April 23, 2024 ARC Report
ARC’s have increased for the third week in a row as the market adjusts to a higher, longer interest rate environment.
Odinbrook
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Budget Misses: Just a Blip or a Harbinger of Trouble to Come?
Distress can come from the cumulative effect of less-than anticipated cash flow. The first miss is ignored, then repeats and perhaps is slightly larger. Eventually, the cumulative impact presents a credible threat.
Vintage Wine Estates Announces Appointment of Steven Strom to Board of Directors
Vintage Wine Estates, Inc. announced the appointment of Steven Strom to its Board of Directors, as of March 28, 2024.
March 18, 2024 ARC Report
The financial market’s health can be felt in the rise and fall of Asset-Related Certificates (ARCs), which saw a slight drop from $194 to $193 billion.
How to Restructure a Convertible Bond Out of Court
From a board-level perspective, an early sign that a convertible might become a problem is when financial
performance targets (especially in terms of growth or margins) are not being realized.
October 31, 2023 ARC Report
Happy Halloween Since the beginning of September, ARCs have increased from $267 billion to $380 billion as the market adjusts to a higher, longer view
The Board’s Role in a Turnaround
Engaged governance is when the board is deeply involved and focused on problem solving, not merely getting reports from management and providing encouraging words.
September 5, 2023 ARC Report
Labor Day is the unofficial end of summer. As it gives way to autumn, there is more to watch for than the changing leaves. In this month’s ARC Report, we share several key market factors to watch out for in the coming months.
Addressing Early Signs of Financial Distress
When analysts ask tough questions, management teams may face a dilemma: should they stick to the script or reveal all the potential risks?
July 28, 2023 ARC Report
A closer look at the recent interest rate increase Given the Fed’s 11th increase in interest rates last week, I wanted to get further context