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Business Growth & Expansion

Capital One-Discover, New MCA Giant

May 22, 2025

•

10 min read

Capital One-Discover, New MCA Giant

$35B Acquisition and Merchant Network Control

Jordan Hansen
Jordan Hansen

Alternative Financing

Klarna's failed AI experiment in Customer Service

May 20, 2025

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9 min read

Klarna's failed AI experiment in Customer Service

Customer trust > cost savings in alternative finance

Jordan Hansen
Jordan Hansen

Alternative Financing

Blackstone offers $0.77/share quarterly dividend

May 17, 2025

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10 min read

Blackstone offers $0.77/share quarterly dividend

10% yield maintained despite NII compression

Jordan Hansen
Jordan Hansen

Alternative Financing

Monroe $1.7B JV with MA & SMBC

May 15, 2025

•

10 min read

Monroe $1.7B JV with MA & SMBC

Targets Middle Market Lending

Jordan Hansen
Jordan Hansen

Alternative Financing

Morgan Stanley Direct Lending Fund pricing a $350M public offering of 6% notes due 2030

May 13, 2025

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11 min read

Morgan Stanley Direct Lending Fund pricing a $350M public offering of 6% notes due 2030

Major Capital Raising Activity in the Alternative Lending Space

Jordan Hansen
Jordan Hansen

Business Growth & Expansion

 Xplor Capital Embedded Lending for SaaS providers

May 10, 2025

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12 min read

Xplor Capital Embedded Lending for SaaS providers

$500-$10M Loans, Deployed $1M in 3 months

Jordan Hansen
Jordan Hansen

Business Growth & Expansion

Upstart $1.2B Forward-Flow Agreement with Fortress Investment Group

May 8, 2025

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9 min read

Upstart $1.2B Forward-Flow Agreement with Fortress Investment Group

Citi Providing Debt Financing

Jordan Hansen
Jordan Hansen

Alternative Financing

Ares $11.5bn Q1 2025 US Direct Lending

May 6, 2025

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18 min read

Ares $11.5bn Q1 2025 US Direct Lending

$50.4bn across 351 US Direct deals in 2025.

Jordan Hansen
Jordan Hansen

Regulatory Technology [RegTech]

CFPB suspends Lending Data Requirements effective May 2025

May 3, 2025

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8 min read

CFPB suspends Lending Data Requirements effective May 2025

Mid-size lenders trapped in regulatory limbo

Jordan Hansen
Jordan Hansen

Alternative Financing

FinWise-Backd Targets $734B SMB Market

May 1, 2025

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9 min read

FinWise-Backd Targets $734B SMB Market

Credit Enhanced Balance Sheet Program: Capital Edge

Jordan Hansen
Jordan Hansen

Alternative Financing

Wells Fargo's Asset Cap Might Lift by mid-2025, if compliance is maintained

Apr 29, 2025

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7 min read

Wells Fargo's Asset Cap Might Lift by mid-2025, if compliance is maintained

Wells' full lending may squeeze industry margins

Jordan Hansen
Jordan Hansen
UBS seeks General Atlantic for Private Lending Alliance

Apr 26, 2025

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7 min read

UBS seeks General Atlantic for Private Lending Alliance

Targets $500M deals, $50M+ EBITDA borrowers

Jordan Hansen
Jordan Hansen
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