Posts by THE LEAD
Private Credit – The Final Reckoning (Last of a Series)
Markets happen when you’re making other plans. This was true again last week as confrontation with Iran, instead of caving…
Read MoreMiddle Market Deal Terms at a Glance – July 2025
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part Two)
In response to our Reflections on Wimbledon two weeks ago, a long-time Lead Left reader informed us that the famed…
Read MoreExit Ramp
The number of PE exits slumped 1Q after last year’s steady improvement. Source: Preqin Pro
Read MorePrivate Credit – The Final Reckoning (Third of a Series)
We spoke recently to a C-suite executive of a global specialty chemicals company about how tariffs are affecting his business.…
Read MoreSlowing the Slowdown
Notwithstanding tariffs, economists now view the chances of a recession fading. Source: WSJ Surveys of Economists
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part One)
Life happens at inflection points. This goes for capital markets as well. Whether changes in interest rates (high to low),…
Read MorePrivate Credit – The Final Reckoning (Second of a Series)
Those who talk about risks in private credit should also keep in mind that investors always look at relative risk.…
Read MoreWealth Effects
The share of wealth assets dedicated to private credit is on the rise. Source: FT, Oliver Wyman
Read MoreReflections on Wimbledon
As a long-time observer and amateur practitioner of the game, we enjoy the season when tennis arrives at the hallowed…
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