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43 articles this week·43 unread·21 sources

Filtering source:Transacted

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🍾 Paid "too much"

Thoma Bravo's restructuring of Medallia highlights risks in ARR-based lending and signals a shift in private equity strategies.

5 min read

Fintech

Transacted·Apr 12

🍾 Dimon chides sponsors

Jamie Dimon's warning to private equity sponsors highlights potential market risks and a slowdown in tech IPOs, signaling caution for investors.

8 min read

Private Equity

Transacted·Mar 27

🍾 Expensive capital

OpenAI's aggressive fundraising strategy highlights the competitive landscape in AI enterprise solutions and raises concerns about its financial sustainability.

14 min read