BDC·info
NMFC

New Mountain Finance

Period
SEC EDGAR ↗
Portfolio Fair Value
$3.11B
388 holdings
Avg Spread
+5.42%
FV-weighted, debt
Avg Coupon
10.51%
FV-weighted
% First Lien
62.8%
of debt FV
Unrealized P/L
-$75.24M
-2.36% of cost
Non-Accrual
13
text-detected

Balance sheet

Assets$3.25B
Liabilities + Equity$3.25B
First Lien
$1.94B · 59.8%
Equity
$589.54M · 18.2%
Debt (Borrowings)
$1.84B · 56.6%
Net Assets (Equity)
$1.35B · 41.7%

Industry Composition

Software
27.2%
Business Services
16.1%
Healthcare
15.9%
Unclassified
9.4%
Consumer Services
6.2%
Education
5.7%
Financial Services
4.0%
Distribution & Logistics
3.8%
Net Lease
3.7%
Packaging
2.1%
Energy
2.1%
Food & Beverage
1.4%
Other industries
2.4%

Fair Value History

Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

Spread Distribution

0.5%
1.0%
2.0%
2.5%
3.0%
3.5%
4.0%
4.5%
5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
9.0%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
388 of 388
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
NMFC Senior Loan Program III LLC
Membership interest
$160.00M
$160.00M
$0.00
NMFC Senior Loan Program IV LLC
Membership interest
$112.40M
$112.40M
$0.00
NM NL Holdings, L.P.
Net Lease
Membership interest
$104.51M
$74.25M
$30.26M
Dealer Tire Holdings, LLC
Distribution & Logistics
Preferred shares
$79.22M
$75.93M
$3.29M
7.00%
Kaseya Inc.
Software
First lien #1
$64.12M
$63.79M
$338.0K
10.09%+5.50%
TVG-Edmentum Holdings, LLC
Education
Ordinary shares
$59.98M
$66.65M
-$6.67M
12.00%
Associations, Inc.
Business Services
First lien
$49.43M
$49.41M
$21.0K
11.32%+6.50%
UniTek Global Services, Inc.
Business Services
Warrants
$48.80M
OEConnection LLC
Software
First lien
$46.43M
$46.21M
$216.0K
9.36%+5.00%
New Benevis Holdco, Inc.
Healthcare
First lien #1
$46.07M
$46.07M
$0.00
12.00%
iCIMS, Inc.
Software
First lien #1
$44.41M
$44.54M
-$131.0K
10.38%+5.75%
Model N, Inc.
Software
First lien
$44.00M
$44.01M
-$11.0K
9.33%+5.00%
Sierra Enterprises, LLC
Food & Beverage
First lien
$42.45M
$38.84M
$3.61M
11.34%+6.75%
GC Waves Holdings, Inc.
Financial Services
First lien #1
$40.31M
$40.08M
$228.0K
9.21%+4.75%
Deca Dental Holdings LLC
Healthcare
First lien #1
$36.60M
$36.87M
-$267.0K
10.18%+5.75%
CentralSquare Technologies, LLC
Software
First lien
$35.80M
$35.40M
$398.0K
10.63%+2.88%
GS Acquisitionco, Inc.
Software
First lien #1
$34.72M
$34.66M
$56.0K
9.58%+5.25%
Aston FinCo S.a r.l. / Aston US Finco, LLC
Software
Second lien
$34.46M
$34.34M
$124.0K
12.72%+8.25%
Foreside Financial Group, LLC
Business Services
First lien #1
$33.36M
$33.16M
$193.0K
9.71%+5.25%
New Benevis Holdco, Inc.
Healthcare
First lien #2
$33.16M
$33.16M
$0.00
12.00%
IG Investments Holdings, LLC
Business Services
First lien #1
$32.80M
$32.61M
$188.0K
9.67%+5.00%
OA Buyer, Inc.
Healthcare
First lien #1
$31.51M
$31.44M
$71.0K
9.11%+4.75%
TigerConnect, Inc.
Healthcare
First lien
$29.87M
$29.69M
$179.0K
11.47%+3.38%
New Benevis Topco, LLC
Healthcare
Ordinary shares #1
$28.48M
$27.15M
$1.33M
PetVet Care Centers, LLC
Consumer Services
First lien
$28.14M
$27.89M
$250.0K
10.36%+6.00%
OA Buyer, Inc.
Healthcare
First lien #2
$27.43M
$27.25M
$177.0K
9.11%+4.75%
New Permian Holdco, L.L.C.
Energy
First lien
$23.34M
$23.34M
$0.00
13.59%+9.00%
Pioneer Buyer I, LLC
Software
First lien #1
$23.09M
$23.00M
$92.0K
10.83%+6.50%
AAH Topco, LLC
Consumer Services
First lien #1
$22.73M
$22.58M
$151.0K
9.71%+5.25%
Foundational Education Group, Inc.
Education
Second lien #1
$22.50M
$22.42M
$77.0K
11.35%+6.50%
Syndigo LLC
Software
Second lien #1
$22.50M
$22.40M
$103.0K
12.89%+8.00%
PPV Intermediate Holdings, LLC
Consumer Services
First lien #1
$22.39M
$22.33M
$56.0K
10.26%+5.75%
Power Grid Holdings, Inc.
Business Products
First lien
$22.39M
$22.23M
$159.0K
9.08%+4.75%
Edmentum Ultimate Holdings, LLC
Education
Subordinated
$22.29M
$22.22M
$67.0K
17.58%
Xactly Corporation
Software
First lien
$22.25M
$22.48M
-$233.0K
10.86%+6.25%
YLG Holdings, Inc.
Business Services
First lien
$21.82M
$21.80M
$27.0K
9.09%+4.75%
GC Waves Holdings, Inc.
