
Saratoga Investment Corp
SAR · NYSE · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. The fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. Christian Long Oberbeck
- Employees1.77M
- Headquarters535 Madison Avenue, New York, NY, United States, 10022, USA
- Websitehttps://www.saratogainvestmentcorp.com
Leadership
- Mr. Christian Long OberbeckChairman, President & CEO · b. 1960
- Mr. David M. DeSantisCOO, Portfolio Manager & Senior MD · b. 1977
- Mr. Michael Joseph GrisiusCo-Managing Partner & CIO · b. 1964
- Mr. Richard A. Petrocelli CPAManaging Director · b. 1968
- Mr. Paul B. WestManaging Director
- Ms. Marissa Mann AndrewsManaging Director
- Mr. Thomas V. Inglesby J.D.MD & Portfolio Manager
- Mr. John F. MacMurrayMD & Portfolio Manager
- Mr. Charles G. Phillips IVMD & Portfolio Manager · b. 1948
- Ms. Christine MonterossoChief Administrative Officer to CEO
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy3
- Buy1
- Hold4
Ownership Breakdown
- Institutions
- 11.49%
- Insiders
- 13.86%
- Retail / Other
- 74.65%
Top Institutional Holders
- Lido Advisors, LLC199.14K1.24%
- Private Advisor Group, LLC146.68K0.91%
- Hennion & Walsh Asset Management Inc127.04K0.79%
- Legal & General Group PLC122.94K0.76%
- International Assets Investment Management, LLC116.01K0.72%
- LPL Financial Corp114.00K0.71%
- Advisors Asset Management106.63K0.66%
- Wells Fargo & Co85.27K0.53%
- Ethos Financial Group LLC56.53K0.35%
- BlackRock Inc54.60K0.34%
- Citadel Advisors Llc50.51K0.31%
- Wealthcare Advisory Partners LLC49.14K0.31%
- Palogic Value Management LP46.68K0.29%
- Next Level Private LLC43.53K0.27%
- Jb Capital Partners LP33.85K0.21%
- Morgan Stanley - Brokerage Accounts28.29K0.18%
- The Colony Group LLC27.71K0.17%
- UBS Group AG27.28K0.17%
Top Fund Holders
- iShares Listed Private Eq ETF USD Dist52.94K0.33%
- BankInvest Børsnoterede Alt. Akk. W27.03K0.17%
Dividends
Stock Splits
- Aug 13, 20101:10