Credit Frontiers 2026

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schedule Thursday, April 23, 2026 | 9:15 AM - 4:30 PM EDT | Registration starts at 8:30 AM EDT

location_on Quorum by Convene, New York Map

Megadeals raise concentration questions

The moderator presents data showing that direct lending deal sizes have grown significantly, with average deal sizes approaching $400 million. All three panellists weigh in on whether the market is moving toward fewer but larger transactions with increasing concentration. Marc Ganzi highlights concentration risk among a small pool of investment-grade hyperscale tenants but notes strong investor appetite for diversified fibre deals. Mike Paniwozik and Ben Ensminger-Law discuss how scale of CapEx requirements and large balance sheet availability are driving deal size upward, while concentration risk remains a key constraint.

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Credit Frontiers 2026

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Megadeals raise concentration questions

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