Managing Director, Markus Lahrkamp, is featured in a recent article in Forbes Deal Flow, “Fed Rate Hikes Could Cause Bankruptcies To Bloom In Private Equity Portfolios”. In this article he discusses how portfolio companies might respond to inflation and rising rates.
“The deals that have been done over the last 18 months—and there was a lot, I mean it was a total bonanza—I am telling you, they are highly leveraged,” says Markus Lahrkamp, a managing director in the private equity performance improvement group at advisory firm Alvarez & Marsal. “I’ve not heard any buyer’s remorse yet, but I don’t think we’re that far away from when this is going to start.”
READ THE FULL ARTICLE NOW.
US Real Estate Investors; 2025 Year End Recap and Q1 2026 Highlights
May 5, 2026
Explore how US real estate markets closed out 2025 and what early 2026 data reveals about deal activity, pricing trends, and investor sentiment.
From the Back Office to the Classroom: Education Technology and AI Headwinds and Opportunities
May 4, 2026
Like many industries, the education landscape has undergone dramatic changes over the last few years. From early education to universities, a “new normal” has not yet surfaced as the sector continues to experience shocks to the system, with 2026 expected to be another year of transition.
AI in Software Development: Why AI Tooling Adoption Alone Will Not Move the Needle
April 28, 2026
AI adoption has reached near-universal levels in engineering, yet a clear gap between perception and measured impact. This paper describes what those practices look like, why they matter, and how organizations can realize real value with AI-assisted engineering.
Corporate Real Estate: The Hidden Lever in Private Equity
April 22, 2026
This article examines how CRE can distort underwriting when it is not rigorously evaluated, create hold-period opportunities through footprint optimization and lease restructuring, and influence exit outcomes through separation planning and transaction readiness.