This is a representative sample of Saratoga’s investment companies. For current portfolio information, including investment size, structure and securities, please see our latest SEC filing, available through the Investor Relations section.
| Company Name | Security Type | Investment Date | Realization Date | Incremental Capital | Industry |
|---|---|---|---|---|---|
| Advanced Air & Heat Holding Co. LLC | First Lien Term Loan | 1/31/2014 | 5/13/2016 | Yes | Plumbing and heating contractors |
| Apex Software | First Lien Term Loan | 9/21/2016 | 2/24/2023 | Yes | Business Services; SaaS |
| ArbiterSports | First Lien Term Loan, Delayed Draw Term Loan | 2/21/2020 | 6/18/2024 | Yes | Sports Management |
| Arsloane Acquisition | First Lien Term Loan | 10/4/2013 | 7/7/2014 | No | Business Services |
| Axiom Medical | First Lien Term Loan, Delayed Draw Term Loan, Preferred Equity | 6/18/2018 | 6/30/2022 | Yes | Healthcare Services |
| BMC Software | First Lien Term Loan | 9/23/2013 | 12/21/2017 | No | Business Services |
| BoardEffect | First Lien Term Loan | 6/17/2016 | 11/2/2016 | No | IT Solutions for Corporate Governance |
| Book4Time | First Lien Term Loan, Equity | 12/22/2020 | 8/20/2024 | Yes | Hospitality/Hotel |
| Bristol Hospice, LCC | First Lien Term Loan | 11/29/2013 | 6/30/2016 | No | Hospice Care Services |
| C.H.I. Overhead Doors, Inc. | First Lien Term Loan | 8/17/2012 | 3/18/2013 | No | Metal Window and Door Manufacturing |
| CAMP International | Second Lien Term Loan | 8/31/2016 | 12/1/2016 | No | Aviation |
| Capstone Logistics, LLC | First Lien Term Loan | 11/29/2011 | 3/18/2013 | No | Logistics |
| Censis Technologies, Inc. | First Lien Term Loan, Equity | 7/25/2014 | 10/31/2019 | Yes | Healthcare Services; SaaS |
| Centerbase | Second Lien Term Loan | 1/18/2022 | 7/15/2024 | Yes | Legal Software |
| Cleo Communications | First Lien Term Loan | 3/31/2017 | 6/9/2021 | Yes | Business Services; SaaS |
| Coast Plating, Inc. | First Lien Term Loan | 11/30/2011 | 10/18/2013 | No | Aerospace |
| CoConstruct Holding Co., LLC | First Lien Term Loan, Delayed Draw Term Loan | 7/5/2019 | 2/18/2021 | No | Business Services; SaaS |
| Community Investors, Inc. | First Lien Term Loan, Equity | 5/9/2013 | 9/3/2015 | Yes | Residential Management & Communication |
| Courion Corporation | Second Lien Term Loan | 12/1/2015 | 12/29/2017 | No | Business Services; SaaS |
| Davisware, LLC | First Lien Term Loan, Delayed Draw Term Loan | 9/6/2019 | 4/9/2025 | Yes | Field Service Management |
| Dispensing Dynamics International | First Lien Term Loan | 12/31/2012 | 1/10/2017 | Yes | Business Services |
| Distribution International | First Lien Term Loan | 8/2/2013 | 12/15/2014 | No | Manufacturing |
| Diversified Collection Services | First Lien Term Loan | 12/2/2010 | 3/21/2012 | No | Financial Services |
| DS Waters of America, Inc. | First Lien Term Loan | 6/20/2012 | 8/30/2013 | Yes | Food and Beverage |
| Easy Ice, LLC | First Lien Term Loan, Preferred Equity | 3/29/2013 | 12/31/2019 | Yes | Business Services |
| Elyria Foundry Company LLC | First Lien Term Loan | 7/30/2010 | 1/25/2021 | No | Metals |
