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Reference

Bibliography

Sources used in the report, organised by category. Where a public URL is stable, it is linked; where the source is print or paywalled, the citation alone is provided.

Core Practitioner Texts

  • Gatto, Michael. The Credit Investor's Handbook: Leveraged Loans, High Yield Bonds, and Distressed Debt (Wiley, 2023). The modern standard; written by a Silver Point partner who previously built credit training programmes at Citibank.
  • Moyer, Stephen G. Distressed Debt Analysis: Strategies for Speculative Investors (J. Ross, 2004). Still the reference technical text on valuation and claims analysis.
  • Whitman, Martin J., and Fernando Diz. Distress Investing: Principles and Technique (Wiley, 2009). The value-investing lineage applied to credit.
  • Rosenbaum, Joshua, and Joshua Pearl. Investment Banking: Valuation, LBOs, M&A, and IPOs (Wiley, 3rd ed., 2020). Chapter on restructuring and the LBO mechanics the distressed analyst needs.

Free Course Material

  • Wall Street Prep. Financial Restructuring Free Course — 11-part series with accompanying Excel file. Link ↗
  • Damodaran, Aswath. Valuing Distressed and Declining Companies (NYU Stern, 2009). Link ↗
  • Damodaran, Aswath. Distress lecture slides. Link ↗
  • Damodaran Online — full valuation webcasts, lecture notes, spreadsheets, and datasets. Link ↗

Primary Documents

  • Kroll Restructuring Administration (formerly Prime Clerk) — free Chapter 11 dockets. Link ↗
  • SEC EDGAR — credit agreements filed as exhibits to 8-K and 10-K filings, plus RSAs and TSAs. Link ↗
  • CourtListener / RECAP (Free Law Project) — free federal opinions and archived PACER documents. Link ↗
  • PACER — federal court dockets at $0.10/page, waived below $30 per quarter. Link ↗
  • Stretto, Epiq, Verita Global, Omni Agent Solutions, Donlin Recano — additional claims agent docket sites.

Law Firm Commentary

  • Weil, Gotshal & Manges. Weil Restructuring (the Weil Bankruptcy Blog) — note the correct domain. Link ↗
  • Jones Day. Business Restructuring Review — quarterly, free, consistently substantive. Link ↗
  • Akin Gump, Cleary Gottlieb, Mayer Brown, Holland & Knight, Mintz, Davis Polk — free client alerts on restructuring developments.
  • Kirkland & Ellis and Gibson Dunn — thought leadership on liability management structures.

Case Law and Market Developments

  • In re Serta Simmons Bedding, L.L.C., No. 23-20181 (5th Cir. Dec. 31, 2024). Uptier held not an 'open market purchase'; plan indemnity excised; equitable mootness rejected.
  • Ocean Trails CLO VII v. MLN TopCo Ltd. (Mitel), No. 2024-00169 (N.Y. App. Div. 1st Dep't Dec. 31, 2024). Uptier upheld on different contract language.
  • Harrington v. Purdue Pharma L.P., 603 U.S. ___ (2024). Non-consensual third-party releases held outside the Bankruptcy Code's authorisation.
  • Jones Day. Uptiers in 2025: Impact of the Serta and Mitel Decisions on Liability Management Exercises. Link ↗

Market Coverage and Data

  • Pari Passu (restructuringnewsletter.com) — weekly transaction deep dives; free at publication, archive paywalled. Link ↗
  • Moody's, S&P Global Ratings, and Fitch — annual corporate default and recovery rate studies.
  • American Bankruptcy Institute — free podcast network; note that most abiLIVE webinars are paid. Link ↗
  • Turnaround Management Association. Journal of Corporate Renewal — a membership benefit, not a free archive. Link ↗
  • Octus (formerly Reorg), Debtwire, LevFin Insights — subscription market intelligence with no free substitute.

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