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Business of Private Credit: Coming Home

Much attention has been paid to the suitability of Matt Damon in the lead role as the wily Odysseus in this summer’s Christopher Nolan blockbuster.

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    Fran, Dan, and Ran Show: Capital Markets 2021 - COVID Impact and Outlook (Part I)

    Fran Beyers, Cliffwater’s Head of Capital Markets, Dan Lee, Partner of Comvest, and Randy Schwimmer, Churchill’s Co-Head of Senior Lending…

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    The middle market had a huge fourth quarter

    Download PitchBook’s Report here. PitchBook’s latest Middle Market Report is now live, and the fourth quarter sure delivered. Our analysts estimate…

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    Reflation Nation (Second of Two Parts)

    An astute Lead Left reader sent us the following note regarding last week’s commentary: “Besides the beneficial economic impact of…

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    Breakeven Analysis

    The difference between the five-year Treasury and five-year TIPS shows inflation expectations higher than the Fed’s 2% target.

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    My state/country is reopening for business and gatherings…

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    Select Deals in the Market - 3/15/2021

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    Stat of the Week: Jobless Claims

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    Private Debt Intelligence - 3/15/2021

    Women in Private Debt [wpdm_package id=’43550′] Across alternatives assets, the proportion of female employees rose to 20.3% by the end…

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    Percentage of Deals with 75+ bps MFN

    (Past performance is no guarantee of future results.) Contact: Steven Miller

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    Middle Market Deal Terms at a Glance - March 2021

    Source: SPP Capital Partners Contact: Stefan Shaffer stefan@sppcapital.com

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    The new normal is the old normal

    After a brief period of change, deals are starting to look very similar to how they did pre-covid. “It’s amazing…

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    Loan Stats at a Glance - 3/15/2021

    Contact: Marina Lukatskymarina.lukatsky@spglobal.com

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    Stat of the Week: To keep a strong culture, employees should be in the office...

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    Introducing PitchBook’s Capital Call at Risk metric

    PitchBook is rolling out a new framework for our LP clients to prepare them for worst-case capital call scenarios. We’re…

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    Distribution of MFN Sunset Horizons

    Contact: Steven Miller

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    The Great Reception: Private Credit Outlook

    We wrap our special 2021 outlook with private credit. Its value proposition was fully supported last year, coming through the…

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