Core Viewpoint - Saratoga Investment Corp. is set to report its financial results for the fiscal year and quarter ending February 28, 2025, on May 7, 2025, with a conference call scheduled for May 8, 2025, to discuss these results [1][2]. Company Overview - Saratoga Investment is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses [3]. - The company primarily invests in senior and unitranche leveraged loans and mezzanine debt, with a lesser focus on equity, to finance ownership changes, strategic acquisitions, recapitalizations, and growth initiatives [3]. - The objective of Saratoga Investment is to achieve attractive risk-adjusted returns through current income and long-term capital appreciation from its debt and equity investments [3]. - The company is regulated as a business development company under the Investment Company Act of 1940 and is externally managed by Saratoga Investment Advisors, LLC, which focuses on credit-driven strategies [3]. - Saratoga Investment operates two active SBIC-licensed subsidiaries and manages a $600 million collateralized loan obligation (CLO) fund, along with a joint venture fund that owns a $400 million CLO [3]. - The company holds 52% of the Class F and 100% of the subordinated notes of the CLO, as well as 87.5% of both the unsecured loans and membership interests of the JV and 87.5% of the Class E notes of the JV CLO [3]. - The diverse funding sources and permanent capital base enable Saratoga Investment to offer a wide range of financing solutions [3].
Saratoga Investment Corp. to Report Fiscal Full Year and Fourth Quarter 2025 Financial Results and Hold Conference Call