Complete news archive

  • Minority equity interest acquired

    Sector developments and company hires

    Equity interest acquired
    Affiliated Managers Group has acquired a minority equity interest in Comvest Partners. The Comvest management team will be investing 100% of the transaction proceeds directly into future funds to support the firm’s growth initiatives. Following the transaction, the senior partners of Comvest will continue to own a significant majority of the equity of the business.

    HPI .......

    Market Moves 20 February 2020

  • Risk transfer round-up - 20 February

    CRT sector developments and deal news

    Further details have been revealed of CRT transactions that were completed in 4Q19. One is another Barclays deal from the Colonnade programme, which is a US$55m tranche that matures in December 2026.

    Lloyds also returned to the market with a third Wetherby trade. Dubbed Wetherby Securities 3 2019, it comprises two tranches sized at £49.5m and £36m (see ......

    News 20 February 2020

    Premium Content


  • C-PACE fund debuts

    Standalone platform leads origination

    Samas Asset Management (SAM) has launched its debut fund, a closed-end vehicle dubbed SAMAS FUNDING PACE FUND LLLP Series 2020. The Samas entities are now the ‘‘largest standalone commercial PACE origination platform in the US’’.

    The PACE bonds in this fund represent a diversified portfolio associated with small- and medium-sized commercial properties.

    ‘‘Projects that we finance generate .......

    News 20 February 2020

  • SME double

    EIF closes pair of EFSI guarantees

    The EIF has closed two new guarantee agreements supporting European SMEs, both of which are supported by the European Fund for Strategic Investments (EFSI). One is a synthetic securitisation executed with Commerzbank and the other is the extension of a COSME facility with Bank Gospodarstwa Krajowego (BGK).

    Under the first agreement, the EIB and the EIF have provided .......

    News 19 February 2020

  • Auction house

    Online AMR, BWIC matching services debut

    January was a breakthrough month for KopenTech for two reasons. Not only did the firm execute its first online applicable margin reset (AMR) auction (SCI 19 February 2019), but its BWIC matching platform also went live.

    Anthony Schexnayder, head of business development at KopenTech, says both services are designed to facilitate liquidity and transparency across the .......

    News Analysis 19 February 2020

  • Manager discretion

    Direct lending securitisations on the rise

    A growing number of direct lending funds are raising debt via securitisation of their shares. A carefully considered approach is needed when assessing the credit risk of such debt, however, given the large discretion managers have to build highly non-granular investment portfolios.

    Traditionally, direct lending funds have issued shares with equity-type properties to raise financing. But recent regulations .......

    News 19 February 2020

  • Distressed debt unit formed

    Oaktree establishes Chinese subsidiary

    Oaktree Capital Management has become the first foreign distressed debt manager to set up a wholly owned subsidiary in China as part of phase one of the US-China trade deal. The trade deal will allow US firms to apply for asset management company (AMC) licenses and hence purchase non-performing loans directly from Chinese banks.

    At the moment, foreign .......

    News 19 February 2020

  • MPL acquisition to achieve 'regulatory clarity'

    Sector developments and company hires

    Acquisition
    LendingClub is set to acquire Radius Bancorp and its wholly owned online subsidiary Radius Bank in a cash and stock transaction valued at US$185m. The combination of Radius and LendingClub is designed to create a digitally native marketplace bank at scale, with the power to deliver an integrated customer experience. The aim is to enable consumers to both pay less .......

    Market Moves 19 February 2020

  • Refinancing strategy

    VW master trusts augment auto ABS volumes

    VW’s issuance of auto ABS from master trust vehicles has been extensive, yet it seems to have largely gone unnoticed. The VCL Master vehicle alone has been tapped multiple times, for example, contributing around €2bn to European auto ABS volumes.

    As of 30 September 2019, Volkswagen’s Financial Services division (except the US and Canada) had an outstanding ABS .......

    News Analysis 19 February 2020

  • Ares co-founder steps down from board

    Sector developments and company hires

    North America
    Ares Management Corporation has appointed Kipp deVeer to its board. Concurrently, John Kissick - a retired co-founder of Ares - is stepping down from the board. DeVeer, who joined the firm in 2004, is a partner and head of the Ares Credit Group. He serves as a member of the Ares executive management committee and the firm’s management .......

    Market Moves 17 February 2020

  • SCI Start the Week - 17 February

    A review of securitisation activity over the past seven days

    REMINDER: SCI NPL Securitisation Awards 2020
    Nominations have now opened for the inaugural SCI NPL Securitisation Awards and have a deadline of 20 March.
    Further information and details of how to pitch can be found here.

