CaseRecommendation~10 minKey risks~12 minFinancial analysis~15 minDownside case~15 minStructure & terms~12 min
Brennan Family FoodsDirect lending · Foundational
BrightSpring Health ServicesDirect lending · Advanced
Copperline HVAC ServicesDirect lending · Foundational
Northfield PackagingDirect lending · Intermediate
The Chefs' WarehouseDirect lending · Advanced
Waystar HoldingDirect lending · Advanced
Granite Ridge SupplyAsset-based & specialty finance · Foundational
Keystone Equipment FinanceAsset-based & specialty finance · Advanced
Oportun: refinancing the 15% corporate loanAsset-based & specialty finance · Intermediate
Harborview Logistics CenterReal estate debt · Intermediate
Hollywood Media PortfolioReal estate debt · Advanced
Brightline Florida: new moneyInfrastructure · Advanced
Ridgeline River CrossingInfrastructure · Advanced
Lakemont Specialty ChemicalsBridge financing · Intermediate
Alder Peak Partners Fund IIIFund finance · Advanced
TCW Steel City Senior Lending BDCFund finance · Foundational
CoreWeave: buying into DDTL 5.5AI & tech · Advanced
Quillon Claims AIAI & tech · Advanced
Owl Rock CLO XXVI: Class C notesStructured credit · Intermediate
Regions: partner with private credit?Consulting · Intermediate
Texas RoadhouseInvestment banking & equity research · Advanced
Tyler TechnologiesInvestment banking & equity research · Advanced
WatscoInvestment banking & equity research · Advanced