Dispatch: Some private equity discussions from ACG in Las Vegas. (Dealscape)
Loan To Own: The story of KKR’s Masonite. (FT)
Cramer Versus Stewart: The battle may not be over. (Wall Street Folly)
The Bidding War Continues: Well Vista has sweetened its offer yet again for SumTotal. (RTT) See more background on the deal here.
Sounds Familiar: VCs ignore business plans. (Dealbook) A month ago Joanna wrote something similar.
The Rich Get Richer: “The rush to repay government bailout loans is fattening up what’s left of Wall Street.” (Fortune)
Carlyle Associates Are Fashionable: I was alerted to this old (but good) gem of a Look Book entry of a Carlyle Associate by Dealbreaker. (NY Mag)
Debt To Equity: “Underwriters are rejoicing these days amid a near-record number of stock issuances by already established companies.” (Dealbook)
Buying on the Dips: What sorts of deals are still being done in today’s difficult climate? (Economist) Also, Could the market rebound ease the way for M&A? (Reuters)
The Mystery of FAS 157: The Known Unknowns and Unknown Unknowns of PE Valuations (Private Equity Analyst)
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