Golub Capital
Golub Capital is a direct lender to US middle market companies, most of them owned by private equity sponsors. Because it sees financial results from its borrowers, it publishes a rare early read on private company earnings, and it runs a free education site on how private credit works.
What they publish
Golub Capital Middle Market Report (Golub Capital Altman Index)
A quarterly early read on revenue and earnings growth at private US middle market companies, built from Golub's loan book with NYU's Edward Altman. It arrives before public companies report for the same quarter.
Data
Intermediate
Quarterly, about two weeks after quarter end
Golub Capital Private Credit Education and Visual Guide
A direct lender's own course on private credit: how it differs from public credit, why it grew alongside private equity, where it sits in the capital structure, and why manager selection matters so much.
Guide
Foundational
Evergreen series, plus periodic white papers