Saratoga Investment Corp. to Report Fiscal Full Year and Fourth Quarter 2025 Financial Results and Hold Conference Call

Rhea-AI Summary

Saratoga Investment Corp. (NYSE:SAR), a business development company, has scheduled to release its fiscal full year and fourth quarter 2025 financial results on May 7, 2025, after market close. The company will host a conference call to discuss the results on May 8, 2025 at 1:00 p.m. ET.

SAR specializes in providing customized financing solutions to U.S. middle-market businesses, primarily through senior and unitranche leveraged loans and mezzanine debt. The company owns two active SBIC-licensed subsidiaries and manages a $600 million CLO fund while co-managing a joint venture fund with a $400 million JV CLO. SAR maintains diverse funding sources and holds significant ownership positions in its CLO structures, including 52% of Class F notes and 100% of subordinated notes in the CLO, as well as 87.5% of various interests in the JV CLO.

NEW YORK, April 17, 2025 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial results for the fiscal full year and quarter ended February 28, 2025, on Wednesday, May 7, 2025, after market close. A conference call to discuss the financial results will be held on Thursday, May 8, 2025. Details for the conference call are provided below.

Who:	Christian L. Oberbeck, Chairman and Chief Executive Officer
	Michael J. Grisius, Chief Investment Officer
	Henri J. Steenkamp, Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary
When:	Thursday, May 8, 2025
	1:00 p.m. Eastern Time (ET)
How:	Webcast: Interested parties may access a live webcast of the call and find the Q4 2025 presentation by going to the “Events & Presentations” section of Saratoga Investment Corp.’s investor relations website, Saratoga events and presentations. A replay of the webcast will also be available for a limited time at Saratoga events and presentations.
Call:	To access the call by phone, please go to this link registration link and you will be provided with dial in details. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time.
Information:	Saratoga Investment Corp.’s Form 10-K for the fiscal year ended February 28, 2025, will be filed on May 7, 2025, with the Securities and Exchange Commission.

About Saratoga Investment Corp.

Saratoga Investment is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The Company invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Saratoga Investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. Saratoga Investment has elected to be regulated as a business development company under the Investment Company Act of 1940 and is externally managed by Saratoga Investment Advisors, LLC, an SEC-registered investment advisor focusing on credit-driven strategies. Saratoga Investment Corp. owns two active SBIC-licensed subsidiaries, having surrendered its first license after repaying all debentures for that fund following the end of its investment period and subsequent wind-down. Furthermore, it manages a $600 million collateralized loan obligation (“CLO”) fund and co-manages a joint venture (“JV”) fund that owns a $400 million collateralized loan obligation (“JV CLO”) fund.  It also owns 52% of the Class F and 100% of the subordinated notes of the CLO, 87.5% of both the unsecured loans and membership interests of the JV and 87.5% of the Class E notes of the JV CLO. The Company’s diverse funding sources, combined with a permanent capital base, enable Saratoga Investment to provide a broad range of financing solutions.

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Contact:

Henri Steenkamp
Saratoga Investment Corp.
212-906-7800

FAQ

When will Saratoga Investment Corp. (SAR) report its Q4 2025 earnings?

Saratoga Investment Corp. will report its Q4 2025 earnings on May 7, 2025, after market close, with a conference call scheduled for May 8, 2025, at 1:00 p.m. ET.

What is the size of Saratoga Investment Corp's (SAR) CLO fund management?

SAR manages a $600 million CLO fund and co-manages a joint venture fund that owns a $400 million CLO fund.

What percentage of CLO notes does Saratoga Investment (SAR) own?

SAR owns 52% of Class F notes and 100% of subordinated notes in the CLO, plus 87.5% of both unsecured loans and membership interests in the JV and 87.5% of Class E notes of the JV CLO.

What types of financing does Saratoga Investment Corp. (SAR) provide to middle-market businesses?

SAR provides senior and unitranche leveraged loans, mezzanine debt, and equity financing for change of ownership transactions, strategic acquisitions, recapitalizations, and growth initiatives.