPO be aware They are selling at the top A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP"
X Link 2025-12-25T23:56Z 47K followers, 62.6K engagements
"Barclays Credit Strategy for [----] In a late-cycle world that is not yet recessionary Barclays Global Head of Research Brad Rogoff sees modest widening rather than a blowout with the bigger risk being technicals and supply overwhelming buyers. Add the private credit and structured finance creep toward more exotic less proven collateral and the setup becomes a high-consequence year where selection matters more than carry. 1) Late cycle points to modest widening 2) AI CapEx and M&A activity create supply volatility 3) Supply glut as the main risk 4) Sector rotation is less about beta 5) Private"
X Link 2026-01-10T19:55Z 46.9K followers, [----] engagements
"Chris Hohn showing pods how to do it His best stock of [----] General Electric General Electric"
X Link 2026-01-19T00:24Z 46.9K followers, 66.8K engagements
"Apple is in danger bonds at [--] cents When a company's debt trades below 70c you start eyeing the collateral iPhones are the collateral"
X Link 2026-01-24T17:28Z 46.9K followers, 164.2K engagements
"Sophomore from Harvard: "There is an irreconcilable gap between genuine excellence and a tourist who took a crash course to escape a flyover state. One is built to win. The other is just happy to be in the building." "The reality is that top-tier talent does not want to be associated with Zahara from Botswana or Blake who knew a wealth management MD and somehow annoyed an entire office into a pity offer." "The second those LinkedIn posts hit the elite realize the room is compromised. You are losing them because you made the room too crowded with people who don't belong there.""
X Link 2026-01-26T02:47Z 47K followers, 332.4K engagements
"Bank of America bonus figures are not pretty. Associates are getting $70000 cash bonuses. In New York that is less than $40000 in cash after taxes for 80-hour work weeks Note: these are not entry-level roles but people with 2+ years of experience"
X Link 2026-01-27T22:47Z 46.9K followers, 364.9K engagements
"Great start from Apollo on the bifurcation of the job market"
X Link 2026-01-29T12:37Z 46.9K followers, 11.4K engagements
"Breaking: Evercore pauses offers to Canadians due to Visa Concerns RIP Ivey Business School 1922-2026"
X Link 2026-01-29T20:46Z 46.9K followers, 109.6K engagements
"Congrats @tbpn on: - $10mm+ revenue - $300+ CPM () - [--] ads/day true respect https://t.co/QWv1Qa50rT https://t.co/QWv1Qa50rT"
X Link 2026-01-30T03:56Z 46.9K followers, 193.3K engagements
"Highly encourage anyone who wants to quit a finance job to watch this video: - Do you want to wind down at night (watch Netflix) - Do you want to stop working at 5:30pm - Do you want to enjoy your weekends There is another world but there are trade-offs: - much lower pay - slower career advancement - less exit opportunities https://twitter.com/i/web/status/2017627401711198632 https://twitter.com/i/web/status/2017627401711198632"
X Link 2026-01-31T15:53Z 47K followers, 165.6K engagements
"@alexdtang well said"
X Link 2026-01-31T16:37Z 46.9K followers, [----] engagements
"@2and20YT Easier said than done"
X Link 2026-01-31T17:29Z 46.9K followers, [----] engagements
"Every mega-fund wanted credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag"
X Link 2026-01-31T20:47Z 46.9K followers, [----] engagements
"https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability management exercise to address its $500mm+ capital structure. The transaction stands https://t.co/h0qEp9zbTf https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability"
X Link 2026-01-31T23:55Z 46.9K followers, [----] engagements
"We are working with AlphaSense to share their new Channel Checks capabilities We always hear about AI making its way in the investing research process but few firms are doing as great of a job as AlphaSense is If you tried you know it If you have not get a free trial below"
X Link 2026-02-01T00:05Z 46.9K followers, [----] engagements
"Daily reminder that stocks are really expensive I would come back to this graph when you invest your [----] bonus"
X Link 2026-02-01T00:20Z 46.9K followers, 33.8K engagements
"Blackstone CIO Office just shared their [----] Investment Perspectives Let's dive in the key trends moving markets ๐งต 1) AI CapEx - We Are Early 2) Labor Market - No Longer a Challenge 3) Inflation - Coming Down 4) The Opportunity for Private Markets 5) Private Real Estate Resilience 6) Private Credit Key Stats 7) Private Infrastructure Boom https://twitter.com/i/web/status/2018066726034841839 https://twitter.com/i/web/status/2018066726034841839"
X Link 2026-02-01T20:59Z 46.9K followers, 35.8K engagements
