Blackstone’s $16.1 Billion AirTrunk Bet: Investing in the Backbone of AI
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Blackstone’s $16.1 Billion AirTrunk Bet: Investing in the Backbone of AI
Blackstone’s $16.1 billion acquisition of AirTrunk marks the largest data center buyout in history and one of the defining infrastructure investments of the AI era. This report examines the transaction’s strategic rationale, valuation, capital structure,…
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Pricing Risk and Opportunity in Private Credit Secondaries
Private credit secondaries are transforming a traditionally illiquid asset class into an increasingly active secondary market where existing loans and fund interests are traded at negotiated prices. This report examines the evolution of the market,…
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Thoma Bravo’s $12.3 Billion Acquisition of Dayforce
Thoma Bravo’s $12.3 billion acquisition of Dayforce represents one of the largest software buyouts in recent years and a significant investment in the Human Capital Management (HCM) sector. This report examines the strategic rationale behind…
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Thrasio Restructuring: Evaluating Distressed Private Credit Opportunities
This report examines distressed private credit investing through the restructuring of Thrasio, demonstrating how investors evaluate stressed loans using recovery analysis, capital structure, and downside-focused pricing. By applying a secondary market framework to a real-world…
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Merger Arbitrage in Practice: The MPS–Mediobanca Transaction
In Hedge FundsThis report examines merger arbitrage as an event-driven hedge fund strategy through the proposed merger between Banca Monte dei Paschi di Siena (MPS) and Mediobanca. It explores how investors capture deal spreads using delta-neutral positioning…
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SocketSense: Evaluating a Venture Opportunity in Prosthetic Care Technology
SocketSense is a wearable pressure-mapping system designed to improve prosthetic socket fitting by replacing subjective assessment with real-time quantitative data. This report evaluates the company’s commercial potential, market opportunity, business model, financial outlook, and investment…
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Brookfield Renewable Partners: Intrinsic Valuation Report
This report presents an intrinsic valuation of Brookfield Renewable Partners using a discounted cash flow (DCF) model. It examines the company’s renewable energy portfolio, long-term growth prospects, capital allocation strategy, and valuation sensitivity to provide…
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The Impact of the Iran War on the Global Real Estate Market
In Real EstateThe Iran war has transmitted rapidly into global real estate through higher oil prices, renewed inflation pressure, delayed interest-rate cuts, and tighter financing conditions. This report examines how the shock is affecting valuations, refinancing risk,…
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BSAI x BSVC Event: Silicon Valley VC Partners Join BSVC for an Exclusive Bocconi Event
In EventsWe are proud to have hosted “Italy: The New European Centre for Infrastructure Investment” with JEME Bocconi Studenti, bringing together leading professionals for an insightful discussion on Italy’s role in European infrastructure investment. Thank you…
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BSAI Event: Italy, The New European Centre for Infrastructure Investment
In EventsWe are proud to have hosted “Italy: The New European Centre for Infrastructure Investment” with JEME Bocconi Studenti, bringing together leading professionals for an insightful discussion on Italy’s role in European infrastructure investment. Thank you…
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