UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 10-Q
þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF
THE SECURITIES EXCHANGE ACT OF 1934
For the Quarterly Period Ended December 31, 2015
OR
¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF
THE SECURITIES EXCHANGE ACT OF 1934
For the transition period from _____ to _____
Commission File Number 814-00794
Golub Capital BDC, Inc.
(Exact name of registrant as specified in its charter)
Delaware | 27-2326940 | |
(State or other jurisdiction of incorporation or organization) | (I.R.S. Employer Identification No.) |
150 South Wacker Drive, Suite 800
Chicago, IL 60606
(Address of principal executive offices)
(312) 205-5050
(Registrant's telephone number, including area code)
Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes þ No ¨
Indicate by check mark whether the registrant has submitted electronically and posted on its corporate Web site, if any, every Interactive Data File required to be submitted and posted pursuant to Rule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit and post such files). Yes ¨ No ¨
Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a smaller reporting company. See definitions of “large accelerated filer,” “accelerated filer” and “smaller reporting company” in Rule 12b-2 of the Exchange Act.
Large accelerated filer þ | Accelerated filer ¨ |
Non-accelerated filer ¨ (Do not check if a smaller reporting company) | Smaller reporting company ¨ |
Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ¨ No þ
As of February 5, 2016, the Registrant had 51,379,787 shares of common stock, $0.001 par value, outstanding.
2 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Financial Condition
(In thousands, except share and per share data)
December 31, 2015 | September 30, 2015 | |||||||
Assets | (unaudited) | |||||||
Investments, at fair value | ||||||||
Non-controlled/non-affiliate company investments | $ | 1,416,533 | $ | 1,425,325 | ||||
Non-controlled affiliate company investments | - | 5,523 | ||||||
Controlled affiliate company investments | 111,929 | 98,936 | ||||||
Total investments, at fair value (cost of $1,515,330 and $1,517,314, respectively) | 1,528,462 | 1,529,784 | ||||||
Cash and cash equivalents | 6,871 | 5,468 | ||||||
Restricted cash and cash equivalents | 94,199 | 92,016 | ||||||
Interest receivable | 5,881 | 5,700 | ||||||
Receivable from investments sold | 5,079 | - | ||||||
Other assets | 355 | 458 | ||||||
Total Assets | $ | 1,640,847 | $ | 1,633,426 | ||||
Liabilities | ||||||||
Debt | $ | 809,050 | $ | 813,250 | ||||
Less unamortized debt issuance costs | 6,448 | 7,624 | ||||||
Debt less unamortized debt issuance costs | 802,602 | 805,626 | ||||||
Secured borrowings, at fair value (proceeds of $342 and $351, respectively) | 346 | 355 | ||||||
Interest payable | 4,872 | 2,722 | ||||||
Management and incentive fees payable | 9,566 | 11,754 | ||||||
Payable for open trades | 4,677 | - | ||||||
Accounts payable and accrued expenses | 2,365 | 2,042 | ||||||
Accrued trustee fees | 59 | 57 | ||||||
Total Liabilities | 824,487 | 822,556 | ||||||
Commitments and contingencies (Note 8) | ||||||||
Net Assets | ||||||||
Preferred stock, par value $0.001 per share, 1,000,000 shares authorized, zero shares issued and outstanding as of December 31, 2015 and September 30, 2015 | - | - | ||||||
Common stock, par value $0.001 per share, 100,000,000 shares authorized, 51,379,787 and 51,300,193 shares issued and outstanding as of December 31, 2015 and September 30, 2015, respectively | 51 | 51 | ||||||
Paid in capital in excess of par | 791,980 | 790,713 | ||||||
Undistributed net investment income | 2,813 | 4,230 | ||||||
Net unrealized appreciation (depreciation) on investments and secured borrowings | 15,796 | 15,134 | ||||||
Net realized gain (loss) on investments | 5,720 | 742 | ||||||
Total Net Assets | 816,360 | 810,870 | ||||||
Total Liabilities and Total Net Assets | $ | 1,640,847 | $ | 1,633,426 | ||||
Number of common shares outstanding | 51,379,787 | 51,300,193 | ||||||
Net asset value per common share | $ | 15.89 | $ | 15.80 |
See Notes to Consolidated Financial Statements.
