BDC·info
NMFC

New Mountain Finance

Period
SEC EDGAR ↗
Portfolio Fair Value
$3.14B
360 holdings
Avg Spread
+6.10%
FV-weighted, debt
Avg Coupon
12.09%
FV-weighted
% First Lien
53.9%
of debt FV
Unrealized P/L
-$116.81M
-3.59% of cost
Non-Accrual
24
text-detected

Balance sheet

Assets$3.28B
Liabilities + Equity$3.28B
First Lien
$1.68B · 51.1%
Second Lien
$525.14M · 16.0%
Equity
$603.03M · 18.4%
Debt (Borrowings)
$1.89B · 57.6%
Net Assets (Equity)
$1.33B · 40.4%

Industry Composition

Software
26.1%
Business Services
17.4%
Healthcare
16.9%
Unclassified
8.7%
Education
7.9%
Consumer Services
5.1%
Net Lease
3.8%
Distribution & Logistics
3.3%
Financial Services
3.3%
Energy
2.0%
Information Technology
1.9%
Packaging
1.2%
Other industries
2.2%

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

3.0%
3.5%
4.0%
4.5%
5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
8.5%
9.0%
13.5%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
360 of 360
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
NMFC Senior Loan Program III LLC
Membership interest
$140.00M
$140.00M
$0.00
NMFC Senior Loan Program IV LLC
Membership interest
$112.40M
$112.40M
$0.00
TVG-Edmentum Holdings, LLC
Education
Ordinary shares
$100.92M
$60.24M
$40.68M
12.00%
NM NL Holdings, L.P.
Net Lease
Membership interest
$95.89M
$76.37M
$19.52M
Dealer Tire Holdings, LLC
Distribution & Logistics
Preferred shares
$66.74M
$65.20M
$1.54M
7.00%
Kaseya Inc.
Software
First lien
$63.23M
$62.82M
$409.0K
11.62%+3.75%
PhyNet Dermatology LLC
Healthcare
First lien #1
$48.94M
$48.85M
$86.0K
11.65%+6.25%
CentralSquare Technologies, LLC
Software
Second lien #1
$42.99M
$47.56M
-$4.57M
13.04%+7.50%
UniTek Global Services, Inc.
Business Services
Warrants
$42.91M
GC Waves Holdings, Inc.
Financial Services
First lien #1
$40.37M
$40.10M
$274.0K
11.42%+6.00%
New Benevis Holdco, Inc.
Healthcare
First lien #1
$40.21M
$40.21M
$0.00
14.99%
Associations, Inc.
Business Services
First lien #1
$36.47M
$36.36M
$112.0K
12.03%+4.00%
Deca Dental Holdings LLC
Healthcare
First lien #1
$36.43M
$37.29M
-$857.0K
11.24%+5.75%
Tahoe Finco, LLC
Information Technology
First lien #1
$35.00M
$34.73M
$270.0K
11.42%+6.00%
New Benevis Topco, LLC
Healthcare
Ordinary shares #1
$34.49M
$27.15M
$7.34M
GS Acquisitionco, Inc.
Software
First lien #1
$34.11M
$34.03M
$83.0K
11.29%+5.75%
Aston FinCo S.a r.l. / Aston US Finco, LLC
Software
Second lien
$34.05M
$34.29M
-$248.0K
13.68%+8.25%
Foreside Financial Group, LLC
Business Services
First lien #1
$33.78M
$33.52M
$268.0K
10.82%+5.25%
EAB Global, Inc.
Education
Second lien
$32.87M
$33.05M
-$181.0K
11.95%+6.50%
iCIMS, Inc.
Software
First lien #1
$30.18M
$30.26M
-$82.0K
12.63%+3.88%
TigerConnect, Inc.
Healthcare
First lien
$29.41M
$29.63M
-$226.0K
12.27%+3.38%
IG Investments Holdings, LLC
Business Services
First lien #1
$28.53M
$28.69M
-$162.0K
11.45%+6.00%
OA Buyer, Inc.
Healthcare
First lien #1
$27.78M
$27.55M
$223.0K
10.82%+5.50%
New Permian Holdco, Inc.
Energy
Ordinary shares
$26.00M
$11.15M
$14.85M
Recorded Future, Inc.
Software
First lien #1
$24.28M
$24.20M
$85.0K
10.69%+5.25%
Tahoe Finco, LLC
Information Technology
First lien #2
$24.19M
$24.00M
$187.0K
11.42%+6.00%
OEConnection LLC
Software
Second lien #1
$23.41M
$23.23M
$175.0K
12.42%+7.00%
New Permian Holdco, L.L.C.
Energy
First lien
$23.34M
$23.34M
$0.00
14.65%+9.00%
Brave Parent Holdings, Inc.
Software
Second lien #1
$22.50M
$22.45M
$46.0K
12.97%+7.50%
Xactly Corporation
Software
First lien
$22.50M
$22.47M
$31.0K
12.77%+7.25%
Idera, Inc.
Software
Second lien #1
$22.19M
$22.27M
-$71.0K
12.27%+6.75%
AmeriVet Partners Management, Inc.
Consumer Services
First lien #1
$22.15M
$22.07M
$86.0K
11.04%+5.50%
Foundational Education Group, Inc.
Education
Second lien #1
$21.97M
$22.41M
-$438.0K
12.13%+6.50%
Spring Education Group, Inc (fka SSH Group Holdings, Inc.)