"3) Inflation - Coming Down "Inflation is easing beyond labor a shift we have been seeing for more than two years. We have unique visibility into the single biggest component of inflation: shelter. Official shelter costs which account for roughly 35% of the Headline Consumer Price Index (CPI) carry about a oneyear lag relative to our realtime data. Our data shows shelter inflation running at roughly half the official rate. [--] Substituting our figure for the reported shelter number would place Headline CPI at 2.0% rather than 2.7%." https://twitter.com/i/web/status/2018066732984758606"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"4) The Opportunity for Private Markets "Public equity markets are more concentrated today than ever before with half the number of US public companies vs. nearly [--] years ago (see Figure 15). The ten largest S&P [---] companies now make up about 40% of the index double their share in [----] while fewer companies are going public overall. At the same time stockbond correlation has been positive more than 70% of the time since [----]. As a result the natural diversification that once supported a traditional 60/40 portfolio has eroded becoming less reliable as a riskmanagement foundation""
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"5) Private Real Estate Resilience "Real estate appears to be in the early stages of its cyclical recovery after private market values troughed in [----] marking the third major downturn in the past [--] years the result of higher interest rates a pullback by lenders elevated new supply and structural challenges in sectors such as US office. In the prior two downturns in the early 1990s and the Great Financial Crisis private real estate delivered double -digit average annual returns over the following five years [--] as fundamentals and capital markets recovered. We believe similarly that today"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"6) Private Credit Key Stats "Private credit has also proven defensive during periods of stress historically outperforming equities and leveraged loans in downturns. Because direct lending loans sit at the top of the capital structure they are first in line for repayment and generate high current income. Todays loantovalue ratios are well below historical levels so more than half of a companys value must be impaired before lenders are affected. Over the past twenty years the S&P [---] posted negative annual returns three times; in each of those periods private credit significantly outperformed"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"7) Private Infrastructure Boom "To address this wave of demand an estimated $106 trillion of global infrastructure investment is needed through [----] with roughly 75% concentrated in sectors where we have deep conviction digital infrastructure power generation transportation and renewables. AI adoption and electrification in particular are growing steadily widening the gap between demand and supply to create a multi-decade runway for growth." https://twitter.com/i/web/status/2018066743264952826 https://twitter.com/i/web/status/2018066743264952826"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"Harvard Business School The ultimate adult daycare"
X Link 2026-02-02T00:45Z 46.9K followers, 55.4K engagements
"Pumped to see the investing firm of the future and do my part to be involved Hajarnis said smaller investing firms with more modest hiring budgets could suddenly compete with bigger firms. Constellation is one of several AI start-ups focused on credit including @9finHQ Noetica and @hebbia Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3 Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3"
X Link 2026-02-02T17:55Z 46.9K followers, 17.3K engagements
"Me and the boys checking Oracle leverage"
X Link 2026-02-02T18:04Z 47K followers, [----] engagements
"Beautiful reminder on consensus and the need to be different to achieve differentiated returns From Marks Its Not Easy 2015"
X Link 2026-02-02T18:28Z 47K followers, [----] engagements
"Very curious to see Sycamore on this list after pulling off Walgreens in [----] for three reasons: 1) Size: Walgreens S&U is literally larger than the firm AUM; yes one deal larger than the firm AUM 2) Equity Needs: the deal included $7bn+ of equity needs ($5bn+ excluding management). I did not read anything about where the pref capital is coming from but this could be a ridiculous amount of co-invest (which of course is a lot easier to raise than a fund) 3) A True Private Equity Deal: this deal reminds me of the golden age of Private Equity. First this is a much more complicated situation than"
X Link 2026-02-03T03:23Z 47K followers, 52.8K engagements
""Despite the companys profitability multiple sources told 9fin that finding a financier for the company could prove to be difficult as institutional investors could bristle at adding an adult content company to their portfolios." Well that is not a real surprise is it"
X Link 2026-02-03T18:03Z 47.1K followers, 16.2K engagements
"@gsivulka In good company on the FT with @9finHQ"
X Link 2026-02-04T00:17Z 47K followers, [----] engagements
"No one wants to hear this but yes finance clubs really affect your outcome If you know you know If you disagree go check Global Platinum Securities website"
X Link 2026-02-04T03:27Z 47.1K followers, 27.7K engagements
"Writeup Preview How Cooperation Agreements Became the Weapon They Were Designed to Prevent On Friday we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also understanding the growing opposition from borrowers and sponsors against these agreements. For this"
X Link 2026-02-04T21:48Z 47K followers, [----] engagements
"If The Washington Post fired you and you cover distressed debt our DMs are opened"
X Link 2026-02-05T03:20Z 47K followers, [----] engagements
"We are finalizing a writeup on Non-Pro-Rata Rewards In-Court I am not a lawyer but would love to make this writeup legally accurate If you are a lawyer and have expertise in this field my DMs are open Report will be published at https://restructuringnewsletter.com/ http://restructuringnewsletter.com http://restructuringnewsletter.com https://restructuringnewsletter.com/ http://restructuringnewsletter.com http://restructuringnewsletter.com"
X Link 2026-02-05T18:52Z 46.9K followers, [----] engagements
"M&A is back baby"
X Link 2026-02-05T20:52Z 47.1K followers, [----] engagements
"@ramim_rifat_ Can you add @HelloRyse from my end"
X Link 2026-02-06T13:23Z 46.9K followers, [--] engagements
"PUBLISHED: From Shield to Sword: How Cooperation Agreements Became the Weapon They Were Designed to Prevent In todays edition we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also on understanding the growing opposition from borrowers and sponsors against"
X Link 2026-02-06T14:55Z 47K followers, [----] engagements
"Read it now: https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent"
X Link 2026-02-06T14:55Z 46.9K followers, [----] engagements
"Europe should stop embarrassing itself Meta pays a single AI engineers more than the entire national investment Lmao In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"
X Link 2026-02-06T22:31Z 47K followers, [----] engagements
"Need a startup idea to code with Claude Easy $10k+ MRR Build a website that centralizes all delinquent companies that don't pay their bills. After almost a year @HelloRyse has officially failed to pay for their ad placement. If they did it to me theyve probably done it to someone else as well it would have been nice to have known that beforehand. Creators/SMB can provide the info win-win for everyone. The Model: - Price: $50/mo. for access. - Create a business with strong network effects https://twitter.com/i/web/status/2019931869349843443 https://twitter.com/i/web/status/2019931869349843443"
X Link 2026-02-07T00:31Z 47K followers, [----] engagements
"For more check out our full restructuring research: https://restructuringnewsletter.com/ https://restructuringnewsletter.com/"
X Link 2026-02-07T22:35Z 46.9K followers, [----] engagements
"https://x.com/Restructuring__/status/2020265243138531783s=20 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 problem Getting https://t.co/D85qvF03sY https://x.com/Restructuring__/status/2020265243138531783s=20 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"
X Link 2026-02-07T22:38Z 46.9K followers, [----] engagements
"Be up YTD covering Software How it feels to https://t.co/uAiMDHl94P How it feels to https://t.co/uAiMDHl94P"
X Link 2026-02-08T03:22Z 47.1K followers, [----] engagements
"@zack415 https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement. https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement"
X Link 2026-02-08T15:19Z 46.9K followers, [--] engagements
"Not you as well Patrick Anyone who says this line confirms they never learned to model or actually use Excel in a serious manner Rip the no mouse excel guys Rip the no mouse excel guys"
X Link 2026-02-08T18:49Z 47.1K followers, 52.1K engagements
"Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg"
X Link 2026-02-09T12:27Z 46.9K followers, [----] engagements
"Get free trial to the 9fin platform below"
X Link 2026-02-09T18:05Z 47K followers, [----] engagements
"@bankingslut Know a team that can do that"
X Link 2026-02-09T22:11Z 46.9K followers, [---] engagements
"Post Preview Franchise Group In our extra free edition this week we will examine Franchise Group a retail-heavy roll-up that marketed itself as a franchisor but operated in many respects like a levered brick-and-mortar retailer. At its peak the company owned nationally recognized brands such as The Vitamin Shoppe and Pet Supplies Plus built through an expansive debt-funded acquisition strategy. As this write-up explores the franchise model that appeared asset-light on paper masked the companys significant exposure to struggling brick-and-mortar categories and operating risk from its high"
