The private credit boom requires robust infrastructure, and Oakley Capital is betting big on the back office. The British PE firm has agreed to acquire a majority stake in Global Loan Agency Services (GLAS), a leading provider of debt administration and loan agency services. 💰 THE DEAL METRICS: ⚙️ THE STRATEGIC THESIS: This is a...
The private credit boom requires robust infrastructure, and Oakley Capital is betting big on the back office. The British PE firm has agreed to acquire a majority stake in Global Loan Agency Services (GLAS), a leading provider of debt administration and loan agency services. 💰 THE DEAL METRICS: ⚙️ THE STRATEGIC THESIS: This is a...
A dramatic weekend geopolitical shock—the U.S. capture of Venezuelan President Nicolas Maduro—has been met with a surprisingly muted reaction from global capital markets. While the Dollar and Gold advanced, equities (buoyed by Tech and Defense) remained resilient. Why didn’t this trigger a sell-off? 📉 THE ANALYST CONSENSUS: 1️⃣ The “Irrelevance” of Current Output: Tai Hui...
While the Dollar and Gold advanced, equities (buoyed by Tech and Defense) remained resilient. Why didn’t this trigger a sell-off? 📉 THE ANALYST CONSENSUS: 1️⃣ The “Irrelevance” of Current Output: Tai Hui (J.P. Morgan Asset Management) and David Chao (Invesco) point to the hard data: 2️⃣ The “New Normal” Regime: Charu Chanana (Saxo) and Gary...
Activism is back, and the leash for underperforming CEOs has never been shorter. According to new data from Barclays, global activist investors launched a record-breaking 255 campaigns in 2025, eclipsing the previous high set in 2018. 📊 THE 2025 ACTIVISM LANDSCAPE: 1️⃣ The Drivers: Jim Rossman (Barclays’ Global Head of Shareholder Advisory) cites a “Goldilocks”...
The “Luxury Super-Merger” is unraveling faster than expected. Just a year after acquiring Neiman Marcus, Saks Global Enterprises is reportedly in talks to secure a ~$1 billion loan to fund operations during a potential Chapter 11 bankruptcy filing. 📉 THE SITUATION REPORT: 1️⃣ The Trigger Event: 2️⃣ The proposed “Lifeline” (DIP Financing): Bondholders are discussing...