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

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

By: Fexingo
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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 #DistressedInvesting Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How a 30-Year-Old Software Company Survived the Cloud Shift

    How a 30-Year-Old Software Company Survived the Cloud Shift
    Jul 6 2026
    In this episode, Lucas and Luna look at how a 30-year-old enterprise software company - one that sold on-premise customer relationship management software - managed to survive the shift to cloud computing. They focus on the specific case of a company that bet its future on a hybrid cloud strategy, and how that bet paid off. Along the way, they touch on the broader market environment - the S&P 500 sitting at 7,543, up 1.4% in the last five days - and why low-volatility stocks like insurers and REITs are suddenly leading the market. The hosts also discuss the recent Microsoft job cuts and what that says about the state of the enterprise software industry. It's a story about strategic patience, the importance of listening to customers, and the value of not being first to a trend. #EnterpriseSoftware #CloudComputing #SaaS #HybridCloud #Turnaround #Restructuring #BusinessStrategy #DigitalTransformation #CRM #Microsoft #JobCuts #StockMarket #S&P500 #LowVolatility #Business #Podcast #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    5 mins
  • How a 40-Year-Old Credit Bureau Survived the Real-Time Data Revolution

    How a 40-Year-Old Credit Bureau Survived the Real-Time Data Revolution
    Jul 6 2026
    Episode 96 of The Turnaround Podcast examines how a traditional credit bureau adapted to the rise of real-time, alternative-data scoring. Lucas and Luna dig into the bureau's pivot from batch-processing credit reports to integrating cash-flow data, rental payments, and utility bills—all while facing regulatory scrutiny and competition from fintech start-ups. They discuss the specific technical and cultural challenges of modernizing a 40-year-old mainframe-based business, including a 2023 partnership that gave the bureau access to real-time payroll data. Along the way, they tie the story to broader economic trends: the S&P 500 is up 1.8% in the past five days, but the Russell 2000 is down 0.5%, suggesting investors are still cautious about smaller, legacy companies. Lucas and Luna also explore how the bureau's survival reflects a larger shift in the financial services industry toward speed and inclusion. #CreditBureau #FintechDisruption #AlternativeData #RealTimeScoring #LegacyBusinessTurnaround #CashFlowUnderwriting #ConsumerFinance #RegulatoryChallenges #DataMonetization #CreditScoreEvolution #FinancialInclusion #BusinessTurnaround #Restructuring #Recovery #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    12 mins
  • How a 90-Year-Old Elevator Maker Survived the Connected Building Revolution

    How a 90-Year-Old Elevator Maker Survived the Connected Building Revolution
    Jul 5 2026
    Episode 95 of The Turnaround Podcast examines Otis Worldwide's transformation from a maintenance-driven elevator company to a data-centric service provider. Lucas and Luna explore how Otis navigated the shift to IoT-enabled predictive maintenance, the challenge of retrofitting 2 million existing units, and the strategic decision to build its own software platform rather than license from Big Tech. They discuss the 2021 cyberattack that exposed legacy vulnerabilities and the company's 2024 acquisition of a digital twin startup. Tied to recent market data showing the S&P 500 at 7,483 and a 2.1% real GDP growth rate, the episode considers whether old industrial firms can out-innovate tech-native competitors in the smart building race. #OtisWorldwide #IoT #PredictiveMaintenance #SmartBuildings #DigitalTransformation #IndustrialSoftware #Turnaround #Restructuring #LegacyTech #ConnectedElevators #Business #Podcast #FexingoBusiness #BusinessPodcast #Manufacturing #TechAdoption #DigitalTwin #CyberattackResilience Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
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