direct lenders
3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 26, 2021 by Doug Ostrover · across every show →
Everything said about direct lenders, oldest first
Jul 26, 2021 bullish
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.”
Jul 17, 2025
Jul 17, 2025
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.”