BCP Investment Corp.
BCIC · NASDAQ · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
BCP Investment Corp. is a business development company specializing in investments in unitranche loans (including last out), first lien loans, second lien loans, subordinated debt, equity co-investment, mezzanine, buyout in middle market companies. It also makes acquisitions in businesses complementary to the firm's business. The fund primarily invests in healthcare, cargo transport, manufacturing, industrial & environmental services, logistics & distribution, media & telecommunications, real estate, education, automotive, agriculture, aerospace/defense, packaging, electronics, finance, non-durable consumer, consumer products, business services, utilities, insurance, and food and beverage sectors. The fund typically invests $1 million to $20 million in its portfolio companies. The fund provides senior secured term loans from $2 million to $20 million maturing in five to seven years; second lien term loans from $5 million to $15 million maturing in six to eight years; senior unsecured loans $5 million to $23 million maturing in six to eight years; mezzanine loans from $5 million to $15 million maturing in seven to ten years; and equity investments from $1 to $5 million. The fund targets the companies with EBITDA between $5 million and $25 million. While investing in debt securities, it invests in those middle market firms with EBITDA between $10 million and $50 million and/or total debt between $25 million and $150 million. The fund invests in minority, and majority or control equity positions alongside its private equity sponsor partners.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. Edward Joseph Goldthorpe
- Headquarters650 Madison Avenue, New York, NY, United States, 10022, USA
- Websitehttps://www.portmanridge.com
Leadership
- Mr. Edward Joseph GoldthorpeChairman, CEO & President · b. 1977
- Mr. Patrick SchaferChief Investment Officer & Director · b. 1985
- Mr. Brandon SatorenChief Financial Officer, Secretary & Treasurer · b. 1989
- Mr. David Isaac Held J.D.Chief Compliance Officer · b. 1971
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Ownership Breakdown
- Institutions
- 14.55%
- Insiders
- 1.22%
- Retail / Other
- 84.23%
Top Institutional Holders
- Bulldog Investors, LLC378.41K3.06%
- Jb Capital Partners LP197.04K1.59%
- Legal & General Group PLC93.88K0.76%
- Wealth Enhancement Advisory Services, LLC86.75K0.70%
- Founders Financial Alliance, LLC80.71K0.65%
- Marshall Wace Asset Management Ltd69.66K0.56%
- Gables Capital Management Inc46.53K0.38%
- Triumph Capital Management41.56K0.34%
- Curi Capital, LLC37.80K0.31%
- Susquehanna International Group, LLP37.06K0.30%
- Citadel Advisors Llc33.52K0.27%
- Virtus Investment Advisors (VIA)32.83K0.27%
- Morgan Stanley - Brokerage Accounts29.95K0.24%
- Bi Asset Management Fondsmaeglerselskab A/S27.71K0.22%
Top Fund Holders
- High Income Securities208.60K1.68%
- Special Opportunities Fund167.78K1.35%
- Virtus Private Credit ETF37.29K0.30%
- Alternative Credit Income I31.48K0.25%
- BankInvest Børsnoterede Alt. Akk. W27.71K0.22%
- Kingsbarn Dividend Opportunity ETF25.88K0.21%
Dividends
Stock Splits
- Aug 26, 20211:10