How Interest Rates Impact M&AOver the last fifteen years, zero interest rate policy (ZIRP) altered capital markets by impacting discount rates, which created a…May 7May 7
The Hudson Hill PlaybookHudson Hill identifies high potential companies operating in large markets with attractive business models that require investment in…Mar 251Mar 251
The Hudson Hill OpportunityIn 2022, Edward Chancellor published a book called The Price of Time, which chronicles the historical relationship of economic activity…Feb 12Feb 12
How Interest Rates Impact Roll-UpsOver the past fifteen years, the private equity industry relied on M&A as a key pillar in value creation, thereby increasing its reliance…Apr 25, 2023Apr 25, 2023
How Interest Rates Drive ProductivityMuch has been made over the past 15 months about the impact of rising rates. Rising interest rates portend an ominous environment for the…Feb 7, 2023Feb 7, 2023
Sticky SituationIn this article we’ll explore the “Sticky Situation” we find ourselves in financially and economically. Decades of easy money met the COVID…Jun 3, 2022Jun 3, 2022
Fiat Ate The WorldI’m going to make a controversial statement — printing money doesn’t cause inflation — they gasp in horror! Though the books, economics…Nov 10, 2021Nov 10, 2021
Visa Tastes Better With A CokeThey say, “imitation is the sincerest form of flattery that mediocrity can pay to greatness”. Perhaps we can alter the phrase to say…Aug 23, 2021Aug 23, 2021
What is Risk?If you asked a group of business school professors to define “risk”, they would dutifully reply, “beta”. Define “beta”, you may respond…Apr 21, 2021Apr 21, 2021
