Topics we're exploring

  • Covenant structure trends. How credit agreement terms are evolving in the current rate environment, and what that means for secondary buyers.
  • AI for document intelligence. Practical frameworks for using LLMs in regulated financial workflows — accuracy, audit trails, and compliance.
  • Secondaries market dynamics. Pricing patterns, GP-led transactions, and the growing role of technology in deal execution.
  • Operational DD best practices. How sophisticated buyers structure their diligence process to move fast without cutting corners.

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We're always interested in hearing what questions practitioners are wrestling with. If there's a topic you'd like us to explore, let us know.

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