Posts by THE LEAD
Weathering 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.
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.
Read MoreThe Clear Choice
Transparency and track records matter most to private credit investors.
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.
Read More