| Erwin, Inc. | Second Lien Term Loan | 2/29/2016 | 12/31/2020 | Yes | Business Services; SaaS |
| Expedited Travel LLC | First Lien Term Loan, Equity | 12/28/2012 | 6/30/2016 | Yes | Travel Services |
| Fancy Chap, Inc. d/b/a/ Flywheel | First Lien Term Loan, Delayed Draw Term Loan, Equity | 4/8/2019 | 6/25/2019 | No | Business Services; SaaS |
| Faulkner Media Group | Second Lien Term Loan | 5/16/2018 | 12/22/2020 | Yes | Business Services |
| Finalsite Holdings, Inc. | Second Lien Term Loan | 11/21/2014 | 8/31/2016 | No | Technology |
| FranConnect | First Lien Term Loan | 5/26/2017 | 1/15/2019 | No | Business Services; SaaS |
| GoReact | First Lien Term Loan, Delayed Draw Term Loan | 1/17/2020 | 5/9/2025 | Yes | Education Software |
| Greenphire | Preferred Equity | 3/24/2021 | 7/7/2021 | Yes | Healthcare |
| GreyHeller | First Lien Term Loan | 11/17/2016 | 11/10/2021 | No | Business Services; SaaS |
| Help/Systems Holdings, Inc. | First Lien Term Loan, Second Lien Term Loan | 10/26/2015 | 3/29/2018 | Yes | Business Services |
| HMN Holdco, LLC | First Lien Term Loan, Warrants | 5/16/2014 | 12/7/2018 | Yes | Healthcare; Media |
| HOA Restaurant Group | First Lien Term Loan | 3/5/2012 | 8/11/2014 | No | Restaurant |
| Identity Automation | First Lien Term Loan | 8/25/2014 | 9/23/2022 | Yes | Business Services |
| IDOC Holding Corporation | First Lien Term Loan | 9/30/2014 | 12/22/2014 | No | Distributor of Optometry Products |
| inMotionNow, Inc. | First Lien Term Loan, Delayed Draw Term Loan | 5/15/2019 | 11/2/2022 | Yes | Business Services, SaaS |
| InVita Healthcare FKA HemaTerra Technologies | First Lien Term Loan, Delayed Draw Term Loan, Equity | 4/15/2019 | 11/12/2024 | Yes | Healthcare Software |
| JobNimbus | First Lien Term Loan | 3/28/2023 | 11/6/2024 | Yes | Roofing Contractor Software |
| KevGroup | First Lien Term Loan, Delayed Draw Term Loan | 9/13/2018 | 8/13/2021 | Yes | Education |
| Keystone Automotive | First Lien Term Loan | 8/22/2013 | 1/3/2014 | No | Automotive |
| Knowland Group | First Lien Term Loan | 11/9/2018 | 9/27/2024 | Yes | Hospitality/Hotel |
| Lexipol | Preferred Equity | 3/30/2021 | 11/19/2021 | No | Education; Technology |
| LINQ (Education Management Systems) | First Lien Term Loan | 8/9/2019 | 9/18/2020 | No | Education; SaaS |
| LogicMonitor | First Lien Term Loan | 3/19/2020 | 11/19/2024 | Yes | IT Services |
| M/C Acquisition Corp. LLC | First Lien Term Loan, Common Stock | 7/28/2011 | 2/21/2020 | No | Education |
| Maverick Healthcare Group, LLC | First Lien Term Loan | 3/8/2011 | 7/19/2013 | No | Healthcare Services |
| Mercury Network, LLC | First Lien Term Loan, Equity | 4/24/2015 | 3/17/2017 | Yes | Real Estate |
| Microsystems | Second Lien Term Loan | 7/1/2016 | 5/31/2019 | No | Business Services |
| Modern Campus FKA Destiny Solutions | First Lien Term Loan | 5/16/2018 | 2/18/2025 | Yes | Education Software |
| My Alarm Center | Second Lien Term Loan | 10/20/2015 | 7/14/2017 | Yes | Consumer Services |
| National Truck Protection Co., Inc. | First Lien Term Loan, Equity | 8/10/2012 | 7/25/2016 | Yes | Automotive Warranty |
