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Podcast Episode

The Coming Wave of Middle-Market Distress with Andrew Axelrod of Axar Capital

The Credit Clubhouse··15 October 2026·50 min

About this episode

Axos Bank brings you today’s episode. Axos Bank. Born digital, built on relationships. Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:00 - Diving into credit markets with Andrew Axelrod, Axar Capital02:34 - Why distressed investing is thriving today05:50 - Liability management exercises and their limitations08:38 - Understanding Axar's approach to distressed companies13:09 - Identifying what goes wrong in troubled businesses17:49 - Where Axar finds opportunities in middle market21:09 - The financials sector and M&A market dynamics26:19 - Deleveraging and leadership in company turnarounds32:41 - Dispelling myths and leveraging technology in turnarounds37:58 - Predicting restructuring waves and addressing LP concerns42:49 - Key learnings and a glimpse into AI's impact Andrew Axelrod. Founder and CEO, Axar Capital - https://www.linkedin.com/in/andrew-axelrod-87ab661b9/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.