BDC·info
NMFC

New Mountain Finance

Period
SEC EDGAR ↗
Portfolio Fair Value
$2.32B
368 holdings
Avg Spread
+5.16%
FV-weighted, debt
Avg Coupon
9.55%
FV-weighted
% First Lien
65.6%
of debt FV
Unrealized P/L
-$224.01M
-8.82% of cost
Non-Accrual
17
text-detected

Balance sheet

Assets$2.43B
Liabilities + Equity$2.43B
First Lien
$1.52B · 62.5%
Equity
$457.65M · 18.9%
Debt (Borrowings)
$1.33B · 54.7%
Net Assets (Equity)
$1.04B · 43.0%

Industry Composition

Business Services
20.0%
Healthcare
16.9%
Software
16.1%
Unclassified
11.4%
Consumer Services
6.0%
Financial Services & Technology
5.9%
Net Lease
5.3%
Education
4.9%
Distribution & Logistics
4.5%
Packaging
3.4%
Energy
2.9%
Food & Beverage
0.9%
Other industries
1.9%

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
Q1 '26

Spread Distribution

0.5%
 
1.5%
 
2.5%
 
3.5%
 
4.5%
 
5.5%
 
6.5%
 
7.5%
 
8.5%
 
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
368 of 369
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
NMFC Senior Loan Program III LLC
Membership interest
$157.87M
$160.00M
-$2.13M
NM NL Holdings, L.P.
Net Lease
Membership interest
$113.27M
$80.17M
$33.09M
NMFC Senior Loan Program IV LLC
Membership interest
$105.53M
$112.40M
-$6.87M
UniTek Global Services, Inc.
Business Services
Preferred shares #1
$67.71M
$64.39M
$3.32M
20.00%
Healthspan Buyer, LLC
Healthcare
First lien #1
$53.46M
$52.93M
$531.0K
8.45%+4.75%
Model N, Inc.
Healthcare
First lien
$43.66M
$43.49M
$176.0K
8.45%+4.75%
CentralSquare Technologies, LLC
Software
First lien
$36.41M
$36.09M
$318.0K
9.42%+5.75%
Auctane Inc. (fka Stamps.com Inc.)
Distribution & Logistics
First lien
$36.16M
$36.00M
$157.0K
9.58%+5.75%
Deca Dental Holdings LLC
Healthcare
First lien #1
$34.79M
$36.46M
-$1.67M
9.55%+5.75%
Einstein Parent, Inc.
Software
First lien #1
$34.30M
$35.29M
-$997.0K
8.92%+5.25%
IG Investments Holdings, LLC
Business Services
First lien #1
$32.39M
$32.26M
$130.0K
8.67%+5.00%
New Permian Holdco, L.L.C.
Energy
First lien - Drawn
$29.96M
$29.96M
$0.00
9.96%+6.00%
Associations, Inc.
Business Services
First lien
$29.95M
$29.94M
$9.0K
10.42%+6.50%
TigerConnect, Inc.
Healthcare
First lien #1
$29.31M
$29.74M
-$424.0K
10.06%+6.25%
Fortis Solutions Group, LLC
Packaging
First lien #1
$29.16M
$29.03M
$127.0K
9.30%+5.50%
Edmentum Ultimate Holdings, LLC
Education
Subordinated
$27.83M
$27.79M
$45.0K
17.82%
New Benevis Holdco, Inc.
Healthcare
Subordinated
$27.69M
$27.42M
$270.0K
12.00%
Dealer Tire Holdings, LLC
Distribution & Logistics
Preferred shares
$25.97M
$27.08M
-$1.11M
7.00%
New Benevis Holdco, Inc.
Healthcare
First lien
$24.90M
$24.90M
$0.00
12.00%
New Benevis Topco, LLC
Healthcare
Common stock #1
$24.45M
$27.15M
-$2.71M
Cronos Crimson Holdings, Inc. (f/k/a NMC Crimson Holdings, Inc.)
Healthcare
First lien #1
$24.17M
$24.05M
$124.0K
9.89%+6.09%
PetVet Care Centers, LLC
Consumer Services
First lien
$23.86M
$27.58M
-$3.72M
9.67%+6.00%
New Permian Holdco, L.L.C.
Energy
First lien
$23.34M
$23.34M
$0.00
12.96%+9.00%
Foundational Education Group, Inc.
Education
Second lien #1
$22.50M
$22.44M
$60.0K
10.43%+6.50%
PPV Intermediate Holdings, LLC
Consumer Services
First lien #1
$21.71M
$22.07M
-$359.0K
9.42%+5.75%
YLG Holdings, Inc.
Business Services
First lien #1
$21.61M
$21.58M
$23.0K
8.41%+4.75%
Xactly Corporation
Software
First lien
$21.36M
$22.49M
-$1.13M
10.02%+6.25%
Sierra Enterprises, LLC
Food & Beverage
First lien
$21.30M
$21.17M
$138.0K
9.45%+5.75%
GC Waves Holdings, Inc.
Financial Services & Technology
First lien
$21.18M
$21.13M
$51.0K
8.17%+4.50%
PDI TA Holdings, Inc.
Software
First lien #1
$21.10M
$22.03M
-$931.0K
9.70%+3.50%
MRI Software LLC
Software
First lien #1
$20.78M
$21.13M
-$346.0K
8.45%+4.75%
Brave Parent Holdings, Inc.
Software
First lien
$20.39M
$20.99M
-$603.0K
7.92%+4.25%
Tennessee Bidco Limited
Business Services
First lien #1
$20.02M
$20.10M
-$85.0K
9.08%+3.50%
GS Acquisitionco, Inc.
Software
First lien #1
$19.68M
$21.00M
-$1.31M
8.95%+5.25%
Einstein Parent, Inc.
Software
First lien #2
