- August 26, 2026
- Transportation & Logistics
August 12, 2026 – Market sentiment has turned positive in recent quarters across the Transportation and Logistics (“T&L”) industry after a prolonged multi-year freight recession (the longest in modern memory1). The rebound has been supported by numerous data-points, including the …
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- June 22, 2026
- North America
- Technology, Media, and Telecom
June 22, 2026 – Few sectors are generating more contradictory signals than IT services right now. On one side, agentic AI is being framed as an existential threat to a roughly $1.9 trillion industry built on labor arbitrage and time-and-materials …
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- May 19, 2026
- North America
In our latest podcast, Lending to Consumer-Focused Businesses Amidst Inflationary Pressures, WhiteHorse Capital CIO Javier Casillas and Principal Stephen Migdal discuss the current state of private credit and the key macroeconomic factors influencing the market. The conversation addresses the impact …
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- April 7, 2026
- North America
April 6, 2026 – Inflation has remained stubbornly above the Federal Reserve’s 2% target for much of the past five years, and higher price levels are now embedded in household budgets. While real wage growth has stalled recently¹, many U.S. consumers …
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- February 26, 2026
- North America
By Javier Casillas, Chief Investment Officer, H.I.G. WhiteHorse February 26, 2026 – The prevailing media narrative portrays private credit and traditional banks as competitors fighting for control of corporate lending. Coverage often frames direct lending as an encroachment on banks’ historical …
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- February 25, 2026
- North America
February 25, 2026 – In our latest podcast, Expect the Unexpected: A 2026 Lending Outlook with WhiteHorse Capital, Pankaj Gupta, CEO of WhiteHorse Capital, and Stuart Aronson, Chairman, reflect on how the surprises of 2025, from shifting trade policy to geopolitical uncertainty, …
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- November 3, 2025
- North America
By: Javier Casillas, Global Chief Credit Officer, WhiteHorse Capital 1. Executive Summary Opening remarks along the lines of “The Sponsor is selling the Company to itself” have raised some eyebrows and sparked some interesting debates in private credit ICs over …
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- October 7, 2025
- North America
October 7, 2025 – WhiteHorse Capital’s John Yeager, Managing Director, and Corey Mason, Principal, recently joined ACG’s Middle Market Growth Conversations to share their perspectives on private credit in the transportation and logistics space. In the discussion, they explored what’s driving today’s market, the key …
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- July 15, 2025
- North America
July 15, 2025 – By Javier Casillas, Global Chief Credit Officer, and Sam Goldworm, Managing Director and Head of Debt Capital Markets, WhiteHorse Capital Once peripheral, the independent sponsor model is now central to lower middle market private equity. Independent sponsors—investors …
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- June 23, 2025
- North America
The third quarter will continue to be slow for M&A activity, but deal makers should not be too pessimistic, says WhiteHorse Capital Executive Managing Director and CEO Stuart Aronson.
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