Guided by Experience.Connected for the Future. Antares’ 2026 Investor Day marked its 30th anniversary, focusing on what three decades of experience and insights reveal about the future of private credit. The Investor Day theme – Guided by Experience. Connected for the Future – underscored discussions on market evolution, underwriting discipline, long-term partnerships, and the opportunities […]
Artificial intelligence is transforming enterprise software, and recent market swings reflect both optimism and uncertainty surrounding that shift. In a recent video, Antares executives discuss how the firm is thinking about AI and its evolving role across the market. Chapters Featured Speakers
Disciplined Growth, Resilient Returns: Navigating Private Credit’s Next Chapter
Heading into 2026, we are seeing confidence rebound across both portfolio companies and sponsors, with expectations for revenue growth, EBITDA expansion, and new platform acquisitions reaching their strongest levels since our biannual survey’s inception in 2024. While valuation gaps and quality of deal flow continue to temper M&A executions, the underlying appetite for growth and deployment is firmly reestablished. The perspective that follows draws on Antares’ deep market coverage across our diverse U.S. middle market portfolio and long-standing sponsor relationships.
Credit Exchange Presents: Timothy Lyne on Navigating Private Credit
Private credit continues to evolve—and Antares Capital LP CEO Timothy Lyne is excited about the future. In this episode of Debtwire's Credit Exchange, Lyne discusses the exciting opportunities that lie ahead, along with how shifting macro conditions, record PE dry powder, and increasing comfort with uncertainty are setting the stage for the next wave of LBOs. He also highlights Antares’ deep workout capabilities as a critical advantage in an environment where experience, scale, and discipline matter most.
Implications of Lower Base Rates Not All Bad For Direct Lenders
Lower base rates may trim near-term returns, yet history and today's SOFR curve point to attractive risk-adjusted outcomes ahead. We believe direct lending's income, credit protections, and relative premium are poised to remain intact over the cycle.
From Scale to Sophistication: Navigating the Next Era of Private Credit Secondaries
The asset class is entering a new phase involving larger, more complex opportunities that are increasingly central to how investors manage risk and liquidity in an illiquid world.