Private Equities

Saratoga Investment Corp

Listed BDC lending through multiple SBIC subsidiaries.

SBIC & Government-BackedFirmUnited States
Target market
U.S. middle-market and lower-middle-market companies
Geography
United States

Overview

Saratoga Investment Corp (NYSE: SAR) is a publicly traded BDC providing customized debt financing to U.S. middle-market companies, in large part through its SBA-licensed SBIC subsidiaries. It has held three SBIC licenses over time and also manages CLO and joint-venture credit funds alongside its direct lending book.

Key facts

  • Publicly traded BDC (NYSE: SAR)
  • Approved for its third SBIC license, adding up to $175M of leverage
  • SBIC debentures capped at $350M across active licenses

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