Octagon Credit Investors的动态

Our CEO,?Phil Fiore, Jr. CIMA? CRPC?, recently sat down with?Gregg Greenberg?from?InvestmentNews?to discuss the key differences between selling your business and partnering for firm growth. Watch the full interview here:?https://bit.ly/3Y2tLVq ? #InvestmentNews #ProcyonStrong

We’re excited to share that Principal, Timothy Hall will be a panelist at the Markets Group's Private Equity San Francisco Forum on October 15-16. He’ll be discussing Sale-Leaseback Strategies—a key tool for private equity firms to unlock real estate value, improve liquidity, and optimize capital structures. Are you attending? Don’t miss this insightful session on innovative real estate finance strategy trends. Avison Young | US #CorporateFinance #PrivateEquity #SaleLeaseback #CapitalMarkets #PEForum2024 #FinanceInnovation #CommercialRealEstateFinancing

Do headline discounts matter when investing in secondaries? There's still time to register for our webinar, “Why discounts don’t matter”! Unigestion’s Private Equity team will look at why headline discounts may have limited information value and could be a poor indicator of final performance. Our panel of experts will discuss what really matters, recent developments in the LP stake market including the evolution of trading volumes and headline pricing, and where potential pitfalls lie in LP stake assessments. Join Paul Newsome, Head of Investment Solutions, Ralph Büchel, CFA, Global Head of Secondaries, Anton Steidl, CFA, Principal, and the newest member of our Secondaries team, Nick Kavanagh, Principal, for a riveting conversation on what our team sees are the real indicators of final performance: timing, information advantage, concentration of portfolios and structural elements, among others. We look forward to seeing you tomorrow! Register for the webinar below: https://lnkd.in/emP5r6gh #secondaries #privateequity #discounts

PitchBook data shows that #privateequity deals over the past four years, involving six or more investors, have multiplied 162 percent compared with the prior four-year period, while standard single-investor deal volumes are up only 28 percent. More data in the Financial Times ??

Is private equity taking a gamble on dividend recaps? Lincoln International’s excellent 2nd quarter private market webinar highlighted that dividend recapitalizations have picked up as financing costs have declined, providing another avenue for private equity sponsors to return capital to investors. Lincoln’s data shows that borrowing to pay dividends increases leverage, but only to just below “full-buyout” acquisition levels. So, with interest rates expected to decline, are recaps a better alternative to continuation vehicles or NAV loans? Or will reduced financial flexibility hurt these companies if we drift into a recession? Is there historical evidence to support dividend recaps as a valid strategy? Lincoln VOG Private Market Proprietary Data. ? 2024 Lincoln Partners Advisors LLC. All rights reserved. #PrivateEquity #PrivateCredit

Beringer Capital's Karim Mashnuk, MBA and Chantel Lewis, CFA recently attended ACG's 2024 DealMax conference, the premier deal sourcing event for middle-market M&A that connects investors, investment bankers, lenders, and other deal-focused service providers from across the industry. Based on their discussions over three jam-packed days, here are some key insights on where the market has been and is likely headed.? Visit beringercapital.com and follow us here to learn more.? #privateequity #investment Association for Corporate Growth (ACG)?

PitchBook's data shows that #privateequity deals over the past four years, involving six or more investors, have multiplied 162% compared with the prior four-year period, while standard single-investor deal volumes are up only 28%. More data in the Financial Times ??

Gain insights from our latest Q&A with Philippe Noyard, Patrick Zeenni, CFA, and Nicolas Jullien, CFA. Learn how our approach to long/short credit strategy aims to optimize the credit market’s potential and generate returns. ?? Read more: https://lnkd.in/e8adfRYw ?? For professional investors only #candriam #investing4tomorrow

Auquan CEO Chandini Jain is speaking at Private Equity Wire's Private Credit European Summit this Thursday May. 16 2024 in London. The fireside chat session — "The need for speed: How are firms gaining a competitive edge in the private credit boom?" — will be a conversation between Chandini and Michael Slane, Head of Origination, Investec Fund Solutions. The two will discuss why moving quickly is critical in the changing private credit landscape. https://lnkd.in/eR2CH9jP #privatecredit #privateequity #privatemarkets #genai

Check out the inaugural edition of our topical thought leadership, ???? ?????????????????? ????????????????. Recently, skeptics have suggested that loan valuations (“marks”) within private credit portfolios are potentially flawed and could pose a threat to the asset class’s surge in popularity among investors (1). Is variance among lenders to be expected? How can you protect against concerns over inaccurate valuations? Get Antares Capital LP’s perspective. bit.ly/3vQfZtx #privatecredit 1. “???????????? ???????????????????? ??????????????? $1.7 ???????????????? ?????????????? ???????????? ????????”, ????????????????g, ???????????????? 27, 2024.