Education
Second lien
$21.96M
$21.93M
$29.0K
13.68%+8.25%
GC Waves Holdings, Inc.
Financial Services
First lien #2
$21.72M
$21.64M
$77.0K
11.42%+6.00%
Syndigo LLC
Software
Second lien #1
$21.65M
$22.38M
-$723.0K
13.67%+8.00%
ACI Group Holdings, Inc.
Healthcare
First lien #1
$21.61M
$21.92M
-$310.0K
10.92%+5.50%
GS Acquisitionco, Inc.
Software
First lien #2
$21.58M
$21.53M
$49.0K
11.29%+5.75%
HS Purchaser, LLC
Software
/ Help/Systems Holdings, Inc., Second lien #1
$21.55M
$22.43M
-$881.0K
12.35%+6.75%
Auctane Inc. (fka Stamps.com Inc.)
Software
First lien #1
$21.54M
$21.73M
-$192.0K
11.17%+5.75%
MRI Software LLC
Software
First lien #1
$21.50M
$21.66M
-$160.0K
10.99%+5.50%
AAH Topco, LLC
Consumer Services
First lien - Drawn #1
$20.60M
$20.71M
-$113.0K
10.92%+5.50%
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien #1
$20.59M
$29.84M
-$9.26M
11.68%+5.75%
American Achievement Corporation (aka AAC Holding Corp.), Non-accrual status
$20.59M
$31.37M
-$10.78M
AAH Topco, LLC
Consumer Services
First lien #1
$20.23M
$20.32M
-$91.0K
10.92%+5.50%
MED Parentco, LP
Healthcare
Second lien
$19.59M
$20.77M
-$1.18M
13.68%+8.25%
NMC Crimson Holdings, Inc.
Healthcare
First lien #1
$18.91M
$19.06M
-$150.0K
11.49%+6.09%
Wealth Enhancement Group, LLC
Financial Services
First lien #1
$18.81M
$18.76M
$46.0K
10.78%+5.75%
IG Intermediateco LLC
Business Services
First lien #1
$18.75M
$18.65M
$105.0K
11.17%+5.75%
PhyNet Dermatology LLC
Healthcare
First lien #2
$18.51M
$18.52M
-$7.0K
11.68%+6.25%
DOCS, MSO, LLC
Healthcare
First lien #1
$18.32M
$18.62M
-$294.0K
11.18%+5.75%
CRCI Longhorn Holdings, Inc.
Business Services
Second lien #1
$18.26M
$18.23M
$21.0K
12.67%+7.25%
DG Investment Intermediate Holdings 2, Inc.
Business Services
Second lien
$18.05M
$20.27M
-$2.23M
12.18%+6.75%
Groundworks, LLC
Consumer Services
First lien
$17.94M
$17.96M
-$14.0K
11.81%+6.50%
Edmentum Ultimate Holdings, LLC
Education
Subordinated
$17.84M
$17.75M
$97.0K
17.47%+7.50%
YLG Holdings, Inc.
Business Services
First lien #1
$17.55M
$17.69M
-$136.0K
10.47%+5.00%
IG Intermediateco LLC
Business Services
Subordinated
$17.25M
$17.05M
$191.0K
13.74%+8.25%
Fortis Solutions Group, LLC
Packaging
First lien #1
$17.20M
$17.26M
-$52.0K
11.04%+5.50%
Avalara, Inc.
Software
First lien
$17.20M
$17.01M
$190.0K
12.64%+7.25%
KAMC Holdings, Inc.
Business Services
Second lien #1
$17.04M
$18.67M
-$1.63M
13.64%+8.00%
KAMC Holdings, Inc.
Business Services
Second lien #2
$17.04M
$18.67M
-$1.63M
13.64%+8.00%
Knockout Intermediate Holdings I Inc.
Software
Preferred shares
$17.02M
$16.84M
$182.0K
11.75%
Diligent Corporation
Software
First lien #1
$16.94M
$17.41M
-$468.0K
11.27%+5.75%
Convey Health Solutions, Inc.
Healthcare
First lien #1
$16.83M
$18.97M
-$2.14M
10.74%+5.25%
Brave Parent Holdings, Inc.
Software
Second lien #2
$16.62M
$16.56M
$68.0K
12.97%+7.50%
Bullhorn, Inc.
Software
First lien #1
$16.53M
$16.47M
$60.0K
11.24%+5.75%
New Benevis Holdco, Inc.
Healthcare
Subordinated
$16.37M
$19.07M
-$2.70M
12.00%
Pioneer Buyer I, LLC
Software
First lien #1
$16.29M
$16.18M
$107.0K
12.39%
Tennessee Bidco Limited
Business Services
First lien #1
GBP 15.91M
GBP 17.86M
-GBP 1.95M
12.96%+5.00%
Granicus, Inc.
Software
First lien #1
$15.44M
$15.37M
$72.0K
12.47%+5.50%
Trinity Air Consultants Holdings Corporation
Business Services
First lien
$15.38M
$15.28M
$105.0K
10.62%+5.25%
UniTek Global Services, Inc.
Business Services
Preferred shares #1
$14.96M
$17.87M
-$2.90M
20.00%
Kele Holdco, Inc.
Distribution & Logistics
First lien
$14.84M
$14.80M
$33.0K
10.68%+5.25%
Auctane Inc. (fka Stamps.com Inc.)
Software
First lien #2
$14.57M
$14.70M
-$129.0K
11.17%+5.75%
New Trojan Parent, Inc.
