TheLeadLeft
Special Report: Reflation Nation & Inflation Nation
Beginning in March 2021 The Lead Left published a series of articles on reflation and inflation. This report consolidates those articles.
Private Debt Intelligence – 10/18/2021
North America and Europe see number of fund closes rise A total of 22 North America-focused private debt funds closed in Q3 2021, a 47% increase on the 15 funds that closed during the same period in 2020. Although this is a substantial increase, it is much less than for Europe-focused funds, where there were…
PDI Picks – 10/18/2021
Fundraising puts the pandemic in the rear mirror The year as a whole looks set to move comfortably past the total raised in 2020. Private debt fundraising had a tough time of it last year, fighting its way through the challenges of covid-19 and the enforced remote due diligence that it brought in its wake,…
Covenant Trends – 10/18/2021
Percentage of Loans that Cleared with the Least Protective Documentation Scores (5/5+/4-) (Past performance is no guarantee of future results.) Contact: Steven Miller
Loan Stats at a Glance – 10/18/2021
Contact: Marina Lukatskymarina.lukatsky@spglobal.com
Supply Chain Lessons Learned
Last fall, the Harvard Business Review examined Covid’s impact on supply chains. The pandemic, they wrote, “exposed vulnerabilities in the production strategies and supply chains of firms just about everywhere,” The study also presciently identified “the growing electronics content in modern vehicles” as a potential bottleneck. Today we are witnessing how the shortage of semiconductor […]
Middle Market Deal Terms at a Glance – October 2021
Source: SPP Capital Partners Contact: Stefan Shaffer stefan@sppcapital.com
Reorg Credit Intelligence – 10/11/2021
CalPlant Bankruptcy Supported by 62% of Senior Bondholders; Toggle Plan Envisions Sale or Restructuring CalPlant I LLC and parent company CalPlant Holdco, manufacturers of rice straw-based medium-density fiberboard, or MDF, in Willows, Calif., filed for chapter 11 protection yesterday, Tuesday, Oct. 5, in the Bankruptcy Court for the District of Delaware. The debtors enter chapter…