$19.28M
$19.82M
-$543.0K
8.92%+5.25%
Nelipak Holding Company
Packaging
First lien #1
EUR 18.86M
EUR 17.57M
EUR 1.28M
7.63%+5.50%
Low Voltage Holdings Inc.
Business Services
First lien #1
$18.46M
$18.40M
$63.0K
8.20%+4.50%
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien #1
$17.75M
$24.57M
-$6.82M
7.67%+4.00%
AmeriVet Partners Management, Inc.
Consumer Services
First lien #1
$17.66M
$18.68M
-$1.03M
9.35%+5.50%
Tennessee Bidco Limited
Business Services
First lien #2
$16.41M
$16.41M
$0.00
9.08%+3.50%
Foreside Financial Group, LLC
Business Services
First lien #1
$16.32M
$16.27M
$41.0K
9.07%+5.25%
HS Purchaser, LLC / Help/Systems Holdings, Inc.
Software
Second lien #1
$16.25M
$24.24M
-$7.99M
12.76%
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien #1
$16.00M
$29.84M
-$13.84M
11.02%+0.50%
Baker Tilly Advisory Group, LP
Financial Services & Technology
First lien #1
$15.39M
$15.47M
-$76.0K
8.42%+4.75%
Digicert, Inc.
Software
First lien
$15.31M
$15.32M
-$13.0K
9.42%+5.75%
Viper Bidco. Inc.
Business Services
First lien #1
GBP 15.14M
GBP 15.00M
GBP 144.0K
8.48%+4.75%
Symplr Software Intermediate Holdings, Inc.
Healthcare
Series A preferred shares #1
$14.98M
$19.64M
-$4.65M
14.30%
ACI Group Holdings, Inc.
Healthcare
First lien #1
$14.84M
$22.55M
-$7.71M
9.80%+2.75%
Tempo Acquisition, LLC
Business Services
First lien
$14.71M
$13.46M
$1.25M
5.42%+1.75%
Bonterra LLC
Software
First lien #1
$14.68M
$14.92M
-$241.0K
8.45%+4.75%
Kele Holdco, Inc.
Distribution & Logistics
First lien #1
$14.43M
$14.42M
$11.0K
8.17%+4.50%
Coupa Holdings, LLC
Software
First lien
$14.03M
$14.09M
-$61.0K
8.92%+5.25%
Acumatica Holdings, Inc.
Software
First lien
$13.72M
$13.76M
-$35.0K
8.45%+4.75%
UniTek Global Services, Inc.
Business Services
Preferred shares #2
$13.28M
$29.32M
-$16.04M
Knockout Intermediate Holdings I Inc.
Software
Preferred shares
$12.74M
$13.25M
-$507.0K
14.35%
Daxko Acquisition Corporation
Financial Services & Technology
First lien #1
$12.57M
$12.66M
-$92.0K
8.42%+4.75%
USRP Holdings, Inc.
Business Services
First lien
$12.36M
$12.31M
$52.0K
8.42%+4.75%
Houghton Mifflin Harcourt Company
Education
First lien
$12.16M
$14.03M
-$1.87M
9.02%+5.25%
New Benevis Topco, LLC
Healthcare
Common stock #2
$11.46M
$12.77M
-$1.31M
New Permian Holdco, Inc.
Energy
Ordinary shares
$11.00M
$11.15M
-$155.0K
Foundational Education Group, Inc.
Education
Second lien #2
$10.96M
$10.77M
$199.0K
10.43%+6.50%
Eagle Infrastructure Super HoldCo, LLC
Business Services
Ordinary shares
$10.85M
$4.10M
$6.75M
HBWM Holdings, LLC
Financial Services & Technology
Common units
$10.84M
$4.79M
$6.04M
4.00%+4.00%
Cardinal Parent, Inc.
Financial Services & Technology
First lien
$10.80M
$11.55M
-$757.0K
8.35%+4.50%
CFS Management, LLC
Healthcare
First lien #1
$10.72M
$12.25M
-$1.53M
12.46%+3.38%
Eagle Infrastructure Services, LLC (fka FR Arsenal Holdings II Corp.)
Business Services
First lien #1
$10.63M
$10.63M
$0.00
11.35%+7.50%
Project Accelerate Parent, LLC
Financial Services & Technology
First lien
$10.39M
$10.35M
$40.0K
8.92%+5.25%
Associations, Inc.
Business Services
Subordinated #1
$9.50M
$9.49M
$13.0K
14.25%
AAH Topco, LLC
Consumer Services
First lien #1
$9.48M
$9.44M
$33.0K
9.02%+5.25%
Ciklum Inc.
Business Services
First lien #1
$9.42M
$9.33M
$84.0K
10.76%+7.00%
DG Investment Intermediate Holdings 2, Inc.
Business Services
First lien
$9.29M
$9.47M
-$181.0K
9.17%+5.50%
Cardinal Parent, Inc.
Financial Services & Technology
Second lien
$9.17M
$9.72M
-$556.0K
11.60%+7.75%
Ultimus Group Midco, LLC.
Financial Services & Technology
First lien
$9.05M
$9.05M
-$4.0K
8.45%+4.75%
TVG-Edmentum Holdings, LLC
Education
Series C-2 Preferred Units
$9.05M
$9.05M
$0.00
15.00%
Nelipak Holding Company
Packaging
First lien #2
$8.91M
$8.86M
$52.0K
9.20%+5.50%
Bullhorn, Inc.
Software
First lien #1
$8.88M
$8.97M
-$94.0K
8.67%+5.00%
NM YI, LLC
Net Lease
Membership interest
$8.73M
$6.27M
$2.46M
Convey Health Solutions, Inc.
Healthcare
First Lien #1
$8.64M
$13.24M
-$4.60M
9.05%+1.31%
