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Market Intelligence10 min read

Private Credit: The $1.5T Revolution

How private credit is reshaping middle-market financing and displacing traditional banks in the European lending landscape.

Over the past decade, private credit has transformed from a niche alternative to a dominant force in middle-market financing. With over $1.5 trillion in assets under management globally and growing at 15%+ annually, private credit funds have fundamentally reshaped how companies access debt capital.

The Shift from Banks

Market Share Evolution

2015: Traditional Banks85%
2025: Traditional Banks55%
2025: Private Credit45%

Why Private Credit is Winning

Speed & Certainty

Private credit funds can commit and close in 4-8 weeks vs. 12+ weeks for traditional syndication.

  • • No syndication risk
  • • Streamlined documentation
  • • Direct decision-making
  • • Relationship-based execution

Flexibility & Structure

Customized structures that traditional banks cannot offer due to regulatory constraints.

  • • Covenant-light structures
  • • Higher leverage ratios
  • • Unitranche simplicity
  • • Creative solutions

Regulatory Advantage

Private credit funds face fewer regulatory constraints than banks, enabling more flexible lending.

  • • No Basel III capital requirements
  • • Flexible leverage calculations
  • • Industry concentration flexibility
  • • Hold-to-maturity model

Institutional Support

Massive institutional capital inflows fuel continued growth and market expansion.

  • • Pension fund allocations growing
  • • Insurance companies increasing exposure
  • • Sovereign wealth interest
  • • Retail investor access expanding

The Numbers

$1.5T+

Global AUM

15%

Annual Growth

€400B

European Market

45%

LBO Market Share

Looking Ahead

Continued Growth Expected

Private credit AUM projected to reach $2.3T by 2027, representing over 50% of middle-market LBO financing globally.

European Expansion

European private credit market growing faster than US (20% vs. 12% CAGR), driven by bank retrenchment and regulatory changes.

Product Innovation

Expect more specialty strategies, retail access products, and sector-focused funds as market matures.

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