ION Analytics

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Kanał • Programy: 8

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27 STY

Full recoveries, untangling, and stories at FTX with Sullivan & Cromwell

To kick off 2026, three Sullivan & Cromwell partners join Legal Lens to discuss untangling one of the biggest cases in recent memory in FTX, reaching 100%+ recoveries for creditors, inside jokes at the collapsed firm, and more.

27 sty

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32 min
11.12.2025

Paramount has simpler regulatory path to victory in Warner Bros battle

Reuben Miller, Mergermarket’s global chief regulatory editor, joins Dealcast host Julie-Anna Needham to discuss the complexities of Paramount's bid, which is one of the largest hostile deals on record. How could Paramount's attorney could prove instrumental in pushing its bid forward?How could Netflix improve its regulatory position?Whoever wins, what will be the impact on the media landscape and everyday consumers?All this and more in this week’s Dealcast.

11.12.2025

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22 min
16 STY

Trump’s Venezuela gambit, Glencore/Rio Tinto megadeal illustrate resource scramble

Dealcast host Julie-Anna Needham is joined by Head of Americas Energy Carlos Martinez to break down the Venezuela angle and the mining consolidation wave, while Global Commentary Editor John West examines the broader geopolitical backdrop – and why deep‑tier supply chain due diligence is fast becoming a critical value‑creation lever for corporates and private equity.

16 sty

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35 min
05.04.2024

GP-led secondaries: From large-cap to lower mid-market

With GP-led secondaries becoming a mainstay in the private equity exit toolbox, Mergermarket's funds editor Harriet Matthews and senior private equity reporter Rachel Lewis discuss the outlook for this growing part of the private equity market. In a guest interview, Elena Laleh, managing director at Kline Hill Partners, discusses the secondaries investor’s European and North American strategy, highlighting the sizeable opportunity to be found in GP-leds in the lower mid-market. With EUR 47.3bn raised across 16 secondaries funds active in Europe in 2023, versus EUR 30bn across 18 funds in 2022, LP demand for secondaries strategies shows no sign of slowing in the face of a tough fundraising market. While megacap fundraises of EUR 10bn-plus from the likes of Goldman Sachs, Glendower Capital and Lexington Partners typically bolster secondaries fundraising volume, with large-cap deals grabbing headlines, there is also ample opportunity in the lower mid-market, where GPs are also looking to continuation funds as an exit option, but investor capital is more scarce. Elena Laleh discusses Kline Hill’s focus on “trophy assets” in this market segment, which sees it engaging in deals of less than EUR 250m in size and deploying around two-thirds of its capital in the US and one third in Europe. She also shares her view on whether an anticipated exits uptick will affect GP-led secondaries dealflow, and discusses the importance of due diligence, returns and alignment. Following the interview, the Mergermarket team dissects the key takeaways, sharing data on PE exits in the lower mid-market and recent reporting on secondaries activity in this market segment. Introduction – 0:38 Current state of the GP-leds market – 1:34 Secondaries fundraising: data recap and LP appetite – 4:35 Interview with Elena Laleh, Kline Hill Partners – 8:48 Kline Hill’s GP-led strategy and lower mid-market focus – 9:56US versus European GP-led secondaries market dynamics – 11:41GP-led secondaries and exit environment optimism – 12:52Valuations in GP-led deals – 15:58Returns in the GP-led secondaries market – 18:24Capital supply in the secondaries market – 21:15Kline Hill’s view on alignment – 23:37Key takeaways – 25:16 Lower mid-market PE exits – 26:15 GP due diligence in secondaries deals – 29:06 Mergermarket reporting on recent lower mid-market GP-leds – 31:03 Adviser adaptation and market consolidation – 33:20 You can listen to the podcast HERE, as well as your favourite podcasting platforms, including Spotify and Apple Podcasts. If you would like to hear more podcasts produced by ION Analytics, you can access the ION Analytics channel on Apple Podcasts. Theme music: ©2012 Kick Up The Fire

05.04.2024

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35 min
07.02.2024

DPI dominates the 2024 agenda

Mergermarket's funds editor Harriet Matthews and senior private equity reporter Rachel Lewis discuss what the key themes that emerged from January’s IPEM conference in Cannes mean for the 2024 outlook for the European private equity industry, touching on topics including debt, exits, fundraising, and the secondaries market. With interest rates expected to stabilise this year, private equity is adjusting to paying more for leveraged buyout financing and is approaching 2024 with a cautious optimism. However, the industry is not out of the woods yet when it comes to the eternal question of returning capital to LPs via DPI (distribution to paid-in capital) in a tough exits environment. Creative routes continue to be on the agenda, be it recaps, minority stake sales or GP-led secondaries. Fundraising challenges also remain, with LP capital still scarce – but with deployment and the overall pace of fundraising expected to continue to return to a more even keel, the outlook for 2024, as well a the longer term outlook for pools of capital available to private equity funds, could be a little brighter. 0:31 – Introduction 1:13 – The macro picture 3:04 – A bad time to make exits? 5:02 – Debt dynamics and recaps 5:59 – Secondaries market growth 8:40 – Private equity’s creativity 9:45 – Fundraising challenges 12:29 – Adjusting returns expectations 14:09 – The pace of deployment If you would like to hear more podcasts produced by ION Analytics, you can access the ION Analytics channel on Apple Podcasts. Theme music: ©2012 Kick Up The Fire

