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Goldman Pauses $2.5B Loan Sale as Investors Raise Scrutiny
- more_corn 1y agohttps://archive.ph/VmqcD https://archive.ph/VmqcD
- jchallis 1y agoClassic PE healthcare playbook hitting a wall: governance red flags (board resignations over antitrust violations), Medicaid exposure nobody’s buying their hedge on, and 5x leverage on a home health rollup that can’t get financing done at any price. Market’s saying no for good reason. When Goldman can’t get your $2.5B home healthcare deal done in this market, and you need to come back with audited financials hoping for better conditions… the market’s already told you everything you need to know.