Empowering ~40k credit professionals with unparalleled credit intelligence, expertise, and insightful data and analytics across the entire credit lifecycle.
Joined May 2013
- Tweets 4,643
- Following 1,347
- Followers 8,480
- Likes 1,962
1,216 Photos and videos
Jun 12
๐จ BREAKING: First Brands debtors have struck a deal with ABL lenders on a budget for a revised joint liquidating plan.
Weil Gotshalโs Sunny Singh announced the agreement at the start of todayโs hearing.
Court is now turning to the U.S. Trusteeโs motion to dismiss or convert to Ch. 7, plus disclosure statement approval.
More updates coming... โ๏ธ๐๐
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Jun 10
We keep building. ๐
LevPro is the latest addition to the platform. One place for credit managers to go from research to trade. No more jumping between tools.
Full story: ow.ly/ERrK50Z9YOP
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Jun 1
A major player in sustainable waste is hitting the market: Macquarie Asset Management launches sale of WIN Waste Innovations. Nomura Greentech & Macquarie Capital advising.
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Octus retweeted
What has the market gotten wrong about Part 26A? Skadden's Peter Newman joins Omar Vaishnavi to discuss Court of Appeals cases, New Fortress Energy & OceanRig.
๐ง
๐: ow.ly/kZG550Z5uyW
๐ข: ow.ly/u2n750Z5nHt
โถ๏ธ: youtu.be/_JnjvMzOaUY
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Octus retweeted
What really happened to CLO equity?
Ian Gilbertson of Invesco joins Hugh Minch of Octus to discuss why 2025 was less about credit losses and more about arbitrage compression & asset repricing.
๐ ow.ly/GqKF50Z2Bsg
๐ข ow.ly/9RLs50Z2BsV
โถ๏ธ ow.ly/8xBf50Z2CBA
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May 15
The Bankruptcy Boys have solved the national fire truck crisis.
Smaller trucks. Better hydrants. Fewer aircraft carriers responding to chest pain calls.
And yes, they also have an idea for Elon Musk.
Fire drones.
New Octus Download.
๐ ow.ly/8f7S50YXHHQ
๐ข ow.ly/8iFI50YXHQb
โถ๏ธ ow.ly/9SWV50YXToc
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Octus retweeted
From drama school to coaching the Mets, Giants, FDNY & Fortune 500 CEOs โ Dr. Jonathan Fader on what separates high performers.
๐ ow.ly/Zn3r50YYSqI
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โถ๏ธ ow.ly/GmcA50YZ3gK
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May 12
Spirit Airlines is gone.
AMC is still burning cash after raising nearly $4B.
Fire trucks are being eaten by private equity. Prices are up 5x in some cases and Rev Group has $4.4B in unfilled orders.
Different companies. Same math problem.
New Octus Download.
๐ ow.ly/8f7S50YXHHQ
๐ข ow.ly/8iFI50YXHQb
โถ๏ธ ow.ly/9SWV50YXToc
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May 8
Tricolor Implosion Creates First-of-Its-Kind Auto Loan Securitization Litigation With Industrywide Implications
Read more here๐ ow.ly/8NGE50YWIf1
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May 7
When you're the minority lender in an LME, your move matters. Join us May 14 for a conversation with Glenn Agre on the tactics that protect your position.
๐ Register: ow.ly/cgQW50YW9HF
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May 6
Private credit's first real stress test. ๐งพ
Marks 40 points apart. Redemption gates slammed shut. Saba tendering Blue Owl at a 33% discount.
California Carl's Jr. blames the minimum wage law. Berkeley says the data doesn't back that up.
The Pit Season 2 ends on a cliffhanger. Two former restructuring lawyers are more invested than they'd like to admit.
Different stories. One thread: when the exit is smaller than the entrance, someone's going to get squeezed.
๐ ow.ly/vXWx50YOrtY
๐ข ow.ly/MX0o50YOrum
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Octus retweeted
How do you get a job in finance? For Molly Breen, Head of Capital Markets at Permira, it took a D.C. snowstorm and a White Russian party.
Host Jenny Bain, talks with Molly about a career you can't plan.
๐งListen now:
๐ ow.ly/MhjG50YVtGl
๐ข ow.ly/Qz8J50YVu7o
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Octus retweeted
May 1
Fair-value uncertainty, sector concentration, and dividend pressure are hitting BDCs all at once. This webinar gives you the macro context and tactical frameworks to navigate it.
๐ Register: ow.ly/7QZq50YT9SH
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Apr 24
Earlier this week, we reported that Thoma Bravo is nearing a deal to hand Medallia over to its private credit lenders.
$2.8B of debt. One of the largest restructurings private credit has ever seen.
Reporting by Maryna Irkliyenko and Harvard Zhang.
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Apr 24
ICYMI: KKR's big play โ nearing a deal to acquire Crowe LLP for $2B-2.5B; private debt financing in the works.
Full details on the acquisition and debt financing on Octus.
Reporting by Paola Aurisicchio and Michael Haley
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Apr 24
Yesterday we learned that SpaceX has lined up up to $20B in bridge financing to refinance roughly $17.5B of debt tied to X and xAI ahead of its IPO.
Goldman is leading, with Bank of America, Citigroup, JPMorgan and Morgan Stanley in the syndicate.
Read more on Octus. Reporting by Yuheng Zhan and Paola Aurisicchio.
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Octus retweeted
As we approach the 2026โ2027 CRE maturity wall, the landscape is shifting. Matthew Bordwin shared with Octus that while we donโt anticipate a market collapse, we do expect an increase in distressed activity and opportunity.
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Octus retweeted
Last week, @OctusCredit first reported that struggling Latvian flagcarrier @airBaltic hired @SeaburyCapital to explore balance sheet options amid an escalating liquidity crunch, citing sources. The company announced the retention of Seabury today, confirming our reporting.
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Apr 9
When your bankruptcy case turns into a spy thriller and ski passes cost more than rent...
On this week's Octus Download, Jason Sanjana and Kevin Eckhardt dig into federal antitrust allegations against Vail/Alterra, debut "We
Listen But We Don't Judge," and deliver harsh verdicts on Ryan Murphy's Kennedy obsession.
๐ง Listen now
๐ ow.ly/82a850Y7Hzx
๐ข ow.ly/GgG950Y7HIH
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Apr 2
Monroe Capital is set to collect final bids this month for a continuation vehicle housing loans from its 2018 vintage Fund III.
Evercore is advising and Kirkland & Ellis is on legal. The CV is roughly half the size of Fund III's initial $1.3B commitment.
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