Healthcare
Second lien
$14.19M
$26.66M
-$12.47M
12.68%+7.25%
ACI Parent Inc.
Healthcare
Preferred shares
$14.18M
$15.94M
-$1.76M
11.75%
Castle Management Borrower LLC
Business Services
First lien
$13.85M
$13.83M
$13.0K
12.13%+6.50%
Coyote Buyer, LLC
Specialty Chemicals & Materials
First lien #1
$13.69M
$13.66M
$32.0K
11.52%+6.00%
Alegeus Technologies Holdings Corp.
Healthcare
First lien
$13.44M
$13.43M
$14.0K
13.36%+8.25%
Tennessee Bidco Limited
Business Services
First lien #2
GBP 13.02M
GBP 13.32M
-GBP 302.0K
12.96%+5.00%
AAH Topco, LLC
Consumer Services
Subordinated #1
$12.83M
$13.47M
-$636.0K
11.50%
Daxko Acquisition Corporation
Software
First lien #1
$12.82M
$12.94M
-$120.0K
10.92%+5.50%
Symplr Software Intermediate Holdings, Inc.
Healthcare
Preferred shares #1
$12.80M
$13.46M
-$654.0K
16.09%
New Permian Holdco, L.L.C.
Energy
First lien - Drawn
$12.60M
$12.60M
$0.00
11.65%+6.00%
IMO Investor Holdings, Inc.
Healthcare
First lien
$12.59M
$12.77M
-$175.0K
11.36%+6.00%
Recorded Future, Inc.
Software
First lien #2
$12.56M
$12.51M
$46.0K
10.69%+5.25%
Project Essential Super Parent, Inc.
Software
Preferred shares
$12.50M
$13.25M
-$747.0K
15.16%
New Benevis Holdco, Inc.
Healthcare
First lien #2
$12.39M
$12.39M
$0.00
14.99%
Integro Parent Inc.
Business Services
Second lien
$12.30M
$12.30M
$2.0K
17.64%
UniTek Global Services, Inc.
Business Services
Second lien #1
$12.21M
$12.94M
-$732.0K
15.00%
OEConnection LLC
Software
Second lien #2
$12.04M
$11.97M
$71.0K
12.42%+7.00%
Calabrio, Inc.
Software
First lien
$12.04M
$12.29M
-$246.0K
12.44%+7.13%
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien #1
$11.78M
$15.75M
-$3.98M
9.17%+3.50%
NM CLFX LP
Net Lease
Membership interest
$11.69M
$12.28M
-$586.0K
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien #2
$11.36M
$15.06M
-$3.70M
9.17%+3.50%
Diligent Preferred Issuer, Inc.
Software
Preferred shares
$11.24M
$12.13M
-$886.0K
10.50%
USRP Holdings, Inc.
Business Services
First lien #1
$11.23M
$11.15M
$78.0K
11.29%+5.75%
Bach Special Limited
Education
(Bach Preference Limited), Preferred shares
$11.19M
$11.82M
-$632.0K
12.25%
Wealth Enhancement Group, LLC
Financial Services
First lien - Drawn
$11.13M
$11.12M
$13.0K
10.65%+5.75%
Cardinal Parent, Inc.
Software
First lien
$10.81M
$11.82M
-$1.01M
10.04%+4.50%
Vectra Co.
Business Products
Second lien
$10.79M
$10.77M
$16.0K
12.68%+7.25%
Eagle Infrastructure Services, LLC (fka FR Arsenal Holdings II Corp.)
Business Services
First lien #1
$10.68M
$10.68M
$0.00
13.04%+7.50%
Transcendia Holdings, Inc.
Packaging
Second lien
$10.44M
$14.45M
-$4.01M
13.73%+8.00%
Tennessee Bidco Limited
Business Services
First lien #3
$10.31M
$10.20M
$117.0K
13.03%+5.00%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #1
$10.14M
$10.24M
-$94.0K
11.29%+5.75%
Specialtycare, Inc.
Healthcare
First lien #1
$10.03M
$10.28M
-$243.0K
11.28%+5.75%
Fortis Solutions Group, LLC
Packaging
First lien #2
$10.01M
$10.04M
-$34.0K
11.04%+5.50%
Quartz Holding Company
Software
Second lien
$10.00M
$9.89M
$106.0K
13.42%+8.00%
CFS Management, LLC
Healthcare
First lien #1
$9.91M
$11.19M
-$1.27M
12.65%+6.25%
New Benevis Holdco, Inc.
Healthcare
First lien #3
$9.87M
$9.87M
$0.00
14.99%
AAH Topco, LLC
Consumer Services
First lien #2
$9.61M
$9.65M
-$43.0K
10.92%+5.50%
NM YI, LLC
Net Lease
Membership interest
$9.45M
$6.27M
$3.18M
Diligent Corporation
Software
First lien #2
$9.45M
$9.71M
-$262.0K
11.27%+5.75%
UniTek Global Services, Inc.
Business Services
Preferred shares #2
$9.34M
$10.62M
-$1.28M
20.00%
Notorious Topco, LLC
Consumer Products
First lien #1
$9.19M
$9.92M
-$727.0K
12.27%+6.75%
Notorious Topco, LLC
Consumer Products
First lien #2
$9.08M
$9.79M
-$714.0K
12.27%+6.75%
Associations, Inc.
Business Services
First lien #2
$8.98M
$8.95M
$32.0K
12.17%+4.00%
Associations, Inc.
