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Americas Private Credit Review – June 8, 2026

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BDC Q1’26 FV Change Analysis: 135 Investments, $9B Principal With Greater Than 15% Write-Downs; Dental Support Organizations, Entertainment Post-Production, General Corporate Staffing Stand Out

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Litigation Coverage: Ares Capital Corp. Investor Accuses BDC Advisor of Collecting Excessive Fees, Inflating Marks, Masking Leverage

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Technology Insights: Anthropic Files for IPO at $965B Valuation as SpaceX Targets $1.75T Listing; Verra Mobility Selloff Deepens; Kaseya Loan Slides to 78 

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How market data in Octus Liquid Credit Fundamentals changes the benchmarking game

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Trinseo Excluded OpCo Lender Group Sues to Invalidate Double-Dip LME, OpCo Intercompany Loan; Accuses Super HoldCo Lenders of Inequitable ‘Loan-to-Own’ Strategy

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Athletico Holdings in Talks to Hand Control to Lenders in Debt-to-Equity Swap 

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Hudson Bay Capital Leads Refi for L Catterton-Backed Hanna Andersson 

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Struggling Radio Sector Cleans Up Balance Sheets Ahead of Potential Deregulation-Induced M&A Boom

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Aggregate BDC PIK Loans Represent 13% of Total Debt Investments in Q4’25; Industrials, Information Technology and Consumer Discretionary Sectors Top the List

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Avalign Technologies Working With Advisors to Restructure Private Debt 

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QVC, UCC, Supporting Lenders Fire Back at Preferred Shareholders’ ‘Extraordinary’ Motion to Terminate Debtors’ Chapter 11 Exclusivity, Say Alternative ‘Plan’ Would Lead to a ‘Litigation Frenzy’

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CLO Investor Appetite Shifts Toward Refinancings Amid Price Dislocation and Spread Volatility 

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Chapter 11 Used to Fix Businesses. Not Anymore, Says Weil Gotshal’s Sunny Singh

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European Loan Repricings to Squeeze Margins on €5B of CLO Holdings

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These resources are a sampling of the full scope of actionable intelligence and tools that Octus offers. Want to delve into underlying data and source documents? Get in touch.