3 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Operations (unaudited)
(In thousands, except share and per share data)
Three months ended December 31, | ||||||||
2015 | 2014 | |||||||
Investment income | ||||||||
From non-controlled/non-affiliate company investments: | ||||||||
Interest income | $ | 27,567 | $ | 26,769 | ||||
Dividend income | 231 | 18 | ||||||
Fee income | 300 | 208 | ||||||
Total investment income from non-controlled/non-affiliate company investments | 28,098 | 26,995 | ||||||
From controlled affiliate company investments: | ||||||||
Interest income | 1,626 | 550 | ||||||
Dividend income | 776 | - | ||||||
Total investment income from controlled affiliate company investments | 2,402 | 550 | ||||||
Total investment income | 30,500 | 27,545 | ||||||
Expenses | ||||||||
Interest and other debt financing expenses | 6,731 | 5,694 | ||||||
Base management fee | 5,314 | 4,821 | ||||||
Incentive fee | 1,771 | 1,071 | ||||||
Professional fees | 731 | 629 | ||||||
Administrative service fee | 503 | 607 | ||||||
General and administrative expenses | 149 | 166 | ||||||
Total expenses | 15,199 | 12,988 | ||||||
Net investment income - before excise tax | 15,301 | 14,557 | ||||||
Excise tax | 302 | - | ||||||
Net investment income - after excise tax | 14,999 | 14,557 | ||||||
Net gain (loss) on investments and secured borrowings | ||||||||
Net realized gains (losses): | ||||||||
Non-controlled/non-affiliate company investments | 2,256 | 1,726 | ||||||
Non-controlled affiliate company investments | 2,722 | - | ||||||
Net realized gains (losses) | 4,978 | 1,726 | ||||||
Net change in unrealized appreciation (depreciation) on investments: | ||||||||
Non-controlled/non-affiliate company investments | 1,831 | (1,412 | ) | |||||
Non-controlled affiliate company investments | 1,343 | 327 | ||||||
Controlled affiliate company investments | (2,512 | ) | (26 | ) | ||||
Net change in unrealized appreciation (depreciation) on investments | 662 | (1,111 | ) | |||||
Net change in unrealized depreciation (appreciation) on secured borrowings | - | - | ||||||
Net gain (loss) on investments and secured borrowings | 5,640 | 615 | ||||||
Net increase in net assets resulting from operations | $ | 20,639 | $ | 15,172 | ||||
Per Common Share Data | ||||||||
Basic and diluted earnings per common share | $ | 0.40 | $ | 0.32 | ||||
Dividends and distributions declared per common share | $ | 0.32 | $ | 0.32 | ||||
Basic and diluted weighted average common shares outstanding | 51,302,788 | 47,121,194 |
See Notes to Consolidated Financial Statements.
4 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Changes in Net Assets (unaudited)
(In thousands, except share data)
Net Unrealized | ||||||||||||||||||||||||||||
Appreciation | Net | |||||||||||||||||||||||||||
Undistributed | (Depreciation) on | Realized | ||||||||||||||||||||||||||
Common Stock | Paid in Capital | Net | Investments and | Gain | ||||||||||||||||||||||||
Par | in Excess | Investment | Secured | (Loss) on | Total | |||||||||||||||||||||||
Shares | Amount | of Par | Income | Borrowings | Investments | Net Assets | ||||||||||||||||||||||
Balance at September 30, 2014 | 47,119,498 | $ | 47 | $ | 720,479 | $ | 3,627 | $ | 12,694 | $ | (4,108 | ) | $ | 732,739 | ||||||||||||||
Net increase in net assets resulting from operations | - | - | - | 14,557 | (1,111 | ) | 1,726 | 15,172 | ||||||||||||||||||||
Distributions to stockholders: | ||||||||||||||||||||||||||||
Stock issued in connection with dividend reinvestment plan | 52,020 | - | 885 | - | - | - | 885 | |||||||||||||||||||||
Dividends and distributions | - | - | - | (15,078 | ) | - | - | (15,078 | ) | |||||||||||||||||||
Balance at December 31, 2014 | 47,171,518 | $ | 47 | $ | 721,364 | $ | 3,106 | $ | 11,583 | $ | (2,382 | ) | $ | 733,718 | ||||||||||||||
Balance at September 30, 2015 | 51,300,193 | $ | 51 | $ | 790,713 | $ | 4,230 | $ | 15,134 | $ | 742 | $ | 810,870 | |||||||||||||||
Net increase in net assets resulting from operations | - | - | - | 14,999 | 662 | 4,978 | 20,639 | |||||||||||||||||||||
Distributions to stockholders: | ||||||||||||||||||||||||||||
Stock issued in connection with dividend reinvestment plan | 79,594 | - | 1,267 | - | - | - | 1,267 | |||||||||||||||||||||
Dividends and distributions | - | - | - | (16,416 | ) | - | - | (16,416 | ) | |||||||||||||||||||
Balance at December 31, 2015 | 51,379,787 | $ | 51 | $ | 791,980 | $ | 2,813 | $ | 15,796 | $ | 5,720 | $ | 816,360 |
See Notes to Consolidated Financial Statements.
