- September 29, 2026
- North America
September 29, 2026 – Insurance distribution platforms financed between 2021 and 2024 grew into a hard market. That market has turned, though not evenly, and the unevenness is the useful part: it lets a lender read exposure off revenue mix …
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- September 10, 2026
- North America
September, 10, 2026 – ABF. Whether it is investors touting the scale of the market opportunity or the risks prevalent in the space, this acronym has dominated market headlines recently. Asset-based finance (“ABF”), also referred to as asset-backed finance or …
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- August 26, 2026
- Transportation & Logistics
August 26, 2026 – Market sentiment has turned positive in recent quarters across the Transportation and Logistics (“T&L”) industry after a prolonged multi-year freight recession (the longest in modern memory1). The rebound has been supported by numerous data-points, including the …
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- June 22, 2026
- North America
- Technology, Media, and Telecom
June 22, 2026 – Few sectors are generating more contradictory signals than IT services right now. On one side, agentic AI is being framed as an existential threat to a roughly $1.9 trillion industry built on labor arbitrage and time-and-materials …
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- May 20, 2026
- North America
May 20, 2026 – In our latest podcast, Lending to Consumer-Focused Businesses Amidst Inflationary Pressures, WhiteHorse Capital CIO Javier Casillas and Principal Stephen Migdal discuss the current state of private credit and the key macroeconomic factors influencing the market. The …
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- April 6, 2026
- North America
April 6, 2026 – Inflation has remained stubbornly above the Federal Reserve’s 2% target for much of the past five years, and higher price levels are now embedded in household budgets. While real wage growth has stalled recently1, many U.S. consumers …
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- February 26, 2026
- North America
February 26, 2026 – The prevailing media narrative portrays private credit and traditional banks as competitors fighting for control of corporate lending. Coverage often frames direct lending as an encroachment on banks’ historical role in leveraged finance and the middle market. Headlines emphasize banks “reclaiming” deals, margin compression, and market share shifts. The implication is clear: private credit grows at banks’ expense.1
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- February 25, 2026
- North America
February 25, 2026 – In our latest podcast, Expect the Unexpected: A 2026 Lending Outlook with WhiteHorse Capital, Pankaj Gupta, CEO of WhiteHorse Capital, and Stuart Aronson, Chairman, reflect on how the surprises of 2025, from shifting trade policy to geopolitical uncertainty, …
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- November 3, 2025
- North America
By: Javier Casillas, Global Chief Credit Officer, WhiteHorse Capital 1. Executive Summary Opening remarks along the lines of “The Sponsor is selling the Company to itself” have raised some eyebrows and sparked some interesting debates in private credit ICs over …
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- October 7, 2025
- North America
October 7, 2025 – WhiteHorse Capital’s John Yeager, Managing Director, and Corey Mason, Principal, recently joined ACG’s Middle Market Growth Conversations to share their perspectives on private credit in the transportation and logistics space. In the discussion, they explored what’s driving today’s market, the key …
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