A private equity news roundup covering recent large deals such as take-private bids for Wendy's and ADT and Carlyle's exit from a Romanian offshore gas producer. It gives readers short, fact-dense summaries of deal terms, buyers, sellers and premiums.
Website: https://peinsights.substack.com
Pari Passu is a deep-dive newsletter on restructuring, liability management exercises and private credit, written by a private equity investor. Each issue dissects a specific distressed company or transaction, explaining deal mechanics, lender dynamics and the wider market implications.
An LP-focused newsletter that analyzes private credit, private equity and commercial real estate, often using original data pulled from BDC filings. Readers get data-driven analysis of signals like PIK interest, valuation practices and CMBS delinquencies, plus a weekly roundup of sector news.
Analysis of the ABA autism-care provider market, covering technology platforms, utilization data, consolidation and investment activity. Readers get operator-focused commentary with original tracking and interviews with industry executives.
Joshua Novick, M&A advisor, writes weekly practical pieces in Spanish on how companies are really sold: choosing PE-backed buyers, NDA negotiation problems with AI-drafted redlines, and minority stake sales. Readers get concrete deal-process experience and tips for owners preparing a sale.
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