Archive | June, 2012

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High barriers…to understanding

In what has to be the second most often used throw-away line behind “[insert name] is a leading [insert industry sector] company“, is the too-frequent, inadequately supported, drive-by industry analysis summed up by “high barriers to entry.” This becomes a nails-on-chalkboard experience when so often misused by non- or under-initiated underwriters, lenders, and pundits. Let’s take a step […]

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2012 1Q – Still in a holding pattern

I was catching up on some reading and got a chance to re-visit the First Quarter 2012 Private Capital Access Index published by Dr. John Paglia who heads up the Pepperdine Private Capital Markets Project. For those interested in the Middle Market, I strongly suggest getting involved in the surveys that this project runs periodically. […]

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