TheLeadLeft

Leveraged Loan Insight & Analysis - 7/6/2020

2Q20 US syndicated down 46% y-o-y; 1H20 off 33% Following the shock, fear and aggressive spread of the Covid-19 virus which brought the world to a standstill in 1Q20, the pandemic and its impact on the global psyche became a mainstay in 2Q20. Across the capital markets, virtual office environments were up and running far

The Post-COVID Doctor/Patient Relationship

We continue our special healthcare series with the heart of the matter: the doctor/patient relationship. We asked our primary physician in a Zoom interview about his experience. “Thank goodness for telemedicine,” he told us. “I can be very effective and have meaningful discussions with my patients. A lot of these now involve testing for the […]

The Pulse of Private Equity – 7/6/2020

Q2 was as bad as expected PitchBook’s latest US PE Breakdown is out this Friday, and newsletter subscribers will have access to it that morning. The first full quarter of COVID-impacted data is in and it isn’t pretty. Overall US PE deal flow was down 54% from the first quarter, from 1,147 transactions to only

The New Healthcare (Third of a Series)

Two years ago, we issued a special report on healthcare trends, speaking with bankers, lenders, and private equity investors [link]. Last week we revisited one of our sources, a top healthcare investor, on the current state of affairs in the industry. “Everyone’s an infectious disease expert now,” he told us in an interview. “We also