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien #1
$8.61M
$8.58M
$25.0K
12.45%+6.75%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #1
$8.42M
$8.39M
$36.0K
9.10%+5.25%
Trinity Air Consultants Holdings Corporation
Business Services
First lien #1
$8.32M
$8.29M
$33.0K
8.02%+4.25%
Alegeus Technologies Holdings Corp.
Healthcare
First lien
$8.28M
$8.20M
$80.0K
10.17%+6.50%
Firebird Acquisition Corp, Inc.
Business Services
First lien #1
$8.22M
$8.21M
$17.0K
8.67%+2.25%
HP TLE Buyer, Inc.
Education
First lien
$8.17M
$8.13M
$38.0K
8.45%+4.75%
PPV Intermediate Holdings, LLC
Consumer Services
First lien #2
$8.01M
$8.15M
-$148.0K
9.42%+5.75%
Matterhorn Finco, Inc.
Software
First lien
$7.94M
$7.94M
$0.00
9.20%+5.50%
Compsych Investments Corp.
Business Services
First lien
$7.77M
$7.72M
$47.0K
8.42%+4.75%
Jawbreaker Parent, Inc.
Software
First lien
$7.76M
$7.76M
-$1.0K
8.45%+4.75%
Infogain Corporation
Business Services
First lien
$7.67M
$7.63M
$35.0K
9.52%+5.75%
MRI Software LLC
Software
First lien #2
$7.36M
$7.49M
-$125.0K
8.45%+4.75%
AAH Topco, LLC
Consumer Services
First lien #2
$7.28M
$7.25M
$29.0K
9.02%+5.25%
iCIMS, Inc.
Software
First lien #1
$7.13M
$7.33M
-$209.0K
9.92%+6.25%
Eclipse Buyer Inc.
Financial Services & Technology
First lien
$7.08M
$7.08M
-$6.0K
8.18%+4.50%
AAH Topco, LLC
Consumer Services
Subordinated #1
$7.04M
$7.07M
-$38.0K
11.50%
OEConnection LLC
Business Services
First lien
$6.61M
$6.58M
$26.0K
8.17%+4.50%
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien #2
$6.56M
$5.79M
$773.0K
7.67%+4.00%
CRCI Longhorn Holdings, Inc.
Business Services
First lien
$6.43M
$6.41M
$26.0K
8.42%+4.75%
Notorious Buyer, LLC
Consumer Products
Common stock
$6.36M
$7.34M
-$979.0K
KPSKY Acquisition Inc.
Business Services
First lien #1
$6.32M
$6.71M
-$389.0K
9.27%+5.50%
Infogain Corporation
Business Services
Subordinated
$6.26M
$6.22M
$45.0K
11.30%+7.50%
Next Holdco, LLC
Healthcare
First lien
$6.25M
$6.22M
$30.0K
8.89%+5.25%
Legends Hospitality Holding Company, LLC
Business Services
First lien
$6.19M
$6.20M
-$13.0K
9.17%+2.75%
Fullsteam Operations LLC
Financial Services & Technology
First lien
$6.18M
$6.19M
-$11.0K
8.89%+5.25%
Planview Parent, Inc.
Software
First lien #1
$6.15M
$9.21M
-$3.06M
9.45%+5.75%
Greenway Health, LLC
Healthcare
First lien
$6.15M
$6.16M
-$17.0K
10.45%+6.75%
Vehlo Purchaser, LLC
Software
First lien
$6.04M
$6.01M
$24.0K
9.17%+5.50%
AAH Topco, LLC
Consumer Services
First lien #3
$5.99M
$5.97M
$16.0K
9.02%+5.25%
FS WhiteWater Holdings, LLC
Consumer Services
Ordinary shares
$5.90M
$5.00M
$900.0K
Foundational Education Group, Inc.
Education
First lien
$5.83M
$5.89M
-$68.0K
7.68%+3.75%
NC Topco, LLC
Financial Services & Technology
First lien #1
$5.79M
$5.82M
-$34.0K
8.17%+4.50%
RailPros Parent, LLC
Business Services
First lien
$5.78M
$5.79M
-$3.0K
7.91%+4.25%
Baker Tilly Advisory Group, LP
Financial Services & Technology
First lien #2
$5.67M
$5.74M
-$67.0K
8.17%+4.50%
RLG Holdings, LLC
Packaging
First lien #1
$5.55M
$5.59M
-$45.0K
8.18%+4.25%
Ciklum Inc.
Business Services
First lien #2
$5.33M
$5.27M
$57.0K
10.73%+7.00%
Cronos Crimson Holdings, Inc. (f/k/a NMC Crimson Holdings, Inc.)
Healthcare
First lien #2
$5.01M
$5.00M
$10.0K
9.91%+6.09%
Healthspan Buyer, LLC
Healthcare
First lien #2
$5.00M
$4.97M
$36.0K
8.45%+4.75%
TVG-Edmentum Holdings, LLC
Equity - United States
Class B-1 Common Shares
$5.00M
$43.21M
-$38.21M
AmeriVet Partners Management, Inc.
Consumer Services
First lien #2
$4.91M
$5.20M
-$285.0K
9.35%+5.50%
Notorious Topco, LLC
Consumer Products
First lien #1
$4.84M
$4.84M
$0.00
11.10%
WEG Sub Intermediate Holdings, LLC
Financial Services & Technology
First lien
$4.82M
$4.78M
$42.0K
13.00%
Adelaide Borrower, LLC
Business Services
First lien
$4.73M
$4.75M
-$12.0K
9.95%+6.25%
Cronos Crimson Holdings, Inc. (f/k/a NMC Crimson Holdings, Inc.)
Healthcare
First lien #3
$4.71M
$4.69M
$17.0K
10.06%+6.24%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #2
$4.70M
$4.67M
$26.0K
9.10%+5.25%
Atlas AU Bidco Pty Ltd