X Link 2026-02-09T22:15Z 46.9K followers, [----] engagements
"Subscribe now and get this and future restructuring research http://restructuringnewsletter.com http://restructuringnewsletter.com"
X Link 2026-02-09T22:15Z 46.9K followers, [----] engagements
"Funny how this evolved in 2025"
X Link 2026-02-10T20:05Z 47.1K followers, [----] engagements
"For more advanced content check out our full restructuring research: http://restructuringnewsletter.com http://restructuringnewsletter.com"
X Link 2026-02-10T23:05Z 47K followers, [----] engagements
"The longest portion of the offering a 40-year bond is expected to yield [----] percentage points over US Treasuries down from [---] percentage points during initial talks the people said. People just can't get enough of it The person handling the restructuring isn't the one buying it today so what's the problem https://twitter.com/i/web/status/2021463039464100228 https://twitter.com/i/web/status/2021463039464100228"
X Link 2026-02-11T05:55Z 47.1K followers, [----] engagements
""The bottom line is that the consensus does not expect AI to improve profitability for corporate America outside the tech sector." Apollo"
X Link 2026-02-11T12:29Z 47.1K followers, [----] engagements
"Years ago every mega-fund wanted to increase credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag"
X Link 2026-02-11T15:56Z 47.1K followers, [----] engagements
"7/n Fannie Mae and Freddie Mac Update"
X Link 2026-02-12T01:59Z 47.1K followers, [----] engagements
"@AcaciaCap He did "created" many of the new LMEs structures"
X Link 2026-02-13T13:14Z 47.1K followers, [---] engagements
"Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg"
X Link 2026-02-09T15:11Z 47.1K followers, [----] engagements
"Cheers to 2026"
X Link 2026-02-06T02:59Z 47.2K followers, [----] engagements
"Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which combined McAfees enterprise security franchise and FireEyes threat detection business was meant to build a differentiated platform in the rapidly evolving cybersecurity market. However aggressive financial engineering left little margin for error and as both businesses faced intense competitive pressure and were forced to adapt"
X Link 2026-02-11T20:07Z 47.2K followers, [----] engagements
"2/n Amazon Thesis"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"6/n Uber Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"12/n Market Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"This is a very interesting piece The impact that Nemecek has had cannot be overstated He literally created LMEs and the most famous declinations absolutely wild to see this unfolding For reference he worked on: - Neiman Marcus and the spin-off of MyTheresa - PetSmart on a drop-down transaction of Chewy - Boardriders Envision Healthcare Carvana and Better Health etc. As the fallout from Optimum's antitrust lawsuit continues one question is dominating the restructuring world: What will become of the driving force behind Kirkland & Elliss dominant company-side liability management practice Read"
X Link 2026-02-13T02:17Z 47.2K followers, 21.1K engagements
"What is wrong with people lol I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test"
X Link 2026-02-13T02:40Z 47.2K followers, [----] engagements
"Weve been working on this piece for weeks and it couldn't be more timely as the software leveraged loan market crumbles beneath us. Excited to publish tomorrow AM Subscribe you peers are reading this Btw the 3O is trading at 26c Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which https://t.co/sBBgltLjgy Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays"
X Link 2026-02-13T03:13Z 47.2K followers, [----] engagements
"https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter"
X Link 2026-02-13T13:05Z 47.2K followers, [----] engagements
"Im sure Blackstone made some great bets But also arent these funds marked internally The conflict of interest is really significant"
X Link 2026-02-13T14:37Z 47.2K followers, 11K engagements
"Read it now https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook"
X Link 2026-02-13T16:05Z 47.2K followers, [----] engagements
"Not right now mom"
X Link 2026-02-14T01:59Z 47.2K followers, 118.3K engagements
"If you find this funny you will enjoy our restructuring research see below what we published yesterday https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from https://t.co/wW4Ga85rYL https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One"
X Link 2026-02-14T15:16Z 47.2K followers, [----] engagements
"When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter"
X Link 2026-02-14T15:19Z 47.2K followers, [----] 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 problem 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 work with them as a sponsor. Agent is a modern tax strategy firm purpose-built for investment professionals."