5 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Cash Flows (unaudited)
(In thousands)
Three months ended December 31, | ||||||||
2015 | 2014 | |||||||
Cash flows from operating activities | ||||||||
Net increase in net assets resulting from operations | $ | 20,639 | $ | 15,172 | ||||
Adjustments to reconcile net increase in net assets resulting from operations to net cash (used in) provided by operating activities: | ||||||||
Amortization of debt issuance costs | 1,249 | 1,047 | ||||||
Accretion of discounts and amortization of premiums | (1,891 | ) | (1,670 | ) | ||||
Net realized (gain) loss on investments | (4,978 | ) | (1,726 | ) | ||||
Net change in unrealized (appreciation) depreciation on investments | (662 | ) | 1,111 | |||||
Proceeds from (fundings of) revolving loans, net | 514 | 90 | ||||||
Fundings of investments | (162,820 | ) | (131,470 | ) | ||||
Proceeds from principal payments and sales of portfolio investments | 171,356 | 80,941 | ||||||
PIK interest | (197 | ) | (390 | ) | ||||
Changes in operating assets and liabilities: | ||||||||
Interest receivable | (181 | ) | (394 | ) | ||||
Receivable for investments sold | (5,079 | ) | (2,232 | ) | ||||
Other assets | 103 | (51 | ) | |||||
Interest payable | 2,150 | 1,259 | ||||||
Management and incentive fees payable | (2,188 | ) | (2,598 | ) | ||||
Payable for open trades | 4,677 | - | ||||||
Accounts payable and accrued expenses | 323 | 71 | ||||||
Accrued trustee fees | 2 | (7 | ) | |||||
Net cash (used in) provided by operating activities | 23,017 | (40,847 | ) | |||||
Cash flows from investing activities | ||||||||
Net change in restricted cash and cash equivalents | (2,183 | ) | 39,122 | |||||
Net cash (used in) provided by investing activities | (2,183 | ) | 39,122 | |||||
Cash flows from financing activities | ||||||||
Borrowings on debt | 56,550 | 33,550 | ||||||
Repayments of debt | (60,750 | ) | (16,050 | ) | ||||
Capitalized debt issuance costs | (73 | ) | (968 | ) | ||||
Repayments on secured borrowings | (9 | ) | (9 | ) | ||||
Dividends and distributions paid | (15,149 | ) | (14,193 | ) | ||||
Net cash (used in) provided by financing activities | (19,431 | ) | 2,330 | |||||
Net change in cash and cash equivalents | 1,403 | 605 | ||||||
Cash and cash equivalents, beginning of period | 5,468 | 5,135 | ||||||
Cash and cash equivalents, end of period | $ | 6,871 | $ | 5,740 | ||||
Supplemental information: | ||||||||
Cash paid during the period for interest | $ | 3,328 | $ | 3,383 | ||||
Dividends and distributions declared during the period | 16,416 | 15,078 |
See Notes to Consolidated Financial Statements.
6 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited)
December 31, 2015
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par | of | Fair | ||||||||||||||||||||
Type | Index (1) | Rate (2) | Date | Amount | Cost | Net Assets | Value | |||||||||||||||||||
Investments | ||||||||||||||||||||||||||
Canada | ||||||||||||||||||||||||||
Debt investments | ||||||||||||||||||||||||||
Beverage, Food and Tobacco | ||||||||||||||||||||||||||
The Original Cakerie Ltd. (3) | Senior loan | L + 5.00% | 6.00 | % | 12/2020 | $ | 1 | $ | 1 | - | % | $ | 1 | |||||||||||||