Business Services
First lien #1
$4.39M
$4.44M
-$50.0K
8.42%+4.75%
MRI Software LLC
Software
First lien #3
$4.38M
$4.46M
-$75.0K
8.45%+4.75%
YLG Holdings, Inc.
Business Services
First lien #2
$4.30M
$4.28M
$19.0K
8.41%+4.75%
Firebird Co-Invest L.P.
Business Services
LP Interest
$4.19M
$3.36M
$831.0K
Logrhythm, Inc.
Software
First lien
$3.67M
$4.15M
-$478.0K
11.17%+7.50%
TigerConnect, Inc.
Healthcare
First lien #2
$3.67M
$3.74M
-$70.0K
10.06%+6.25%
Deca Dental Holdings LLC
Healthcare
First lien #2
$3.66M
$3.84M
-$175.0K
9.55%+5.75%
Associations, Inc.
Business Services
Subordinated #2
$3.63M
$3.62M
$6.0K
14.25%
Capstone Borrower, Inc.
Business Services
First lien
$3.60M
$3.23M
$364.0K
8.00%+8.00%
AAH Topco, LLC
Consumer Services
First lien #4
$3.50M
$3.56M
-$55.0K
9.02%+5.25%
RLG Holdings, LLC
Packaging
First lien #2
$3.40M
$5.91M
-$2.51M
8.18%+4.25%
Bullhorn, Inc.
Software
First lien #2
$3.40M
$3.40M
$3.0K
8.67%+5.00%
Diligent Corporation
Software
First lien
$3.36M
$3.39M
-$27.0K
8.67%+5.00%
Atlas AU Bidco Pty Ltd
Business Services
First lien #2
$3.36M
$3.37M
-$15.0K
8.42%+4.75%
Eclipse Topco Holdings, Inc. (fka Transcendia Holdings, Inc.)
Packaging
Series A preferred shares
$3.33M
$3.33M
$0.00
15.00%
DOCS
MSO
LLC | First lien #1
$3.20M
$3.23M
-$31.0K
8.81%+5.00%
CFS Management, LLC
Healthcare
First lien #2
$3.19M
$3.66M
-$464.0K
12.46%+3.38%
Ivy Hill Middle Market Credit Fund, Ltd
Structured Finance Obligation
Funded Debt Investments - Switzerland
$3.19M
$3.23M
-$46.0K
10.67%+7.00%
AI Altius US Bidco, Inc.
Business Services
First lien
$3.06M
$3.05M
$10.0K
8.36%+4.75%
Bamboo Health Holdings, LLC (f/k/a Appriss Health, LLC)
Business Services
First lien
$3.05M
$3.04M
$7.0K
8.52%+4.75%
HS Purchaser, LLC / Help/Systems Holdings, Inc.
Software
Second lien #2
$3.04M
$4.53M
-$1.49M
12.76%
MRI Software LLC
Software
First lien #4
$3.01M
$3.06M
-$50.0K
8.45%+4.75%
Eclipse Topco Holdings, Inc. (fka Transcendia Holdings, Inc.)
Equity - United States
Series B preferred shares
$3.01M
$2.56M
$444.0K
11.50%
TigerConnect, Inc.
Healthcare
First lien #3
$3.00M
$3.03M
-$37.0K
10.06%+6.25%
Meta Buyer LLC
Healthcare
First lien #1
$2.96M
$2.96M
-$1.0K
8.94%+5.25%
Deca Dental Holdings LLC
Healthcare
First lien #3
$2.88M
$3.00M
-$121.0K
9.55%+5.75%
ACI Group Holdings, Inc.
Healthcare
First lien #2
$2.85M
$4.32M
-$1.47M
9.80%+2.75%
Planview Parent, Inc.
Software
First lien #2
$2.83M
$3.02M
-$190.0K
7.20%+3.50%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #3
$2.83M
$2.81M
$14.0K
9.10%+5.25%
FS WhiteWater Borrower, LLC
Consumer Services
First lien #4
$2.81M
$2.80M
$12.0K
9.10%+5.25%
Trinity Air Consultants Holdings Corporation
Business Services
First lien #2
$2.79M
$2.78M
$13.0K
8.01%+4.25%
PPVA Black Elk (Equity) LLC
Business Services
Subordinated
$2.75M
$14.50M
-$11.74M
PPVA Black Elk (Equity) LLC
Business Services
Subordinated
$2.75M
$14.50M
-$11.74M
Firebird Acquisition Corp, Inc.
Business Services
First lien #2
$2.63M
$2.63M
$6.0K
8.17%+4.50%
ACI Group Holdings, Inc.
Healthcare
First lien #3
$2.63M
$3.99M
-$1.36M
9.80%+2.75%
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Drawn #1
$2.53M
$2.50M
$23.0K
9.10%+5.25%
IG Investments Holdings, LLC
Business Services
First lien #2
$2.51M
$2.51M
-$1.0K
8.67%+5.00%
Jawbreaker Topco, L.P.
Software
Class A-1 common units
$2.48M
$2.48M
$0.00
Mai Capital Management Intermediate LLC
Financial Services & Technology
First lien - Drawn #1
$2.47M
$2.45M
$23.0K
8.45%+4.75%
GS Acquisitionco, Inc.
Software
First lien - Drawn
$2.37M
$2.52M
-$149.0K
8.95%+5.25%
Notorious Topco, LLC
Consumer Products
Subordinated
$2.33M
$2.33M
$0.00
12.85%
Viper Bidco. Inc.
Business Services
First lien #2
$2.23M
$2.29M
-$57.0K
8.45%+4.75%
Eclipse Topco, Inc.
Financial Services & Technology
Preferred shares
$2.23M
$2.21M
$19.0K
12.50%
Nelipak Holding Company
Packaging
First lien - Drawn #1
$2.16M
$2.15M
$15.0K
9.20%+5.50%
RLG Holdings, LLC
Packaging
First lien #3
$1.97M
$4.10M
-$2.13M
8.67%+5.00%
RealPage, Inc.
