Blazehill Capital’s Post

How might the increasing role of Wall Street banks as intermediaries between smaller companies and private lenders impact the dynamics of the leveraged lending market in the long term, particularly in terms of risk management, fee structures, and overall market competitiveness? By providing advisory services instead of direct lending, banks mitigate risk and capitalize on fee-based revenue streams amid a downturn in new buyout activities. Read more in the article below: https://lnkd.in/eQTdBKZ9 #investmentbanking #privatecredit #privatedebt #leveragedlending

Bank leaps over hurdles to make a product that could reshape the #fundfinance industry. Tom Auchterlonie Graham Bippart Goldman Sachs https://okt.to/iXELy4

This is a trend we’ve been discussing with clients for several months now. Banks are defending market share by combining forces with private credit lenders, while private credit lenders are exploring new opportunities. The tailwinds are there to support this trend as the private markets continue to expand. We’ll likely see more of these partnerships both domestically and abroad. Worth a read! Awesome article by David Hollerith and great insight from Michael Gross! #privatecredit #privateequity #financing #markets

We will see more banks posting losses in the coming months, which will spur further tightening. Making it difficult for companies to obtain the appropriate capital financing required to support growth. Green Zone Capital Advisors clients are comprised of private equity firms, portfolio companies, and privately held small businesses who see the value former commercial lenders bring to navigating their capital financing process so they can keep their own focus on business operations. We ensure our clients are receiving maximum availability on their credit lines and structured with the right terms to support their growth trajectory. We negotiate better rates & costs compared to managing the capital financing process yourself. We are very capable to managing credit facility sizes up to $100MM per client. #privateequity #capital #bank #creditfacility #ceo #cfo #smallbusiness https://lnkd.in/geDCwDPn

In this week's blog, we consider how adding P2P lending can provide diversification and reduce overall volatility in portfolios heavily skewed toward equities, unlocking the full potential of our asset class. Read more below! 👇

In a recent roundtable discussion, IGF's CEO Steven Chait, alongside various industry leaders, discussed how lenders, including IGF, have kept deploying capital and supported private equity firms in a challenging market environment. Steven Chait provided valuable insights on how the slowdown in the M&A market has led to dynamic shifts in lending patterns, emphasising the importance of adaptability, responsiveness, creativity and swift action, as demonstrated by IGF's recent record-breaking deal executed within a month. Despite market fluctuations, opportunities arise for alternative lenders like IGF to support companies, especially in refinancing and restructuring scenarios. For more insights, delve into the full article below. 

#Lenders and #advisers have talked a good game about the growing acceptance of the use of NAV facilities among #LPs, yet transaction volumes remain lower than expected. Check out the latest installment of our #fundfinance tracker here: https://lnkd.in/dnARkQSs #privateequity #venturecapital #assetmanagement #alternativeinvestments #institutionalinvestors #navfacilities #subscriptionlines #fundmanagement #financing #serviceproviders #privatecredit #banks

Well this was certainly an eye-opener. Banks renting space of Blackstone's balance sheet was a possibility I hadn't even considered. I had been keeping track of banks selling portfolios to other companies for the past year, but renting is a completely new topic for me. The debate between renting versus owning has just become more nuanced and complicated. Government regulations have been pushing banks to reduce their exposure to riskier assets for 15+ years. In turn, banks have been very careful to manage their capital requirements and try to make the best use of their balance sheets. Using things like Synthetic Risk Transfers and Forward Flow Arrangements with private firms are pushing the financial system into a worm hole that regulators did not intend it to go through. The government has intentionally pushed banks away from "risky" corporate loans and trading activities. By doing so, they have inadvertently encouraged more exotic relationships and products that are opaque and have less oversight than the regulators envisioned. What could possibly go wrong with that? I don't know about you, but this is starting to feel a lot like 2008 to me. #breakingbonds #bondarenotenough

Regulatory changes and regional bank dislocation have upset the real estate lending market, causing many traditional lenders to shift focus. Some private CRE lenders have stepped in to fill the void, presenting borrowers with the potential for more flexible options. Our new white paper explores this shifting landscape and its potential advantages for investors. Read it below. #cim #cimgroup #commercialrealestate #privatecredit

In an interview with ausbiz’s Juliette Saly, Managing Director and private credit Portfolio Manager John Sheffield discusses key drivers behind the growth in asset-backed lending.   John explains that while asset-backed lending – where consumers or businesses seek finance for a range of purposes including mortgages, car loans, supply chain finance – has been around for a long time, it’s more readily understood now in the market.   John notes that since the GFC and due to structural shifts in regulatory capital requirements banks have reduced participation in this type of lending, allowing non-bank lenders to fill the gap and provide financing solutions to otherwise good borrowers.   He also explains the importance of asset managers carefully managing risk in private credit as investors seek a defensive allocation for their portfolios and away from public market volatility.   https://lnkd.in/eEPttHQY