X Link 2026-02-14T15:44Z 47.2K followers, [----] engagements
"@hlitoroy any advice to find a girlfriend when working in restructuring"
X Link 2026-02-14T15:45Z 47.2K followers, [---] engagements
"@narang_gp Moyer you can find it here https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__"
X Link 2026-02-14T16:17Z 47.2K followers, [---] engagements
"@zachtdavidson I know very funny"
X Link 2026-02-14T17:45Z 47.2K followers, [--] engagements
"Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for people with at least [--] years of experience (across HF PE VC Banking and Consulting) Below you can find a list of roles These are fully remote roles that you can complete on your own schedule. https://docs.google.com/spreadsheets/d/1m021NGvyyxBXBxb8MOlEo8HfpkLCNcskvbgq6qojkQ8/editusp=sharing"
X Link 2026-02-14T17:46Z 47.2K followers, 32.5K engagements
"https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some"
X Link 2026-02-14T17:47Z 47.2K followers, [----] engagements
"@DrDinduMuffin well said but worth it"
X Link 2026-02-15T00:29Z 47.2K followers, 15.1K engagements
"Note If you sign up or invest through my link I may receive compensation. This is not financial advice and I am not a broker-dealer. Real estate investments involve high risk; please consult with your financial advisor and review all PPM (Private Placement Memorandum) documents before committing capital. Past performance including the cited 26% IRR is not indicative of future success. https://twitter.com/i/web/status/2022875876111557057 https://twitter.com/i/web/status/2022875876111557057"
X Link 2026-02-15T03:29Z 47.2K followers, [----] engagements
"@JC1010679150091 that is what the video is showing"
X Link 2026-02-15T03:32Z 47.2K followers, [----] engagements
"The definition of the NYC problem: - Mid-30s with a $4mm net worth - Net worth only increasing by $300400k/year - Will only retire with a low eight-figure net worth"
X Link 2026-01-08T16:50Z 47.2K followers, 587.5K engagements
"The man the myth the legend"
X Link 2026-02-09T18:05Z 47.2K followers, [----] engagements
"Next time you want to complainabout your banking / PE job remember tech sales is the alternative - Make less than [--] figures - Cold-calling the entire day - Little career progression - Colleaguesare not smart or ambitious - Work and live in a third-tier city Mediocrity"
X Link 2025-05-31T16:15Z 47.2K followers, 417.1K engagements
"Given the interest following up with list of largest PE funds: - CVC Capital Partners IX $29.2bn July [----] - Blackstone Capital Partners VIII $26bn [----] - Advent International X $25bn May [----] - Apollo Investment X $20bn August [----] - CVC Capital Partners VIII 22.3bn [----] - KKR NA Fund XIII $19bn April [----] - Bain Capital Fund XIV $14bn October [----] Any surprises Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h"
X Link 2026-01-13T02:12Z 47.2K followers, 33.7K engagements
"1) AI CapEx - We Are Early "Hyperscalers are set to increase CapEx by 45% YoY in [----] but demand for compute continues to outpace supply as infrastructure and power remain the primary constraints. In [----] the top five hyperscalers spent an estimated $415 billion on CapEx a manageable amount relative to their approximately $1.7 trillion in combined revenue (see Figure 3). This primarily self-funded CapEx is very different from the largely debt financed CapEx seen in earlier infrastructure booms such as US railroads or the dotcom bubble." https://twitter.com/i/web/status/2018066728480026980"
X Link 2026-02-01T20:59Z 47.2K followers, [----] engagements
"2) Labor Market - No Longer a Challenge "Labor markets have continued to cool after a prolonged period of tightness. These dynamics have been consistently visible in our portfolio company data which showed early signs of normalization ahead of broader market indicators. Hiring challenges which ranked as the top concern among our surveyed portfolio company CEOs in early [----] was cited as an issue by 92% of respondents at the time but has fallen sharply only 33% reported it as a major issue by late [----]. Hourly wage growth has also moderated from 5.3% two years ago to 2.9% today helping to"
X Link 2026-02-01T20:59Z 47.2K followers, [----] engagements
"An Insight about Recruiting for Point [--] Academy Not a surprise for a firm that will cut your capital based on a formula"
X Link 2026-02-05T22:55Z 47.2K followers, 42.1K engagements
"Good review of a basic finance concept"
X Link 2026-02-07T21:05Z 47.2K followers, [----] 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 problem 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. Agent is a modern tax strategy firm purpose-built for investment professionals. You"
X Link 2026-02-07T22:35Z 47.2K followers, [----] engagements
"How it feels to"
X Link 2026-02-08T03:20Z 47.2K followers, 17.7K engagements
"Crazy things going on in the AI race"
X Link 2026-02-08T15:40Z 47.2K followers, [----] engagements
"Parents don't miss this. This is how you end generational poverty. $1250 compounded at a conservative 13% (well below recent S&P returns) for [--] years (retirement age) gets you $6.5 million Never discount the power of compounding My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. ๐ To claim your child's "Future Wealth" starter pack you must file IRS Form [----]. Dont let them start at zero. Claim it here: https://t.co/8owbWufINL https://t.co/H3JTou3XqF My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. ๐"
