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Private credit

This Month

BIS Industries, which provides mine-site trucking to some of Australia’s largest coal and iron ore miners, has debt maturing in July.

iPartners joins Bis Industries’ $110m debt refinancing

Under the deal, Carlyle and Varde has committed to injecting $50 million to $60 million to allow for a full refinancing and to leave Bis with some working capital.

James Zhang’s Ferrari SF90 Stradale worth $1 million.

The secret Ferrari fire sale while dozens are out of pocket

James Zhang lived large. Is he now about to sail off into the sunset?

KKR’s ASX announcements were a maze of corrections last week.

KKR corrects a correction

It took KKR three tries to clear up the mess it made of its own ASX announcements.

March

BDC could be the answer to Australia’s transparency problem in private credit.

Want to build trust in private credit? Look to New York

Private credit is now a $205 billion industry in Australia, but it has a transparency problem. There’s one possible solution.

Konvoy founder Adam-Trippe Smith.

Private lender Aquasia adds provisions to $541m fund over Konvoy Kegs

Konvoy Kegs is the second loss for Aquasia, and comes after it had to write off its entire $14 million loan to LawFinance, a legal financier.

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iProsperity’s Michael Gu fled the country in 2020, leaving behind defrauded investors and large debts.

Yorkway Private raises $10m for One Investment to sweep away iProsperity

One Investment Group was tangled up in one of Australia’s biggest frauds. Now, former AMP chief executive Paul Batchelor’s Yorkway Private offers a way out.

Joe Longo, the chairman of corporate regulator ASIC, which has warned there would be “more failures in private credit investments, and Australian investors will lose money”.

ASIC demands answers from private credit as it beefs up surveillance

ASIC has given a select group of private credit funds until mid next month to explain how they value assets, manage conflicts and look after its investors’ interests.

Halo, the 55-storey tower proposed for the corner of Sydney’s Hunter and Pitt streets.

Merricks tips more debt into Sydney ‘Halo’ tower amid default

The private credit provider remains supportive of the project with its loan top-up to get work moving at the site, while a non-Merricks lender has issued a default.

Metrics says it is an unjustified focal point of the intensifying scrutiny of the private credit sector.

Metrics in the middle of a private credit storm

The private credit pioneer has won support from big funds, brokers, advisers and research consultants, but its rise has divided opinions.

ASIC chairman Joe Longo has put the private credit industry on notice.

Private versus public markets? The debate is just heating up

The number of ASX-listed companies is falling due to fewer IPOs and more de-listings. The ratio is pretty stark, but ASIC thinks it’s too early to call this a structural trend. I think it’s perplexing not to.

Louis Christopher, managing director of SQM Research.

SQM issues warning on private credit after uptick in bad loans

One of the largest ratings agencies said it was concerned by “questionable” practices and a lack of transparency in the non-bank lending sector.

There are growing concerns over private credit risks.

Count Financial keeps some private credit in the family

Count took the bold step of telling advisers to sell off holdings in some private credit funds this month. But Realm products are still in favour.

Metrics co-founder Andrew Lockhart.

Metrics hits back at critics, says there’s plenty of money flowing in

The private credit giant held a conference call with investors after a big financial planner recommended advisers sell their funds.

Metrics co-founder Andrew Lockhart. He has built one of the largest non-bank lenders in the country.

Financial planning giant abruptly tells advisers to sell Metrics funds

Count Financial said it would also launch a wide-ranging review of private credit to assess whether the returns were still work the risk after recent turmoil.

Private credit wants to work alongisde the banking sector.

Private equity is taking a public market beating

Gyrations on listed equities have delivered a double blow for PE. But one billionaire investor sees change coming.

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Patrick Prasad William is the co-founder of Rixon Capital, a private credit investor.

Private lender Rixon Capital courts investors for new fund

Rixon is said to be confident it can hit the $500 million mark in the next three to five years.

Traders on the floor of the New York Stock Exchange. The plunge on Wall Street has rattled investors around the world.

Seven dilemmas after a year of investing dangerously

Last year it was hard not to feel pretty good about the market. This year it’s been a bloodbath. This is what I’m asking myself after a wobbly first quarter.

Ben Madsen leaving a Centennial Park home.

The stressful life of Sydney’s left-of-field distressed debt broker

Ben Madsen has long had a low profile. Now he’s found himself the centre of unwanted attention, and is fighting for his home. Can he come back from the brink?

The growing problem facing Australia’s ‘broken’ housing market

Private credit has backed housing development as banks retreated, but new and smaller players are taking on projects that may never be finished, says a report.

Adam Trippe-Smith, founder and CEO of Konvoy Kegs and White Bay Brewery.

Konvoy Kegs shuffles deckchairs as FTI Consulting lands

FTI will spend this week reviewing Konvoy’s capital structure, amid a liquidity crisis created on March 6 when private credit player AquAsia walked.

Original URL: https://www.afr.com/topic/private-credit-6hcv