High-Conviction Dealmaking: Elliott Management’s Approach to Capital Structure Volatility

The era of "cheap debt" that fueled a decade of dealmaking is officially over, leaving many portfolio companies with legacy capital structures that are no longer sustainable. In this episode, Roger Aguinaldo sits down with Dave Miller, Head of U.S. Restructuring at Elliott Management, to discuss the $70 billion firm's multi-strategy approach to distressed investing. Learn why "higher for longer" interest rates are triggering a fundamental shift from "amend and extend" tactics to true balance sheet restructuring. Discover how to identify value in distressed scenarios and stabilize your portfolio in a normalized rate environment. Watch now and sharpen your edge at MAAdvisor.com.

#MAAdvisor #Restructuring #DistressedDebt #CapitalStructure

Show Notes

Overview of Elliott Management’s $70B multi-strategy platform

From 2008 to 2025: The evolution of the restructuring cycle

The fundamental shift: Why rate normalization changes everything

Corporate credit outlook: Managing the upcoming 2026 maturity wall

The synergy between distressed investing and traditional private equity

Beyond "Amend and Extend": The limits of liquidity management in 2025

Risk assessment in a non-zero interest rate environment

Strategic advice for CFOs navigating distressed capital structures

Outlook for 2026: The return of disciplined credit cycles

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Episoder(80)

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