Blue Owl Technology Finance’s portfolio is heavily exposed to software borrowers financed using annualized recurring revenue, ...
Private credit faces risk as software loans mature. Learn why refinancing may stall, what AI disruption means, and options for sponsors—read the ...
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Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong'
While Wall Street figures have flagged risks in private credit, Apollo's Zito is among the first within private credit to candidly acknowledge weakness.
In a private conference call last week with investors, Blue Owl Co-President Craig Packer said the four institutions that ...
DENVER, Colo., March 17, 2026 (SEND2PRESS NEWSWIRE) — ® (ACES), the leading provider of enterprise quality management and ...
Anxiety about the credit risk of software companies is rattling both US private credit funds and CLOs. Private credit funds are set up to be semi-liquid, while CLOs have more rigid non-call periods, ...
Morgan Stanley sees a coming wave of direct lending defaults in private credit, driven largely by AI's disruptive effects on the software sector.
Analysts and fund managers are worried that Macquarie’s private equity and private credit portfolios could take a hit if company valuations sour.
Apollo Global Management executive John Zito told UBS clients last month that private equity firms are broadly misstating the value of their software holdings, warning that lenders could face ...
While traditional lenders rely on bloated legacy systems like Encompass that require expensive plugins and manual ...
Edge Focus, a technology-enabled private credit firm focused on consumer assets, today announced the closing of two new pass-through deals for its third and fourth asset backed securitizations, EDGEX ...
Buy case: rare panic-driven value with 5.3% dividend (20% hike), record $623B AUM growth, plus 9.93% ARES.PR.B.
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