Ron Cantowitz

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 17, 2025 by Ron Cantowitz · across every show →

On the record as a speaker too: Ron Cantowitz's record, appearances and statements → this page counts the times other people say the name.

Everything said about Ron Cantowitz, oldest first

Jul 17, 2025 neutral
Assertion Not checkable as stated
AUM growth forced former middle-market direct lenders to migrate upmarket
“If you look at the entities that were dominant in the middle market 10, 15 years ago, They don't play in the middle market anymore. As their AUM, their capital base has grown, deployment pressures become so significant that they've had to find more efficient w…”
Ron Cantowitz Jul 17, 2025 ▶ 12:54 Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
Jul 17, 2025 neutral
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)
Jul 17, 2025 bearish
Opinion
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)
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