Business Services
First lien #3
$8.98M
$8.95M
$32.0K
12.14%+4.00%
Cardinal Parent, Inc.
Software
Second lien
$8.81M
$9.70M
-$885.0K
13.29%+7.75%
Anaplan, Inc.
Software
First lien
$8.62M
$8.54M
$75.0K
11.82%+6.50%
New Benevis Topco, LLC
Healthcare
Ordinary shares #2
$8.46M
$6.66M
$1.80M
PPVA Black Elk (Equity) LLC
Business Services
Subordinated
$7.97M
$14.50M
-$6.53M
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien
$7.94M
$8.32M
-$378.0K
14.14%+6.75%
OEC Holdco, LLC
Software
Preferred shares
$7.94M
$8.43M
-$493.0K
11.00%
IG Intermediateco LLC
Business Services
First lien #2
$7.86M
$7.80M
$66.0K
11.17%+5.75%
New Benevis Topco, LLC
Healthcare
Ordinary shares #3
$7.70M
$6.11M
$1.60M
TRC Companies L.L.C. (fka Energize Holdco LLC)
Business Services
Second lien
$7.67M
$7.92M
-$245.0K
12.18%+6.75%
MRI Software LLC
Software
First lien #2
$7.62M
$7.67M
-$58.0K
10.99%+5.50%
PPV Intermediate Holdings, LLC
Consumer Services
First lien
$7.51M
$7.45M
$67.0K
11.17%+5.75%
CRCI Longhorn Holdings, Inc.
Business Services
Second lien #2
$7.50M
$7.49M
$9.0K
12.67%+7.25%
DS Admiral Bidco, LLC
Software
First lien
$7.49M
$7.39M
$100.0K
12.39%+7.00%
Oranje Holdco, Inc.
Education
First lien #1
$7.44M
$7.35M
$86.0K
13.12%+7.75%
Oranje Holdco, Inc.
Education
First lien #2
$7.44M
$7.35M
$86.0K
13.12%+7.75%
iCIMS, Inc.
Software
First lien #2
$7.29M
$7.31M
-$17.0K
12.63%+7.25%
Coupa Holdings, LLC
Software
First lien #1
$7.23M
$7.14M
$85.0K
12.82%+7.50%
Coupa Holdings, LLC
Software
First lien #2
$7.23M
$7.14M
$85.0K
12.82%+7.50%
CHA Holdings, Inc.
Business Services
Second lien #1
$7.01M
$6.98M
$29.0K
14.40%+8.75%
Community Brands ParentCo, LLC
Software
First lien
$6.93M
$7.05M
-$118.0K
11.02%+5.50%
Safety Borrower Holdings LLC
Software
First lien
$6.92M
$6.90M
$25.0K
10.95%+5.25%
KPSKY Acquisition Inc.
Business Services
First lien #1
$6.92M
$6.86M
$53.0K
10.72%+5.25%
DOCS, MSO, LLC
Healthcare
First lien #2
$6.86M
$6.97M
-$110.0K
11.18%+5.75%
Foundational Education Group, Inc.
Education
Second lien #2
$6.84M
$6.99M
-$145.0K
12.13%+6.50%
CentralSquare Technologies, LLC
Software
Second lien #2
$6.74M
$7.46M
-$716.0K
13.04%+7.50%
Sierra Enterprises, LLC
Food & Beverage
First lien
$6.74M
$5.54M
$1.20M
12.12%+4.25%
AAH Topco, LLC
Consumer Services
First lien - Drawn #2
$6.68M
$6.72M
-$36.0K
10.92%+5.50%
Tennessee Bidco Limited
Business Services
First lien #4
$6.33M
$6.25M
$76.0K
13.04%+5.00%
Appriss Health Holdings, Inc.
Healthcare
First lien
$6.20M
$6.16M
$40.0K
12.23%+6.75%
AmeriVet Partners Management, Inc.
Consumer Services
First lien #2
$6.16M
$6.14M
$28.0K
11.04%+5.50%
Brave Parent Holdings, Inc.
Software
Second lien #3
$6.00M
$5.97M
$25.0K
12.97%+7.50%
Granicus, Inc.
Software
First lien #2
$5.97M
$5.95M
$29.0K
12.47%+5.50%
UniTek Global Services, Inc.
Business Services
Preferred shares #3
$5.93M
$19.79M
-$13.87M
19.00%
UniTek Global Services, Inc.
Business Services
Senior preferred shares, Non-accrual status
$5.93M
$19.80M
-$13.87M
Granicus, Inc.
Software
First lien #3
$5.89M
$5.86M
$28.0K
12.47%+5.50%
Virtusa Corporation
Business Services
Subordinated
$5.66M
$5.59M
$72.0K
7.13%+7.13%
Diligent Corporation
Software
First lien #3
$5.64M
$5.77M
-$131.0K
11.77%+6.25%
Syndigo LLC
Software
Second lien #2
$5.48M
$5.71M
-$227.0K
13.67%+8.00%
Associations, Inc.
Business Services
First lien #4
$5.42M
$5.41M
$17.0K
12.13%+4.00%
UniTek Global Services, Inc.
Business Services
Second lien #2
$5.41M
$5.74M
-$326.0K
15.00%
HB Wealth Management, LLC
Financial Services
Preferred shares
$5.13M
$4.78M
$341.0K
4.00%
Pye-Barker Fire & Safety, LLC
Business Services
First lien
$5.10M
$5.08M
$14.0K
11.04%+5.50%
AAH Topco, LLC
Consumer Services
Subordinated #2
$5.03M
$5.28M
-$249.0K
11.50%
NMC Crimson Holdings, Inc.
