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A white marble box tied with a deep-green ribbon, sliced into bands, pulled apart by a ribbon knotted to a separate marble block: a closed deal unwound from outside.
  • Orsen Okami
  • Posted by Orsen Okami
October 20, 2026

Beijing Unwound a Closed $2 Billion Deal. Closing Certainty Is Now a Political Variable.

Beijing's order to unwind Meta's closed Manus deal shows closing certainty now depends on the founders' home state, so cross-border sellers must price political reversal into signing.

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Editorial illustration: private credit financing displacing syndicated bank debt in leveraged buyouts, KJ red disc signature
  • Orsen Okami
  • Posted by Orsen Okami
July 14, 2026

How Private Credit Is Displacing Bank Debt in Leveraged Buyouts: What It Means for Deal Valuations

<![CDATA[ TLDR: Private credit now funds 77% of leveraged buyouts globally, displacing...

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  • Orsen Okami
  • Posted by Orsen Okami
June 26, 2026

Where April 2025 Digital Health Capital Actually Went

April 2025's biggest digital-health cheques went to diagnostics, metabolic hardware, care-operations software, and fertility infrastructure. Where value compounds next.

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