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The Force Awakens – Churchill 2Q Private Equity Survey (Part One)

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Life happens at inflection points. This goes for capital markets as well. Whether changes in interest rates (high to low), or economic cycles (growth to recession), being alert to those subtle shifts allows astute asset managers to lean into investment strategies more effectively. The challenge today is unpredictable trade policies have created false signals, particularly […]

The Pulse of Private Equity – 8/4/2025

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Global buyout EV/EBITDA multiples Download PitchBook’s Report here. The EV/EBITDA multiple for PE buyouts stood at 11.7x for the TTM period ended June 30, 2025. This is comfortably above the recent trough of 10.3x in 2023, yet below the 12.3x registered in 2024…. Subscribe to Read MoreAlready a member? Log in here...

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Covenant Trends - 8/4/2025

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Distribution of MFN Maturity Carveout Horizons (Past performance is no guarantee of future results.) Contact: Steven Miller smiller@covenantreview.com

Risk On/Risk On (Part One)

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What’s the state of the US leveraged loan market, and what’s the outlook for the rest of the year? Those were the among the questions posed to your correspondent and three other panelists at Octus Webinar: H1 2025: “How Private Credit and Banks Traversed the Tariff Storm to a Brighter Second Half.” We’ve discussed here…

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