Blackstone Sees Increase in M&A Boosting Collateralized Loan Obligation Sales in 2025

  • Spreads on AAA-rated CLO debt have tightened to decade lows
  • Wall Street banks are expecting elevated new supply in 2025

Blackstone headquarters in New York.

Photographer: Angus Mordant/Bloomberg
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Blackstone Inc. is forecasting an increase in mergers and acquisitions that can help boost sales of bonds backed by leveraged loans.

Sales of these bonds, known as collateralized loan obligations, reached a record of $201 billionBloomberg Terminal last year, according to data compiled by Bloomberg. Investor demand for the bonds was strong as money managers sought to buy securities that might see gains from rates being higher for longer than the market previously thought.