State of the Capital Markets – First Quarter 2018 Review and Second Quarter 2018 Outlook
Review of Current Market Conditions/ Analysis of Capital Markets Metrics/ Review of Credit Quality/ Outlook for Second Quarter 2018
TheLeadLeft
Markit Recap – 4/9/2018
Risky assets are often beholden to perceptions of geopolitical risk, though in recent times it has been a minor factor. Perhaps that is about to change. The conflict in Syria has taken a terrible twist that threatens to draw the major western powers into a conflict with Russia, with concomitant negative effects on credit markets….
Select Deals in the Market – 4/9/2018
☞ Click for a larger image.
Spotlight on Healthcare – A Special Industry Report (Fourth of a Series)
“Everyone is fighting for the primary care patient right now.” So said the CEO of a large independent physician practice in New Jersey. This battleground is taking place not just in doctors’ offices, but increasingly in malls, drug store chains, corporate headquarters, urgent care clinics, and retail care centers. Peter Magas, a managing director at…
Lead Left Interview – Rob Morris (Part 2)
This week we continue our conversation with Rob Morris, founder and managing partner of Olympus Partners. Prior to founding Olympus in 1988, Rob held a variety of management positions in various manufacturing and financial services businesses at General Electric Corporation, the last of which was Senior Vice President of GE Investment Corporation, where he managed…
Debtwire Middle-Market – 4/9/2018
Source: Cliffwater Direct Lending Index and BofA Merrill Lynch US High Yield Effective Yield The red line in the chart is the *Cliffwater Direct Lending Index (CDLI) current yield, which is based on the investment income of the underlying assets held by public and private BDCs. BDCs invest in middle market companies, and the Index…
LevFin Insights: High-Yield Bond Statistics – 4/9/2018
Source: LevFin Insights Source: LevFin Insights Source: Lipper Contact: Robert Polenberg robert.polenberg@levfininsights.com
Covenant Trends – 4/9/2018
Distribution of MFN Sunset Lengths Contact: Steven Miller
The Pulse of Private Equity – 4/9/2018
A closer look at private debt performance Download PitchBook’s report click here. As traditional PE strategies have become more crowded, the PE industry has seen a record-high expansion in private debt fundraising. Names like Thoma Bravo, BC Partners and Silver Lake have all branched out into the private debt space, following in the footsteps of…