Posts by THE LEAD
Concentrated Effort
Tech deals favored upper end of market, especially in 2021 when software valuations peaked. Source: KBRA DLD Research
Read MoreBusiness of Private Credit: Sectors and SIC Codes
We’ve spent the last few weeks covering the businesses of the core middle market. Does that same discipline hold when you move up market?
Read MoreThe Lead Left rebrands as The Lead, expanding into a multi-format platform for private capital intelligence
New York, July 16, 2026 – The Lead Left, the private capital thought leadership platform founded by Randy Schwimmer in 2008, today announced its rebrand as The Lead…
Read MoreWell Prompted
The best managers know which prompts to write, and which answers to act on. Source: FTI Consulting
Read MoreBusiness of Private Credit: Claude Says
Even chatbots know AI won’t have a one-size-fits-all impact on the middle market. Yet for the last year or so, the market has treated AI disruption as a storm cloud hanging over every private credit portfolio.
Read MoreBusiness of Private Credit: Rain or Shine
Experienced private credit managers build all-weather playbooks designed to make it through any business cycle or headline risk.
Read MoreWeathering the Storm
Service-oriented companies typically hold up through any forecast. Source: Cliffwater Direct Lending Index.
Read MoreLessons Learned
Experience is a tough teacher, but the best managers pass the test. Source: Cliffwater Direct Lending Index.
Read MoreThe Business of Private Credit: History 101
Last week we kicked off our special series on middle market industries with an overview of why they should matter for private credit investors. This week we provide some historic context.
Read MoreMore than meets the eye
The sectors you pick determine everything that follows. Source: Cliffwater Direct Lending Index
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