Cloud 9fin
Restructuring reflections with Chris Schubert, Alcentra
Feb 29, 2024
Chris Schubert from Alcentra discusses his insights on the distressed market, lessons from restructuring Ideal Standard, challenges of whitelists, and nuances of the German distressed market. Topics include sector focus, real estate challenges, distressed debt strategies, liability management, and the impact of white lists on restructuring processes.
23:14
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Quick takeaways
- Special situations strategy at Alcentra involves diverse distressed opportunities in sectors like real estate.
- Success in restructuring requires clear governance, understanding creditor positions, and focus on fundamental issues.
Deep dives
El Centra's Special Situation Strategy
El Centra's special situations strategy involves a mix of stressed credit, companies with challenged balance sheets that can refinance, and two-kit capital solutions. The focus is on opportunities in sectors like real estate undergoing structural changes, offering diverse investment prospects.
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