This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/

DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/

DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠

Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club

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00:00 - Welcome to The Credit Clubhouse

02:20 - Unpacking access, complexity, and work premiums

05:10 - How sponsor capital benefits the lower middle market

07:16 - Metropolitan's ethos: loan-to-asset value & niche finding

12:04 - Speed in non-sponsored deals

14:10 - Sourcing, empathy, and 'skin in the game' principles

17:32 - Unlocking value in fundamental, below-the-radar businesses

20:07 - Mitigating risk with asset protection and covenants

23:10 - AI's impact on private credit

27:04 - Proactive interventions and managing challenging situations

33:15 - Specialization, LP sophistication, and market misconceptions

37:34 - Paul Lisiak's hobbies, insights, and future predictions

40:16 - Thank You for listening to The Credit Clubhouse

Paul Lisiak, Managing Partner, Metropolitan Partners Group - https://www.linkedin.com/in/paul-lisiak-0611/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

https://linktr.ee/thecreditclubhousepodcast