Fexingo

The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery

No. of episodes

97

Latest episode

2026-07-06

Where can you listen?

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 is grounded in fresh data — current bond prices, same-store sales from the company's latest 8-K, industry-wide default rates. No cheerleading for 'fresh starts' — just a clear-eyed walk through the numbers and the decisions that determine who gets paid and who doesn't. What does a viable restructuring actually look like when the cash-flow model shows a liquidity gap in 18 months?#DistressedDebt #Chapter11 #Bankruptcy #Restructuring #Turnaround #CreditMarkets #HighYield #LeveragedFinance #DIPFinancing #CreditorRights #Business #FexingoBusiness #BusinessPodcast #Finance #CorporateFinance #RestructuringAdvisory #SpecialSituations #DistressedInvestingKeep every episode free: buymeacoffee.com/fexingo