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Spin-offs

4 interviews, newest first.

• Spring 2026 Alec Henry & Adrian Meli Eagle Capital Management Interview, p. 5 ↗

  Eagle's two CIOs on finding ideas through capital flows, why they're picky about accounting, and how they underwrite a CEO change. Danaher after the spin-offs and SAP get the stock-specific time.

  Companies: Danaher, SAP InternationalAccountingSpin-offsBuilding a firm
• Spring 2020 Mark Lee, John Hallowell & Greg Williams Mountaineer Partners Management Interview, p. 22 ↗

  Mark came from Contrarian Capital's distressed desk and started Mountaineer in 2012. The team reads EPA rules to size Ingevity's opportunity and explains why, after PG&E filed for bankruptcy, they found the better bet in Clearway's equity.

  Companies: Ingevity, PG&E, Clearway Energy Special situationsDistressedSpin-offs
• Winter 2015 Jay Petschek & Steve Major Corsair Capital Management Interview, p. 1 ↗, continues p. 13

  The co-PMs of Corsair, an event-driven long/short firm, walk through situations including Shaw Group and Chicago Bridge & Iron, Ralcorp, Clearwater Paper and LyondellBasell.

  Companies: Shaw Group, Chicago Bridge & Iron, Ralcorp, Clearwater Paper, LyondellBasell Special situationsSpin-offs
• Spring 2014 H. Kevin Byun Interview, p. 1 ↗, continues p. 38

  Kevin on special situations: spin-offs, liquidations and deals that reshape a company, with examples including Knowles, the Liberty spin-offs and Rayonier.

  Companies: Knowles, Liberty Broadband, Liberty TripAdvisor Holdings, Rayonier Special situationsSpin-offs