Market Insights &
Investment Commentary
Analysis and perspectives on private credit, infrastructure finance, and M&A markets for institutional investors.
Recent Briefings
Private Credit Market Outlook: What Institutional Investors Need to Know in 2026
An analysis of current market dynamics, spread compression, and emerging opportunities in the middle-market lending landscape.
Data Center Financing: Capital Structures for the AI Era
How hyperscale demand and AI workloads are reshaping infrastructure financing requirements and lender appetite.
Warehouse Facility Structuring: A Guide for Emerging Lenders
Key considerations for specialty finance platforms seeking their first institutional warehouse line.
Middle-Market M&A: Sector Trends and Valuation Dynamics
A review of transaction activity, buyer behavior, and valuation multiples across key sectors.
Direct Lending Performance: Analyzing Credit Quality Across Vintages
How direct lending portfolios have performed through recent market cycles and what it means for allocators.
Infrastructure Debt: Yield Enhancement in a Compressed Spread Environment
Exploring infrastructure credit as an alternative to traditional corporate lending for yield-focused investors.
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