All GLG News Analyses Filed Under: Investment Banking & Commercial Finance

Sovereign Wealth Funds (SWF) grew by 18% in 2007, with a global share of 36% and early projections suggest SWFs could grow to $5 trillion by 2010. In 2007, SWFs invested $49 billion in M&A deals, which is an increase of 165%. Russia, Asia and the Middle East has played a key role in bailing out...

The world’s largest consumer finance story GE Consumer Finance (GCF) is entering the final chapter. The first two morsels of GCF’s $175 billion assets spread across 50 countries have just been sold. The next two years will see a feeding frenzy as FIs acquire bits of GCF, bulking up in particular markets,...

Implications: 1.Financial Insitutions will be Demanding Higher Standards on Collateral:Expectation of restictive Due Diligence. 2.The Financial Marketplace may not accept asset-backed securities of sub-investment grade. 3.The basis of Decision-Making: the valuation basis of the underlying assets...

No JP Morgan did not overpay.  They were able to capitalize on a short term liquidity crisis and in the long run benefited by capturing a company with understated book value. In addition, the crowing jewel is the fact that they will probably keep the top 10% of the talent pool at Bear...

Recession, Decline In Consumer Spending, Asset Prices Falling....Too Much Debt...High Inflation....High Resources Demand...Infrastructure Projects Required....Drought...Water Conservation...Interest rates are Rising...

Current upswing in the economy is driven by a boom in the resources sector.But chances are events occuring in other areas of the economy could nullify any gains from the resources uptake. 

Implications: 1.A MATERIAL Gain for the firm by the ability to acquire a solid Securities Clearing business and a more than adequate Headquarters' Building for less than fair - market value. 2. A Time period will have to pass before a clear assessment of the transaction can be a quantified. 3....

1. Stepping in by two of the market's biggest players viz., the Fed and JPM is a signal to the investors that they would not be left in the lurch and shall not be left alone to fend for themselves. 2. Right price is always a relative term.

The PBGC's position, if it ultimately prevails, could result in a private equity fund losing much more than the value of its investment in a portfolio company.

This article sheds considerable light on one company's efforts (Sun Capital Partners) to prosper by buying second or third tier troubled companies. They use very little cash and then, using their real or imagined genius as self titled "Turn Around Specialist", try to "make a silk purse out of a sow's...