The Winning Momentum Podcast with Scott Sinclair

Sinclair Range Week in Review — June 15, 2026

Scott Sinclair

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0:00 | 29:56

DIP financing, the turnaround rule nobody likes, and an honest update on our own stuck real estate.

Deals on the Go

•  DIP financing 101 — court-approved loans that rank ahead of everyone so a stalled company has the capital to change
•  Sapphire Global’s DIP on Sirona Pharma: $2.5M to stabilize, stay creditors, get relicensed — business now being sold
•  New client: a stalled $100M+ real estate development where a small DIP relaunches it and creates huge value
•  Lenders — the onus is on you to create these deals. Reach out

Lesson Learned: Capital Won’t Fix a Refusal to Change

•  Rule #1 of every turnaround: accept the need to change — before capital
•  The over-advance trap — we’ve seen a book 90% in over-advance, an equity-risk lender at debt rates
•  Equity version: throwing good money after bad — a client about to write off hundreds of millions
•  Don’t advance more without a price, and the price is change. Boots on the ground can’t be replaced

Struggles: Living the Problem I Solve

•  Liquidity tied up in three key assets — two are environmentally-affected real estate
•  Both under firm contract; both buyers failed to close — now in litigation
•  The exact problem we solve for clients — just living the hard version ourselves

What I’m Thinking About: Go Where the Energy Is

•  1-minute first-principles videos — ~50k views each, ~200k in two months, big engagement
•  Not partisan — my concepts in a framework. Canada needs winning momentum
•  The Inner Circle is coming back — relaunch soon

#DIPFinancing #BusinessTurnaround #PrivateCredit #Restructuring #DistressedDebt #RealEstate #SinclairRange #WinningMomentum