Gobble, Gobble, Gobble: This Thanksgiving, an abundance of dry powder in debt capital markets is providing middle-market private equity firms an opportunity for an exceptional holiday feast. A recent and welcome surge in the dividend recapitalization market is acting as an incremental boost to DPI metrics.

  • Bountiful Harvest: After several quarters of high interest rates and stalled exits, lower borrowing costs and under-deployment across many credit funds are allowing private equity firms to carve out juicy dividends, while securing valuable credit partners to support their portfolio companies through a successful exit.
  • Avoiding Heartburn: While LPs may be thankful for the liquidity banquet, too many helpings could leave some portfolio companies feeling stuffed; balance and moderation remain the wisest guests at this year’s table.
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