Special Situations Research Highlights

June 2026 Special Situations Research Highlights

Jory M. Eisenberg, CFA, FRM: Head of U.S. Special Situations
Eric Axon, CFA: Co-Head of High Yield, Head of Healthcare
Davis Hebert, CFA: Co-Head HY Research, Head of Telecom/Media
Winnie Cisar: Global Head of Strategy
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
Andrew Brady: Head of Basics
Jordan Chalfin, CFA: Head of Technology
Ahsan Shaikh: Analyst
Evan DuFaux: Special Situations Analyst

6 July 2026

Download the Full Report to gain insights on:
  • How higher capital costs are reshaping stressed and distressed credit opportunities across markets.
  • What recent litigation and regulatory decisions could mean for credit risk assessments.
  • Why liability management activity continues influencing creditor positioning and capital structures.
  • How restructuring developments may affect recovery prospects across notable special situations credits.
  • Where event driven catalysts are emerging across private credit, loans, bonds, and distressed issuers.

Executive Summary

This report highlights key special situations developments across credit markets. It reviews notable themes from recent research coverage.

Investors gain perspective on litigation outcomes affecting credit risk. The discussion examines evolving legal and regulatory considerations.

Market participants can assess changing liability management approaches. These developments continue influencing capital structure dynamics.

Additionally, the report explores restructuring situations across selected issuers. It highlights significant events affecting creditor positioning.

Finally, readers receive thematic insights spanning multiple credit sectors. The coverage identifies emerging developments and market themes.

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
Korean Banks Outlook 2026
Korean Banks 1H26: Strong So Far, Momentum Fading?

Korean Banks 1H26: Strong So Far, Momentum Fading?

July 28, 20261 min Read More
Xerox Blocker
Market Alert: A Xerox Blocker in a New High Yield Issuance

Market Alert: A Xerox Blocker in a New High Yield Issuance

July 27, 20261 min Read More
Cotality
US New Issue: Cotality details doc changes on $2.8bn TLB, adds Envision, Incora and Pluralsight protections

US New Issue: Cotality details doc changes on $2.8bn TLB, adds Envision, Incora and Pluralsight protections

July 27, 20261 min Read More
Software Amend and Extend Loan Market
US Insight: Imprivata offers tighter loan covenants alongside spread bump as it kicks off anticipated wave of software A&Es

US Insight: Imprivata offers tighter loan covenants alongside spread bump as it kicks off anticipated wave of software A&Es

July 27, 20261 min Read More

Stay in the loop with the latest credit insights direct to your inbox