Financial Services
First lien #2
$21.45M
$21.39M
$62.0K
9.21%+4.75%
MRI Software LLC
Software
First lien #1
$21.43M
$21.40M
$32.0K
9.08%+4.75%
GS Acquisitionco, Inc.
Software
First lien #2
$21.30M
$21.26M
$34.0K
9.58%+5.25%
ACI Group Holdings, Inc.
Healthcare
First lien #1
$21.27M
$21.78M
-$516.0K
10.46%+2.75%
Auctane Inc. (fka Stamps.com Inc.)
Software
First lien #1
$21.14M
$21.49M
-$354.0K
10.94%+5.75%
Knockout Intermediate Holdings I Inc.
Software
Preferred shares
$21.01M
$20.82M
$191.0K
15.03%
New Permian Holdco, L.L.C.
Energy
First lien - Drawn
$20.84M
$20.84M
$0.00
10.59%+6.00%
UniTek Global Services, Inc.
Business Services
Preferred shares #1
$20.65M
$22.80M
-$2.16M
20.00%
DG Investment Intermediate Holdings 2, Inc.
Business Services
Second lien
$20.28M
$20.28M
$1.0K
11.22%+6.75%
AAH Topco, LLC
Consumer Services
First lien #2
$20.22M
$20.10M
$114.0K
9.71%+5.25%
Brave Parent Holdings, Inc.
Software
First lien #1
$20.02M
$19.93M
$88.0K
9.36%+5.00%
Diligent Corporation
Software
First lien #1
$19.82M
$19.75M
$68.0K
10.09%+5.00%
Tennessee Bidco Limited
Business Services
First lien
GBP 19.32M
GBP 19.33M
-GBP 5.0K
10.76%+3.50%
NMC Crimson Holdings, Inc.
Healthcare
First lien #1
$19.26M
$19.11M
$153.0K
10.85%+6.09%
New Benevis Holdco, Inc.
Healthcare
Subordinated
$19.05M
$22.94M
-$3.89M
12.00%
Groundworks, LLC
Business Services
First lien
$19.03M
$18.73M
$300.0K
7.65%+3.25%
AmeriVet Partners Management, Inc.
Consumer Services
First lien #1
$18.96M
$18.91M
$56.0K
9.75%+5.25%
New Permian Holdco, Inc.
Energy
Ordinary shares
$18.90M
$11.15M
$7.75M
Infogain Corporation
Business Services
First lien #1
$18.37M
$18.29M
$81.0K
10.21%+5.75%
DOCS, MSO, LLC
Healthcare
First lien #1
$18.24M
$18.34M
-$101.0K
10.40%+5.75%
PDI TA Holdings, Inc.
Software
First lien
$18.16M
$18.08M
$83.0K
10.09%+5.50%
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien #1
$18.00M
$29.84M
-$11.84M
11.90%+0.50%
American Achievement Corporation (aka AAC Holding Corp.), Non-accrual status
$18.00M
$31.37M
-$13.37M
GraphPAD Software, LLC
Healthcare
First lien
$17.86M
$17.86M
-$2.0K
9.08%+4.75%
Avalara, Inc.
Software
First lien
$17.20M
$17.05M
$153.0K
10.58%+6.25%
Fortis Solutions Group, LLC
Packaging
First lien #1
$17.18M
$17.07M
$110.0K
9.93%+5.50%
Nelipak Holding Company
Packaging
First lien #1
EUR 17.11M
EUR 17.78M
-EUR 668.0K
8.36%+5.50%
Infogain Corporation
Business Services
Subordinated
$16.95M
$16.80M
$158.0K
11.93%+7.50%
Symplr Software Intermediate Holdings, Inc.
Healthcare
Preferred shares #1
$16.45M
$16.36M
$87.0K
14.97%
ACI Parent Inc.
Healthcare
Preferred shares
$16.42M
$18.44M
-$2.02M
11.75%
Wealth Enhancement Group, LLC
Financial Services
First lien #1
$15.59M
$15.56M
$28.0K
9.55%+5.00%
UniTek Global Services, Inc.
Business Services
Second lien #1
$15.46M
$15.61M
-$149.0K
15.00%
Trinity Air Consultants Holdings Corporation
Business Services
First lien #1
$15.38M
$15.30M
$79.0K
9.76%+5.25%
AAH Topco, LLC
Consumer Services
Subordinated #1
$15.37M
$15.60M
-$232.0K
11.50%
Idera, Inc.
Software
Second lien #1
$15.09M
$14.96M
$130.0K
11.47%+6.75%
Viper Bidco. Inc.
Software
First lien
$14.98M
$15.18M
-$200.0K
9.70%+5.00%
Project Essential Super Parent, Inc.
Software
Preferred shares
$14.83M
$15.93M
-$1.10M
14.10%
Kele Holdco, Inc.
Distribution & Logistics
First lien #1
$14.63M
$14.62M
$18.0K
8.84%+4.50%
HS Purchaser, LLC
Software
/ Help/Systems Holdings, Inc., Second lien #1
$14.51M
$22.44M
-$7.93M
11.44%+6.75%
Coupa Holdings, LLC
Software
First lien
$14.39M
$14.24M
$145.0K
9.84%+5.25%
Auctane Inc. (fka Stamps.com Inc.)
Software
First lien #2
$14.29M
$14.53M
-$239.0K
10.94%+5.75%
Houghton Mifflin Harcourt Company
Education
First lien
$14.29M
$14.11M
$183.0K
9.71%+5.25%
Bach Special Limited
Education
(Bach Preference Limited), Preferred shares
$13.87M
$13.79M
$79.0K
11.75%+11.75%
Diligent Preferred Issuer, Inc.
Software
Preferred shares
$13.61M
$14.16M
-$553.0K
10.50%
Baker Tilly Advisory Group, LP
Financial Services
First lien
$13.59M
$13.59M
-$6.0K
9.11%+4.75%
New Benevis Topco, LLC
Healthcare
Ordinary shares #2
$13.35M
$12.77M
$579.0K
Bullhorn, Inc.
