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
Opinion
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)
Jul 17, 2025
Disclosure
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)
Jul 17, 2025
Insight
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)
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