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Join 150,000+ PE Sponsors and I-Bankers getting proprietary insights to get more deals done better every week.

Weekly Round Up

Healthcare’s $281B Rebound, PE’s Distribution Problem, Oil Shock Hits the Fed

Sep 15, 2026

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3 min read

Healthcare’s $281B Rebound, PE’s Distribution Problem, Oil Shock Hits the Fed

Healthcare M&A rebounds, distributions lag, and higher oil prices put rates back in focus.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Macro View

The Oil Shock Just Put Rate Hikes Back on the Table

Sep 15, 2026

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3 min read

The Oil Shock Just Put Rate Hikes Back on the Table

For much of 2026, the market debate centered on when the Federal Reserve could resume easing.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Research Deep Dive

Financing Healthcare’s Next Deal Cycle

Sep 15, 2026

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11 min read

Financing Healthcare’s Next Deal Cycle

How private credit, leverage, valuation discipline and operating pressure are reshaping investment across the healthcare economy

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

Private Credit’s Concentration Problem

Sep 10, 2026

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3 min read

Private Credit’s Concentration Problem

Private Credit Concentration, Oil’s Financing Shock, and GE Aerospace’s $11.75B Bet

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

Sep 8, 2026

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3 min read

PE’s AI Reality Check, The $3.3T Energy Buildout & Productivity’s Upside

AI adoption is widespread, but value capture is lagging. Plus, energy’s infrastructure bottleneck and a productivity tailwind for margins.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Monthly Deep Dive

AI Into Value Creation

Sep 7, 2026

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22 min read

AI Into Value Creation

From Analytics to Portfolio EBITDA.

Gaston Brizuela Bosio
Gaston Brizuela Bosio
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