Software
First lien #1
$13.21M
$13.17M
$36.0K
9.36%+5.00%
Daxko Acquisition Corporation
Software
First lien #1
$12.88M
$12.80M
$79.0K
9.36%+5.00%
UniTek Global Services, Inc.
Business Services
Preferred shares #2
$12.68M
$13.55M
-$871.0K
20.00%
Calabrio, Inc.
Software
First lien #1
$12.29M
$12.24M
$42.0K
10.01%+5.50%
Fortis Solutions Group, LLC
Packaging
First lien #2
$12.02M
$11.95M
$74.0K
9.93%+5.50%
Convey Health Solutions, Inc.
Healthcare
First lien #1
$11.94M
$13.10M
-$1.17M
9.68%+1.00%
Wealth Enhancement Group, LLC
Financial Services
First lien #2
$11.91M
$11.89M
$21.0K
9.55%+5.00%
Cardinal Parent, Inc.
Software
First lien
$11.25M
$11.69M
-$440.0K
8.98%+4.50%
CFS Management, LLC
Healthcare
First lien #1
$10.69M
$11.88M
-$1.19M
13.09%+6.25%
Eagle Infrastructure Services, LLC (fka FR Arsenal Holdings II Corp.)
Business Services
First lien #1
$10.63M
$10.63M
$0.00
11.98%+7.50%
Anaplan, Inc.
Software
First lien
$10.62M
$10.55M
$70.0K
9.58%+5.25%
Project Accelerate Parent, LLC
Software
First lien
$10.52M
$10.47M
$49.0K
9.61%+5.25%
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien #1
$10.40M
$11.78M
-$1.38M
9.59%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #1
$10.19M
$10.13M
$58.0K
10.23%+5.75%
NM YI, LLC
Net Lease
Membership interest
$9.96M
$6.27M
$3.69M
Specialtycare, Inc.
Healthcare
First lien #1
$9.95M
$10.17M
-$214.0K
10.60%+5.75%
AAH Topco, LLC
Consumer Services
First lien #3
$9.60M
$9.54M
$54.0K
9.71%+5.25%
Ciklum Inc.
Business Services
First lien
$9.54M
$9.43M
$106.0K
11.17%+6.50%
HBWM Holdings, LLC
Financial Services
Ordinary shares
$9.53M
$4.72M
$4.82M
4.00%+4.00%
Cardinal Parent, Inc.
Software
Second lien
$9.42M
$9.71M
-$286.0K
12.24%+7.75%
TVG-Edmentum Holdings, LLC
Equity - United States
Preferred shares
$9.35M
$7.53M
$1.83M
15.00%
Notorious Topco, LLC
Consumer Products
First lien #1
$9.24M
$10.02M
-$776.0K
11.91%+4.75%
Planview Parent, Inc.
Software
Second lien
$9.21M
$9.21M
$0.00
10.08%+5.75%
Notorious Topco, LLC
Consumer Products
First lien #2
$9.13M
$9.89M
-$763.0K
11.91%+4.75%
Nelipak Holding Company
Packaging
First lien #2
$9.02M
$8.96M
$62.0K
9.86%+5.50%
Icefall Parent, Inc.
Software
First lien
$8.70M
$8.62M
$77.0K
10.86%+6.50%
Bullhorn, Inc.
Software
First lien #2
$8.46M
$8.45M
$10.0K
9.36%+5.00%
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien
$8.45M
$8.45M
$2.0K
13.08%+6.75%
Alegeus Technologies Holdings Corp.
Healthcare
First lien
$8.40M
$8.41M
-$2.0K
11.30%+6.75%
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien #2
$8.37M
$9.82M
-$1.44M
9.59%
PPV Intermediate Holdings, LLC
Consumer Services
First lien #2
$8.26M
$8.26M
$0.00
10.26%+5.75%
Eagle Infrastructure Super HoldCo, LLC
Business Services
Ordinary shares
$8.19M
$4.10M
$4.08M
Associations, Inc.
Business Services
Subordinated #1
$7.96M
$7.94M
$17.0K
14.25%
Brave Parent Holdings, Inc.
Software
First lien #2
$7.83M
$7.83M
$0.00
9.36%+5.00%
Infogain Corporation
Business Services
First lien #2
$7.76M
$7.71M
$51.0K
10.21%+5.75%
OA Topco, L.P.
Healthcare
Ordinary shares
$7.65M
$2.00M
$5.65M
Park Place Technologies, LLC
Business Services
First lien
$7.63M
$7.63M
$0.00
9.61%+5.25%
MRI Software LLC
Software
First lien #2
$7.59M
$7.58M
$11.0K
9.08%+4.75%
Safety Borrower Holdings LLC
Software
First lien #1
$7.45M
$7.42M
$21.0K
9.72%+5.25%
Oranje Holdco, Inc.
Education
First lien #1
$7.44M
$7.37M
$70.0K
12.32%+7.75%
Oranje Holdco, Inc.
Education
First lien #2
$7.44M
$7.37M
$71.0K
12.32%+7.75%
AAH Topco, LLC
Consumer Services
First lien #4
$7.38M
$7.33M
$48.0K
9.71%+5.25%
iCIMS, Inc.
Software
First lien #2
$7.31M
$7.32M
-$10.0K
10.88%+6.25%
Eclipse Buyer Inc.
Software
First lien
$7.08M
$7.08M
$0.00
9.26%+4.75%
Foundational Education Group, Inc.
Education
Second lien #2
$7.01M
$6.99M
$17.0K
11.35%+6.50%
USRP Holdings, Inc.
Business Services
First lien #1
$6.98M
$6.95M
$38.0K
9.36%+5.00%
UniTek Global Services, Inc.
