Updated
Updated · Bloomberg · Jun 8
Arcmont, Ares Lead €1.1 Billion Cegid Loan as AI Selloff Rattles Software
Updated
Updated · Bloomberg · Jun 8

Arcmont, Ares Lead €1.1 Billion Cegid Loan as AI Selloff Rattles Software

1 articles · Updated · Bloomberg · Jun 8

Summary

  • €1.1 billion in private credit is being extended to French business software firm Cegid, with Arcmont Asset Management and Ares Management leading the financing.
  • Vista Credit Partners and PGIM are also participating in the loan, according to people familiar with the private deal.
  • The financing signals lender confidence in Cegid and the broader software sector even after an AI-driven market selloff hit software valuations.
  • Cegid is backed by Silver Lake Management, placing a major sponsor behind one of the latest large private-credit bets in European software.

Insights

Amidst an AI-fueled software selloff, why are lenders making a $1.3 billion bet on one company?
Could this opaque billion-dollar software loan signal a hidden systemic risk in the private credit market?