Healthcare
First lien - Drawn
$4.92M
$4.99M
-$70.0K
11.64%+6.09%
NMC Crimson Holdings, Inc.
Healthcare
First lien #2
$4.82M
$4.86M
-$37.0K
11.49%+6.09%
iCIMS, Inc.
Software
First lien #3
$4.68M
$4.68M
$0.00
12.63%+3.88%
Granicus, Inc.
Software
First lien #4
$4.55M
$4.52M
$33.0K
11.47%+6.00%
MRI Software LLC
Software
First lien #3
$4.54M
$4.57M
-$37.0K
10.99%+5.50%
CHA Holdings, Inc.
Business Services
Second lien #2
$4.45M
$4.43M
$20.0K
14.40%+8.75%
Symplr Software Intermediate Holdings, Inc.
Equity - United States
Preferred shares #2
$4.41M
$4.64M
-$226.0K
16.09%
Associations, Inc.
Business Services
First lien #5
$4.31M
$4.30M
$14.0K
12.05%+4.00%
FS WhiteWater Holdings, LLC
Consumer Services
Ordinary shares
$4.23M
$5.00M
-$767.0K
IG Investments Holdings, LLC
Business Services
First lien #2
$4.17M
$4.21M
-$39.0K
11.47%+6.00%
Integro Parent Inc.
Business Services
First lien #1
$4.13M
$4.13M
$1.0K
17.64%
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Drawn #1
$4.11M
$4.12M
-$12.0K
11.54%+6.00%
Eagle Infrastructure Super HoldCo, LLC
Business Services
Ordinary shares
$4.09M
$4.10M
-$10.0K
HS Purchaser, LLC
Software
/ Help/Systems Holdings, Inc., Second lien #2
$4.03M
$4.18M
-$153.0K
12.35%+6.75%
CommerceHub, Inc.
Software
First lien
$3.97M
$3.56M
$415.0K
11.77%+6.25%
Sun Acquirer Corp.
Consumer Services
First lien #1
$3.87M
$3.93M
-$60.0K
11.18%+5.75%
Deca Dental Holdings LLC
Healthcare
First lien #2
$3.83M
$3.92M
-$89.0K
11.24%+5.75%
ACI Group Holdings, Inc.
Healthcare
First lien #2
$3.83M
$3.88M
-$50.0K
10.92%+5.50%
DCA Investment Holding, LLC
Healthcare
First lien - Drawn
$3.77M
$3.82M
-$49.0K
11.89%+6.50%
Project Power Buyer, LLC
Software
First lien
$3.56M
$3.52M
$43.0K
12.39%+7.00%
Atlas AU Bidco Pty Ltd
Business Services
First lien
$3.45M
$3.41M
$48.0K
12.58%+7.25%
Bullhorn, Inc.
Software
First lien #2
$3.42M
$3.41M
$6.0K
11.24%+5.75%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #2
$3.40M
$3.43M
-$29.0K
11.31%+5.75%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #3
$3.38M
$3.42M
-$31.0K
11.29%+5.75%
Wealth Enhancement Group, LLC
Financial Services
Subordinated
$3.28M
$3.28M
-$1.0K
15.00%
DCA Investment Holding, LLC
Healthcare
First lien
$3.16M
$3.25M
-$84.0K
11.80%+6.41%
MRI Software LLC
Software
First lien #4
$3.12M
$3.14M
-$23.0K
10.99%+5.50%
Trinity Air Consultants Holdings Corporation
Business Services
First lien - Drawn
$3.10M
$3.07M
$24.0K
11.27%+5.75%
National HME, Inc.
Healthcare
Second lien
$3.00M
$7.87M
-$4.87M
10.51%
Idera, Inc.
Software
Second lien #2
$2.96M
$2.99M
-$30.0K
12.27%+6.75%
CFS Management, LLC
Healthcare
First lien #2
$2.95M
$3.33M
-$378.0K
12.65%+6.25%
OA Topco, L.P.
Healthcare
Ordinary shares
$2.88M
$2.00M
$879.0K
Convey Health Solutions, Inc.
Healthcare
First lien #2
$2.81M
$3.15M
-$342.0K
10.74%+5.25%
Appriss Health Intermediate Holdings, Inc.
Healthcare
Preferred shares
$2.77M
$2.99M
-$224.0K
11.00%
Sun Acquirer Corp.
Consumer Services
First lien #2
$2.73M
$2.76M
-$31.0K
11.18%+5.75%
Coyote Buyer, LLC
Specialty Chemicals & Materials
First lien #2
$2.46M
$2.45M
$13.0K
13.57%+8.00%
YLG Holdings, Inc.
Business Services
First lien #2
$2.29M
$2.30M
-$18.0K
10.47%+5.00%
Pioneer Buyer I, LLC
Software
First lien #2
$2.23M
$2.22M
$17.0K
12.39%
Haven Midstream Holdings LLC
Specialty Chemicals & Materials
Ordinary shares
$2.04M
Deca Dental Holdings LLC
Healthcare
First lien - Drawn
$1.96M
$2.00M
-$41.0K
11.24%+5.75%
Pioneer Topco I, L.P.