Business Services
Second lien #2
$6.85M
$6.92M
-$66.0K
15.00%
DOCS, MSO, LLC
Healthcare
First lien #2
$6.83M
$6.87M
-$38.0K
10.40%+5.75%
Wealth Enhancement Group, LLC
Financial Services
First lien #3
$6.66M
$6.64M
$15.0K
9.55%+5.00%
KPSKY Acquisition Inc.
Business Services
First lien #1
$6.57M
$6.79M
-$215.0K
10.19%+5.50%
PPVA Black Elk (Equity) LLC
Business Services
Subordinated
$6.53M
$14.50M
-$7.97M
CRCI Longhorn Holdings, Inc.
Business Services
First lien
$6.48M
$6.48M
-$1.0K
9.36%+5.00%
Integro Parent Inc.
Business Services
Second lien
$6.33M
$6.41M
-$74.0K
16.58%
Greenway Health, LLC
Healthcare
First lien
$6.30M
$6.22M
$81.0K
11.08%+6.75%
Bamboo Health Holdings, LLC (f/k/a Appriss Health, LLC)
Healthcare
First lien
$6.11M
$6.08M
$28.0K
12.08%+7.00%
Legends Hospitality Holding Company, LLC
Business Services
First lien
$6.06M
$6.07M
-$3.0K
10.02%+2.75%
AAH Topco, LLC
Consumer Services
Subordinated #2
$6.03M
$6.12M
-$90.0K
11.50%
NC Topco, LLC
Software
First lien
$5.82M
$5.83M
-$1.0K
9.61%+2.50%
Syndigo LLC
Software
Second lien #2
$5.70M
$5.71M
-$9.0K
12.89%+8.00%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #2
$5.68M
$5.64M
$41.0K
10.48%+6.00%
Symplr Software Intermediate Holdings, Inc.
Equity - United States
Preferred shares #2
$5.67M
$5.64M
$30.0K
14.97%
USRP Holdings, Inc.
Business Services
First lien #2
$5.54M
$5.51M
$29.0K
9.36%+5.00%
Oranje Holdco, Inc.
Education
First lien #3
$5.45M
$5.40M
$50.0K
11.82%+7.25%
AmeriVet Partners Management, Inc.
Consumer Services
First lien #2
$5.28M
$5.26M
$18.0K
9.75%+5.25%
Healthspan Buyer, LLC
Healthcare
First lien
$5.07M
$5.03M
$44.0K
9.58%+5.25%
NMC Crimson Holdings, Inc.
Healthcare
First lien #2
$5.01M
$5.00M
$16.0K
10.69%+6.09%
NMC Crimson Holdings, Inc.
Healthcare
First lien #3
$4.91M
$4.87M
$39.0K
10.85%+6.09%
Michael Baker International, LLC
Business Services
First lien
$4.91M
$4.87M
$41.0K
9.11%+4.75%
Adelaide Borrower, LLC
Software
First lien
$4.70M
$4.66M
$42.0K
10.58%+6.25%
FS WhiteWater Holdings, LLC
Consumer Services
Ordinary shares
$4.62M
$5.00M
-$382.0K
MRI Software LLC
Software
First lien #3
$4.52M
$4.52M
$5.0K
9.08%+4.75%
Trinity Air Consultants Holdings Corporation
Business Services
First lien #2
$4.47M
$4.44M
$29.0K
9.94%+5.25%
Wealth Enhancement Group, LLC
Financial Services
Subordinated
$4.23M
$4.18M
$46.0K
13.00%
Logrhythm, Inc.
Software
First lien
$4.20M
$4.14M
$58.0K
11.86%+7.50%
ACI Group Holdings, Inc.
Healthcare
First lien #2
$4.08M
$4.17M
-$88.0K
10.46%+2.75%
Foreside Financial Group, LLC
Business Services
First lien #2
$4.08M
$4.04M
$34.0K
9.71%+5.25%
RLG Holdings, LLC
Packaging
First lien
$3.93M
$3.97M
-$36.0K
9.36%+5.00%
CommerceHub, Inc.
Software
First lien
$3.92M
$3.61M
$312.0K
10.90%+6.25%
Deca Dental Holdings LLC
Healthcare
First lien #2
$3.85M
$3.88M
-$27.0K
10.18%+5.75%
Higginbotham Insurance Agency, Inc.
Business Services
First lien
$3.81M
$3.81M
$0.00
8.86%+4.50%
ACI Group Holdings, Inc.
Healthcare
First lien #3
$3.77M
$3.86M
-$89.0K
10.46%+2.75%
Kene Acquisition, Inc.
Business Services
First lien
$3.51M
$3.48M
$32.0K
9.84%+5.25%
Next Holdco, LLC
Healthcare
First lien
$3.49M
$3.47M
$23.0K
10.27%+5.75%
Atlas AU Bidco Pty Ltd
Business Services
First lien #1
$3.44M
$3.40M
$40.0K
9.63%+5.00%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #3
$3.42M
$3.40M
$21.0K
10.23%+5.75%
Bullhorn, Inc.
Software
First lien #3
$3.40M
$3.39M
$4.0K
9.36%+5.00%
Diligent Corporation
Software
First lien #2
$3.40M
$3.39M
$12.0K
10.09%+5.00%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #4
$3.40M
$3.38M
$19.0K
10.23%+5.75%
Bamboo Health Intermediate Holdings (fka Appriss Health Intermediate Holdings, Inc.)
Healthcare
Preferred shares
$3.37M
$3.43M
-$61.0K
11.00%
CB Buyer, Inc.
Software
First lien
$3.29M
$3.29M
-$1.0K
9.61%+5.25%
Ivy Hill Middle Market Credit Fund, Ltd, Structured Finance Obligations
Structured Finance Obligations - United States
Funded Debt Investments - Australia
$3.23M
$3.23M
$0.00
11.46%+7.00%
CFS Management, LLC
Healthcare
First lien #2
$3.19M
$3.55M
-$363.0K
13.09%+6.25%
MRI Software LLC
Software
First lien #4
$3.11M
$3.10M
$4.0K
9.08%+4.75%
UniTek Global Services, Inc.
