Direct Lenders

topic on 1 show · 3 statements across 2 episodes

Capital Allocators

3 statements about Direct Lenders, every show

PE sponsor rotations disincentivize direct lenders from competing on aggressive pricing
“None of us are really incented to go in there with aggressive pricing, because even if you win, you lose. We're all going to be in the deal regardless. You compete on things like relationship. You compete on things like sector expertise.”
Ron Cantowitz Jul 17, 2025 ▶ 29:13 Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
Invesco partners with peer direct lenders on almost every private debt deal
“With maybe the exception of one or two, on every deal we do, we will partner up with one or two other direct lenders.”
Ron Cantowitz Jul 17, 2025 ▶ 28:24 Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
Direct Lending Is in the Early Innings of Private Equity Adoption
“So I think we're in the really early innings. I think I've been pretty right on seeing this, and more and more PE firms are looking at not just what we do, but the direct lenders in general as a pretty good alternative to the syndicated market.”
Doug Ostrover Jul 26, 2021 ▶ 40:43 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)

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