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Over the next few weeks, we plan to cover the following transactions:

Ivanti: a truly unique story featuring catastrophic cybersecurity, the April 2025 LME with its negotiating dynamics at play, and what lies ahead for Ivanti

Newfold: a Clearlake software portco which completed a $3.5bn LME, our writeup will detail the mechanics of the five-tier exchange and the very unique NDA mechanics that prevented creditor collaboration

Fortrex: a rare case of Blackstone LBO turned into double-LME with two transactions in January and December 2025 (and child labor violations)

Advantage Solutions: an analysis of the February 2026 stressed A&E and a thorough analysis of the business model supported by multiple expert calls

Telecom coverage: we are finalizing a primer on investing in telecom, which will be followed by an analysis of Lumen, Astound, and Brightspeed