Software
First lien
$1.91M
$1.84M
$73.0K
7.45%+3.75%
RLG Holdings, LLC
Packaging
Second lien
$1.88M
$1.54M
$342.0K
11.43%+7.50%
Associations, Inc.
Business Services
First lien - Drawn
$1.83M
$1.83M
$1.0K
10.42%+6.50%
Sierra Hamilton Holdings Corporation
Energy
Ordinary shares #1
$1.80M
$11.50M
-$9.70M
Pioneer Topco I, L.P.
Software
Class A-2 common units
$1.70M
$2.00M
-$300.0K
NC Topco, LLC.
Financial Services & Technology
First lien #2
$1.66M
$1.66M
-$8.0K
8.42%+4.75%
PDI TA Holdings, Inc.
Software
First lien - Drawn
$1.63M
$1.70M
-$70.0K
9.17%+5.50%
Bonterra LLC
Software
First lien #2
$1.60M
$1.63M
-$30.0K
8.45%+4.75%
DOCS
MSO
LLC | First lien #2
$1.58M
$1.58M
-$4.0K
8.81%+5.00%
DCA Investment Holding, LLC
Healthcare
First lien #1
$1.57M
$1.78M
-$207.0K
12.11%+8.41%
ACI Group Holdings, Inc.
Healthcare
First lien - Drawn
$1.51M
$2.31M
-$793.0K
9.30%+5.50%
CoreTrust Purchasing Group LLC
Business Services
First lien
$1.47M
$1.46M
$6.0K
8.92%+5.25%
Flash Charm Inc. (fka Idera, Inc.)
Software
Second lien #1
$1.45M
$2.06M
-$610.0K
10.56%+6.75%
Convey Health Solutions, Inc.
Healthcare
First Lien #2
$1.44M
$2.21M
-$762.0K
9.05%+1.31%
DT1 Midco Corp
Business Services
First lien
$1.33M
$1.33M
$0.00
8.67%+5.00%
Atlas AU Bidco Pty Ltd
Business Services
First lien #3
$1.31M
$1.32M
-$9.0K
8.42%+4.75%
Community Management Holdings MidCo 2, LLC
Business Services
First Lien
$1.29M
$1.28M
$12.0K
8.71%+5.00%
Fortis Solutions Group, LLC
Packaging
First lien - Drawn
$1.29M
$1.27M
$13.0K
9.30%+5.50%
Baker Tilly Advisory Group, LP
Financial Services & Technology
First lien #3
$1.25M
$1.26M
-$15.0K
8.17%+4.50%
Kele Holdco, Inc.
Distribution & Logistics
First lien #2
$1.11M
$1.10M
$4.0K
8.17%+4.50%
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien #2
$1.09M
$1.08M
$12.0K
12.42%+6.75%
ACI Parent Inc.
Healthcare
Preferred shares
$1.07M
$20.12M
-$19.05M
11.75%
KPSKY Acquisition Inc.
Business Services
First lien #2
$1.06M
$1.13M
-$64.0K
9.26%+5.50%
Daxko Acquisition Corporation
Financial Services & Technology
First lien #2
$1.06M
$1.07M
-$7.0K
8.42%+4.75%
Bullhorn, Inc.
Software
First lien #3
$1.02M
$1.02M
$2.0K
8.67%+5.00%
Fortis Solutions Group, LLC
Packaging
First lien #2
$970.0K
$972.0K
-$2.0K
9.30%+5.50%
Tennessee Bidco Limited
Business Services
First lien #3
$890.0K
$890.0K
$0.00
9.26%+3.50%
DCA Investment Holding, LLC
Healthcare
First lien #2
$882.0K
$994.0K
-$112.0K
12.20%+8.50%
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Drawn #2
$844.0K
$835.0K
$9.0K
9.10%+5.25%
AAH Topco, LLC
Consumer Services
Subordinated #2
$835.0K
$839.0K
-$4.0K
11.50%
MRI Software LLC
Software
First lien #5
$769.0K
$782.0K
-$13.0K
8.45%+4.75%
Bullhorn, Inc.
Software
First lien #4
$761.0K
$759.0K
$2.0K
8.67%+5.00%
KPSKY Acquisition Inc.
Business Services
First lien #3
$724.0K
$769.0K
-$45.0K
9.25%+5.50%
Low Voltage Holdings Inc.
Business Services
First lien #2
$724.0K
$721.0K
$3.0K
8.20%+4.50%
Nelipak Holding Company
Packaging
First lien - Drawn #2
$705.0K
$700.0K
$5.0K
9.18%+5.50%
AmeriVet Partners Management, Inc.
Consumer Services
First lien #3
$645.0K
$683.0K
-$38.0K
9.35%+5.50%
PetVet Care Centers, LLC
Consumer Services
First lien - Drawn
$637.0K
$734.0K
-$97.0K
9.67%+6.00%
Ambrosia Topco LLC
Distribution & Logistics
Class A-1 common units #1
$590.0K
$1.35M
-$758.0K
Foreside Financial Group, LLC
Business Services
First lien #2
$574.0K
$570.0K
$4.0K
9.09%+5.25%
Ambrosia Topco LLC
Equity - United States
Class A-1 common units #2
$569.0K
$1.30M
-$731.0K
RLG Holdings, LLC
Packaging
First lien #4
$567.0K
$532.0K
$35.0K
8.67%+5.00%
RailPros Parent, LLC
Business Services
First lien - Drawn
$537.0K
$537.0K
$0.00
7.91%+4.25%
Diligent Corporation
Software
First lien - Drawn
$493.0K
$497.0K
-$4.0K
8.67%+5.00%
MRI Software LLC
Software
First lien - Drawn
$492.0K
$498.0K
-$6.0K
8.45%+4.75%
PDI TA Holdings, Inc.
Software
First lien #2
$484.0K
$508.0K
-$24.0K
9.70%+3.50%
iCIMS, Inc.
Software
First lien #2
$473.0K
$495.0K
-$22.0K
9.42%+5.75%
Foreside Financial Group, LLC
