Kadenwood
Perspectives

Middle-Market Credit Terms Monitor

Data as of Q2 2026, updated 6 September 2026.

Middle-market credit in mid-2026 prices wide by size and narrow by risk: senior bank debt for a sub-$10m EBITDA borrower runs S+350 to 425 while blended junior capital runs 13.00% to 16.00% (SPP Capital Partners, July 2026).

Leverage for the smallest borrowers has contracted roughly half a turn of senior capacity year on year (SPP, July 2026), while measured stress remains moderate: the Proskauer Private Credit Default Index reads 2.51% for Q2 2026 and KBRA's rated-borrower median interest coverage holds at 1.6x (both published 28 July 2026).

Private performing credit yielded 9.97% in Q2 2026, up from 9.70% the prior quarter (Houlihan Lokey, Private Performing Credit Index).

What are middle-market loan spreads right now?

For a borrower below $10m of EBITDA, senior bank cash-flow debt prices at S+350 to 425 and senior non-bank or unitranche debt at S+550 to 750; blended junior capital and mezzanine runs 13.00% to 16.00% all-in (SPP Capital Partners, July 2026). In the core middle market, second lien prices at S+725 to 825 and subordinated debt at 11.0% to 13.5% all-in (Lincoln International, as of 1 May 2026). Original issue discount adds cost outside every quoted margin, at 98.0 to 99.0 on new-issue facilities below $20m of EBITDA (Houlihan Lokey, as of 30 April 2026).

Middle-market loan pricing by structure and borrower size
MetricLatest quarterPrior quarterSource
Senior commercial bank cash-flow debt, below $10m EBITDAS+350 to 425SPP Capital Partners, Market At A Glance, July 2026
Senior non-bank and unitranche, below $10m EBITDAS+550 to 750SPP Capital Partners, Market At A Glance, July 2026
Junior capital and mezzanine, cash and PIK together, below $10m EBITDA13.00% to 16.00%SPP Capital Partners, Market At A Glance, July 2026
Second lien term debt, $15m to $40m EBITDAS+725 to 825Lincoln International, Private Credit Snapshot, as of 1 May 2026
Subordinated debt, all-in, $15m to $40m EBITDA11.0% to 13.5%Lincoln International, Private Credit Snapshot, as of 1 May 2026
Preferred equity, $40m to $100m EBITDA13.5% to 16.5%Lincoln International, Private Credit Snapshot, as of 1 May 2026
Original issue discount, new-issue first lien and unitranche below $20m EBITDA98.0 to 99.0Houlihan Lokey, as of 30 April 2026

Senior and bank debtUnitrancheMezzanine

How much leverage will lenders provide?

Senior debt for a borrower below $10m of EBITDA clears at 2.00x to 2.50x of EBITDA and total debt at 2.50x to 3.25x; above $25m of EBITDA the bands widen to 4.25x to 5.25x senior and 5.00x to 6.50x total (SPP Capital Partners, July 2026). The small-borrower bands have contracted from 2.00x to 3.00x senior and 2.50x to 4.00x total a year earlier. Lenders state a minimum 40% base equity capitalization, with at least 60% of it in new cash (SPP, July 2026).

Leverage and equity by borrower size
MetricLatest quarterPrior quarterSource
Senior leverage, below $10m EBITDA2.00x to 2.50x2.00x to 3.00x (July 2025)SPP Capital Partners, Market At A Glance, July 2026
Total leverage, below $10m EBITDA2.50x to 3.25x2.50x to 4.00x (July 2025)SPP Capital Partners, Market At A Glance, July 2026
Senior leverage, above $25m EBITDA4.25x to 5.25xSPP Capital Partners, Market At A Glance, July 2026
Total leverage, above $25m EBITDA5.00x to 6.50xSPP Capital Partners, Market At A Glance, July 2026
Unitranche leverage band, below $15m EBITDA4.00x to 5.50xLincoln International, Private Credit Snapshot, as of 1 May 2026
Minimum base equity capitalization, at least 60% in new cash40%SPP Capital Partners, Market At A Glance, July 2026

Asset-based lendingDividend recapitalizations

How healthy are middle-market borrowers?

The median rated direct-lending borrower covers its interest 1.6 times and carries gross leverage of 6.1x, both described by the publisher as holding steady quarter over quarter (KBRA, Middle Market Borrower Surveillance Compendium, Q2 2026, published 28 July 2026). Coverage near 1.6x leaves limited room for a downside year, which is why coverage rather than leverage is the test lenders apply first.

Rated direct-lending borrower health, medians
MetricLatest quarterPrior quarterSource
Median interest coverage ratio1.6xKBRA, Middle Market Borrower Surveillance Compendium, Q2 2026, published 28 July 2026
Median gross leverage6.1xKBRA, Middle Market Borrower Surveillance Compendium, Q2 2026, published 28 July 2026

Refinancing and maturity extensions

What are private credit default rates?

Two series answer the question differently by design. The Proskauer Private Credit Default Index, which tracks senior-secured and unitranche loans on a payment and covenant basis, reads 2.51% for Q2 2026 (published 28 July 2026). KBRA's KMDM rate across its rated direct-lending universe reads 3.3% by count for the same quarter (published 28 July 2026). The gap between published default rates is mostly definition, chiefly whether maturity extensions count, and the series should never be averaged.

Private credit default rates, two series that measure different things
MetricLatest quarterPrior quarterSource
Proskauer Private Credit Default Index, headline rate2.51%Proskauer, Private Credit Default Index, Q2 2026, published 28 July 2026
KBRA KMDM default rate, by count3.3%KBRA, Middle Market Borrower Surveillance Compendium, Q2 2026, published 28 July 2026

Workouts and rescue financingWhy published default rates disagree

What is private credit yielding?

Private performing credit yielded 9.97% in Q2 2026, up from 9.70% the prior quarter, at a spread of 576 basis points (Houlihan Lokey, Private Performing Credit Index, Q2 2026). Yield moving up while measured defaults stay near 2.5% to 3.3% is the market pricing tightness of capital, not deterioration of credit, and it is the backdrop against which every row above is negotiated.

Private credit performance
MetricLatest quarterPrior quarterSource
Houlihan Lokey Private Performing Credit Index, yield9.97%9.70%Houlihan Lokey, Private Performing Credit Index, Q2 2026
Private Performing Credit Index, spread576 bpsHoulihan Lokey, Private Performing Credit Index, Q2 2026

High-yield notesThe current credit outlook

Methodology and sources

Every figure on this page is third-party published data, reproduced verbatim with attribution on its own row. Kadenwood publishes no transaction data of its own, and nothing on this page is drawn from the firm's engagements.

The sources: SPP Capital Partners, Market Update (Market At A Glance), published monthly at sppcapital.com; Lincoln International, Private Market Index, Senior Debt Index and Private Credit Snapshot, at lincolninternational.com; Houlihan Lokey, Private Performing Credit Index, at hl.com; KBRA, Middle Market Borrower Surveillance Compendium, published as quarterly releases at kbra.com; and Proskauer, Private Credit Default Index, published as quarterly releases at proskauer.com. Publication dates are stated on each row.

Where a source did not publish a figure in the period covered, the row says so rather than repeating an older value. Figures are quoted in the source's own units, and series that measure different universes are presented separately rather than combined.

This page is general market commentary, not advice or a recommendation. How securities activities are conducted is described in our Disclosures.

Transaction credentials available upon request.