July 2026 Special Situations Research Highlights
Jory M. Eisenberg, CFA, FRM: Head of U.S. Special Situations
Winnie Cisar: Global Head of Strategy
Eric Axon, CFA: Co-Head of High Yield, Head of Healthcare
Davis Hebert, CFA: Co-Head HY Research, Head of Telecom/Media
Joshua Kramer: Senior Analyst, Special Situations
Mark Lightner, Esq.: Head of Legal Strategy
Peter Sakon, CFA: Senior Analyst, Special Situations
Nick Williams: Senior Analyst, Special Situations
Ahsan Shaikh: Analyst
Matt Woodruff, CFA: Head of Aerospace & Defense / Transports
Jordan Chalfin, CFA: Head of Technology
Hunter Martin, CFA: Head of Media/Cable
03 August 2026
- How changing credit market conditions are reshaping distressed and leveraged finance opportunities.
- What major restructurings, liability management trends, and litigation developments investors should monitor.
- Why capital structure engineering remains central to creditor outcomes across stressed issuers.
- How event driven situations and M&A developments could influence bondholder risk profiles.
- Which special situations credits reveal emerging themes across healthcare, telecom, media, technology, and transportation.
Executive Summary
This report highlights significant developments across U.S. special situations markets. It reviews notable themes affecting credit and restructuring activity.
Readers gain insight into evolving liability management practices and legal developments. The analysis examines implications for creditors across complex situations.
Market participants can assess event driven opportunities across diverse sectors. Moreover, the report explores key restructurings and capital structure changes.
Several featured credits illustrate emerging risks within leveraged finance markets. However, the discussion focuses on broad themes rather than exhaustive coverage.
Investors can better understand drivers of special situations performance. The report connects market developments with company specific credit events.
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