Leveraged buyouts as an ownership model; the literature moved from deal drama in the 1980s to institutional critique after 2010.
The 1988 bidding war for RJR Nabisco, the largest leveraged buyout to that date.
Recommended by: Jim Collins, Mohnish Pabrai and 1 other
Blackstone from its 1985 founding through its 2007 public offering and the crisis.
Recommended by: Mohnish Pabrai
KKR from 1976 through the RJR Nabisco buyout, and what debt did to its companies.
What private equity does to companies, workers and investor returns, critically.
Dell's founder on the buyout, the Icahn fight and VMware
Recommended by: Andrew Wilkinson, Bill Gates, Eric Schmidt and 6 others
Case studies of extraction from acquired companies.
Harvard case studies in bankruptcy and workout situations.
Critical account of leverage and portfolio company outcomes across the big firms.
Subtitled Lessons in the Pursuit of Excellence.
Recommended by: Ezra Klein
On direct listings and the alternatives to the traditional IPO, SPACs included.
Modern creditor-on-creditor warfare told as narrative.
Practitioner insider on how a modern buyout firm actually earns.
The prosecutorial case against the industry KKR created; read as counterweight.
Cross-holdings, the state and who actually controls French companies.
Recommended by: Mohnish Pabrai
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