DEER ISLE: Insights, Views & Investment Trends

Globally, there is much to celebrate despite all that is worrisome and concerning…enjoy your family and friends during this wonderful holiday!

 1998Improved In 2022
Access to Electricity74%91%
Primary School Completion (f)77%92%
Primary School Completion (m)84%93%
Extreme Poverty ($2.15/day)31%9%
Mortality Rate (under 5) per 10008137

Global Population – latest consistent year – World Bank Open Data | Data

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Should you want strategic help preparing for or implementing a capital strategy, contact us (info@deerislegroup.com)!  We have over 20 years of experience with a wide variety of capital transactions, and we can help using our proprietary Beacon technology and advisory process. 

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Capital Provider Interest: Continued demand for organizations in high-value industries with stable or growing cash flow.  Industries include energy, health and safety, basic industrial services.

Private Credit: Low performing or distressed organizations are undergoing under the radar restructuring which becomes a complex creditor cross negotiation.  Creditors often form groups and if a creditor is not aligned with a group, it can be left with significantly reduced restructured terms.  For instance, there was a recent large restructuring where over 190 creditor funds were involved and over 200 people were on the restructuring call which indicates the complexity of some of the restructuring.

Venture Capital:   Even though venture funding is still tough, the right company has many interested parties and can close within one week with advantageous terms.

Private Equity:  With the stock market doing as well as it is doing, it seems the spread between Public and Private market activity is some of the widest it has been in recent memory.  What does this mean for private market valuations?  It seems that some large private equity transactions are starting to close.  Does this mean that the market is starting to thaw, or do we need interest rates to further reduce for discounted cash flow models to justify valuations?