TPG’s Post

“We think asset-based credit is probably one of the most ripe and persistent opportunities in the market today.”   Castlelake Deputy Co-Chief Investment Officer Isaiah Toback recently spoke with Private Debt Investor for their Mid-Market Lending Report to dive into what we believe to be a growing asset-based lending market and the factors we think are driving interest in the asset class. Isaiah discussed how this market compares to that of corporate direct lending, which segments Castlelake believes may present interesting opportunities and how investors seem to be approaching it. Read the full article here: https://lnkd.in/ehZyxWsw   #privatecredit #privatedebt #assetbased #lending #middlemarket

Tree Buckingham of Mountain Ridge Capital shares her unique insights in this exclusive article from ABL Advisor: The Cross-Axial Revolution: Transforming Non-Bank Lenders into Industry Titans -- In this article Tree discusses how cross-axial colleagues operate at the intersection of various departments, integrating disparate functions into cohesive strategies. Their multidisciplinary expertise allows them to bridge gaps between teams, blending operational acumen with deep knowledge of credit dynamics and hybrid asset-based lending products. Read the full article: https://lnkd.in/d7iJmBpr #operations #assetbasedlending #lending #commercialfinance #corporatefinance #privatedebt #privatecredit #privateequity #nonbanklenders #banks #banking #finance

An interesting lesson I’m learning from todays market. Curious to hear your thoughts. When there are fewer deals happening in the marketplace, the percentage of deals that fall apart are far higher due to the fact that owners will take on projects that in the past were far more complex than they needed to to make money. In addition, lenders that historically were kind of on the sidelines, are some of the only banks left that are still in business, since they never really lent in the first place. This may make these banks seem like an option, but realistically, if they weren’t really lending in a hot market, they definitely aren’t going to be reliable and attractive in a down market. It’s important to keep in mind that in a down market that is extremely volatile, taking potentially less attractive terms from a reliable lender is far more valuable than taking seemingly attractive terms a non reliable lender will offer. #realestate #finance #commercialrealestate #lending Fortune Capital Group

✅ We're excited to announce that Green Zone Capital Advisors is working with PE firms to manage their existing commercial lending relationships to allow their CFO's to focus their time, energy, and resources on portfolio growth. 🚀 🚀 While we do not make the banking decisions, we do manage the time it takes to renew, modify, and move bank credit facilities. PE firms and family offices are spread thin. Fact. Ultimately, pushing the banking relationship duties down to the portfolio CFOs/controllers to manage. Guess what? CFOs and controllers are also spread thin. The time it takes to negotiate better terms, pull financials together, and the bank & forth is time that could be spent on their other business needs. That's what we solve for! Green Zone Capital Advisors are former commercial and ABL lenders who understand how financials need to be presented to bankers, which bankers are capable of managing your credit needs, and when it's time to search for the right banking partner who will help support your capital mission. #privateequity #PE #familyoffice #bank #CFO #CEO #ManagingPartner https://lnkd.in/gncByBgX

Tree Buckingham of Mountain Ridge Capital shares her unique insights in this exclusive article from ABL Advisor: The Cross-Axial Revolution: Transforming Non-Bank Lenders into Industry Titans -- In this article Tree discusses how cross-axial colleagues operate at the intersection of various departments, integrating disparate functions into cohesive strategies. Their multidisciplinary expertise allows them to bridge gaps between teams, blending operational acumen with deep knowledge of credit dynamics and hybrid asset-based lending products. Read the full article: https://lnkd.in/dzPRW5CB #operations #assetbasedlending #lending #commercialfinance #corporatefinance #privatedebt #privatecredit #privateequity #nonbanklenders #banks #banking #finance

Discover the latest insights on asset-based lending opportunities with industry leaders Daniel J. Ivascyn and Anna Dragesic, from PIMCO. In this video, they discuss the strategic positions within the consumer lending space against a backdrop of regulatory changes and market volatility. Ideal for private debt fund managers and investors, this detailed analysis offers an in-depth look at emerging potentials in the segment. https://lnkd.in/e2ZgNzq6 #PrivateDebt #PrivateCredit

In a recent article, Trevor Clark discusses the benefits of disciplined Lower Middle Market (LMM) direct lending for investors. With less competition and more attractive returns compared to the Upper Middle Market (UMM), Clark highlights LMM's potential for higher returns, stronger lender protections, and diversification opportunities. Trevor Clark | TPG https://lnkd.in/efNWsF2v #PrivateDebt #PrivateCredit

Our commitment to continuous learning and development Lender Consulting Services is deeply rooted in our core values. We recognize the unique intricacies of each lending scenario, reflecting the diverse landscape of lending institutions. Off-the-shelf solutions often fall short in addressing the dynamic requirements of today's market and evolving regulatory environment. To stay ahead in industry best practices, we actively engage in conferences and events, gaining valuable insights to anticipate emerging trends in the due diligence sector. By collaborating with industry peers and thought leaders, we enhance our ability to innovate and deliver optimal solutions to our clients. Take a peek at where we have been the first quarter and what we have learned bit.ly/3TVvlWL #IndustryInsights #ContinuousLearning #smarterlending #

My latest article for Wealth Management reviews the first quarter performance of private direct lending https://lnkd.in/g_3jZcYF #investmentstrategies #privatecredit #alternatives

According to Preqin, the Private Credit market now stands at $1.7T and is expected to nearly double over the next five years. 📈💰📊 I talk to clients daily about their allocations to private credit - Interesting read from The Globe on manager selection. 💡 #Alternatives #AssetAllocation #DirectLending #Diversification #HedgeFunds #PrivateCredit #Yield