Business Services
First lien - Drawn
$462.0K
$460.0K
$2.0K
9.11%+5.25%
Bonterra LLC
Software
First lien - Drawn
$432.0K
$439.0K
-$7.0K
8.44%+4.75%
GS Acquisitionco, Inc.
Software
First lien #2
$419.0K
$445.0K
-$26.0K
8.95%+5.25%
NM GP Holdco, LLC
Net Lease
Membership interest
$412.0K
$925.0K
-$513.0K
Meta Buyer LLC
Healthcare
First lien #2
$407.0K
$406.0K
$1.0K
8.92%+5.25%
TMK Hawk Parent, Corp.
Distribution & Logistics
Subordinated #2
$402.0K
$338.0K
$64.0K
11.00%
YLG Holdings, Inc.
Business Services
First lien - Drawn
$393.0K
$391.0K
$2.0K
8.41%+4.75%
Legends Hospitality Holding Company, LLC
Business Services
First lien - Drawn #2
$372.0K
$372.0K
$0.00
8.67%+5.00%
Legends Hospitality Holding Company, LLC
Business Services
First lien - Drawn #1
$352.0K
$352.0K
$0.00
8.66%+5.00%
TMK Hawk Parent, Corp.
Distribution & Logistics
Subordinated #1
$347.0K
$347.0K
$0.00
11.00%
Bullhorn, Inc.
Software
First lien #5
$341.0K
$340.0K
$1.0K
8.67%+5.00%
Eagle Infrastructure Services, LLC (fka FR Arsenal Holdings II Corp.)
Business Services
First lien #2
$340.0K
$340.0K
$0.00
11.35%+7.50%
Bullhorn, Inc.
Software
First lien #6
$272.0K
$271.0K
$1.0K
8.67%+5.00%
Reorganized Careismatic Brands, LLC
Healthcare
Warrants #1
$272.0K
$182.0K
$90.0K
Centegix Intermediate II, LLC
Business Services
First lien
$239.0K
$239.0K
$0.00
9.20%+5.50%
Sierra Hamilton Holdings Corporation
Equity - United States
Ordinary shares #2
$201.0K
$1.28M
-$1.08M
Flash Charm Inc. (fka Idera, Inc.)
Software
Second lien #2
$193.0K
$276.0K
-$83.0K
10.56%+6.75%
Kele Holdco, Inc.
Distribution & Logistics
First lien - Drawn
$180.0K
$179.0K
$1.0K
8.17%+4.50%
PPV Intermediate Holdings, LLC
Consumer Services
First lien - Drawn
$179.0K
$184.0K
-$5.0K
9.41%+5.75%
Meta Buyer LLC
Healthcare
First lien #3
$175.0K
$175.0K
$0.00
8.92%+5.25%
Reorganized Careismatic Brands, LLC
Trust Claim
Funded Debt Investments - United States #1
$152.0K
$152.0K
$0.00
Bullhorn, Inc.
Software
First lien - Drawn
$125.0K
$127.0K
-$2.0K
8.67%+5.00%
Mai Capital Management Intermediate LLC
Financial Services & Technology
First lien - Drawn #2
$114.0K
$113.0K
$1.0K
8.45%+4.75%
Reorganized Careismatic Brands, LLC
Warrants - United States
Warrants #2
$93.0K
$62.0K
$31.0K
Adelaide Borrower, LLC
Business Services
First lien - Drawn
$79.0K
$79.0K
$0.00
9.92%+6.25%
Fortis Solutions Group, LLC
Packaging
First lien #3
$79.0K
$78.0K
$1.0K
9.30%+5.50%
Symplr Software Intermediate Holdings, Inc.
Equity - United States
Series A preferred shares #2
$69.0K
$91.0K
-$22.0K
14.30%
Daxko Acquisition Corporation
Financial Services & Technology
First lien #3
$63.0K
$64.0K
-$1.0K
8.42%+4.75%
Reorganized Careismatic Brands, LLC
Trust Claim
Funded Debt Investments - United States #2
$52.0K
$52.0K
$0.00
TigerConnect, Inc.
Healthcare
First lien #4
$41.0K
$42.0K
-$1.0K
10.06%+6.25%
DT1 Midco Corp
Business Services
First lien - Drawn
$32.0K
$32.0K
$0.00
8.67%+5.00%
KPSKY Acquisition Inc.
Business Services
First lien #4
$17.0K
$18.0K
-$1.0K
9.52%+5.75%
Community Management Holdings MidCo 2, LLC
Business Services
First Lien - Drawn
$9.0K
$9.0K
$0.00
8.67%+5.00%
American Achievement Corporation (aka AAC Holding Corp.)
Education
First lien #2
$0.00
$1.53M
-$1.53M
18.77%+0.50%
Eclipse Topco Holdings, Inc. (fka Transcendia Holdings, Inc.)
Equity - United States
Ordinary shares
$0.00
$145.0K
-$145.0K
GEDC Equity, LLC
Healthcare
Participation Interest
$0.00
$190.0K
-$190.0K
NHME Holdings Corp.
Healthcare
Ordinary shares
$0.00
$4.00M
-$4.00M
NHME Holdings Corp.
Healthcare
Warrants
$0.00
$1.00M
-$1.00M
National HME, Inc.
Healthcare
Second lien
$0.00
$7.87M
-$7.87M
8.92%
TVG-Edmentum Holdings, LLC
Equity - United States
Class B-2 Common Shares
$0.00
$24.84M
-$24.84M
UniTek Global Services, Inc.
Business Services
Preferred shares #3
$0.00
$26.95M
-$26.95M
UniTek Global Services, Inc.
Business Services
Preferred shares #4
$0.00
$7.45M
-$7.45M
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
DT1 Midco Corp
Business Services
