PIK usage, 'bad PIK' trends and $21 billion in lender takeovers signal evolving portfolio stress, but strong fundamentals complicate the...
A forgotten Wall Street dynasty sets the stage for a sharp, story-driven look at how private credit’s surge, market volatility...
The headline default rate in private credit remains enviably low — 1.1% payment defaults in 2024, according to KBRA's surveillance...
New tariffs are quietly inflating inventory values while eroding real collateral strength, forcing asset-based lenders to rethink advance rates, appraisals,...
Turnaround advisors and special situations lenders must market hardest when business is quiet, building credibility, relationships, and early-warning expertise now...
As private credit tightens and competition intensifies, SLR Capital Partners’ Mitch Soiefer explains why specialization, structure and hands-on portfolio management...
The private equity industry is sitting on a powder keg of uninvested capital, and the fuse is getting shorter. Global...
In a wide-ranging conversation, Antares’ Seth Painter explains why investor selectivity is rising, how CLO structures are evolving, and why...
After a string of fraud-driven collapses jolted asset-backed finance, Bart Steenbergen explains why zero tolerance is the new standard and...
Supply chain uncertainty forces borrowers to carry 60-90 days of additional inventory, driving $2-5 million working capital increases that require...