The Original Cakerie Ltd. (3) | Senior loan | L + 5.00% | 6.00 | % | 12/2020 | 1,652 | 1,635 | 0.2 | 1,635 | |||||||||||||||||
1,653 | 1,636 | 0.2 | 1,636 | |||||||||||||||||||||||
Total debt investments Canada | $ | 1,653 | $ | 1,636 | 0.2 | % | $ | 1,636 | ||||||||||||||||||
United States | ||||||||||||||||||||||||||
Debt investments | ||||||||||||||||||||||||||
Aerospace and Defense | ||||||||||||||||||||||||||
ILC Dover, LP | One stop | P + 6.00% | 9.50 | % | 03/2019 | $ | 781 | $ | 770 | 0.1 | % | $ | 661 | |||||||||||||
ILC Dover, LP*^ | One stop | P + 6.00% | 9.50 | % | 03/2020 | 18,006 | 17,835 | 2.0 | 16,206 | |||||||||||||||||
ILC Industries, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 07/2020 | - | (21 | ) | - | - | ||||||||||||||||
ILC Industries, Inc.*^ | One stop | L + 6.00% | 7.00 | % | 07/2020 | 22,613 | 22,478 | 2.8 | 22,613 | |||||||||||||||||
NTS Technical Systems(4) | One stop | L + 6.00% | N/A | (5) | 06/2021 | - | (45 | ) | - | - | ||||||||||||||||
NTS Technical Systems(4) | One stop | L + 6.00% | N/A | (5) | 06/2021 | - | (96 | ) | - | - | ||||||||||||||||
NTS Technical Systems*^ | One stop | L + 6.00% | 7.00 | % | 06/2021 | 26,375 | 25,956 | 3.2 | 26,375 | |||||||||||||||||
Tresys Technology Holdings, Inc. | One stop | L + 6.75% | 8.00 | % | 12/2017 | 349 | 345 | - | 349 | |||||||||||||||||
Tresys Technology Holdings, Inc.(6) | One stop | L + 6.75% | 8.00 | % | 12/2017 | 3,899 | 3,845 | 0.1 | 1,170 | |||||||||||||||||
Whitcraft LLC(4) | One stop | L + 6.50% | N/A | (5) | 05/2020 | - | (1 | ) | - | - | ||||||||||||||||
Whitcraft LLC*^ | One stop | L + 6.50% | 7.50 | % | 05/2020 | 13,607 | 13,485 | 1.7 | 13,607 | |||||||||||||||||
85,630 | 84,551 | 9.9 | 80,981 | |||||||||||||||||||||||
Automobile | ||||||||||||||||||||||||||
American Driveline Systems, Inc. | Senior loan | P + 4.75% | 8.25 | % | 03/2020 | 79 | 72 | - | 66 | |||||||||||||||||
American Driveline Systems, Inc.* | Senior loan | L + 5.75% | 6.75 | % | 03/2020 | 1,812 | 1,762 | 0.2 | 1,721 | |||||||||||||||||
CH Hold Corp. (Caliber Collision) | Senior loan | L + 4.75% | 5.75 | % | 11/2019 | 603 | 600 | 0.1 | 603 | |||||||||||||||||
CH Hold Corp. (Caliber Collision) | Senior loan | L + 4.75% | 5.75 | % | 11/2019 | 332 | 329 | - | 332 | |||||||||||||||||
CH Hold Corp. (Caliber Collision) | Senior loan | L + 4.75% | 5.75 | % | 11/2019 | 1,858 | 1,843 | 0.2 | 1,858 | |||||||||||||||||
Dent Wizard International Corporation* | Senior loan | L + 4.75% | 5.77 | % | 04/2020 | 2,530 | 2,518 | 0.3 | 2,530 | |||||||||||||||||
Integrated Supply Network, LLC | Senior loan | L + 5.25% | 6.25 | % | 02/2020 | 221 | 213 | - | 221 | |||||||||||||||||
Integrated Supply Network, LLC* | Senior loan | L + 5.25% | 6.25 | % | 02/2020 | 5,648 | 5,580 | 0.7 | 5,648 | |||||||||||||||||
K&N Engineering, Inc.^ | Senior loan | L + 4.25% | 5.25 | % | 07/2019 | 136 | 122 | - | 132 | |||||||||||||||||
K&N Engineering, Inc.(4) | Senior loan | L + 4.25% | N/A | (5) | 07/2019 | - | (3 | ) | - | (5 | ) | |||||||||||||||
K&N Engineering, Inc.^ | Senior loan | L + 4.25% | 5.25 | % | 07/2019 | 2,876 | 2,841 | 0.3 | 2,790 | |||||||||||||||||
16,095 | 15,877 | 1.8 | 15,896 | |||||||||||||||||||||||
Banking | ||||||||||||||||||||||||||
