Intelligence

The Situation
Desk.

The distressed pipeline we track, opened to a small group of funds and strategic buyers. Weekly curated situations, with a per-case file behind each one.

What it is

The database is the pitch.

We already read the docket every day for our acquisition mandates. The Situation Desk is that work, structured: the live situations we are tracking, triaged and shared with a small group of serious buyers.

Inside a case file

▸Asset, sector and location (anonymised until you engage)
▸Process stage — Form G, liquidation, voluntary, or pre-NCLT
▸Debt-stack snapshot and broad claims position
▸Operational read and a grounded restart estimate
▸Key dates: EOI window, CoC meetings, submission deadlines
▸Our one-line view: why it is on the list, or why it is not

Cadence

Weekly, every Friday

A curated set of new and moving situations each week, plus same-day triage when a material notice posts mid-week.

Access

Small and discretionary

Pilot access is limited. We keep the group small so the signal stays high and our acquisition mandates stay clean.

Format

Feed plus case files

A weekly note (Sharp Situations Weekly) for everyone; the full per-case files for pilot members on request.

How the Desk reads a situation

Stalled real-estate CIRP: triage with homebuyer CoC dynamics

A worked example of how we triage a crowded, homebuyer-led CoC.

Read case →

Food-processing plant in liquidation: restart diligence

From notice to a grounded restart estimate in under three weeks.

Read case →

Pilot access

Request pilot access.

Tell us who you are and what you are looking for. If the Desk fits your mandate, we will set up pilot access and a first walkthrough.

The Desk is information, not investment advice or a recommendation on any process. Access is discretionary.

The SituationDesk.