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Amit Chokshi » Comments » Single Comment
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BX does M&A and lends in the middle market so it already has a smaller boutique ib in house. The CSFB/DLJ deal basically showed how worthless IB mergers can be (real IB mergers, not like C buying MS i.e. commercial + ib) and other banks have generally just picked off individual bankers to start up groups.
Feb 05 18:12 pm
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All Comments by Amit Chokshi »6 Reasons Blackstone's Still a Short [View article]
The analysis is interesting but did you do much work on what GSO brings to BX going forward and how that might offset/mitigate the impact of some of the warnings you mention?