Software
Ordinary shares
$1.81M
$2.00M
-$187.0K
Sierra Hamilton Holdings Corporation
Energy
Ordinary shares #1
$1.80M
$11.50M
-$9.70M
OA Buyer, Inc.
Healthcare
First lien #2
$1.76M
$1.74M
$14.0K
10.82%+5.50%
Ansira Holdings, Inc.
Business Services
First lien #1
$1.59M
$32.84M
-$31.25M
12.15%
USRP Holdings, Inc.
Business Services
First lien #2
$1.46M
$1.45M
$11.0K
11.29%+5.75%
Diligent Corporation
Software
First lien - Drawn
$1.45M
$1.48M
-$29.0K
11.77%+6.25%
Wealth Enhancement Group, LLC
Financial Services
First lien #2
$1.25M
$1.24M
$10.0K
11.26%+5.75%
YLG Holdings, Inc.
Business Services
First lien - Drawn
$1.19M
$1.19M
-$2.0K
10.48%+5.00%
Granicus, Inc.
Software
First lien - Drawn
$1.11M
$1.10M
$8.0K
11.96%+6.50%
Daxko Acquisition Corporation
Software
First lien #2
$1.08M
$1.09M
-$10.0K
10.92%+5.50%
TigerConnect, Inc.
Healthcare
First lien - Drawn
$1.07M
$1.09M
-$16.0K
12.27%+3.38%
NM GP Holdco, LLC
Net Lease
Membership interest
$1.04M
$861.0K
$180.0K
Kaseya Inc.
Software
First lien - Drawn #1
$969.0K
$962.0K
$7.0K
11.57%+3.75%
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien - Drawn
$881.0K
$920.0K
-$39.0K
14.07%+6.75%
ACI Group Holdings, Inc.
Healthcare
First lien - Drawn
$864.0K
$874.0K
-$10.0K
10.92%+5.50%
Fortis Solutions Group, LLC
Packaging
First lien #3
$859.0K
$861.0K
-$2.0K
11.04%+5.50%
Wealth Enhancement Group, LLC
Financial Services
First lien #3
$834.0K
$828.0K
$6.0K
10.67%+5.75%
Calabrio, Inc.
Software
First lien - Drawn
$829.0K
$843.0K
-$14.0K
12.45%+7.13%
KPSKY Acquisition Inc.
Business Services
First lien - Drawn
$826.0K
$818.0K
$8.0K
10.71%+5.25%
Integro Parent Inc.
Business Services
First lien #2
$815.0K
$813.0K
$2.0K
17.64%
IMO Investor Holdings, Inc.
Healthcare
First lien - Drawn #1
$814.0K
$847.0K
-$33.0K
11.04%+6.00%
Notorious Topco, LLC
Consumer Products
First lien - Drawn #1
$801.0K
$867.0K
-$66.0K
12.27%+6.75%
MRI Software LLC
Software
First lien #5
$796.0K
$801.0K
-$5.0K
10.99%+5.50%
KPSKY Acquisition Inc.
Business Services
First lien #2
$792.0K
$786.0K
$6.0K
10.63%+5.25%
AmeriVet Partners Management, Inc.
Consumer Services
First lien - Drawn
$770.0K
$810.0K
-$40.0K
11.04%+5.50%
Bullhorn, Inc.
Software
First lien #3
$765.0K
$761.0K
$4.0K
11.24%+5.75%
Tennessee Bidco Limited
Business Services
First lien #5
EUR 757.0K
EUR 725.0K
EUR 32.0K
11.47%+5.00%
Coyote Buyer, LLC
Specialty Chemicals & Materials
First lien - Drawn
$709.0K
$706.0K
$3.0K
11.50%+6.00%
Foreside Financial Group, LLC
Business Services
First lien - Drawn
$545.0K
$539.0K
$6.0K
10.79%+5.25%
iCIMS, Inc.
Software
First lien - Drawn
$466.0K
$467.0K
-$1.0K
12.14%+6.75%
Ansira Holdings, Inc.
Business Services
First lien #2
$402.0K
$8.31M
-$7.91M
11.93%
Ansira Holdings, Inc.
Business Services
First lien - Drawn
$385.0K
$385.0K
$0.00
15.51%+8.00%
GC Waves Holdings, Inc.
Financial Services
First lien - Drawn
$356.0K
$353.0K
$3.0K
11.42%+6.00%
Bullhorn, Inc.
Software
First lien #4
$343.0K
$341.0K
$2.0K
11.24%+5.75%
Eagle Infrastructure Services, LLC (fka FR Arsenal Holdings II Corp.)
Business Services
First lien #2
$342.0K
$342.0K
$0.00
13.04%+7.50%
Fortis Solutions Group, LLC
Packaging
First lien - Drawn
$309.0K
$310.0K
-$1.0K
10.99%+5.50%
Foreside Financial Group, LLC
Business Services
First lien #2
$278.0K
$275.0K
$3.0K
10.82%+5.25%
Bullhorn, Inc.
Software
First lien #5
$273.0K
$272.0K
$1.0K
11.24%+5.75%
Safety Borrower Holdings LLC
Software
First lien - Drawn
$256.0K
$255.0K
$1.0K
12.75%+4.25%
IMO Investor Holdings, Inc.
Healthcare
First lien - Drawn #2
$242.0K
$245.0K
-$3.0K
11.42%+6.00%
Kaseya Inc.
