We’re excited to share that our Managing Partner, Mitch Vermet, CFA, CAIA , will be co-moderating the upcoming Opus Connect Independent Sponsors Roundtable with Felix Kushnir from Fox Rothschild!
This virtual event will bring together independent sponsors focused on sharing experiences, challenges, and strategies with peers.
hashtag#IndependentSponsor hashtag#LowerMiddleMarketGrowth
Lou Sokolovskiy | Swayze Yancey
Credit Market Update – November 2025
U.S. growth remained modest in late 2025 following a solid 3.8% Q2 rebound, as inflation eased to 3.0% and the Fed funds rate moved to 3.5%. While labor market tightness is abating with job openings at 7.2 million, corporate health remains resilient with historically low business loan delinquencies of 1.3%. High-yield spreads have tightened to 2.9%, and robust bank capital buffers of 14.1% continue to provide ample liquidity for steady expansion. The outlook into 2026 remains constructive, supported by a healthy M&A environment and a measured pivot toward lower rates.