US LFI Restructuring Runway Report – September 2026
Evan DuFaux: Special Situations Analyst
16 September 2026
- How upcoming restructuring catalysts may reshape the outlook for distressed issuers.
- What operational and financial pressures are driving elevated default risk.
- Why debt maturities, covenant constraints, and litigation risks warrant closer attention.
- How advisor activity and capital structure developments may signal strategic changes ahead.
- Which issuers and credit situations could present the most significant monitoring opportunities.
Executive Summary
Investors face shifting conditions across distressed credit markets. The report highlights issuers attracting increased restructuring attention.
Market participants monitor developing catalysts affecting financial flexibility. Various situations suggest changing paths for stressed companies.
Stakeholders assess potential outcomes across diverse capital structures. However, several cases reflect evolving operational challenges.
Credit conditions continue influencing restructuring discussions. Advisors remain active across numerous complex situations.
Meanwhile, issuer developments create new areas for market focus. Broader trends reveal changing dynamics within distressed credit.



