Private Equity Firms Shift to Survival Mode as Exits Stall

Joel Holsinger, Partner and Portfolio Manager at Ares Management where he co-heads the $40+ billion alternative credit division, shared insights on the S&P Global podcast about the rapidly evolving alternative credit landscape.

"It is the challenging environments that best showcase the strength and stability of our firm. We built our business to navigate periods of uncertainty and dislocation," said Stephen Schwartzman.

Sculptor Capital Management closes Sculptor Tactical Credit Fund with nearly $900 million in assets under management.

Private debt offers mathematical resilience to recession through high interest income offsetting temporary markdowns, but leverage amplifies initial pain. RetryClaude can make mistakes. Please double-check responses.

Trump's tariff bombshell threatens economic growth but creates opportunity for disciplined credit investors amid the volatility.

Credit investors face a new landscape where trade policy tweets can move markets 1,100 points in a day, forcing a fundamental rethinking of sector and geographic exposure.RetryClaude can make mistakes. Please double-check responses.

Market turbulence drives PE stocks down 15-20% as private credit targets $12B+ in stalled deals, with Jon Gray warning of potential "domino effect."RetryClaude can make mistakes. Please double-check responses.

Carlyle CEO sees private markets becoming essential amid uncertainty, highlighting shift from public markets to private capital growth engines.

Michael Arougheti links leadership lessons from finance to baseball, emphasizing authenticity, vulnerability, and community connection.Retry

Private Markets Pulse: PE Stocks Plunge 15% as Tariffs Shock Markets, While BlackRock's 50/30/20 Model Aims to Unlock $50T in Private Assets

Canal Road Group secures $250M credit facility from SMBC, boosting investment capacity to $1.5B for private corporate lending.

Aquatech secures growth investment from Cerberus to reinforce leadership in water and critical minerals technology solutions.

80% of RIAs allocate or plan to allocate to private credit in 2025, with 45% allocating over 5% of client portfolios to the asset class.

Private equity optimism rises for 2025 despite valuation concerns and macroeconomic caution.

AFA renames private credit fund to AFA Asset Based Lending Fund, focusing on lower middle market borrowers via boutique lending platforms.

Ayan Capital, a UK halal vehicle financing provider, secures £25M in Shariah-compliant funding to expand tech-led underwriting.

Private credit thrives in volatility as KKR's Pietrzak sees opportunity in uncertain markets while remaining vigilant about recession risks.

Princeton Capital Corp reports FY 2024 results with total assets down to $21.21M, NAV per share at $0.175, and decreased investments at fair value.

NexPoint Capital reports FY 2024 results with total assets of $46.58M, NAV per share at $5.21, and decreased investments at fair value.