Business Services
Preferred shares #3
$3.08M
$19.80M
-$16.71M
19.00%
UniTek Global Services, Inc.
Business Services
Senior preferred shares, Non-accrual status
$3.08M
$19.80M
-$16.71M
AI Altius US Bidco, Inc.
Business Services
First lien
$3.06M
$3.05M
$14.0K
9.03%+4.75%
Associations, Inc.
Business Services
Subordinated #2
$3.04M
$3.03M
$6.0K
14.25%
National HME, Inc.
Healthcare
Second lien
$3.00M
$7.87M
-$4.87M
9.85%
Deca Dental Holdings LLC
Healthcare
First lien - Drawn
$2.99M
$3.00M
-$10.0K
10.20%+5.75%
GS Acquisitionco, Inc.
Software
First lien #3
$2.91M
$2.90M
$7.0K
9.58%+5.25%
Eclipse Topco Holdings, Inc. (fka Transcendia Holdings, Inc.)
Packaging
Preferred shares #1
$2.90M
$2.90M
$0.00
15.00%
HS Purchaser, LLC
Software
/ Help/Systems Holdings, Inc., Second lien #2
$2.71M
$4.19M
-$1.47M
11.44%+6.75%
Eclipse Topco Holdings, Inc.
Junior preferred shares, Non-accrual status
$2.70M
$2.56M
$137.0K
Eclipse Topco Holdings, Inc. (fka Transcendia Holdings, Inc.)
Equity - United States
Preferred shares #2
$2.70M
$2.56M
$137.0K
11.50%
IG Investments Holdings, LLC
Business Services
First lien #2
$2.54M
$2.54M
$2.0K
9.67%+5.00%
TigerConnect, Inc.
Healthcare
First lien - Drawn
$2.44M
$2.44M
$0.00
11.47%+3.38%
Pioneer Buyer I, LLC
Software
First lien #2
$2.37M
$2.36M
$10.0K
10.83%+6.50%
PDI TA Holdings, Inc.
Software
First lien - Drawn
$2.36M
$2.35M
$12.0K
10.00%+5.50%
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien #3
$2.35M
$2.32M
$34.0K
7.34%+2.00%
Higginbotham Insurance Agency, Inc.
Business Services
First lien - Drawn
$2.31M
$2.30M
$11.0K
9.11%+4.75%
Kele Holdco, Inc.
Distribution & Logistics
First lien #2
$2.27M
$2.25M
$14.0K
8.84%+4.50%
Idera, Inc.
Software
Second lien #2
$2.01M
$2.01M
$6.0K
11.47%+6.75%
Pioneer Topco I, L.P.
Software
Ordinary shares
$2.00M
$2.00M
$0.00
Convey Health Solutions, Inc.
Healthcare
First lien #2
$1.99M
$2.18M
-$187.0K
9.68%+1.00%
Eclipse Topco, Inc.
Software
Preferred shares
$1.95M
$1.95M
$0.00
12.50%
Sierra Hamilton Holdings Corporation
Energy
Ordinary shares #1
$1.80M
$11.50M
-$9.70M
Galway Borrower LLC
Business Services
First lien
$1.79M
$1.78M
$9.0K
8.83%+4.50%
DCA Investment Holding, LLC
Healthcare
First lien #1
$1.76M
$1.80M
-$40.0K
10.73%+6.41%
OA Buyer, Inc.
Healthcare
First lien #3
$1.74M
$1.72M
$12.0K
9.11%+4.75%
Calabrio, Inc.
Software
First lien #2
$1.57M
$1.56M
$12.0K
10.01%+5.50%
Associations, Inc.
Business Services
First lien - Drawn #1
$1.54M
$1.54M
$1.0K
11.28%+6.50%
Safety Borrower Holdings LLC
Software
First lien #2
$1.52M
$1.52M
$0.00
9.72%+5.25%
Ambrosia Holdco Corp.
Distribution & Logistics
Ordinary shares #1
$1.35M
$1.35M
$0.00
Atlas AU Bidco Pty Ltd
Business Services
First lien #2
$1.34M
$1.33M
$12.0K
9.63%+5.00%
Brave Parent Holdings, Inc.
Software
First lien - Drawn #1
$1.32M
$1.32M
$1.0K
9.36%+5.00%
Ambrosia Holdco Corp.
Equity - United States
Ordinary shares #2
$1.30M
$1.30M
$0.00
Wealth Enhancement Group, LLC
Financial Services
First lien #4
$1.23M
$1.22M
$7.0K
9.50%+5.00%
Compsych Investments Corp.
Business Services
First lien
$1.16M
$1.16M
$0.00
9.38%+4.75%
KPSKY Acquisition Inc.
Business Services
First lien #2
$1.11M
$1.14M
-$34.0K
10.15%+5.50%
Nelipak Holding Company, First lien - Drawn
Packaging
First lien - Drawn #1
$1.10M
$1.09M
$8.0K
9.86%+5.50%
Daxko Acquisition Corporation
Software
First lien #2
$1.08M
$1.08M
$7.0K
9.36%+5.00%
Galway Borrower LLC
Business Services
First lien - Drawn
$1.08M
$1.08M
-$3.0K
8.83%+4.50%
CoreTrust Purchasing Group LLC
Business Services
First lien
$1.05M
$1.04M
$5.0K
9.61%+5.25%
Fortis Solutions Group, LLC
Packaging
First lien - Drawn #1
$1.00M
$990.0K
$11.0K
10.30%+5.50%
DCA Investment Holding, LLC
Healthcare
First lien #2
$987.0K
$1.00M
-$13.0K
10.83%+6.50%
Kaseya Inc.