First lien - Undrawn #1
-$3.0K
-$3.0K
$0.00
Legends Hospitality Holding Company, LLC
Business Services
First lien - Undrawn
-$3.0K
-$3.0K
$0.00
Meta Buyer LLC
Healthcare
First lien - Undrawn #2
-$3.0K
-$2.0K
-$1.0K
Fullsteam Operations LLC
Financial Services & Technology
First lien - Undrawn #1
-$4.0K
-$3.0K
-$1.0K
RailPros Parent, LLC
Business Services
First lien - Undrawn #1
-$4.0K
-$4.0K
$0.00
Adelaide Borrower, LLC
Business Services
First lien - Undrawn #1
-$6.0K
-$6.0K
$0.00
Eclipse Buyer Inc.
Financial Services & Technology
First lien - Undrawn #1
-$6.0K
PDI TA Holdings, Inc.
Software
First lien - Undrawn
-$6.0K
-$1.0K
-$5.0K
PPV Intermediate Holdings, LLC
Consumer Services
First lien - Undrawn
-$6.0K
-$6.0K
$0.00
RailPros Parent, LLC
Business Services
First lien - Undrawn #2
-$6.0K
Ultimus Group Midco, LLC
Financial Services & Technology
First lien - Undrawn #1
-$6.0K
-$6.0K
$0.00
NC Topco, LLC
Financial Services & Technology
First lien - Undrawn
-$7.0K
-$3.0K
-$4.0K
ACI Group Holdings, Inc.
Healthcare
First lien - Undrawn
-$8.0K
Digicert, Inc.
Software
First lien - Undrawn
-$8.0K
-$8.0K
$0.00
Jawbreaker Parent, Inc.
Software
First lien - Undrawn #3
-$8.0K
-$8.0K
$0.00
Adelaide Borrower, LLC
Business Services
First lien - Undrawn #2
-$10.0K
Matterhorn Finco, Inc.,
Software
First lien - Undrawn
-$10.0K
-$10.0K
$0.00
Atlas AU Bidco Pty Ltd
Business Services
First lien - Undrawn
-$11.0K
-$6.0K
-$5.0K
Daxko Acquisition Corporation
Financial Services & Technology
First lien - Undrawn
-$11.0K
-$10.0K
-$1.0K
Coupa Holdings, LLC
Software
First lien - Undrawn #1
-$12.0K
-$12.0K
$0.00
Fullsteam Operations LLC
Financial Services & Technology
First lien - Undrawn #2
-$13.0K
Ultimus Group Midco, LLC
Financial Services & Technology
First lien - Undrawn #2
-$15.0K
Coupa Holdings, LLC
Software
First lien - Undrawn #2
-$16.0K
Diligent Corporation
Software
First lien - Undrawn #1
-$19.0K
-$7.0K
-$12.0K
Baker Tilly Advisory Group, LP
Financial Services & Technology
First lien - Undrawn #1
-$20.0K
Eclipse Buyer Inc.
Financial Services & Technology
First lien - Undrawn #2
-$21.0K
-$21.0K
$0.00
Bonterra LLC
Software
First lien - Undrawn
-$22.0K
-$3.0K
-$19.0K
DT1 Midco Corp
Business Services
First lien - Undrawn #2
-$22.0K
DOCS
MSO
LLC | First lien - Undrawn
-$23.0K
Acumatica Holdings, Inc.
Software
First lien - Undrawn
-$24.0K
MRI Software LLC
Software
First lien - Undrawn
-$26.0K
-$8.0K
-$18.0K
Diligent Corporation
Software
First lien - Undrawn #2
-$37.0K
-$13.0K
-$24.0K
Xactly Corporation
Software
First lien - Undrawn
-$50.0K
-$10.0K
-$40.0K
Logrhythm, Inc.
Software
First lien - Undrawn
-$52.0K
-$6.0K
-$46.0K
Viper Bidco. Inc.
Business Services
First lien - Undrawn #1
-$54.0K
Baker Tilly Advisory Group, LP
Financial Services & Technology
First lien - Undrawn #2
-$60.0K
-$26.0K
-$34.0K
TigerConnect, Inc.
Healthcare
First lien - Undrawn
-$80.0K
-$43.0K
-$37.0K
Viper Bidco. Inc.
Business Services
First lien - Undrawn #2
-$98.0K
-$17.0K
-$81.0K
AmeriVet Partners Management, Inc.
Consumer Services
First lien - Undrawn
-$112.0K
-$10.0K
-$102.0K
iCIMS, Inc.
Software
First lien - Undrawn
-$131.0K
-$27.0K
-$104.0K
GS Acquisitionco, Inc.
Software
First lien - Undrawn
-$146.0K
-$14.0K
-$132.0K
Einstein Parent, Inc.
Software
First lien - Undrawn
-$208.0K
-$57.0K
-$151.0K
PetVet Care Centers, LLC
Consumer Services
First lien - Undrawn
-$419.0K
-$30.0K
-$389.0K
AAC Lender Holdings, LLC
Education
Ordinary shares
AAH Topco, LLC
Consumer Services
First lien - Undrawn
-$37.0K
American Achievement Corporation (aka AAC Holding Corp.)
Education
Subordinated
4.81%
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
Bamboo Health Holdings, LLC (f/k/a Appriss Health, LLC)
Business Services
First lien - Undrawn
-$4.0K
Bullhorn, Inc.
Software
First lien - Undrawn #1
Bullhorn, Inc.
Software
First lien - Undrawn #2
-$6.0K
CG Group Holdings, LLC
Specialty Chemicals & Materials
First lien - Undrawn
-$1.0K
CRCI Longhorn Holdings, Inc.
Business Services
