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AMER3 Q4/25: Exits bankruptcy✅Profitable✅ Positive Net cash ✅
Trading at ~R$1.2B market cap with ~R$900M net cash post-divestitures = ~R$300M EV for a ~R$16B revenue business.
That's ~0.4x 2026E EBITDA vs. peers at 6-8x.
#specialsituations #valueinvesting #restructuring
Americanas ($AMER3) - A Post-Restructuring Special Situation - Brazil's biggest corporate fraud just created its most interesting special situation. Trading at 1.7x EBITDA while peers trade at 7-10x. open.substack.com/pub/azorcap/p/…
#SpecialSituations #ValueInvesting #AMER3 #EventDriven
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Long legal processes seldom create value; more often, they consume what remains of it.
#Bankruptcy #ValueLeakage #Restructuring
FBG-appointed management allegedly transferred tens of millions out of the Ultinon business. The holding companies were left with $3.4M across 22 bank accounts. No DIP financing was sought. #restructuring
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The Capital Architecture Playbook
theglobalstructurenetwork.com/f/the-capital-…
#BankingLaw #CorporateLaw #Restructuring #DebtFinance #EquityAndTrusts #LegalCertainty #HolroydvMarshall #SpectrumPlus
#LegalInsights #ThoughtLeadership #LegalScholarship #CorporateFinance #Lending
#Insolvency #UKLaw #FinanceLaw #CorporateRestructuring
#FixedAndFloatingCharges #BookDebts #InsolvencyLaw #CommercialLaw #SecuredTransactions #LegalCertainty #SpectrumPlus #UKInsolvency #DebtFinance #Lending #CorporateFinance, #CapabilityEconomy
The Capital Architecture Playbook
Where Capability Concentrates, Valuation Compounds.
From theglobalstructurenetwork.com 1
The continued engagement around national restructuring shows that conversations are evolving, and leaders like Akpabio are ensuring that these discussions remain focused on unity, fairness, and sustainable growth for every region. #Akpabio #Restructuring #Nigeria
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PAYDAY SUPER CASHFLOW CRISIS LOOMS
Fuel up.
Rates higher for longer.
Now super moves to payday.
Cash is leaving faster than it comes in.
Quarterly buffers disappear.
Working capital tightens.
amp.9news.com.au/article/4d66bf…
@beyondblue #NASBO
#restructuring #turnaround #realadvice
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romania-insider.com/bucharest-mayo… Insider Newsletters Database via @Romania Insider #Bucharest #Mayor #Restructuring
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The AI bubbles are floating higher and I’m just waiting for that one loud pop 🎈
#AI #technilogyboonorcuese #restructuring #recessionindicator@sama@elonmuskL
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#Restructuring
No other way
I think having a regional basic education curriculum will not be out of place.
Relying on NERDC’s curriculum has set everyone 20 years behind civilization.
Since we now have regional development commissions like the SEDC, NDDC etc, it should be encouraged.
What do you think?
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A contribution on the timely topic of corporate #restructuring and #valuecreation including #familybusiness insights with fellow colleagues in @BizHorizons !
@EDHEC_BSchool @NKammerlander
Our latest issue, featuring a SPECIAL SECTION on corporate restructuring strategies for value creation, is available now @Scopus- bit.ly/4lRW4jB
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#Liquidation and #restructuring processes in #Cyprus explained by lawyers #Patrikios via @lexology
lexology.com/library/detail…
In brief: liquidation and reorganisation processes in Cyprus
A brief survey of the primary types of voluntary and involuntary liquidation and reorganisation processes in Cyprus, including key requirements and procedures.
From lexology.com 12
#Liquidation and #restructuring processes in #Romania explained by lawyers #Musat via @lexology
lexology.com/library/detail…
In brief: liquidation and reorganisation processes in Romania
A brief survey of the primary types of voluntary and involuntary liquidation and reorganisation processes in Romania, including key requirements and procedures.
From lexology.com 4
#Liquidation and #restructuring processes in #Croatia summarised by lawyers #Schoenherr via @lexology
lexology.com/library/detail…
In brief: liquidation and reorganisation processes in Croatia
A brief survey of the primary types of voluntary and involuntary liquidation and reorganisation processes in Croatia, including key requirements and procedures.
From lexology.com 5
6⃣ The Reality Check 🩺
The time for "cautious optimism" ended in that New York courtroom. Your 2028 trajectory is a ghost if you don't address the $100B hole today.
Don't wait for the "Likely to Fail" trigger. 📉��
#Restructuring #Workout #BNPParibas #Finance2026 #RestructuringLaw
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6️⃣ 🟢 𝗞𝗢𝗧𝗔𝗞 𝗠𝗔𝗛𝗜𝗡𝗗𝗥𝗔 𝗕𝗔𝗡𝗞
• KMIL business to be conducted internally from April one
#KotakMahindraBank #Restructuring #Banking
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#Bankruptcy Principal Tara Schellhorn has been named to Lawdragon’s 2026 500 Leading Global Bankruptcy & Restructuring Lawyers, recognizing her work on complex bankruptcy and financial restructuring matters: bit.ly/4svkWQz
#Lawdragon500 #Restructuring #Insolvency
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#Liquidation and #restructuring processes in #Nigeria summarised by lawyers #GElias via @lexology
lexology.com/library/detail…
In brief: liquidation and reorganisation processes in Nigeria
A brief survey of the primary types of voluntary and involuntary liquidation and reorganisation processes in Nigeria, including key requirements and procedures.
From lexology.com 7
🏆 Excellence Recognized
Congratulations to the Out-of-Court Restructuring of the Year (Up to $100MM) winner at the 20th Annual Turnaround Awards.
Out-of-Court Restructuring of Hawkers
Province
Hawkers
#TurnaroundAwards #DealOfTheYear #Restructuring #DistressedInvesting #ExcellenceInDealmaking
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