| National Waste Partners | Second Lien Term Loan | 2/13/2017 | 12/1/2022 | No | Business Services |
| Netreo | First Lien Term Loan, Equity | 7/3/2018 | 5/1/2024 | Yes | IT Services |
| New England Dental Partners | First Lien Term Loan, Delayed Draw Term Loan | 11/25/2020 | 5/12/2025 | Yes | Dental Practice Management |
| Oceans Healthcare | First Lien Term Loan | 2/12/2013 | 9/29/2014 | Yes | Residential Mental Health & Substance Abuse Facilities |
| Ohio Medical | Senior Subordinated Note | 1/15/2016 | 1/26/2021 | No | Healthcare Services; Specialty Manufacturing |
| Passageways | First Lien Term Loan, Preferred Equity | 7/5/2018 | 6/11/2021 | Yes | Business Services |
| PATS Aircraft | First Lien Term Loan, Equity | 10/17/2013 | 6/4/2014 | No | Aerospace |
| Pen-Link, Ltd. | Second Lien Term Loan | 11/26/2013 | 6/30/2015 | No | Law Enforcement Services |
| Planet DDS | First Lien Term Loan | 7/15/2019 | 7/18/2022 | Yes | Healthcare Services; SaaS |
| Polar Holding Company, Ltd. | First Lien Term Loan | 2/13/2015 | 1/11/2017 | Yes | Building Products |
| Pre-Paid Legal (DBA LegalShield) | First Lien Term Loan | 7/10/2013 | 5/1/2018 | Yes | Consumer Services |
| Protection One, Inc. | Second Lien Term Loan | 8/5/2015 | 10/11/2016 | No | Security System Monitoring Services |
| Roscoe Medical, Inc. | Second Lien Term Loan, Equity | 3/26/2014 | 3/10/2022 | No | Healthcare Equipment and Services |
| Sabre Industries, Inc. | Subordinated Debt | 2/1/2012 | 8/27/2012 | No | Manufacturing |
| Service Fusion | First Lien Term Loan | 8/17/2020 | 10/27/2021 | No | SaaS |
| SHR | First Lien Term Loan | 4/27/2020 | 5/31/2024 | Yes | Hospitality/Hotel |
| Smile Brands | First Lien Term Loan | 8/29/2013 | 8/17/2016 | No | Healthcare Services |
| SourceHOV LLC | Second Lien Term Loan | 6/15/2012 | 4/30/2013 | No | Business Services |
| Surgical Specialties Corp | First Lien Term Loan | 8/29/2013 | 12/23/2015 | No | Healthcare Services |
| Take 5 Oil Change, Inc. | First Lien Term Loan, Equity | 6/4/2012 | 3/31/2016 | Yes | Consumer Services; Automotive |
| Targus Group International, Inc. | First Lein Term Loan, Second Lien Term Loan, Equity | 7/30/2010 | 10/18/2022 | Yes | Consumer Products |
| TB Corp. (Taco Bueno Restaurants) | First Lien Term Loan, Subordinated Debt | 12/19/2012 | 7/24/2015 | No | Quick-Service Restaurants |
| Teachers of Tomorrow | Second Lien Term Loan | 12/2/2015 | 9/27/2021 | Yes | Educational Training & Placement Services |
| TileRedi | First Lien Term Loan | 6/16/2017 | 2/1/2019 | No | Building Products |
| TM Restaurant | First Lien Term Loan | 3/1/2018 | 7/26/2023 | Yes | Restaurant |
| Trinet Group | First Lien Term Loan | 8/23/2004 | 7/9/2014 | No | Business Services |
| Truck Hero | Second Lien Term Loan | 3/12/2014 | 7/28/2014 | No | Industrial |
| Village Realty Holdings, LLC | First Lien Term Loan, Delayed Draw Term Loan, Equity | 10/8/2019 | 4/8/2021 | Yes | Consumer Services |
| Zest Anchors | First Lien Term Loan | 9/10/2013 | 3/14/2018 | No | Healthcare Services; Specialty Manufacturing |