HedgeServ Holding L.P.(4) | One stop | L + 6.00% | N/A | (5) | 02/2019 | - | (6 | ) | - | - | ||||||||||||||||
HedgeServ Holding L.P.*^ | One stop | L + 8.00% | 7.00% cash/2.00% PIK | 02/2019 | 17,265 | 17,162 | 2.1 | 17,265 | ||||||||||||||||||
17,265 | 17,156 | 2.1 | 17,265 | |||||||||||||||||||||||
Beverage, Food and Tobacco | ||||||||||||||||||||||||||
Abita Brewing Co., L.L.C.(4) | One stop | L + 5.75% | N/A | (5) | 04/2021 | - | (1 | ) | - | - | ||||||||||||||||
Abita Brewing Co., L.L.C. | One stop | L + 5.75% | 6.75 | % | 04/2021 | 8,054 | 7,911 | 1.0 | 8,054 | |||||||||||||||||
ABP Corporation | Senior loan | P + 3.50% | 7.25 | % | 09/2018 | 167 | 163 | - | 167 | |||||||||||||||||
ABP Corporation* | Senior loan | L + 4.75% | 6.00 | % | 09/2018 | 4,734 | 4,690 | 0.6 | 4,734 | |||||||||||||||||
Atkins Nutritionals, Inc*^ | One stop | L + 5.00% | 6.25 | % | 01/2019 | 17,490 | 17,328 | 2.1 | 17,490 | |||||||||||||||||
Atkins Nutritionals, Inc*^ | One stop | L + 8.50% | 9.75 | % | 04/2019 | 21,636 | 21,412 | 2.7 | 21,744 | |||||||||||||||||
C. J. Foods, Inc.(4) | One stop | L + 5.50% | N/A | (5) | 05/2019 | - | (9 | ) | - | - | ||||||||||||||||
C. J. Foods, Inc.(4) | One stop | L + 5.50% | N/A | (5) | 05/2019 | - | (7 | ) | - | - | ||||||||||||||||
C. J. Foods, Inc. | One stop | L + 5.50% | 6.50 | % | 05/2019 | 3,184 | 3,151 | 0.4 | 3,184 | |||||||||||||||||
Candy Intermediate Holdings, Inc. (Ferrara Candy)^ | Senior loan | L + 6.25% | 7.50 | % | 06/2018 | 4,825 | 4,756 | 0.6 | 4,807 | |||||||||||||||||
Firebirds International, LLC | One stop | L + 5.75% | 7.00 | % | 05/2018 | 304 | 301 | - | 304 | |||||||||||||||||
Firebirds International, LLC(4) | One stop | L + 5.75% | N/A | (5) | 05/2018 | - | (3 | ) | - | - | ||||||||||||||||
Firebirds International, LLC(4) | One stop | L + 5.75% | N/A | (5) | 05/2018 | - | (1 | ) | - | - | ||||||||||||||||
Firebirds International, LLC* | One stop | L + 5.75% | 7.00 | % | 05/2018 | 1,079 | 1,070 | 0.1 | 1,079 | |||||||||||||||||
First Watch Restaurants, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2020 | - | (11 | ) | - | - | ||||||||||||||||
First Watch Restaurants, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2020 | - | (11 | ) | - | - | ||||||||||||||||
First Watch Restaurants, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2020 | - | (10 | ) | - | - | ||||||||||||||||
First Watch Restaurants, Inc. | One stop | P + 5.00% | 8.50 | % | 12/2020 | 272 | 263 | - | 272 | |||||||||||||||||
First Watch Restaurants, Inc.*^ | One stop | L + 6.00% | 7.00 | % | 12/2020 | 25,793 | 25,544 | 3.2 | 25,793 |
See Notes to Consolidated Financial Statements
7 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
December 31, 2015
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par | of | Fair | ||||||||||||||||||||
Type | Index (1) | Rate (2) | Date | Amount | Cost | Net Assets | Value | |||||||||||||||||||
Hopdoddy Holdings, LLC(4) | One stop | L + 8.00% | N/A | (5) | 08/2020 | - | (3 | ) | - | - | ||||||||||||||||
Hopdoddy Holdings, LLC | One stop | L + 8.00% | N/A | (5) | 08/2020 | - | - | - | - | |||||||||||||||||
Hopdoddy Holdings, LLC | One stop | L + 8.00% | 9.00 | % | 08/2020 | 666 | 654 | 0.1 | 666 | |||||||||||||||||