    Transaction of the week
    JPMorgan has placed the re-offered Futura 2019 NPL ABS at a wider print than some market participants had been expecting. The transaction .......

    News 17 February 2020

  • APOR and out

    Proposed replacement of DTI critiqued

    Fitch RMBS analysts have identified flaws in the CFPB’s proposal to replace DTI with a pricing threshold – such as a spread over the average prime offered rate (APOR) – for defining a qualified mortgage (QM), in response to lender criticism of DTI. They warn that its introduction would weaken the ATR Rule and borrower protections from aggressive lending .......

    News 17 February 2020

  • ArrowMark acquires investment platform

    Sector developments and company hires

    Acquisition
    ArrowMark Partners
    has acquired the bank investment platform and assets of StoneCastle Asset Management. As a closing condition of the transaction, stockholders approved a new investment management agreement between the company and StoneCastle-ArrowMark Asset Management - a subsidiary of ArrowMark - and elected eight directors, constituting its board. Sanjai Bhonsle has been elected as the company’s ceo and chairman.  .......

    Market Moves 14 February 2020

  • Secured versus unsecured

    Early-stage MPL delinquencies predictive of charge-offs

    Given that a secured loan lender has the right to seize the collateral securing the loan to recoup borrowed funds, logically the borrower should be should incentivised to repay the loan. To gauge how significant a motivating factor this is, KBRA analysed loan-level performance data on 8.7 million auto loans and 7.2 million marketplace consumer loans from multiple originators, .......

    News 14 February 2020

  • Positive outlook

    Spanish REO boost expected

    The outlook for Spanish non-performing loan transactions backed by repossessed real estate appears positive for this year, thanks to new mortgage regulations that reduce bank litigation risk. However, the illiquidity of the asset class remains a challenge that can hinder recoveries and delay the foreclosure process.

    Spain’s Supreme Court ruled last year that Spanish banks are obliged to .......

    News Analysis 14 February 2020

  • Futura placed

    European ABS market update

    JPMorgan has placed the re-offered Futura 2019 NPL ABS at a wider print than some market participants had been expecting. The transaction is notable for not benefitting from the Italian GACS guarantee and was retained by the sponsor Guber Banca in December (SCI 17 December 2019).

    The senior tranche of the deal priced at six-month Euribor plus .......

    Market Reports 14 February 2020

  • Italian private market JV inked

    Sector developments and company hires

    EMEA
    Oxane Partners has appointed Andrew Tisdall as director, portfolio management solutions. Tisdall will report to Sumit Gupta, co-founder of Oxane, and will focus on expanding the firm’s portfolio management business in Europe. Tisdall has more than 22 years of experience in loan operations at Mount Street, Morgan Stanley and Barclays. He joins Oxane from Mount Street, where he was .......

    Market Moves 13 February 2020

  • Risk transfer round-up - 13 February

    CRT sector developments and deal news

    Mediobanca is readying another capital relief trade in addition to its inaugural SRT that will close this year (SCI 7 February). The second transaction is expected to close in 2021.

    ......

    News 13 February 2020

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  • Diversified play

    Rate improvements driving ILS pick-up

    Reinsurance rate improvements are precipitating new investor interest in and fund reallocations to the ILS market, which is expected to drive a pick-up in volume this year. One key trend is the search for diversified exposure – not only in terms of property catastrophe risk, but also across other perils and different geographies.

    According to Dominik Hagedorn, partner .......

    News 13 February 2020

  • Risk transfer boost

    CRT issuance breaks record

    Capital relief trade issuance broke a record in 2019, with volumes reaching €7.5bn. This marks the highest total tranche notional volume in the post-crisis period, surpassing the previous record set in 2017.

    According to SCI data, total tranche notional volumes for 2019 reached €7.5bn, compared to €6.6bn and €6.7bn for 2018 and 2017 respectively. Multiple CRT investors though estimate .......

    News Analysis 13 February 2020

  • Doubling up

    European ABS market update

    A pair of deals in the pipeline have captured the interest of European ABS market participants. Skipton Building Society’s Darrowby No. 5 RMBS marks the lender’s return to the market after four years, while DTGO Corp’s Magenta 2020 transaction is the first CMBS linked to SONIA.

    One portfolio manager points to the maturing of its TFS funding as a potential .......

    Market Reports 13 February 2020


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