Software
First lien - Drawn #1
$973.0K
$966.0K
$7.0K
9.83%+5.50%
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien - Drawn
$950.0K
$945.0K
$5.0K
13.11%+6.75%
Wealth Enhancement Group, LLC
Financial Services
First lien #5
$824.0K
$819.0K
$5.0K
9.56%+5.00%
Notorious Topco, LLC
Consumer Products
First lien #3
$805.0K
$870.0K
-$65.0K
11.91%+4.75%
MRI Software LLC
Software
First lien #5
$793.0K
$792.0K
$1.0K
9.08%+4.75%
Bullhorn, Inc.
Software
First lien #4
$761.0K
$758.0K
$3.0K
9.36%+5.00%
KPSKY Acquisition Inc.
Business Services
First lien #3
$752.0K
$777.0K
-$25.0K
10.28%+5.50%
Kaseya Inc.
Software
First lien - Drawn #2
$751.0K
$746.0K
$5.0K
10.09%+5.50%
iCIMS, Inc.
Software
First lien - Drawn
$701.0K
$705.0K
-$4.0K
10.34%+5.75%
AmeriVet Partners Management, Inc.
Consumer Services
First lien #3
$693.0K
$690.0K
$3.0K
9.75%+5.25%
Associations, Inc.
Business Services
First lien - Drawn #2
$641.0K
$641.0K
$0.00
11.32%+6.50%
Calabrio, Inc.
Software
First lien - Drawn
$637.0K
$633.0K
$4.0K
10.02%+5.50%
Groundworks, LLC
Business Services
First lien - Drawn
$560.0K
$552.0K
$8.0K
7.65%+3.25%
Brave Parent Holdings, Inc.
Software
First lien - Drawn #2
$516.0K
$520.0K
-$4.0K
9.36%+5.00%
CRCI Longhorn Holdings, Inc.
Business Services
First lien - Drawn
$486.0K
$486.0K
$0.00
9.36%+5.00%
Beacon Pointe Harmony, LLC
Financial Services
First lien - Drawn
$467.0K
$464.0K
$3.0K
9.18%+4.75%
GraphPAD Software, LLC
Healthcare
First lien - Drawn
$446.0K
$445.0K
$1.0K
9.08%+4.75%
Bullhorn, Inc.
Software
First lien - Drawn
$417.0K
$417.0K
$0.00
9.36%+5.00%
Nelipak Holding Company, First lien - Drawn
Packaging
First lien - Drawn #2
$405.0K
$406.0K
-$1.0K
8.32%+5.50%
Fortis Solutions Group, LLC
Packaging
First lien - Drawn #2
$342.0K
$343.0K
-$1.0K
9.90%+5.50%
Bullhorn, Inc.
Software
First lien #5
$341.0K
$340.0K
$1.0K
9.36%+5.00%
Eagle Infrastructure Services, LLC (fka FR Arsenal Holdings II Corp.)
Business Services
First lien #2
$340.0K
$340.0K
$0.00
11.98%+7.50%
Reorganized Careismatic Brands, LLC
Healthcare
Warrants #1
$327.0K
$182.0K
$145.0K
NM GP Holdco, LLC
Net Lease
Membership interest
$322.0K
$850.0K
-$528.0K
GS Acquisitionco, Inc.
Software
First lien - Drawn
$319.0K
$319.0K
$0.00
9.58%+5.25%
Specialtycare, Inc.
Healthcare
First lien - Drawn
$315.0K
$319.0K
-$4.0K
9.04%+4.00%
Eclipse Topco Holdings, Inc. (fka Transcendia Holdings, Inc.)
Equity - United States
Ordinary shares
$305.0K
$145.0K
$160.0K
TMK Hawk Parent, Corp.
Distribution & Logistics
Subordinated #1
$302.0K
$302.0K
$0.00
11.00%
TMK Hawk Parent, Corp.
Distribution & Logistics
Subordinated #2
$291.0K
$291.0K
$0.00
11.00%
Bullhorn, Inc.
Software
First lien #6
$272.0K
$271.0K
$1.0K
9.36%+5.00%
Park Place Technologies, LLC
Business Services
First lien - Drawn
$258.0K
$258.0K
$0.00
9.80%+5.25%
Kaseya Inc.
Software
First lien #2
$238.0K
$237.0K
$1.0K
10.09%+5.50%
ACI Group Holdings, Inc.
Healthcare
First lien - Drawn
$228.0K
$233.0K
-$5.0K
9.96%+5.50%
Sierra Hamilton Holdings Corporation
Equity - United States
Ordinary shares #2
$201.0K
$1.28M
-$1.08M
Kene Acquisition, Inc.
Business Services
First lien - Drawn
$162.0K
$161.0K
$1.0K
9.59%+5.25%
Reorganized Careismatic Brands, LLC
Healthcare
Trust Claim #1
$152.0K
$152.0K
$0.00
Safety Borrower Holdings LLC
Software
First lien - Drawn
$128.0K
$127.0K
$1.0K
11.75%+4.25%
Reorganized Careismatic Brands, LLC
Warrants - United States
Warrants #2
$112.0K
$62.0K
$50.0K
MRI Software LLC
Software
First lien - Drawn
$111.0K
$111.0K
$0.00
9.08%+4.75%
Fortis Solutions Group, LLC
Packaging
First lien #3
$80.0K
$79.0K
$1.0K
9.93%+5.50%
Specialtycare, Inc.
Healthcare
First lien #2
$75.0K
$76.0K
-$1.0K
10.66%+5.75%
Legends Hospitality Holding Company, LLC
Business Services
First lien - Drawn
$71.0K
$71.0K
$0.00
9.41%+5.00%
Daxko Acquisition Corporation
Software
First lien #3
$65.0K
$64.0K
$1.0K
9.36%+5.00%
Reorganized Careismatic Brands, LLC
Healthcare
Trust Claim #2
$52.0K
$52.0K
$0.00
GEDC Equity, LLC
Healthcare
Participation Interest
$50.0K
$190.0K
-$140.0K
Groundworks, LLC
Business Services
First lien - Undrawn
$20.0K
-$15.0K
$35.0K
KPSKY Acquisition Inc.
