Posts by THE LEAD
Business 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
Read MoreThe 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
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