M&A Advisor Podcast

The Restructuring Landscape: Managing Uncertainty in the 2026 Market


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In an era defined by rapid policy shifts and shifting consumer behavior, uncertainty has become the only constant in the restructuring world. In this episode, industry veterans Lisa Donahue and J. Gregory Milmoe join Richard Goldman to dissect the distress signals emerging in the electric vehicle, renewable energy, and oil and gas sectors.  

From the impact of AI on professional services to the "genius tax" on high-tech talent, discover how leaders are evolving post-COVID to build more flexible, resilient organizations. Learn how to identify the "how" over the "what" to deliver real value in a complex economic environment. Watch now and stay ahead of the curve at MAAdvisor.com. 

 

#MAAdvisor #Restructuring #EconomicOutlook #DistressedDebt 

Show Notes 

  • [00:02:00] Defining uncertainty as the primary theme of the 2026 restructuring market 

  • [00:03:00] Analyzing 26 electric vehicle bankruptcies in 24 months 

  • [00:05:00] The case for nuclear energy as a stable base load for clean power  

  • [00:07:00] Oil and gas distress: Lower commodity pricing and capital intensity  

  • [00:09:00] Predicting sector distress vs. long-term energy infrastructure needs  

  • [00:12:00] AI and professional services: Moving from the "what" to the "how."  

  • [00:15:00] Post-COVID leadership: The rise of sophisticated, nimble management 

  • [00:17:00] Workforce fallout: Immigration reform’s impact on construction and hospitality  

  • [00:18:00] The "Genius Tax" and its potential drag on high-tech growth 

  • [00:20:00] Breaking educational barriers: Hiring for performance over degrees 

  • [00:22:00] Consumer sentiment: Watching the Michigan CPI and the "closed purse" effect 

  • [00:24:00] Legal limits: How Supreme Court rulings have clipped the wings of bankruptcy courts. 

  • [00:26:00] 2026 Outlook: Retail favorites, oil/gas combinations, and infrastructure consolidation. 
     

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M&A Advisor PodcastBy M&A Advisor