M&A & Capital Raisings
Reformation IPO: $1 Billion Test
Fashion has never been short of companies capable of capturing attention. Turning that attention into a durable public company has proven considerably harder. Reformation became…
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Further Analysis & Commentary
An Outlook on Private Credit
Private credit, which involves lending by non-bank institutions, has grown rapidly in recent years as borrowers seek flexible financing solutions.…
Elon Musk’s Great Reshuffle, Robots, Mega Mergers and What Comes After Tesla’s Flagship Cars
A Fortnight That Redefined Tesla Late January marked a clear inflection point for Tesla’s identity. The company confirmed it will…
AI funding landscape 2026
Anthropic’s $20B Mega Raise, Has the AI Funding Crown Changed Hands? Anthropic has reportedly doubled its latest funding target to…
Netflix revises Warner Brothers offer to an all-cash deal.
Netflix has raised the stakes by converting its proposed $82.7 billion stock‑and‑cash acquisition of Warner Bros. Discovery (WBD) into an…

Monthly Investor Memo
Delivered Monthly - 2026