X Link 2026-02-10T01:18Z 47.2K followers, 27.4K engagements
"Genuine question for every incoming software engineer: How are you not completely and fully panicking that your career will end before it even starts"
X Link 2026-02-11T03:16Z 47.2K followers, 19.2K engagements
"3/n Amazon Early Gains"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"4/n Meta Thesis"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"5/ Brookfield Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"8/n UMG Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"9/n Google Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"10/n Exited Positions CMG = 3.9x MOIC HLT = 4.2x MOIC CPKC = 1.1x MOIC Nike = 0.7x MOIC"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"@hommedelettres_ Moyer you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__"
X Link 2026-02-14T16:17Z 47.2K followers, [--] engagements
"@isaacchan450 Yes you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__"
X Link 2026-02-14T16:17Z 47.2K followers, [---] engagements
"https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some"
X Link 2026-02-15T03:31Z 47.2K followers, 21.1K engagements
"Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering ๐ New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac Other: Portfolio Performance and Market Update 1/n ๐งต https://twitter.com/i/web/status/2021766050119876625 https://twitter.com/i/web/status/2021766050119876625"
X Link 2026-02-12T01:59Z 47.2K followers, 61.6K engagements
"11/n Portfolio Positioning Great businesses at fair price"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"@HighyieldHarry @WallStRollup Great stuff congrats We are niching down so will not look to do any add-ons but that is a smart strategy https://restructuringnewsletter.com/ https://restructuringnewsletter.com/"
X Link 2026-02-13T04:13Z 47.2K followers, [---] engagements
"Great webinar by AlphaSense Is Europe genuinely being overlooked by global investors or are the opportunities simply harder to spot without the right signals Some of the most interesting private market openings are taking shape long before the broader market catches on but only if you know where to look. Join Harry Stebbings of 20VC for a conversation on where European private markets are building real momentum and how stronger research can help surface conviction earlier. Register below https://twitter.com/i/web/status/2022296187739558007 https://twitter.com/i/web/status/2022296187739558007"
X Link 2026-02-13T13:05Z 47.2K followers, [----] engagements
"Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from Symphony Technology Partners [----] rollup of McAfee Enterprise and FireEye. A deal meant to create a differentiated cybersecurity platform. Instead aggressive financial engineering met cloud disruption and brutal competition and the margin for error vanished. In August [----] Magenta launched a coercive hybrid dropdown /"
X Link 2026-02-13T16:05Z 47.2K followers, [----] engagements
"This is a really great video 1) She actually works in investment banking in a front office role and therefore her nights are an actual representation of the job 2) This shows that even with long hours you can go to sleep at 1AM and have a perfectly sustainable lifestyle 3) If you are tired of turning comments after 10pm the buy-side is actually better https://twitter.com/i/web/status/2022821158911914248 https://twitter.com/i/web/status/2022821158911914248"
X Link 2026-02-14T23:52Z 47.2K followers, 494.2K engagements
"@PoloniusCrambe It is not shows what working in investment banking is actually like"
X Link 2026-02-15T00:02Z 47.2K followers, 10.5K engagements
"@ApocalypticOBS I don't know her personally but strongly doubt someone in compliance works that much"
X Link 2026-02-15T00:28Z 47.2K followers, 22.4K engagements
"In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail vehicle. Backed by Lightstone Groups nearly four decades of experience and $12bn+ in assets under management Lightstone DIRECT gives accredited investors access to our proprietary deal pipeline previously available only to institutions. With a 26% IRR across [--] realized deals since [----] they bring a proven track record of"
X Link 2026-02-15T03:25Z 47.2K followers, 30.2K engagements
"https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited"
X Link 2026-02-15T03:31Z 47.2K followers, 28.2K engagements
"When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter"
X Link 2026-02-15T03:31Z 47.2K followers, 16.1K engagements
"@64s You do not get what investment banking is"
X Link 2026-02-15T03:31Z 47.2K followers, [----] engagements
"@ItchyJack_ Have you ever done banking"
X Link 2026-02-15T04:35Z 47.2K followers, [----] engagements
"@gigawizardd @GRITCULT Have you ever done it"
X Link 2026-02-15T04:40Z 47.2K followers, [---] engagements
"@thechevaun Do not agree"
X Link 2026-02-15T04:41Z 47.2K followers, [----] engagements
"@thechevaun Just easy to criticize from anon account I respect her work ethic"
X Link 2026-02-15T04:46Z 47.2K followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::Restructuring__