Victory for incumbents over half hearted dissent from a major shareholder.
The BDC Activist makes available all the key Proxy documents and discusss last minute new info before the shareholder vote.
The BDC Activist grades the new Gladstone Capital issuance from a shareholder perspective.
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 ?