IT'SUGAR LLC | Subordinated debt | N/A | 5.00 | % | 10/2017 | 1,707 | 1,707 | 0.2 | 1,721 | |||||||||||||||||
Northern Brewer, LLC | One stop | P + 5.25% | 8.75 | % | 02/2018 | 699 | 692 | 0.1 | 629 | |||||||||||||||||
Northern Brewer, LLC | One stop | L + 6.50% | 8.00 | % | 02/2018 | 6,376 | 6,296 | 0.7 | 5,738 | |||||||||||||||||
Smashburger Finance LLC(4) | Senior loan | L + 5.00% | N/A | (5) | 05/2018 | - | (3 | ) | - | - | ||||||||||||||||
Surfside Coffee Company LLC | One stop | L + 5.25% | 6.25 | % | 06/2020 | 132 | 122 | - | 132 | |||||||||||||||||
Surfside Coffee Company LLC | One stop | L + 5.25% | 6.25 | % | 06/2020 | 21 | 20 | - | 21 | |||||||||||||||||
Surfside Coffee Company LLC^ | One stop | L + 5.25% | 6.25 | % | 06/2020 | 4,504 | 4,463 | 0.6 | 4,504 | |||||||||||||||||
Tate's Bake Shop, Inc. | Senior loan | L + 5.00% | 6.00 | % | 08/2019 | 602 | 596 | 0.1 | 602 | |||||||||||||||||
Uinta Brewing Company | One stop | L + 6.00% | 7.00 | % | 08/2019 | 493 | 488 | 0.1 | 455 | |||||||||||||||||
Uinta Brewing Company^ | One stop | L + 6.00% | 7.00 | % | 08/2019 | 3,195 | 3,172 | 0.4 | 3,036 | |||||||||||||||||
United Craft Brews LLC | One stop | L + 6.25% | 7.25 | % | 03/2020 | 540 | 526 | 0.1 | 540 | |||||||||||||||||
United Craft Brews LLC(4) | One stop | L + 6.25% | N/A | (5) | 03/2020 | - | (14 | ) | - | - | ||||||||||||||||
United Craft Brews LLC | One stop | L + 6.25% | 7.25 | % | 03/2020 | 12,127 | 11,900 | 1.5 | 12,127 | |||||||||||||||||
118,600 | 117,152 | 14.6 | 117,799 | |||||||||||||||||||||||
Broadcasting and Entertainment | ||||||||||||||||||||||||||
TouchTunes Interactive Networks, Inc.^ | Senior loan | L + 4.75% | 5.75 | % | 05/2021 | 1,488 | 1,481 | 0.2 | 1,481 | |||||||||||||||||
Building and Real Estate | ||||||||||||||||||||||||||
Accruent, LLC* | One stop | L + 6.25% | 7.27 | % | 11/2019 | 4,709 | 4,673 | 0.6 | 4,709 | |||||||||||||||||
Brooks Equipment Company, LLC (4) | One stop | L + 5.35% | N/A | (5) | 08/2020 | - | (15 | ) | - | - | ||||||||||||||||
Brooks Equipment Company, LLC*^ | One stop | L + 5.35% | 6.35 | % | 08/2020 | 24,467 | 24,184 | 3.0 | 24,467 | |||||||||||||||||
ITEL Laboratories, Inc.(4) | Senior loan | L + 4.75% | N/A | (5) | 06/2018 | - | (1 | ) | - | - | ||||||||||||||||
ITEL Laboratories, Inc.* | Senior loan | L + 4.75% | 6.00 | % | 06/2018 | 695 | 690 | 0.1 | 695 | |||||||||||||||||
29,871 | 29,531 | 3.7 | 29,871 | |||||||||||||||||||||||
Containers, Packaging and Glass | ||||||||||||||||||||||||||
Fort Dearborn Company*^ | Senior loan | L + 4.25% | 5.27 | % | 10/2017 | 552 | 550 | 0.1 | 552 | |||||||||||||||||
Fort Dearborn Company*^ | Senior loan | L + 4.75% | 5.78 | % | 10/2018 | 2,577 | 2,566 | 0.3 | 2,577 | |||||||||||||||||
Packaging Coordinators, Inc.* | Senior loan | L + 4.25% | 5.25 | % | 08/2021 | 2,843 | 2,820 | 0.3 | 2,825 | |||||||||||||||||
Packaging Coordinators, Inc. | Second lien | L + 8.00% | 9.00 | % | 08/2022 | 10,000 | 9,917 | 1.2 | 9,850 | |||||||||||||||||
15,972 | 15,853 | 1.9 | 15,804 | |||||||||||||||||||||||
Diversified Conglomerate Manufacturing | ||||||||||||||||||||||||||
Chase Industries, Inc. | One stop | L + 5.75% | 6.75 | % | 09/2020 | 3,385 | 3,347 | 0.4 | 3,385 | |||||||||||||||||
