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Nick Nemeth (Mispriced Assets) Profile picture
@NickNemo17
Mar 19 • 1 tweets • 1 min read • Read on X
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More from @NickNemo17

Nick Nemeth (Mispriced Assets) Profile picture
Mar 13
Cliffwater told us to ask questions before making statements.

I've been asking. Nobody answers. So here's a thread.

What's good with these marks? $CCLFX
$KCLF Note Issuer. Cliffwater created a structured vehicle. Placed it inside its own fund. Marked it at 100 cents on the dollar. $274 million.

No independent valuation disclosed.
People Corporation. Goldman Sachs bought the Canadian HR firm in 2021. Now they're pitching a $500 million PIK note at 10-11%. The purpose? A dividend. To Goldman. That would push leverage from 7x to 9.5x EBITDA. Adjusted EBITDA.

CW holds the first-lien and marks it near par.
Read 15 tweets

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