PODCAST · business
The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery
by Fexingo
Each weekday, Lucas and Luna walk through the aftermath of financial distress. Not theoretical turnaround theory — they dissect actual SEC filings, creditor committee reports, and court dockets from active Chapter 11 cases. Lucas maps the capital structure, the DIP financing terms, and the lender-on-lender violence; Luna focuses on the operational levers — store closures, headcount reductions, asset sales — and whether the restructuring plan gives the business a real second act. Recent conversations have covered Rite Aid's pharmacy network rationalization, the bankruptcy of a regional hospital chain, and the restructuring of a solar manufacturer hit by tariff shifts. They don't flinch from hard numbers: recovery rates by lien position, administrative expense claims, and the delta between plan value and liquidation value. The listener is a credit analyst, a distressed-debt investor, a turnaround consultant, or a CFO who wants to hear how other companies navigated the edge. Every episode
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ABOUT THIS SHOW
Each weekday, Lucas and Luna walk through the aftermath of financial distress. Not theoretical turnaround theory — they dissect actual SEC filings, creditor committee reports, and court dockets from active Chapter 11 cases. Lucas maps the capital structure, the DIP financing terms, and the lender-on-lender violence; Luna focuses on the operational levers — store closures, headcount reductions, asset sales — and whether the restructuring plan gives the business a real second act. Recent conversations have covered Rite Aid's pharmacy network rationalization, the bankruptcy of a regional hospital chain, and the restructuring of a solar manufacturer hit by tariff shifts. They don't flinch from hard numbers: recovery rates by lien position, administrative expense claims, and the delta between plan value and liquidation value. The listener is a credit analyst, a distressed-debt investor, a turnaround consultant, or a CFO who wants to hear how other companies navigated the edge. Every episode
HOSTED BY
Fexingo
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