September 2020 – Special Situations
Although the strategic implications of the COVID-19 pandemic for private markets are still coming into focus, examination of prior event-driven crises suggests the subsequent special situation opportunity set is likely to be material.
The COVID-19 pandemic has created a degree of economic turbulence and levels of unemployment not seen in generations. The public health crisis triggered by the global pandemic, as well as protracted business closings and other restrictions on economic activity, has caused one of the sharpest and fastest economic and market …