I work in financial restructuring in the Middle East.
This site is where I publish short, evidence-backed notes on credit, distressed situations, and turnaround mechanics.
Start here
- 2026 Outlook (coming)
- How I think about liquidity vs solvency (coming)
- Case notes: landmark restructurings (coming)
If you want one sentence: I write like I’d brief a lender group — clear, practical, no theatrics.
The point of this note I’m using 2026 to compound restructuring judgment: pattern recognition, cleaner thinking, and better outputs.
What I’m watching Liquidity tightening / refinancing walls Covenant pressure and amendments as early-warning signals Working-capital stress in specific sectors What I’m studying Landmark restructurings (case notes, filings, post-mortems) Negotiation tactics in multi-lender environments What I’m building A public library of short restructuring notes Practical templates and checklists (sanitized and generalized) What would change my mind Evidence that credit conditions are loosening materially Sector signals that contradict the stress thesis