Unitranche

topic on 1 show · 3 statements across 2 episodes

Capital Allocators

3 statements about Unitranche, every show

Mezzanine debt investing is difficult outside the smaller end of the market
“It's been a difficult market to play in mezzanine, unless you're playing really at the smaller end of the market where it's not as common.”
Ron Cantowitz Jul 17, 2025 ▶ 20:40 Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
CAPITAL ALLOCATORS Assertion Supported
Five-billion-dollar unitranche private debt deals are now routinely getting done
“Today, I mean, you know, billion dollar unit tranches, there's nothing unique about them. You know, five billion dollar unit tranche deals are getting done.”
Ron Cantowitz Jul 17, 2025 ▶ 13:45 Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
Multi-Product Platforms Originate Better Deals Than Single-Strategy Credit Funds
“If you're just a Mez fund, you only get calls on Mez deals. If you're just a Unitranche guy, you just get calls on Unitranches, right? So, and by the way, sometimes being in the Unitranche is better risk reward than being in the Mez and sometimes it's the othe…”
Kipp deVeer Jul 24, 2023 ▶ 31:27 Kipp deVeer – The World of Private Credit at Ares (EP.329)

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