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.
Fill out the below form to view the full article:
Please note that we can only respond to valid business email addresses and the interview is already available to clients.
Recently Published
Research
AllCovenant-ReviewAutosUS CR Quarterly Q1SovereignsBasicLevFin-InsightsTelecommunicationsMay GMUFinancialsCreditSights-ResearchUtilitiesCase Studiesshow-homeshow-initiation page-homeMunicipalsSLRsTMTAsset Management ResourcesPharmaceuticalsJune GMUEnergyResearchGaming/LeisureWebinar Related ResourceIndustrialsPoliticsMediaUS Special Sits OutlookConsumerTariffsSpecial SituationsEuro Autos: Barbarians at the GatesCorporatePrivate CreditAerospace/DefenseU.S. Autos Expert PanelCovenantsBondsReal EstateEU Special Sits OutlookStrategyPost PetitionServicesJuly GMUESGChemicalsIranAsia in Focus 2H26ESG-HomeEmerging MarketsBanksEM OutlookOutlooks-HomeTransportationConstructionEMEA CR Quarterly Q2TechnologyInsuranceAsia in focus webinarUS CR Quarterly Q2ManufacturingEMEA CR Quarterly Q1Global Credit for ME Investors
US Special Situations: Cable One shelves latest capital raise effort, changes course amid nearing put deadline
US Special Situations: Cable One shelves latest capital raise effort, changes course amid nearing put deadline
Read More
US Bankruptcy: Braskem Idesa cleared to access $334mn in DIP financing, solicit creditors on plan to cut $920mn in debt
US Bankruptcy: Braskem Idesa cleared to access $334mn in DIP financing, solicit creditors on plan to cut $920mn in debt
Read More
EM Strategy: EUR Bond Valuations Aug-2026
EM Strategy: EUR Bond Valuations Aug-2026
Read More
2Q26 Datacenter Supply/Demand: DeepSeek to Claude