The Cash Conversion Cycle: How CCC Reveals Credit Risk Before It Hits EBITDA Series Context Article 1 — The Liquidity Cycle: The Governing Framework of Capital Structure established the Liquidity Cycle as the governing diagnostic framework of capital structure governance — the structural map through which cash moves into an operating business, is absorbed by...
Private Credit Funding Across Industries: What February 2026 Signals for SMB Operators Introduction Capital availability is often discussed in abstract terms, but operators experience it concretely—through whether deals are getting done, in what sectors, and at what scale. February 2026 activity from Capital Source provides a clear signal: capital is not retreating—it is redistributing. This...
