I have spent a large chunk of my professional career toying with turnarounds. I enjoy, very much, the exercise of deriving value out of under-leveraged assets by pushing on a few key levers. There is a clear trend in the industry right now whereby Private Equity firms with huge capital bases are looking for such assets. In this series, I discuss some companies in which I see the levers.
* Palm’s Turnaround Formula and my interview with Eric Benhamou on the saga of Palm
* 4C: Yahoo’s Turnaround Formula
* Dell’s Turnaround Formula
* For-profit Education: More LBOs Coming
* Kodak’s Turnaround Formula
* Gap’s Turnaround Strategy
* Leapfrog’s Turnaround Strategy and my interview with Jeff Katz, new CEO of Leapfrog
* Bubble, Crash, Telecom Meltdown, Turnaround — The Saga of Finisar : Finisar was a bubble-era Fiber Optics hit that had a multi-billion dollar market cap, one of the all-time strongest IPOs ever, paper-billionaire founders. An then, the market crashed. Read the story of an incredible journey, which includes a turnaround, post-crash, by the same team that founded the compay and rode its high.
* Newspapers: Industry in Turmoil — Analysis of how to turnaround the US newspaper industry.
* Tumbleweed’s Turnaround Strategy
* Eric Benhamou and the Turnaround of 3Com and 3Com’s Private Equity deal analysis





