05/20/2026 | Press release | Distributed by Public on 05/20/2026 08:18
May 20, 2026 - 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 of geopolitical developments and persistent inflation on interest rate expectations, underwriting standards, and overall lending conditions, while also highlighting the relative stability of underlying market fundamentals despite recent headline-driven concerns.
The discussion also examines the evolving U.S. consumer landscape, including the divergence in spending patterns across income cohorts. Javier and Stephen outline how businesses are adapting to these dynamics, while providing insight into WhiteHorse's investment approach, sector focus, and risk management framework. They share a concise overview of how experienced lenders are navigating today's environment and positioning portfolios for continued uncertainty.
Listen to Javier and Stephen's insights here.
WhiteHorse Capital provides debt financing to sponsor and non-sponsor owned middle market companies across a wide range of industries, including Business Services, Financial Services, Industrials, Infrastructure, TMT, Healthcare, and Consumer. WhiteHorse Capital has a broad investment mandate, including cash flow lending, specialty finance, and asset based lending, and provides senior and subordinated debt for buyouts, mergers and acquisitions, growth capital, and recapitalizations. WhiteHorse Capital professionals, located throughout the U.S. and Europe, have extensive experience and a proven track record of providing creative financing structures and employing a long term relationship oriented portfolio management philosophy. For more information, please visit our website at whitehorse.com.