PE  Saratoga Investment Corp.

https://www.saratogainvestmentcorp.com





     Office Locations:

535 Madison Avenue, 4th Floor
New York, NY 10022
Phone: 212-906-7800
Fax: 212-750-3343

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Communications & Networking
  • Consumer Products & Services
  • Education & Training
  • Manufacturing & Industrial
  • Media & Digital Media
  • Transportation & Distribution

  •  

    Description:

    Saratoga Investment Corp. (NYSE: SAR) is a publicly traded business development company (BDC) that provides customized financing solutions for middle market companies located in the United States. Saratoga has $650 million of assets under management. Within the BDC, Saratoga has an SBIC-licensed subsidiary and a $300 million Collateralized Loan Obligation (CLO) fund. These diverse funding sources, combined with a permanent capital base, enable Saratoga to offer a broad range of financing solutions, including subordinated debt, first and second lien loans, one-stop and unitranche structures and equity co-investments. Saratoga seeks to partner with business owners (equity sponsors, fundless sponsors, family-owned businesses) and management teams to craft capital structures that enable them to pursue their business plans. Saratoga focuses on the lower end of the middle market, targeting US-based cash flow positive companies with annual revenues between $8 and $250 million and EBITDA in excess of $2 million. The firm typically makes $5 million to $30 million investments.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Charles Phillips Managing Director & Portfolio Manager
    Christian L. Oberbeck President, Chairman of the Board and Chief Executive Officer
    Christine Ramdihal Assistant Controller
    Henri Steenkamp CFO, CCO, Treasurer and Secretary
    Jeannette Hill Controller

     

    Portfolio companies include:

     

    Recent News: