Market Dynamics & Strategy

Strategic insights in the evolving lending landscape.

Regulatory Technology [RegTech]

Trump's 10% Credit Card Cap Could Shift SMB Loan Demand

Jan 15, 2026

•

19 min read

Trump's 10% Credit Card Cap Could Shift SMB Loan Demand

What the proposal means for MCA and factoring deal flow

Jordan Hansen

Market Dynamics & Strategy

OCC & FDIC Ended Sponsor Deal Restrictions

Dec 9, 2025

•

21 min read

OCC & FDIC Ended Sponsor Deal Restrictions

JP Morgan Adds $50B Direct Lending; Debt-to-EBITDA Caps Removed

Jordan Hansen

Market Dynamics & Strategy

First Brands Fraud: Raistone Seeks Emergency Rescue

Nov 18, 2025

•

12 min read

First Brands Fraud: Raistone Seeks Emergency Rescue

80% Client Concentration; 10-20% Recovery on $172M Claim

Jordan Hansen

Market Dynamics & Strategy

BayFirst Dumps $103M SBA Book at 3% Discount

Oct 2, 2025

•

14 min read

BayFirst Dumps $103M SBA Book at 3% Discount

$869M across 6,745 loans, then complete implosion

Jordan Hansen

Regulatory Technology [RegTech]

SBA mandates lenders debanking compliance

Aug 30, 2025

•

16 min read

SBA mandates lenders debanking compliance

Jan 5, 2026 Submission Deadline of Comprehensive Report

Jordan Hansen

Market Dynamics & Strategy

Aug 9, 2025

•

12 min read

371 Corp Bankruptcies Hit Decade High

PE-Backed Failures Surge 54% in Q2 2025

Jordan Hansen

Market Dynamics & Strategy

Basel III Drives Worst Lending Confidence Drop Since 2020

Jun 28, 2025

•

12 min read

Basel III Drives Worst Lending Confidence Drop Since 2020

SFNet Q1 2025 ABL Index Released

Jordan Hansen

Market Dynamics & Strategy

Vontive $150M Revolving Facility Powers Fix-Flip Loans

Jun 5, 2025

•

9 min read

Vontive $150M Revolving Facility Powers Fix-Flip Loans

Citi's SPRINT team Partnership

Jordan Hansen

Market Dynamics & Strategy

Blackstone Sets Record of Top Investments since '21

Mar 24, 2025

•

9 min read

Blackstone Sets Record of Top Investments since '21

98% First-Lien 1% Management Fee Structure

Jordan Hansen

Market Dynamics & Strategy

Silicon Valley Bank $2.5B Lending Deal with Pinegrove

Mar 13, 2025

•

8 min read

Silicon Valley Bank $2.5B Lending Deal with Pinegrove

$10B in 550 Loan Deals Made

Jordan Hansen

Market Dynamics & Strategy

Arbor Revenue Drop by 20.6%, Non Performing Loans of $465M

Feb 22, 2025

•

12 min read

Arbor Revenue Drop by 20.6%, Non Performing Loans of $465M

$0.51 to $0.40 Distributable Earnings, EPS drop from $1.75 to $1.18,

Jordan Hansen

Market Dynamics & Strategy

Varo Bank Struggles with Non-Prime Loans

Feb 20, 2025

•

8 min read

Varo Bank Struggles with Non-Prime Loans

$2.5B to $45M Valuation, $65M loss in 2024

Jordan Hansen

Market Dynamics & Strategy

Sixth Street Latest Earning Report: 13.8% operating ROE for 2024

Feb 18, 2025

•

10 min read

Sixth Street Latest Earning Report: 13.8% operating ROE for 2024

ROEs being tied to portfolio spreads

Jordan Hansen

Market Dynamics & Strategy

ICE Buys American Financial Exchange to Unify Bank Lending Market

Jan 8, 2025

•

8 min read

ICE Buys American Financial Exchange to Unify Bank Lending Market

AMERIBOR® Links 1000+ US Banks

Jordan Hansen

Regulatory Technology [RegTech]

CFPB vs Warren Buffett's Lending Arm, Vanderbilt Mortgage & Finance

Jan 7, 2025

•

7 min read

CFPB vs Warren Buffett's Lending Arm, Vanderbilt Mortgage & Finance

Lending standards manipulated, CFPB alleges

Jordan Hansen

Products and Offering

Citi, BofA, Morgan Stanley Exiting Net-Zero Banking Alliance

Jan 3, 2025

•

8 min read

Citi, BofA, Morgan Stanley Exiting Net-Zero Banking Alliance

Targeted Green Financing Products Emerging?

Jordan Hansen

Products and Offering

PennantPark (PFLT), Truist Expands Credit Facility to $736M

Dec 27, 2024

•

7 min read

PennantPark (PFLT), Truist Expands Credit Facility to $736M

Steady SOFR+225; $1.5B Lending to Middle Market

Jordan Hansen

Market Dynamics & Strategy

Dec 23, 2024

•

7 min read

Container Store Ch. 11 Filing

90% Lenders On Board, $80MM Liquidity, Smart Ch. 11 Tactics

Jordan Hansen

Market Dynamics & Strategy

Morgan Stanley Direct Lending Fund Rated BBB; Stable by KBRA

Dec 16, 2024

•

15 min read

Morgan Stanley Direct Lending Fund Rated BBB; Stable by KBRA

New Premier Defensive BDC: 96% First-Lien, 95% Non-Cyclical

Jordan Hansen

Regulatory Technology [RegTech]

HSBC Due Diligence Leads to Fintech Stenn Collapse

Dec 11, 2024

•

9 min read

HSBC Due Diligence Leads to Fintech Stenn Collapse

Citi, Barclays Exposure to $900M Potential Russian Money Laundering

Jordan Hansen

Market Dynamics & Strategy

Goldman Sachs & Keyview Financial $100 Million Investment

Dec 9, 2024

•

6 min read

Goldman Sachs & Keyview Financial $100 Million Investment

$100M Funding in Special Situations Lending

Jordan Hansen

Market Dynamics & Strategy

P2P Lending Outshines Traditional Stocks

Sep 20, 2024

•

5 min read

P2P Lending Outshines Traditional Stocks

Consistent 7.36% Annual Gains Over Ten Years

Jordan Hansen

Market Dynamics & Strategy

Sep 4, 2024

•

5 min read

Ares acquires Riverside

$700M Alt-Lending shakeup ahead?

Jordan Hansen

Market Dynamics & Strategy

Sep 2, 2024

•

5 min read

LaSalle, CIM Forecast CRE Loan Wave

$1.5T Loan Maturity Strategy

Jordan Hansen

Market Dynamics & Strategy

Aug 17, 2024

•

6 min read

Lending with Mastercard Open Bank

Argyle, Partner in Employment Checks

Jordan Hansen

Market Dynamics & Strategy

Trump's 10% Credit Card Cap Could Shift SMB Loan Demand

OCC & FDIC Ended Sponsor Deal Restrictions

First Brands Fraud: Raistone Seeks Emergency Rescue

BayFirst Dumps $103M SBA Book at 3% Discount

SBA mandates lenders debanking compliance

371 Corp Bankruptcies Hit Decade High

Basel III Drives Worst Lending Confidence Drop Since 2020

Vontive $150M Revolving Facility Powers Fix-Flip Loans

Blackstone Sets Record of Top Investments since '21

Silicon Valley Bank $2.5B Lending Deal with Pinegrove

Arbor Revenue Drop by 20.6%, Non Performing Loans of $465M

Varo Bank Struggles with Non-Prime Loans

Sixth Street Latest Earning Report: 13.8% operating ROE for 2024

ICE Buys American Financial Exchange to Unify Bank Lending Market

CFPB vs Warren Buffett's Lending Arm, Vanderbilt Mortgage & Finance

Citi, BofA, Morgan Stanley Exiting Net-Zero Banking Alliance

PennantPark (PFLT), Truist Expands Credit Facility to $736M

Container Store Ch. 11 Filing

Morgan Stanley Direct Lending Fund Rated BBB; Stable by KBRA

HSBC Due Diligence Leads to Fintech Stenn Collapse

Goldman Sachs & Keyview Financial $100 Million Investment

P2P Lending Outshines Traditional Stocks

Ares acquires Riverside

LaSalle, CIM Forecast CRE Loan Wave

Lending with Mastercard Open Bank

Beyond Banks

Home