BDC Activist discusses Golub Capital’s amended securitization terms and the potential risks of the structure
Raising debt to invest equity in SBIC ?
BDC Activist reviews last minute revelations in the Full Circle Proxy.
New director and higher cost at FSFR.
New Mountain adds capital. We estimate increase in portfolio, and short term price action.
We initiate coverage of Garrison Capital as a potential Investment Idea as the stock price hits a record low.
An activist bows out at Full Circle Capital ?
Comments on the Full Circle -Great Elm merger extension and new buy-back program.
First look at the Registration Statement for the Ares Capital -American Capital merger.
We review Full Circle’s arguments for merging with Great Elm, but are unconvinced for a myriad number of reasons.
Fifth Street Senior Floating Rate’s insiders buy off an “activist”.
BlackRock Capital announces lawsuit settlement. We dig into the subject, wondering: who will pay ?
Review Sims Capital Management’s latest letter to Full Circle Capital’s Board, and comment about the possible way forward.