Author: Nicholas Marshi
Answers Corporation: Seeks Lender Forbearance
Premium Free Activist News Debt Investor Dividend Best IdeasFull Circle Capital: Extension of Merger Date + Increased Buyback
Premium Free Activist News Debt Investor Dividend Best IdeasComments on the Full Circle -Great Elm merger extension and new buy-back program.
Ares Capital-American Capital Merger: First Look
Premium Free Activist News Debt Investor Dividend Best IdeasFirst look at the Registration Statement for the Ares Capital -American Capital merger.
Full Circle Capital: Merger Presentation
Premium Free Activist News Debt Investor Dividend Best IdeasWe review Full Circle’s arguments for merging with Great Elm, but are unconvinced for a myriad number of reasons.
Fifth Street Floating Rate: “Activist” Bought Out
Premium Free Activist News Debt Investor Dividend Best IdeasFifth Street Senior Floating Rate’s insiders buy off an “activist”.
BlackRock Capital: Settles Wrongful Death Lawsuits
Premium Free Activist News Debt Investor Dividend Best IdeasBlackRock Capital announces lawsuit settlement. We dig into the subject, wondering: who will pay ?
Full Circle Capital: Shareholder Letter to Board
Premium Free Activist News Debt Investor Dividend Best IdeasReview Sims Capital Management’s latest letter to Full Circle Capital’s Board, and comment about the possible way forward.
Warren Resources: Exits From Bankruptcy
Premium Free Activist News Debt Investor Dividend Best IdeasRestaurant Sector: August Results Poor
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Credit Reporter reviews trends in the Restaurant Sector
Goldman Sachs BDC: Shareholders Do Not Approve Equity Sale Below NAV
Premium Free Activist News Debt Investor Dividend Best IdeasBDC Activist speculates about new equity issuance from GSBD in near future.
Bellatrix Exploration: Capital Raise
Premium Free Activist News Debt Investor Dividend Best IdeasGarden Fresh: Update On Bankruptcy
Premium Free Activist News Debt Investor Dividend Best IdeasAvanti Communications: Ranked “Riskiest” Public Company
Premium Free Activist News Debt Investor Dividend Best IdeasGarden Fresh Restaurant Corp: Files For Bankruptcy
Premium Free Activist News Debt Investor Dividend Best IdeasGladstone Capital: Oil Services Portfolio Company Repaid
Premium Free Activist News Debt Investor Dividend Best IdeasWe estimate the Realized Gain to be booked.
Fifth Street Finance: Shareholder Litigation Settlement Reviewed
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Activist dissects the proposed legal settlement between Fifth Street Finance and its shareholders.
Fifth Street Finance: Proposed settlement of shareholder lawsuit-UPDATED
Premium Free Activist News Debt Investor Dividend Best IdeasMonroe Capital : IIIQ 2016 Credit Update
Premium Free Activist News Debt Investor Dividend Best IdeasFull Circle Capital: New Lawsuit Filed
Premium Free Activist News Debt Investor Dividend Best IdeasWe review the highlights of the new challenge to Full Circle Capital’s proposed merger with Great Elm.