Business Services
First lien - Drawn
$18.0K
$19.0K
-$1.0K
10.36%+5.75%
UniTek Global Services, Inc.
Business Services
Junior preferred shares, Non-accrual status
$0.00
$34.39M
-$34.39M
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien #2
$0.00
$1.53M
-$1.53M
19.65%+0.50%
Ancora Acquisition LLC
Education
Preferred shares
$0.00
$83.0K
-$83.0K
NHME Holdings Corp.
Healthcare
Ordinary shares
$0.00
$4.00M
-$4.00M
NHME Holdings Corp.
Healthcare
Warrants
$0.00
$1.00M
-$1.00M
UniTek Global Services, Inc.
Business Services
Preferred shares #4
$0.00
$26.95M
-$26.95M
13.50%
UniTek Global Services, Inc.
Business Services
Preferred shares #5
$0.00
$7.45M
-$7.45M
13.50%
UniTek Global Services, Inc.
Business Services
Ordinary shares #1
$0.00
$1.93M
-$1.93M
UniTek Global Services, Inc.
Business Services
Ordinary shares #2
$0.00
$532.0K
-$532.0K
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien - Undrawn
-$1.0K
-$3.0K
$2.0K
Compsych Investments Corp.
Business Services
First lien - Undrawn
-$1.0K
CB Buyer, Inc.
Software
First lien - Undrawn #1
-$2.0K
-$2.0K
$0.00
Park Place Technologies, LLC
Business Services
First lien - Undrawn #1
-$2.0K
-$2.0K
$0.00
CRCI Longhorn Holdings, Inc.
Business Services
First lien - Undrawn #1
-$3.0K
-$3.0K
$0.00
NC Topco, LLC
Software
First lien - Undrawn #1
-$3.0K
-$3.0K
$0.00
Park Place Technologies, LLC
Business Services
First lien - Undrawn #2
-$3.0K
-$3.0K
$0.00
GraphPAD Software, LLC
Healthcare
First lien - Undrawn #1
-$4.0K
-$4.0K
$0.00
Legends Hospitality Holding Company, LLC
Business Services
First lien - Undrawn #1
-$4.0K
CB Buyer, Inc.
Software
First lien - Undrawn #2
-$5.0K
Eclipse Buyer Inc.
Software
First lien - Undrawn #1
-$6.0K
Legends Hospitality Holding Company, LLC
Business Services
First lien - Undrawn #2
-$6.0K
-$6.0K
$0.00
Specialtycare, Inc.
Healthcare
First lien - Undrawn
-$7.0K
-$4.0K
-$3.0K
CRCI Longhorn Holdings, Inc.
Business Services
First lien - Undrawn #2
-$8.0K
NC Topco, LLC
Software
First lien - Undrawn #2
-$8.0K
GraphPAD Software, LLC
Healthcare
First lien - Undrawn #2
-$10.0K
-$10.0K
$0.00
Xactly Corporation
Software
First lien - Undrawn
-$11.0K
-$10.0K
-$1.0K
DOCS, MSO, LLC
Healthcare
First lien - Undrawn
-$13.0K
Baker Tilly Advisory Group, LP
Financial Services
First lien - Undrawn #1
-$15.0K
Viper Bidco. Inc.
Software
First lien - Undrawn #2
-$17.0K
-$17.0K
$0.00
Eclipse Buyer Inc.
Software
First lien - Undrawn #2
-$21.0K
-$21.0K
$0.00
iCIMS, Inc.
Software
First lien - Undrawn
-$21.0K
-$25.0K
$4.0K
Baker Tilly Advisory Group, LP
Financial Services
First lien - Undrawn #2
-$22.0K
-$22.0K
$0.00
Model N, Inc.
Software
First lien - Undrawn #1
-$24.0K
-$24.0K
$0.00
Model N, Inc.
Software
First lien - Undrawn #2
-$45.0K
KPSKY Acquisition Inc.
Business Services
First lien - Undrawn
-$47.0K
ACI Group Holdings, Inc.
Healthcare
First lien - Undrawn
-$62.0K
-$21.0K
-$41.0K
Notorious Topco, LLC
Consumer Products
First lien - Undrawn
-$71.0K
-$7.0K
-$64.0K
AAC Lender Holdings, LLC
Education
Ordinary shares
AAH Topco, LLC
Consumer Services
First lien - Undrawn
-$37.0K
AI Altius US Bidco, Inc.
Business Services
First lien - Undrawn
Adelaide Borrower, LLC
Software
First lien - Undrawn #1
Adelaide Borrower, LLC
Software
First lien - Undrawn #2
-$7.0K
AmeriVet Partners Management, Inc.
Consumer Services
First lien - Undrawn
-$10.0K
American Achievement Corporation (aka AAC Holding Corp.)
Education
Subordinated
5.74%
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien - Undrawn
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien
Associations, Inc.
Business Services
First lien - Undrawn #1
-$1.0K
Associations, Inc.
Business Services
First lien - Undrawn #2
-$2.0K
Atlas AU Bidco Pty Ltd
Business Services
First lien - Undrawn
-$5.0K
Avalara, Inc.
Software
First lien - Undrawn
-$21.0K
Bamboo Health Holdings, LLC (f/k/a Appriss Health, LLC)
Healthcare
First lien - Undrawn
-$4.0K
Beacon Pointe Harmony, LLC
Financial Services
First lien - Undrawn
Brave Parent Holdings, Inc.
Software
First lien - Undrawn #1
Brave Parent Holdings, Inc.
Software
First lien - Undrawn #2
-$6.0K
Brave Parent Holdings, Inc.