07.02.2024

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17 min
09.05.2024

Private Equity Forum New York – Key takeaways

European funds editor Harriet Matthews hosts fellow funds editors Tim Burroughs (managing editor, AVCJ) and Tom Cane (North America) to discuss the insights they gleaned from the Mergermarket New York Private Equity Forum, comparing and contrasting this with PE activity in other regions, and considering what the themes that emerged mean for the outlook for the industry in the US. European funds editor Harriet Matthews hosts global funds editors Tim Burroughs (managing editor, AVCJ) and Tom Cane (North America) to discuss the insights they gleaned from the Mergermarket New York Private Equity Forum, comparing and contrasting this with PE activity in other regions, and considering what the themes that emerged mean for the outlook for the industry in the US. Attendees gathered at the Pierre Hotel in New York on 30 April to share insights on the US PE market, exploring topics including exits, value creation, valuation, GP-led secondaries, private credit and the appeal of various sectors. The Mergermarket team shares key takeaways from the day, summarising the perspectives of GPs and LPs. Cautious optimism was in the air, with an uptick in exit volume in 1Q 2024 bolstering hopes for a reopening of the exit market. Challenges remain in dealmaking and fundraising, however. Valuations have yet to be truly tested, with only the best assets typically trading over the past 12 months. Meanwhile, LPs are continuing to work out how to manage their liquidity, with distributions having fallen significantly from a high point in 2021. The team also provides insights on how the US outlook compares of that in Europe and Asia when it comes to secondaries and dealmaking, as well as the geopolitical climate. Introduction – 0:34 Dealflow and valuations – 1:30 The exit outlook – 4:17 GP-led secondaries – 6:33 The fundraising market – 9:48 Further themes: value creation private credit – 12:53 The US elections and the H2 outlook – 15:21 You can listen to the podcast on your favourite podcasting platforms, including Spotify and Apple Podcasts. If you would like to hear more podcasts produced by ION Analytics, you can access the ION Analytics channel on Apple Podcasts. Theme music: ©2012 Kick Up The Fire

09.05.2024

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17 min
27.05.2025

Davis Polk's Brian Resnick on LMEs, restructurings and his music passion

In this episode of Debtwired!, Brian Resnick, partner in Davis Polk's restructuring group and head of the firm’s Liability Management & Special Opportunities practice, joins Debtwire co-managing editor, Madalina Iacob, to discuss the current state of restructurings, how LMEs have evolved in the past year, what creative workaround structures he has seen post the Fifth Circuit decision in Serta, and the evolution of Davis Polk’s preeminent restructuring practice. Brian also shares with us how he transitioned to law from being a Juilliard-trained professional musician playing on Broadway and Saturday Night Live, and how he co-produced a Tony Award-winning Broadway show.

27.05.2025

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29 min
15.05.2025

Weil’s Justin Lee weighs in on LMEs amid market uncertainty

In this episode of the Debtwire podcast, Justin Lee, partner at Weil, Gotshal & Manges, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to unpack the evolving landscape of liability management exercises. Justin Lee is the co-head of Weil’s banking and finance practice and global head of liability management and strategic capital solutions. His practice involves advising institutional lenders, direct lenders, asset managers and corporate borrowers on all types of financing transactions. Lee has worked on high profile deals for companies like Clarios Global, Hertz, Krispy Kreme and Dye & Durham. With 2024 dubbed the “year of LMEs,” this episode explores whether that momentum is carrying into 2025. Lee weighs in on how sponsor creativity is evolving and whether the tariff-driven market volatility is shifting the tone. He dives into the structural trends shaping deal terms, the rise of co-op groups and how borrower-lender dynamics are changing. Lee also goes through Weil’s practice, what the pipeline looks like and what the future holds for LMEs.

15.05.2025

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21 min
05.05.2025

Credit opportunities during market volatility with Oaktree’s Hinchman and Parker

In this episode of Debtwired, Oaktree’s Brook Hinchman, head of North America for the global opportunities strategy, and Jared Parker, co-head of the team, join host Debtwire reporter Ayse Kelce to discuss credit strategies during macroeconomic volatility and their outlooks on different sectors. Oaktree raised USD 16bn with its Oaktree Opportunities Fund XII this year to invest in opportunistic liquid credits, rescue financings, debtor-in-possession financings, exit financings, loan portfolios, platforms and opportunistic capital solutions. In this conversation, Hinchman and Parker share their perspectives on how to create opportunities in public and private credit during market uncertainty. They share insights about sectors that are expected to experience more pressure and others that are more resilient to tariff and rate pressures.

05.05.2025

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16 min
11.10.2024

JP Morgan’s Ben Thompson discusses LevFin market outlook

On this episode of the Debtwired! Podcast, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets at JP Morgan, discusses the outlook for primary issuance in the European leveraged loan and high-yield bond markets with Jelena Cvejic, Debtwire Europe’s Head of Leveraged Loans. As we are currently closing in on the second-busiest year ever in terms of gross volume in the European leveraged finance market, Thompson shares an overview of the pace and type of issuance expected in the fourth quarter. During the conversation, we discuss the evolving demand and supply dynamics, including the flow of money across floating and fixed rate asset classes, CLO creations, yield compression, refinancing and new money activity, as well as M&A and LBO deal making. We also touch upon the co-existence of the leveraged loan and high-yield bond markets with private credit. #leveragedfinance #leveragedloans #highyieldbonds #CLOs #M&A #LBO

11.10.2024

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19 min

This channel contains a series of podcasts produced by ION Analytics. Here you will find editors and journalists from Mergermarket, Debtwire, and Infralogic discussing the topics and trends shaping the capital markets.