May 2026 Special Situations Research Highlights

Optimum (OPTU): Playing Hardball

US Spectrum Primer – Part 1: Riding the Airwaves

SpaceX S-1: Past, Present and FUTURE

WBD: Assessing PSKY’s Exchange Offer

State of the Market: The Prevalence (or Lack Thereof) of Xerox Blockers

BDC Initiation (1/2): Relative Value & Themes

BDC Initiation (2/2): Comparing BDC Fundamentals

CR TrendLines – Loan Covenant Trends April 2026

European Loans March Wrap-Up: With Market Volatility and Low Volumes, Tolerance for Flexibility Remains for a Favoured Few with Overall Tightening