Software
First lien - Drawn #2
$235.0K
$261.0K
-$26.0K
11.62%+3.75%
Sierra Hamilton Holdings Corporation
Equity - United States
Ordinary shares #2
$201.0K
$1.28M
-$1.08M
Ancora Acquisition LLC
Education
Preferred shares
$158.0K
$83.0K
$75.0K
GEDC Equity, LLC
Healthcare
Ordinary shares
$150.0K
$190.0K
-$40.0K
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Drawn #2
$138.0K
$139.0K
-$1.0K
11.22%+5.75%
Daxko Acquisition Corporation
Software
First lien - Drawn
$121.0K
$122.0K
-$1.0K
13.00%+4.50%
Haven Midstream Holdings LLC
Specialty Chemicals & Materials
Profit Interest
$92.0K
Fortis Solutions Group, LLC
Packaging
First lien #4
$80.0K
$80.0K
$0.00
10.99%+5.50%
Specialtycare, Inc.
Healthcare
First lien #2
$75.0K
$76.0K
-$1.0K
11.32%+5.75%
Notorious Topco, LLC
Consumer Products
First lien - Drawn #2
$54.0K
$58.0K
-$4.0K
12.27%+6.75%
NM APP Canada Corp.
Net Lease
Membership interest
$7.0K
Education Management II LLC
Education
First lien, Non-accrual status
$0.00
$953.0K
-$953.0K
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
19.43%+13.50%
Education Management Corporation
Education
Preferred shares #1
$0.00
$200.0K
-$200.0K
Education Management Corporation
Equity - United States
Preferred shares #2
$0.00
$113.0K
-$113.0K
Education Management Corporation
Equity - United States
Ordinary shares #1
$0.00
$100.0K
-$100.0K
Education Management Corporation
Equity - United States
Ordinary shares #2
$0.00
$56.0K
-$56.0K
Education Management II LLC
Education
First lien #1
$0.00
$292.0K
-$292.0K
13.00%+7.50%
Education Management II LLC
Education
First lien #2
$0.00
$165.0K
-$165.0K
13.00%+7.50%
Education Management II LLC
Education
First lien #3
$0.00
$199.0K
-$199.0K
9.75%+6.50%
Education Management II LLC
Education
First lien #4
$0.00
$112.0K
-$112.0K
9.75%+6.50%
Education Management II LLC
Education
First lien #5
$0.00
$115.0K
-$115.0K
11.75%+8.50%
Education Management II LLC
Education
First lien #6
$0.00
$65.0K
-$65.0K
11.75%+8.50%
Education Management II LLC
Education
First lien #7
$0.00
$3.0K
-$3.0K
11.75%+8.50%
Education Management II LLC
Education
First lien #8
$0.00
$2.0K
-$2.0K
11.75%+8.50%
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
DCA Investment Holding, LLC
Healthcare
First lien - Undrawn
-$1.0K
Pye-Barker Fire & Safety, LLC
Business Services
First lien - Undrawn
-$6.0K
-$16.0K
$10.0K
YLG Holdings, Inc.
Business Services
First lien - Undrawn #2
-$8.0K
Daxko Acquisition Corporation
Software
First lien - Undrawn #1
-$9.0K
Community Brands ParentCo, LLC
Software
First lien - Undrawn #1
-$10.0K
-$4.0K
-$6.0K
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien - Undrawn
-$12.0K
-$3.0K
-$9.0K
Sun Acquirer Corp.
Consumer Services
First lien - Undrawn
-$12.0K
-$5.0K
-$7.0K
Daxko Acquisition Corporation
Software
First lien - Undrawn #2
-$13.0K
-$9.0K
-$4.0K
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Undrawn #1
-$13.0K
-$16.0K
$3.0K
Calabrio, Inc.
Software
First lien - Undrawn
-$16.0K
-$5.0K
-$11.0K
Groundworks, LLC
Consumer Services
First lien - Undrawn #1
-$16.0K
-$16.0K
$0.00
NMC Crimson Holdings, Inc.
Healthcare
First lien - Undrawn
-$16.0K
AAH Topco, LLC
Consumer Services
First lien - Undrawn #1
-$17.0K
-$14.0K
-$3.0K
DOCS, MSO, LLC
Healthcare
First lien - Undrawn #1
-$18.0K
TigerConnect, Inc.
Healthcare
First lien - Undrawn #1
-$18.0K
MRI Software LLC
Software
First lien - Undrawn
-$19.0K
-$10.0K
-$9.0K
Specialtycare, Inc.
Healthcare
First lien - Undrawn
-$19.0K
-$8.0K
-$11.0K
Community Brands ParentCo, LLC
Software
First lien - Undrawn #2
-$21.0K
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Undrawn #2
-$21.0K
-$13.0K
-$8.0K
iCIMS, Inc.
Software
First lien - Undrawn #3
-$23.0K
-$21.0K
-$2.0K
IMO Investor Holdings, Inc.
Healthcare
First lien - Undrawn #1
-$29.0K
-$13.0K
-$16.0K
Deca Dental Holdings LLC
Healthcare
First lien - Undrawn
-$31.0K
-$10.0K
-$21.0K
Fortis Solutions Group, LLC
Packaging
First lien - Undrawn #1
-$31.0K
-$29.0K
-$2.0K
IG Investments Holdings, LLC
Business Services
First lien - Undrawn
-$31.0K
-$23.0K
-$8.0K
Groundworks, LLC
Consumer Services
First lien - Undrawn #2
-$34.0K
DOCS, MSO, LLC
Healthcare
First lien - Undrawn #2
-$38.0K
YLG Holdings, Inc.