First lien - Undrawn #1
CRCI Longhorn Holdings, Inc.
Business Services
First lien - Undrawn #2
-$5.0K
Centegix Intermediate II, LLC
Business Services
First lien - Undrawn
CentralSquare Technologies, LLC
Software
First lien - Undrawn
-$50.0K
Ciklum Inc.
Business Services
First lien - Undrawn
-$37.0K
Community Management Holdings MidCo 2, LLC
Business Services
First lien - Undrawn
Compsych Investments Corp.
Business Services
First lien - Undrawn
-$14.0K
CoreTrust Purchasing Group LLC
Business Services
First lien - Undrawn
-$1.0K
Dealer Tire Holdings, LLC
Distribution & Logistics
Preferred Shares
Eclipse Topco, Inc.
Financial Services & Technology
Preferred shares
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Undrawn #1
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Undrawn #2
FS WhiteWater Borrower, LLC
Consumer Services
First lien - Undrawn #3
-$14.0K
Firebird Acquisition Corp, Inc.
Business Services
First lien - Undrawn #1
Firebird Acquisition Corp, Inc.
Business Services
First lien - Undrawn #2
-$4.0K
Foreside Financial Group, LLC
Business Services
First lien - Undrawn
-$18.0K
Fortis Solutions Group, LLC
Packaging
First lien - Undrawn
-$16.0K
GC Waves Holdings, Inc.
Financial Services & Technology
First lien - Undrawn
-$30.0K
HP TLE Buyer, Inc.
Education
First lien - Undrawn
-$9.0K
Healthspan Buyer, LLC
Healthcare
First lien - Undrawn
-$12.0K
IG Investments Holdings, LLC
Business Services
First lien - Undrawn
-$38.0K
Infogain Corporation
Business Services
First lien - Undrawn
-$29.0K
Jawbreaker Parent, Inc.
Software
First lien - Undrawn #1
Jawbreaker Parent, Inc.
Software
First lien - Undrawn #2
Kele Holdco, Inc.
Distribution & Logistics
First lien - Undrawn
-$8.0K
Low Voltage Holdings Inc.
Business Services
First lien - Undrawn #1
Low Voltage Holdings Inc.
Business Services
First lien - Undrawn #2
-$3.0K
Low Voltage Holdings Inc.
Business Services
First lien - Undrawn #3
-$9.0K
Mai Capital Management Intermediate LLC
Financial Services & Technology
First lien - Undrawn #1
Mai Capital Management Intermediate LLC
Financial Services & Technology
First lien - Undrawn #2
-$1.0K
Model N, Inc.
Healthcare
First lien - Undrawn #1
Model N, Inc.
Healthcare
First lien - Undrawn #2
-$24.0K
Nelipak Holding Company
Packaging
First lien - Undrawn #1
Nelipak Holding Company
Packaging
First lien - Undrawn #2
Nelipak Holding Company
Packaging
First lien - Undrawn #3
-EUR 10.0K
Nelipak Holding Company
Packaging
First lien - Undrawn #4
-$14.0K
Nelipak Holding Company
Packaging
Undrawn Delayed Draw Term Loan
Nelipak Holding Company
Packaging
Undrawn Revolver
New Permian Holdco, L.L.C.
Energy
First lien - Undrawn
Next Holdco, LLC
Healthcare
First lien - Undrawn
-$3.0K
Notorious Topco, LLC
Consumer Products
First lien - Undrawn
OEConnection LLC
Business Services
First lien - Undrawn #1
OEConnection LLC
Business Services
First lien - Undrawn #2
-$3.0K
Permian Trust
Trust Claim
Funded Debt Investments - United States
10.00%
Permian Trust
Permian Trust
First lien
11.00%
Project Accelerate Parent, LLC
Financial Services & Technology
First lien - Undrawn
-$8.0K
Sierra Enterprises, LLC
Food & Beverage
First lien - Undrawn
-$20.0K
Symplr Software Intermediate Holdings, Inc.
Healthcare
Series A preferred shares
TMK Hawk Parent, Corp.
Distribution & Logistics
First lien - Undrawn
Trinity Air Consultants Holdings Corporation
Business Services
First lien - Undrawn
-$8.0K
USRP Holdings, Inc.
Business Services
First lien - Undrawn
-$9.0K
UniTek Global Services, Inc.
Business Services
Preferred shares #5
Viper Bidco,Inc.
Business Services
First lien
Wealth Enhancement Group, LLC
Financial Services & Technology
First lien - Undrawn
-$6.0K
YLG Holdings, Inc.
Business Services
First lien - Undrawn #1
-$1.0K
YLG Holdings, Inc.
Business Services
First lien - Undrawn #2
-$2.0K
Disclosed holdings FV
$2.31B
Parsed holdings FV
$2.32B
Residual gap
-$2.76M
Balance-sheet cash
$51.13M
CIK
0001496099
Accession
0001496099-26-000016
Form type
10-Q
Period
2026-03-31