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Goldman Sachs in Talks to Buy $37 Billion Credit Firm Palmer Square

Goldman Sachs has emerged as the lead bidder for Palmer Square, a credit manager overseeing $37 billion, Bloomberg Television reports. The talks would give Goldman a potential expansion of its credit-management platform as it accelerates dealmaking.

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The storyAI-written · 1 min read

Goldman Sachs has emerged as the lead bidder to acquire Palmer Square, a credit manager overseeing $37 billion, according to Bloomberg Television. The report identifies the discussions as part of Goldman’s faster pace of dealmaking.

Goldman’s latest reported full-year figures were $58.3 billion of revenue, up 8.9% year over year, with $51.32 in diluted EPS. The proposed transaction would add an asset-management business to a bank whose existing activities span investment banking, markets and asset management.

For Goldman, the direct connection is Palmer Square’s credit-management operation and the assets it oversees. The $37 billion figure describes assets under management, not the purchase price, and the terms of any potential acquisition remain unsettled.

The report characterizes Goldman as the lead bidder and the transaction as being in talks, so the outcome and any competing bidders or final consideration remain open questions. The next concrete markers would be an agreement announcement, transaction terms or a decision by Palmer Square to select a buyer.

The read · Sep 22

Goldman Sachs (GS) has emerged as lead bidder for Palmer Square, which oversees $37 billion in credit assets.

The potential purchase would expand Goldman’s credit-management footprint, but the read depends on whether talks produce a deal and at what price. Goldman’s $58.3 billion of FY2025 revenue and 29.5% net margin provide scale, yet the $37 billion figure is assets overseen rather than a disclosed earnings contribution or purchase consideration.

What could change this view

Talks could end without an agreement, or the eventual price and integration economics could dilute the value of the added credit platform.

CoverageSource: Bloomberg Television · Published here TUE, SEP 22 · 10:14 AM ET · the only report in this recordHow this is decided →

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▲ The case it holds

Goldman’s lead-bidder status could add a $37 billion credit-management platform to a firm that generated $58.3 billion of FY2025 revenue.

▼ The case it breaks

The bear case is that no transaction is completed, while the absence of disclosed purchase terms leaves the economics unquantified.

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