The Case for Covenants

  • Cov-lite and Middle Market Loans
  • Cov-lite and the Investor
  • Defaults and Recoveries
  • The Outlook

Download

The Art of the Add-On

 

  • Private Equity Strategies
  • Checklist for Successful Add-Ons
  • Beyond the Numbers
  • Sealing the Deal

Download

Why Sponsors Matter

 

sponsor-white-paper

  • Enhancing Corporate Value
  • Working with Family-owned Companies
  • Non-­Sponsored Lending Revealed
  • Non-traditional Sponsors

Download

A Review of European Direct Lending

  • Banks vs. the Non-Banks
  • Hurdles: Legal, Cultural, and Logistical
  • Opportunities and Challenges
  • A Path to Success
  • Outlook for 2016…and Beyond

Download

The Unitranche – What it is, and Why it Matters

  • What is a Unitranche?
  • Types of Unitranche Structures
  • The Agreement Among Lenders (AAL)
  • The Universe of Unitranche Players
  • Key Unitranche Concerns for Lenders and Borrowers

Download

2016 – A Look Ahead in the Middle Market

  • Liquidity and Credit Appetite
  • Middle Market Pricing and Leverage
  • BDCs and Middle Market CLOs
  • 2016 Predictions and Trends

Download

Why CLO’s Matter

 

  • What is a CLO?
  • CLO’s role in the demand side
  • The Value of Middle Market CLOs
  • How next gen vehicles will deal with regulatory and cyclical headwinds?

Download

Secrets to a Successful Job Search

  • Job searching is not a casual process. You’re either all-in or all-out
  • It’s not about people you know; it’s who they know
  • When you tell your friends about your new job, will they say “What?” or “Wow!”
  • Network today as if you’ll be jobless tomorrow

Download

Why BDCs Matter

 

  • What is a BDC?
  • The BDC Structure
  • BDCs and Leveraged Loans
  • BDCs and the Investor

Download

Wells Fargo Middle Market CEO BDC Forum

The Case for Senior Secured First Lien Loans presented by Kevin Burke at the Wells Fargo Middle Market BDC CEO Forum

  • Why Middle Market Loans?
  • Attractive Market Size
  • Capital Structure Seniority

Download

The Desktop 2015 CLO Market Outlook

  • Current Market Environment
  • Spread Outlook
  • CLO Primary Outlook
  • Euro CLO Outlook
  • Regulatory Outlook
  • Loan Market Overview
  • Risk Assessment

Download