Financial Reporting

Golub Hires Portfolio Manager From Fair Oaks as It Expands CLO Management Business to Europe

Reporting: Robin Armitage, Sid Punjabi, Victoria Thiele Golub Capital is expanding its CLO management business into the European market and has hired Tyler Wallace as portfolio manager to lead its new business line, according to market sources. Wallace is joining Golub from Fair Oaks Capital, where...

Published on Nov 26, 2025

Tikehau Capital Reshuffles CLO Leadership Team After US CLO Head and Portfolio Manager Depart

Reporting: Robin Armitage Tikehau Capital has reshuffled its CLO leadership team following the departures of U.S. CLO head Erika Morris and portfolio manager Wes Seifer, according to regulatory filings. Morris and Seifer are leaving to pursue other business opportunities.. Christoph Zens has been...

Published on Nov 13, 2025

Litigation Coverage: Romulus Challenges Removal of Designated Director From EquipmentShare Board, Alleges Retaliation for Investigation Into Purported Company Fraud

Relevant Documents: Complaint TRO Brief Romulus Capital and its designated director on EquipmentShare.com’s board, Neil Chheda, sued EquipmentShare seeking to undo Chheda’s purported removal and applied for an immediate order to reinstate Chheda. A temporary restraining order, or TRO,...

Published on Oct 23, 2025

Finastra: Early Insight, Unmatched Intel from Octus

Octus delivers clarity in the most complex credit situations. With over a decade of expertise providing forward-facing insights with first-to-market reporting, deep legal analysis, and robust financial analysis, Octus is the leading source for deal news on both broadly syndicated and direct lending...

Published on Sep 10, 2025

Lipton Q2 Adj. EBITDA Jumps 69% YoY on Easy Comp; Lowers FY Outlook; Sponsor CVC Shores Up Management With New CEO, CFO, Commits Equity Support If Needed

Reporting: Robert Schach Lipton Teas and Infusion, fka Ekaterra, reported a double-digit year-over-year jump in EBITDA for the second quarter ended June 30, flattered by an easy comparable. The global tea business has lowered its full-year guidance in the face of further headwinds, however, sponsor...

Published on Sep 2, 2025

Uncle Nearest Fallout, Stoli Valuations, K-Pop Demons and Dad Core

This week on The Octus Download, hosts Jason Sanjana and Kevin Eckhardt are joined by Patrick Mohan, Senior Director, Legal at Octus and our resident whiskey correspondent, to examine three distinct financial narratives: premium whiskey brand distress, rare bankruptcy cram down dynamics, and...

Published on Aug 27, 2025

What a Difference a Year Makes: AMC and Del Monte Blaze Different Paths Post-LME

Published on Aug 19, 2025

Lawyer-on-Lawyer Violence: ‘Disqualified Counsel’ Provisions Emerge in US Deal Documentation

Legal Research: Julian Bulaon, Ian Chin Reporting: Michael Haley Data: Angelo Filarmonico Never have leveraged finance deal documents expressly given one party the power to prohibit a counterparty from choosing its counsel – until now. Disqualified counsel provisions are here, marking the...

Published on Aug 11, 2025

EARNINGS ANALYSIS: AMC CEO Believes 2025 Domestic Box Office Will Grow by $500M to $900M YoY, Highlights ‘Impressive’ Operating Leverage as EBITDA Soars to $189M in Q2

Credit Research: Krishan Sutharshana, CFA On a call to discuss its second-quarter 2025 results, AMC CEO Adam Aron said that he believes the domestic box office for 2025 will end the year $500 million to $900 million higher than 2024. This anticipated improvement is similar to his estimate in...

Published on Aug 11, 2025

LME Perspectives: Pricing the Omni-Blocker: A New Paradigm for Pricing Non-Pro-Rata LME Protection

Credit Research: Jared Muroff, CFA Related Item: Excel Download   Key Takeaways   We estimate that first lien lenders should be willing to pay about 60 basis points per year for protection from non-pro-rata uptier and drop-down LME transactions on a five-year first-lien term loan. Said...

Published on Jun 2, 2025