Software
First lien - Undrawn #3
-$7.0K
Bullhorn, Inc.
Software
First lien - Undrawn #1
Bullhorn, Inc.
Software
First lien - Undrawn #2
-$4.0K
Calabrio, Inc.
Software
First lien - Undrawn
-$6.0K
CentralSquare Technologies, LLC
Software
First lien - Undrawn
-$50.0K
Ciklum Inc.
Business Services
First lien - Undrawn #1
Ciklum Inc.
Business Services
First lien - Undrawn #2
-$37.0K
CoreTrust Purchasing Group LLC
Business Services
First lien - Undrawn
-$3.0K
Coupa Holdings, LLC
Software
First lien - Undrawn #1
Coupa Holdings, LLC
Software
First lien - Undrawn #2
-$12.0K
DOXA Insurance Holdings LLC
Business Services
First lien - Undrawn
Daxko Acquisition Corporation
Software
First lien - Undrawn
-$10.0K
Diligent Corporation
Software
First lien - Undrawn #1
-$8.0K
Diligent Corporation
Software
First lien - Undrawn #2
-$13.0K
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Undrawn
-$14.0K
Foreside Financial Group, LLC
Business Services
First lien - Undrawn #1
Foreside Financial Group, LLC
Business Services
First lien - Undrawn #2
-$21.0K
Fortis Solutions Group, LLC
Packaging
First lien - Undrawn #1
Fortis Solutions Group, LLC
Packaging
First lien - Undrawn #2
-$19.0K
GC Waves Holdings, Inc.
Financial Services
First lien - Undrawn
-$30.0K
GS Acquisitionco, Inc.
Software
First lien - Undrawn #1
GS Acquisitionco, Inc.
Software
First lien - Undrawn #2
-$26.0K
Healthspan Buyer, LLC
Healthcare
First lien - Undrawn
-$12.0K
Higginbotham Insurance Agency, Inc.
Business Services
First lien - Undrawn
IG Investments Holdings, LLC
Business Services
First lien - Undrawn
-$38.0K
Icefall Parent, Inc.
Software
First lien - Undrawn
-$8.0K
Infogain Corporation
Business Services
First lien - Undrawn
-$29.0K
Kaseya Inc.
Software
First lien - Undrawn #1
Kaseya Inc.
Software
First lien - Undrawn #2
-$22.0K
Kele Holdco, Inc.
Distribution & Logistics
First lien - Undrawn
-$9.0K
Kene Acquisition, Inc.
Business Services
First lien - Undrawn #1
Kene Acquisition, Inc.
Business Services
First lien - Undrawn #2
-$5.0K
Logrhythm, Inc.
Software
First lien - Undrawn
-$6.0K
MRI Software LLC
Software
First lien - Undrawn
-$9.0K
Nelipak Holding Company First lien
— #1
Nelipak Holding Company First lien
— #2
Nelipak Holding Company First lien
— #3
Nelipak Holding Company First lien
— #4
Nelipak Holding Company, First lien - Undrawn
Packaging
First lien - Undrawn #1
Nelipak Holding Company, First lien - Undrawn
Packaging
First lien - Undrawn #2
Nelipak Holding Company, First lien - Undrawn
Packaging
First lien - Undrawn #3
-$6.0K
Nelipak Holding Company, First lien - Undrawn
Packaging
First lien - Undrawn #4
-$11.0K
New Permian Holdco, L.L.C.
Energy
First lien - Undrawn
Next Holdco, LLC
Healthcare
First lien - Undrawn #1
Next Holdco, LLC
Healthcare
First lien - Undrawn #2
-$3.0K
OA Buyer, Inc.
Healthcare
First lien - Undrawn
-$36.0K
OEConnection LLC
Software
First lien - Undrawn #1
OEConnection LLC
Software
First lien - Undrawn #2
-$25.0K
Oranje Holdco, Inc.
Education
First lien - Undrawn
-$23.0K
PDI TA Holdings, Inc.
Software
First lien - Undrawn #1
PDI TA Holdings, Inc.
Software
First lien - Undrawn #2
-$9.0K
PPV Intermediate Holdings, LLC
Consumer Services
First lien - Undrawn
-$5.0K
Permian Trust
Permian Trust
First lien
11.00%
Permian Trust, Trust Claim
Energy
Funded Debt Investments - United States
10.00%
PetVet Care Centers, LLC
Consumer Services
First lien - Undrawn #1
PetVet Care Centers, LLC
Consumer Services
First lien - Undrawn #2
-$37.0K
Pioneer Buyer I, LLC
Software
First lien - Undrawn
-$26.0K
Power Grid Holdings, Inc.
Business Products
First lien - Undrawn
-$43.0K
Project Accelerate Parent, LLC
Software
First lien - Undrawn
-$8.0K
Riskonnect Parent, LLC
Software
First lien - Undrawn
Safety Borrower Holdings LLC
Software
First lien - Undrawn
-$2.0K
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien - Undrawn
TigerConnect, Inc.
Healthcare
First lien - Undrawn #1
TigerConnect, Inc.
Healthcare
First lien - Undrawn #2
-$43.0K
Trinity Air Consultants Holdings Corporation
Business Services
First lien - Undrawn #1
Trinity Air Consultants Holdings Corporation
Business Services
First lien - Undrawn #2
-$15.0K
USRP Holdings, Inc.
Business Services
First lien - Undrawn
-$9.0K
Viper Bidco. Inc.
Software
First lien - Undrawn #1
Viper Bidco. Inc.
Software
First lien #1
Wealth Enhancement Group, LLC
Financial Services
First lien - Undrawn
-$6.0K
Disclosed holdings FV
$3.09B
Parsed holdings FV
$3.11B
Residual gap
-$23.78M
Balance-sheet cash
$80.32M
CIK
0001496099
Accession
0001496099-25-000010
Form type
10-K
Period
2024-12-31