The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery Titelbild

The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery

The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery

Von: Fexingo
Jetzt kostenlos hören, ohne Abo

Each weekday, Lucas and Luna walk through the aftermath of financial distress. Not theoretical turnaround theory — they dissect actual SEC filings, creditor committee reports, and court dockets from active Chapter 11 cases. Lucas maps the capital structure, the DIP financing terms, and the lender-on-lender violence; Luna focuses on the operational levers — store closures, headcount reductions, asset sales — and whether the restructuring plan gives the business a real second act. Recent conversations have covered Rite Aid's pharmacy network rationalization, the bankruptcy of a regional hospital chain, and the restructuring of a solar manufacturer hit by tariff shifts. They don't flinch from hard numbers: recovery rates by lien position, administrative expense claims, and the delta between plan value and liquidation value. The listener is a credit analyst, a distressed-debt investor, a turnaround consultant, or a CFO who wants to hear how other companies navigated the edge. Every episode is grounded in fresh data — current bond prices, same-store sales from the company's latest 8-K, industry-wide default rates. No cheerleading for 'fresh starts' — just a clear-eyed walk through the numbers and the decisions that determine who gets paid and who doesn't. What does a viable restructuring actually look like when the cash-flow model shows a liquidity gap in 18 months? #DistressedDebt #Chapter11 #Bankruptcy #Restructuring #Turnaround #CreditMarkets #HighYield #LeveragedFinance #DIPFinancing #CreditorRights #Business #FexingoBusiness #BusinessPodcast #Finance #CorporateFinance #RestructuringAdvisory #SpecialSituations #DistressedInvesting Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Ökonomie
Folgen
  • How a 68-Year-Old Ski Resort Survived Climate Change

    How a 68-Year-Old Ski Resort Survived Climate Change
    Jun 22 2026
    In this episode of The Turnaround Podcast, Lucas and Luna examine how a 68-year-old ski resort in the Pacific Northwest survived decades of declining snowfall and a near-death experience in 2015. They dive into the resort's shift from a seasonal winter business to a year-round destination, the $34 million investment in snowmaking technology, and the diversification into mountain biking and music festivals. Along the way, they discuss the broader lessons for any business facing an existential resource threat. Lucas also connects the story to current climate data and market signals. A thoughtful look at adaptation and grit. #SkiResort #ClimateChange #WinterSports #Diversification #Snowmaking #PacificNorthwest #YearRoundBusiness #Adaptation #Turnaround #BusinessSurvival #Tourism #MountainBiking #MusicFestival #Business #Finance #Podcast #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    Mehr anzeigen Weniger anzeigen
    6 Min.
  • How a 50-Year-Old Synthesizer Company Survived the Software Revolution

    How a 50-Year-Old Synthesizer Company Survived the Software Revolution
    Jun 22 2026
    In this episode of The Turnaround Podcast, Lucas and Luna look at how a classic synthesizer brand, Sequential, survived the shift from hardware to software. After nearly going under in the 1990s, Sequential was revived by founder Dave Smith, who bet on analog circuits at a time when everyone wanted digital. The hosts explore the 2015 Prophet-6 launch, the role of the Eurorack modular community, and why some musicians still pay thousands for physical gear. They tie the story to the current economic environment, where the S&P 500 sits at 7,501 and the NASDAQ is up 2.4 percent in the last five days, suggesting investors are chasing growth stocks while niche hardware companies carve out their own profitable lanes. Lucas and Luna also discuss how Sequential's turnaround mirrors other specialty manufacturers that survived by doubling down on what software could not replicate: tactile experience, brand loyalty, and limited production runs. #Sequential #DaveSmith #Synthesizer #HardwareRevival #MusicTech #Analog #Prophet6 #Eurorack #Turnaround #BusinessRecovery #NicheMarket #Investing #NASDAQ #Business #BusinessPodcast #FexingoBusiness #TheTurnaroundPodcast #Fexingo Keep every episode free: buymeacoffee.com/fexingo
    Mehr anzeigen Weniger anzeigen
    7 Min.
  • How a 40-Year-Old Office Supply Chain Survived the Deskless Office

    How a 40-Year-Old Office Supply Chain Survived the Deskless Office
    Jun 21 2026
    In this episode of The Turnaround Podcast, Lucas and Luna examine how a mid-sized office supply company, Staples, navigated the collapse of the traditional workplace. With the S&P 500 at 7,501 and real GDP growth at a sluggish 1.6%, the show explores the company's shift from retail aisles to B2B services, its acquisition by Sycamore Partners in 2017, and the strategic pivot that kept it alive as remote work persisted. Specific focus: the decision to shutter 15% of its retail footprint in 2020 and double down on contract delivery, which now accounts for 60% of revenue. A deep dive into restructuring without bankruptcy. #Staples #OfficeSupply #RetailTurnaround #B2BPivot #SycamorePartners #Restructuring #WorkplaceShift #RemoteWork #RetailApocalypse #BusinessServices #PrivateEquity #DesklessOffice #TurnaroundStory #BusinessPodcast #FexingoBusiness #DistressedBusiness #PodcastEpisode #SurvivalStrategy Keep every episode free: buymeacoffee.com/fexingo
    Mehr anzeigen Weniger anzeigen
    10 Min.
adbl_web_anon_alc_button_suppression_t1
Noch keine Rezensionen vorhanden