Chase Industries, Inc. | One stop | L + 5.75% | 6.75 | % | 09/2020 | 234 | 217 | - | 234 | |||||||||||||||||
Chase Industries, Inc.*^ | One stop | L + 5.75% | 6.75 | % | 09/2020 | 20,827 | 20,664 | 2.6 | 20,827 | |||||||||||||||||
Harvey Tool Company, LLC | Senior loan | L + 5.00% | N/A | (5) | 03/2019 | - | - | - | - | |||||||||||||||||
Harvey Tool Company, LLC* | Senior loan | L + 5.00% | 6.00 | % | 03/2020 | 3,131 | 3,102 | 0.4 | 3,131 | |||||||||||||||||
ICC-Nexergy, Inc(4) | One stop | L + 5.50% | N/A | (5) | 04/2020 | - | (3 | ) | - | - | ||||||||||||||||
ICC-Nexergy, Inc^ | One stop | L + 5.50% | 6.50 | % | 04/2020 | 8,569 | 8,516 | 1.0 | 8,569 | |||||||||||||||||
Onicon Incorporated(4) | One stop | L + 6.00% | N/A | (5) | 04/2020 | - | (6 | ) | - | - | ||||||||||||||||
Onicon Incorporated* | One stop | L + 6.00% | 7.00 | % | 04/2020 | 9,227 | 9,158 | 1.1 | 9,227 | |||||||||||||||||
Plex Systems, Inc.(4) | One stop | L + 7.50% | N/A | (5) | 06/2018 | - | (26 | ) | - | - | ||||||||||||||||
Plex Systems, Inc.*^ | One stop | L + 7.50% | 8.75 | % | 06/2018 | 18,797 | 18,436 | 2.3 | 18,797 | |||||||||||||||||
Sunless Merger Sub, Inc. | Senior loan | P + 4.00% | 7.50 | % | 07/2016 | 165 | 165 | - | 147 | |||||||||||||||||
Sunless Merger Sub, Inc.* | Senior loan | L + 5.25% | 6.50 | % | 07/2016 | 1,563 | 1,561 | 0.2 | 1,250 | |||||||||||||||||
65,898 | 65,131 | 8.0 | 65,567 | |||||||||||||||||||||||
Diversified Conglomerate Service | ||||||||||||||||||||||||||
Accellos, Inc.(4) | One stop | L + 5.75% | N/A | (5) | 07/2020 | - | (16 | ) | - | - | ||||||||||||||||
Accellos, Inc.*^ | One stop | L + 5.75% | 6.75 | % | 07/2020 | 32,040 | 31,740 | 3.9 | 32,040 | |||||||||||||||||
Actiance, Inc. | One stop | L + 9.00% | N/A | (5) | 04/2018 | - | - | - | - | |||||||||||||||||
Actiance, Inc.*^ | One stop | L + 9.00% | 10.00 | % | 04/2018 | 2,502 | 2,419 | 0.3 | 2,502 | |||||||||||||||||
Agility Recovery Solutions Inc.(4) | One stop | L + 6.50% | N/A | (5) | 03/2020 | - | (6 | ) | - | - | ||||||||||||||||
Agility Recovery Solutions Inc.*^ | One stop | L + 6.50% | 7.50 | % | 03/2020 | 10,325 | 10,239 | 1.3 | 10,325 | |||||||||||||||||
Bomgar Corporation(4) | One stop | L + 6.00% | N/A | (5) | 09/2020 | - | (19 | ) | - | - | ||||||||||||||||
Bomgar Corporation* | One stop | L + 6.00% | 7.00 | % | 09/2020 | 29,564 | 29,110 | 3.6 | 29,564 | |||||||||||||||||
Daxko, LLC(4) | One stop | L + 5.75% | N/A | (5) | 03/2020 | - | (24 | ) | - | (16 | ) | |||||||||||||||
Daxko, LLC*^ | One stop | L + 5.75% | 6.75 | % | 03/2020 | 29,015 | 28,684 | 3.5 | 28,809 | |||||||||||||||||
DTI Holdco, Inc. | Senior loan | L + 5.00% | 6.00 | % | 08/2020 | 7,874 | 7,804 | 0.9 | 7,637 | |||||||||||||||||
HealthcareSource HR, Inc.(4) | One stop | L + 6.75% | N/A | (5) | 05/2020 | - | (2 | ) | - | - |
See Notes to Consolidated Financial Statements
8 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
December 31, 2015
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par | of | Fair | ||||||||||||||||||||
Type | Index (1) | Rate (2) | Date | Amount | Cost | Net Assets | Value | |||||||||||||||||||
