Entity Dossier
entity

Paine Webber

Strategic Concepts & Mechanics

Strategic PatternProcess of Bites, Not Grand Plans
Decision FrameworkCash Flow Over Earnings as Debt Survival Test
Relationship LeverageHighly Confident as Substitute for Actual Capital
Capital StrategyInterest Deductibility as Leveraged Assault Fuel
Competitive AdvantageNOL as Bidding War Nuclear Option
Signature MoveSpeed-of-Sale as Debt Survival Doctrine
Signature MoveLawyer as Deal Principal, Not Hired Gun
Signature MoveParis Apartment Discipline
Signature MoveAll Debt Disguised as Equity
Cornerstone MoveBuy the Whole, Sell Everything But the Crown Jewel
Cornerstone MoveBlind Pool Before the Target Exists
Cornerstone MoveBribe the Gatekeeper, Storm the Castle
Cornerstone MoveBankruptcy's Tax Corpse as Acquisition Weapon
Competitive AdvantageTax Arbitrage as Structural Weapon
Operating PrincipleProfessional Manager Decay Across Generations
Risk DoctrineNever Cut Back a Committed Deal
Signature MoveMilken: Four-Thirty AM Cathedral-Builder With No Office
Capital StrategyVenture Capital Masquerading as Debt
Signature MovePeltz: Spittle-on-the-Check Persistence from Near-Broke
Signature MovePerelman: Borrowed $1.9M to a Boeing 727 in Seven Years
Cornerstone MoveManufactured Credibility from Thin Air
Decision FrameworkContra-Thinking as Default Mental Operating System
Identity & CultureForced Savings as Loyalty Handcuffs
Cornerstone MoveCash Flow Over Earnings as the Only Truth
Cornerstone MoveBuy the Core, Sell the Pieces, Erase the Debt
Signature MoveKingsley: Mount Everest Desk, Twenty-Year Sounding Board
Signature MoveIcahn: Wrestling-a-Ghost Negotiation Until the Last Penny
Cornerstone MoveOwner's Equity as the Non-Negotiable Discipline
Signature MoveCultural Integration Before Operations
Signature MoveRadical Acceptance in Decision Making
Risk DoctrineAI Disruption Risk Assessment
Cornerstone MoveTech-First Consolidation Play
Decision FrameworkNon-Judgmental Concentration Discipline
Decision FrameworkMeditation as Business Edge
Signature MoveSpeed as Competitive Weapon
Cornerstone MoveFragmented Industry Roll-Up
Strategic PatternObscene Profits Industry Selection
Signature MoveProblems as Value Creation Assets
Operating PrincipleCustomer Dream Tech Discovery
Strategic PatternBig Hairy Deal Hunting
Signature MoveBig Trend Right Everything Else Wrong
Operating PrincipleIntegration Math and Music Balance

Primary Evidence

"Icahn, of course, is no one’s fool. In an apparently unprecedented arrangement—and the terms were to be kept secret—Paine Webber placed $ 1 million in escrow, to be forfeited if they were unable to do the deal on the agreed-upon terms. The way the deal was structured, the $ 750 million would enable Icahn to buy out all the shareholders and also take out his investment of about $ 300 million in TWA stock. In addition to getting all his money out, he planned to take out TWA’s computerized reservation system, PARS. It would be given to the Icahn Group as a dividend, and Icahn planned to lease PARS back to TWA for ten years for an amount that would have given Icahn an annual profit of $ 25 million."

Source:The Predators' Ball

"Icahn, of course, is no one’s fool. In an apparently unprecedented arrangement—and the terms were to be kept secret—Paine Webber placed $1 million in escrow, to be forfeited if they were unable to do the deal on the agreed-upon terms. The way the deal was structured, the $750 million would enable Icahn to buy out all the shareholders and also take out his investment of about $300 million in TWA stock. In addition to getting all his money out, he planned to take out TWA’s computerized reservation system, PARS. It would be given to the Icahn Group as a dividend, and Icahn planned to lease PARS back to TWA for ten years for an amount that would have given Icahn an annual profit of $25 million."

Source:Predator's Ball

"I started United Waste Systems with my own money, followed by outside capital from placements with friends and family about a year later. I ran the company privately until 1992, when our IPO launched with the two leading banks in the waste management sector at the time: Paine Webber and Alex Brown. The public capital markets were a whole new world to me, and it allowed me to go full throttle on acquisitions, beyond the initial deals we’d completed. The timing could not have been better. Environmental regulations were forcing municipal dumps to transform into state-of-the-art landfills, and the new bond requirements alone cost millions of dollars. A lot of small landfill owners were eager to sell out and let us shoulder the capital investments. There was also an opportunity to integrate vertically with trash collection companies strapped by rising disposal fees."

Source:How to Make a Few Billion Dollars

Appears In Volumes