Private Debt News: Weekly News and Insights
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Private Credit News Weekly Issue #76: Valuation Chaos, Zero Marks, and the Exit That Never Comes
Apollo prices Medallia at 77 cents while KKR calls it 91 as BlackRock writes Renovo to zero after marking it at par just weeks earlier
Nov 15
•
Private Debt News
16
2
1
Private Credit News Weekly Issue #75: Extend-and-Pretend, Earnings Misses, and the Covenant Race to the Bottom
BDCs miss estimates as lenders kick maturities down the road to avoid "messy restructurings" while top funds warn market has gotten "very nervous"
Nov 9
•
Private Debt News
11
1
1
Private Debt News Weekly Issue #74: Shadow Defaults, Equity Conversions, and the PIK Time Bomb
Lincoln International flags 6% "shadow default rate" from bad PIK while lenders swap debt for equity across Europe as Ares sees opportunity in market…
Nov 1
•
Private Debt News
16
1
October 2025
Private Debt News Weekly Issue #73: Keys Changing Hands, Returns Falling, and the Saudi Scramble
Creditors seize control of failing companies as Sixth Street warns investors to brace for disappointment while Blackstone hits $508 billion AUM
Oct 26
•
Private Debt News
13
1
1
Private Debt News Weekly Issue #72: Cockroach Wars, Mark-to-Myth, and the IMF Loses Sleep
Dimon and Lipschultz trade public barbs as academics shred returns, prosecutors file fraud charges, and the IMF chief admits sleepless nights
Oct 18
•
Private Debt News
13
3
4
Private Debt News Weekly Issue #71: BDC Collapse, Dispersion Warnings, and the Coming Shakeout
Dividend cuts hit flagship funds while Goldman predicts "very significant" performance divergence for the first time since the financial crisis
Oct 13
•
Private Debt News
13
5
3
Private Debt News Weekly Issue #70: Fundraising Freeze, Vintage Warnings, and Uncomfortable Truths
Record 23-month raises expose capital exhaustion while industry veterans openly question default statistics
Oct 4
•
Private Debt News
9
1
4
September 2025
Private Debt News Weekly Issue #69: Default Denial, Investment-Grade Dreams, and the Bank Comeback
Stable default rates mask payment deferrals while private credit chases blue-chip deals and banks reclaim $20 billion in M&A financing
Sep 27
•
Private Debt News
7
1
Private Debt News Weekly Issue #68: Stress Signals Flash Red, Regulators Circle, and Banks Fight Back
Warning lights blink across the $1.7 trillion market as defaults rise and PIK usage hits dangerous levels
Sep 21
•
Private Debt News
14
3
2
Private Debt News Weekly Issue #67: The Great Pivot, NAV Creep, and Distressed Dawn
Banks lose deals to private credit while leverage spreads into every corner of private markets
Sep 13
•
Private Debt News
14
4
2
Private Debt News Weekly Issue #66: Secondaries Surge, Geographic Expansion, and Distribution Wars
Credit firms expand globally while liquidity pressure drives record secondary volumes
Sep 7
•
Private Debt News
11
1
1
Private Debt News Weekly Issue #65: Secondaries Surge, Regulatory Ghosts, and Boozy Collateral
Continuation funds hit record volumes while UK regulators warn of 2008 parallels
Sep 2
•
Private Debt News
8
1
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
