Reorg Research

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: - Primary highlights for the week; - French food retailer Casino’s planned merger with Teract; and - Cable maker Leoni’s financial restructuring implementation. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

Brendan Hall, director and research analyst at Brean Capital Management in New York, talks with Reorg’s James Holloway about the SVB Financial filing, including the valuation of the investment bank and asset management businesses, the FDIC’s claims, NOIs and the trading prices of the bonds. #SVB #restructuring #bankruptcy #assetmanagement

This week, we feature a preview of the week ahead including continued coverage of the recent banking turmoil; potential restructurings and refinancings from Bed Bath & Beyond, Lumen and Carvana; in-court developments in Serta Simmons, Cineworld, Voyager Digital and SunEdison; and the Catalina Marketing chapter 11 filing. Chapters in this podcast include: 00:43 - Weekly recap 09:53 - Week’s top-read stories 10:31 - Week ahead preview We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Trends in European high-yield bonds that were assigned a double B rating in 2022; Topical restructuring updates on companies including Biotronik, SLV and Flint; New reports of Asda acquiring EG Group’s U.K. forecourt business; and Primary highlights for the week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

Reorg’s Gaurav Sharma speaks with Sam Maizel, who leads Dentons’ healthcare industry restructuring practice as a partner in the firm’s Los Angeles office, about the issues facing companies operating in the healthcare industry, which is struggling with labor shortages and higher wage inflation. #restructuring #healthcare #distresseddebt

This week we feature a preview of the week ahead, coverage of the recent banking turmoil at SVB, Credit Suisse, Signature Bank and Western Alliance, potential restructurings from Carvana, Ligado, Lumen and ATI, and in-court developments for Puerto Rico, LTL Management, Diamond Sports Group and LATAM Airlines. Chapters in this podcast include: 00:30 - Weekly recap 08:08 - Week’s top-read stories 08:30 - Week ahead preview We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

Bart Capeci, Senior Legal Analyst at Reorg, and Apostolos Gkoutzinis, head of the capital markets practice at Milbank in London, discuss the Swiss government's decision to write down all of Credit Suisse's AT1 notes and what that might mean for the broader European AT1 market. #leveragedfinance #highyield

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - The latest developments at Credit Suisse, including the Swiss Regulator’s decision to wipe out 16 billion Swiss francs of the bank's tier 1 notes; - Upcoming restructuring of German elevator parts maker Wittur ahead of an expected liquidity crunch; and - Primary highlights for the week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

In the latest installment of this Expert Views series, Reorg’s Legal Director, Shan Qureshi speaks to law firm Akin Gump’s Emma Simmonds, Sam Brodie and Clare Cottle. The lawyers took time out of their schedule to provide their expert view on liability management exercises and the considerations borrowers and lenders should take when pursuing them. #leveragedfinance #highyield

More than 10 years after the first edition of FTI Consulting’s Navigating Today’s Environment | The Directors’ and Officers’ Guide to Restructuring, Michael Eisenband, the firm’s Global Co-Leader of Corporate Finance & Restructuring and Consulting Editor for the new edition, discusses what has changed over the past decade in restructuring, how the recent Silicon Valley Bank collapse alters the Fed’s likely path and what may lie ahead for the restructuring practice. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

This week we feature a preview of the week ahead and coverage of the Diamond Sports chapter 11 filing, Silicon Valley Bank, Signature Bank and other regional banks, potential restructurings and refinancings on the horizon from WeWork, Diebold, Audacy and FXI. We also discuss litigation related to Serta Simmons and Mitel Networks and the first hearing held by the newly formed House Financial Services Subcommittee on Digital Assets, Financial Technology and Inclusion. 00:25 - Weekly recap 07:17 - Week’s top-read stories 07:51 - Week ahead preview We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyield #chapter11 #refinancing #restructuring #distresseddebt #performingcredit

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - Primary highlights for the week; - The European fallout from the Silicon Valley Bank collapse; - Ukrainian metals and mining group Metinvest is scheduled to pay down one of its five eurobonds next month and a group of creditors sought an injunction against the company last week; and - The lenders of Luxembourg-based printing and packaging ink Flint Group are set to take control after rejecting shareholders’ restructuring proposal. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

At the center of Silicon Valley Bank’s stunning collapse was an investment portfolio stuffed with mortgage-backed securities, or MBS. In this special podcast, Chris Maloney, MBS strategist at Bank of Oklahoma Capital Financial Markets, explains the asset class, their outsized losses since the Fed commenced its rate-tightening program, and the Fed’s options as it seeks to simultaneously battle inflation and support the banking sector. #bankruptcy

The Reorg Primary View: Reorg’s Patrick Fitzgerald speaks with Scott Roberts, president and senior managing partner at Belvedere Direct Lending Advisors LLC, about the state of the direct lending environment in the US, how it compares with with Europe and Latin America, and how a potential recession could impact direct lending activity.

This week we feature a preview of the week ahead and new coverage alerts on FXI Holding and SVB Financial, potential restructurings on the horizon from National CineMedia, Flint Group, United Road Service and Heartland Dental, new Reorg analysis of Venator Materials, LifePoint Health, AMC Entertainment and major cruise operators, and crypto coverage of FTX. Chapters in this podcast include: 00:31 - Weekly recap 07:26 - Week’s top-read stories 08:04 - Week ahead preview We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyield

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - Primary highlights for the week; - The collapse of restructuring talks between stretchy fabrics maker Lycra and its ad hoc group of bondholders; - Reorg’s waterfall model of titanium dioxide producer Venator Materials; and - The SuperReturn Private Credit Europe 2023 conference. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - Primary highlights for the week; - The post restructuring recovery prospects of U.K. retailer Matalan; - The ongoing restructuring of German elevator parts maker Wittur. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey A link to a webinar on Matalan’s post restructuring recovery prospects recorded earlier this week can be found here: https://app.reorg.com/v3#/media-event?item_id=714 #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

Our weekly recap and preview for next week features Talen Energy, Voyager Digital and Ultra Petroleum. This week, we feature a replay from The Reorg Primary View series, where Ajay Bijoor, managing director in Baird Global Investment Banking’s Restructuring Advisory, discusses interest rates, the outlook for restructurings, middle-market companies, private credit and the best cheesesteaks in Philadelphia with Reorg’s James Holloway. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyield #leveragedfinance

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of: - U.K. property search and price comparison company Zoopla’s maturities in 2025 and 2026; - Dutch plastic container producer Schoeller, whose 2024 notes are yielding 34% as investors worry about refinancing risk; and - Increased rate of mid-sized construction firms filing for insolvency in the UK. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield

Our weekly recap and preview for next week features Avaya, Celsius Networks, Revlon and a bankruptcy industry update on the middle-market outlook for 2023. For this week’s deep dive, Andy Lee and Saish Setty of Parallaxes Capital speak to Reorg’s head of covenants, Peter Washkowitz, about tax receivables agreements using Carvana’s tax receivables agreement as a case study of this esoteric tax asset. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyield #leveragedfinance #restructuring