Posts by THE LEAD
The Business of Private Credit (First of a Series)
What’s so special about the middle market? In a world where every conversation seems to revolve around AI, mega-software M&A, and data center infrastructure…
Read MoreBeyond The Mark
How are direct lending loan values calculated? We introduced the topic in our “Par for the Course” installment last month.…
Read MoreCloser Than You Think
Turns out, the marks agree more often than not. Source: KBRA
Read MoreThe Clear Choice
Transparency and track records matter most to private credit investors. Source: Coalition Greenwich, Private Credit Market Structure Survey
Read MoreLet’s Be Clear
“Investors need to understand that private markets don’t have the same degree of transparency as public markets.”
Read MoreSuccess, Not Overnight
Private credit’s growth story, over a decade old, is still evolving. Source: Preqin.
Read MoreThe OG of Private Credit: Welcome to the Platinum Era™
”This is great for us.” That’s how one private credit manager summarized the cumulative impact of noise around the asset class.
Read MoreMiddle Market Deal Terms at a Glance – May 2026
Open for Business
When public credit markets close, private credit absorbs the shock. Source: FT, Hinze, Rintamaki, Mondini, Steffen.
Read MoreThe OG of Private Credit: The Steadi-Cam of Capital Markets
“We are late in the credit cycle.” What is often a throw-away line preceding some dire market prediction, should be questioned.
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