Business Services
First lien - Undrawn #3
-$38.0K
-$20.0K
-$18.0K
AAH Topco, LLC
Consumer Services
First lien - Undrawn #2
-$44.0K
-$37.0K
-$7.0K
Notorious Topco, LLC
Consumer Products
First lien - Undrawn #1
-$46.0K
-$7.0K
-$39.0K
DOCS, MSO, LLC
Healthcare
First lien - Undrawn #3
-$48.0K
Pioneer Buyer I, LLC
Software
First lien - Undrawn
-$48.0K
-$24.0K
-$24.0K
Fortis Solutions Group, LLC
Packaging
First lien - Undrawn #2
-$50.0K
IMO Investor Holdings, Inc.
Healthcare
First lien - Undrawn #2
-$50.0K
-$23.0K
-$27.0K
ACI Group Holdings, Inc.
Healthcare
First lien - Undrawn #1
-$51.0K
-$24.0K
-$27.0K
AAH Topco, LLC
Consumer Services
First lien - Undrawn #3
-$53.0K
-$44.0K
-$9.0K
Diligent Corporation
Software
First lien - Undrawn
-$53.0K
-$11.0K
-$42.0K
Notorious Topco, LLC
Consumer Products
First lien - Undrawn #2
-$64.0K
-$6.0K
-$58.0K
TigerConnect, Inc.
Healthcare
First lien - Undrawn #2
-$66.0K
-$43.0K
-$23.0K
ACI Group Holdings, Inc.
Healthcare
First lien - Undrawn #2
-$74.0K
AAC Lender Holdings, LLC
Education
Ordinary shares
AmeriVet Partners Management, Inc.
Consumer Services
First lien - Undrawn #1
-$10.0K
AmeriVet Partners Management, Inc.
Consumer Services
First lien - Undrawn #2
-$44.0K
American Achievement Corporation (aka AAC Holding Corp.)
Education
Subordinated
7.54%
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien - Undrawn
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien, Non-accrual status
Ansira Holdings, Inc
Business Services
First lien - Undrawn
Appriss Health, LLC
Healthcare
First lien - Undrawn
-$4.0K
Associations, Inc.
Business Services
First lien - Undrawn
-$18.0K
Atlas AU Bidco Pty Ltd
Business Services
First lien - Undrawn
-$5.0K
Avalara, Inc.
Software
First lien - Undrawn
-$21.0K
Bullhorn, Inc.
Software
First lien - Undrawn
-$6.0K
Coupa Holdings, LLC
Software
First lien - Undrawn #1
Coupa Holdings, LLC
Software
First lien - Undrawn #2
-$12.0K
Coyote Buyer, LLC
Specialty Chemicals & Materials
First lien - Undrawn
-$2.0K
Foreside Financial Group, LLC
Business Services
First lien - Undrawn #1
Foreside Financial Group, LLC
Business Services
First lien - Undrawn #2
-$16.0K
GC Waves Holdings, Inc.
Financial Services
First lien - Undrawn #1
GC Waves Holdings, Inc.
Financial Services
First lien - Undrawn #2
-$30.0K
GS Acquisitionco, Inc.
Software
First lien - Undrawn
-$23.0K
Granicus, Inc.
Software
First lien - Undrawn
-$10.0K
Haven Midstream LLC
Specialty Chemicals & Materials
First lien - Undrawn
Infogain Corporation
Business Services
First lien - Undrawn
-$29.0K
KPSKY Acquisition Inc.
Business Services
First lien - Undrawn
Kaseya Inc.
Software
First lien - Undrawn #1
-$22.0K
Kaseya Inc.
Software
First lien - Undrawn #2
-$27.0K
Kele Holdco, Inc.
Distribution & Logistics
First lien - Undrawn
-$9.0K
New Permian Holdco, L.L.C.
Energy
First lien - Undrawn
OA Buyer, Inc.
Healthcare
First lien - Undrawn
-$36.0K
Oranje Holdco, Inc.
Education
First lien - Undrawn
-$23.0K
PPV Intermediate Holdings, LLC
Consumer Services
First lien - Undrawn
-$5.0K
Permian Trust
Energy
First lien #1
10.00%
Permian Trust
Permian Trust
First lien #2
11.00%
Project Power Buyer, LLC
Software
First lien - Undrawn
-$3.0K
Recorded Future, Inc.
Software
First lien - Undrawn
-$20.0K
Safety Borrower Holdings LLC
Software
First lien - Undrawn
-$1.0K
Tahoe Finco, LLC
Information Technology
First lien - Undrawn
-$44.0K
Tennessee Bidco Limited
Business Services
First lien 2 and Tennessee Bidco Limited, First lien #5
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
Wealth Enhancement Group, LLC
Financial Services
First lien - Undrawn #1
-$6.0K
Wealth Enhancement Group, LLC
Financial Services
First lien - Undrawn #2
-$12.0K
Xactly Corporation
Software
First lien - Undrawn
-$10.0K
YLG Holdings, Inc.
Business Services
First lien - Undrawn #1
iCIMS, Inc.
Software
First lien - Undrawn #1
iCIMS, Inc.
Software
First lien - Undrawn #2
Disclosed holdings FV
$3.11B
Parsed holdings FV
$3.14B
Residual gap
-$26.51M
Balance-sheet cash
$83.27M
CIK
0001496099
Accession
0001496099-23-000028
Form type
10-Q
Period
2023-09-30