One does not simply raise €15bn in Europe
For wealth professionals following European private credit, it offers a manager’s account of fundraising conditions and deployment when many European direct lenders are described as struggling to hit targets. It also flags areas the manager sees as relevant looking ahead, including maturity walls and adjacent lending opportunities.
Summary
By the private credit deskThis Cloud 9fin podcast episode features Synne Johnsson speaking with Hayfin’s head of direct lending, Mark Bickerstaffe, after Hayfin raised more than €15bn. The conversation covers European direct lending fundraising and deployment, the changing balance of power in private credit, and how investor diversification away from the US helped attract capital. It also discusses portfolio resilience, inflation and AI, plus refinancing around 2028 and 2029 maturities, capital solutions, asset-backed lending and deal activity later in 2026.
- Hayfin raised more than €15bn while many European direct lenders are described as struggling to hit fundraising targets.
- Bickerstaffe explains how investor diversification away from the US helped Hayfin attract capital.
- The episode covers portfolio resilience, inflation risks and artificial intelligence.
- It looks at refinancing challenges around 2028 and 2029 maturities, opportunities in capital solutions and asset-backed lending, and reasons for cautious optimism about deal activity later in 2026.
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