Healy Sheath

“So, following the results of the elections, any shift in expectations for the performance of any portfolio assets, either positively or negatively, or expectations for the M&A environment as it relates to any plans for divestiture?”

“Going back to the activity being concentrated in specific sectors, I believe you said health care, business services, and industrials, Are you seeing anything different with origination spreads and pricing in those sectors relative to other sectors?”

“So looking back to last year when we had Liberation Day, we kind of saw a muted M&A market following for the remainder of the year. So with the current lackless actors, what are you expecting for the pipeline and activity for the remainder of the year?”

“So, obviously, in the same tune as Eric and Casey, originations and repayments were elevated this quarter and there seems to be a pickup in the M&A market. Any sort of shift in the mix of the kind of deals you're seeing in the pipeline in terms of sponsor versus non-sponsor, incumbent versus new borrowers, or LTVs?”