E26: The U.S. Lower Middle Market & Recession Resilient Underwriting with Natalie Garcia of Deerpath

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Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Natalie Garcia, MD, Deerpath.

Key topics covered:

• Macroeconomic conditions & underwriting

• Finding the optimal balance between yield and protection.
• The impact of potential rate cuts.
• Loan demand & tighter credit conditions.
• The most resilient & most vulnerable sectors in the lower middle market.

• Why the lower middle market is so appealing.
• Key trends in covenant structuring.

• Delivering customized facilities tailored to sponsors and borrowers.
• Monitoring portfolio companies post-close to identify early warning signals.
• Preparing for recession scenarios & an uptick in M&A activity

• AI’s potential impact on lower middle market lending.
• And much more...

Natalie Garcia, MD, Deerpath - https://www.linkedin.com/in/natalie-garcia-1a455011/

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