HealthcareSource HR, Inc. | One stop | L + 6.75% | 7.75 | % | 05/2020 | 17,859 | 17,485 | 2.2 | 17,859 | |||||||||||||||||
Host Analytics, Inc.(4) | One stop | N/A | N/A | (5) | 02/2020 | - | (5 | ) | - | - | ||||||||||||||||
Host Analytics, Inc. | One stop | N/A | 8.50% cash/2.25% PIK | 02/2020 | 2,977 | 2,934 | 0.4 | 2,977 | ||||||||||||||||||
Integration Appliance, Inc. | One stop | L + 8.25% | 9.50 | % | 09/2018 | 899 | 891 | 0.1 | 899 | |||||||||||||||||
Integration Appliance, Inc.* | One stop | L + 8.25% | 9.50 | % | 09/2020 | 719 | 709 | 0.1 | 719 | |||||||||||||||||
Integration Appliance, Inc. | One stop | L + 8.25% | 9.50 | % | 06/2019 | 7,914 | 7,776 | 1.0 | 7,914 | |||||||||||||||||
Integration Appliance, Inc. | One stop | L + 8.25% | 9.50 | % | 09/2018 | 5,396 | 5,322 | 0.7 | 5,396 | |||||||||||||||||
Jensen Hughes, Inc.(4) | Senior loan | L + 5.00% | N/A | (5) | 12/2021 | - | (3 | ) | - | (3 | ) | |||||||||||||||
Jensen Hughes, Inc.^ | Senior loan | L + 5.00% | 6.00 | % | 12/2021 | 2,360 | 2,336 | 0.3 | 2,336 | |||||||||||||||||
Mediaocean LLC | Senior loan | L + 4.75% | 5.75 | % | 08/2022 | 168 | 165 | - | 168 | |||||||||||||||||
NetSmart Technologies, Inc. | One stop | L + 5.25% | 6.25 | % | 02/2019 | 736 | 719 | 0.1 | 736 | |||||||||||||||||
NetSmart Technologies, Inc.*^ | One stop | L + 5.25% | 6.25 | % | 02/2019 | 14,779 | 14,662 | 1.8 | 14,779 | |||||||||||||||||
Saldon Holdings, Inc. | Senior loan | L + 4.50% | N/A | (5) | 09/2021 | - | - | - | - | |||||||||||||||||
Saldon Holdings, Inc. | Senior loan | L + 5.00% | 6.00 | % | 09/2021 | 2,928 | 2,900 | 0.4 | 2,928 | |||||||||||||||||
Secure-24, LLC(4) | One stop | L + 6.00% | N/A | (5) | 08/2017 | - | (3 | ) | - | - | ||||||||||||||||
Secure-24, LLC* | One stop | L + 6.00% | 7.25 | % | 08/2017 | 10,002 | 9,901 | 1.2 | 10,002 | |||||||||||||||||
Secure-24, LLC^ | One stop | L + 6.00% | 7.25 | % | 08/2017 | 1,463 | 1,452 | 0.2 | 1,463 | |||||||||||||||||
Severin Acquisition, LLC^ | Senior loan | L + 5.00% | 6.00 | % | 07/2021 | 800 | 793 | 0.1 | 813 | |||||||||||||||||
Source Medical Solutions, Inc. | Second lien | L + 8.00% | 9.00 | % | 03/2018 | 9,294 | 9,200 | 1.1 | 9,108 | |||||||||||||||||
Steelwedge Software, Inc. | One stop | P + 8.75% | N/A | (5) | 09/2020 | - | - | - | - | |||||||||||||||||
Steelwedge Software, Inc.^ | One stop | P + 8.75% | 10.25% cash/2.00% PIK | 09/2020 | 2,164 | 2,071 | 0.3 | 2,164 | ||||||||||||||||||
TA MHI Buyer, Inc. | One stop | L + 6.50% | N/A | (5) | 09/2021 | - | - | - | - | |||||||||||||||||
TA MHI Buyer, Inc.^ | One stop | L + 6.50% | 7.50 | % | 09/2021 | 8,295 | 8,225 | 1.0 | 8,295 | |||||||||||||||||
Trintech, Inc.(4) | One stop | L + 5.75% | N/A | (5) | 10/2021 | - | (1 | ) | - | - | ||||||||||||||||
Trintech, Inc.* | One stop | L + 5.75% | 6.75 | % | 10/2021 | 7,355 | 7,266 | 0.9 | 7,281 | |||||||||||||||||
Vendavo, Inc.(4) | One stop | L + 8.50% | N/A | (5) | 10/2019 | - | (12 | ) | - | - | ||||||||||||||||
Vendavo, Inc. | One stop | L + 8.50% | 9.50 | % | 10/2019 | 15,501 | 15,237 | 1.9 | 15,501 | |||||||||||||||||
Vendor Credentialing Service LLC(4) | One stop | L + 5.00% | N/A | (5) | 11/2021 | - | (1 | ) | - | - | ||||||||||||||||
Vendor Credentialing Service LLC | One stop | L + 5.00% | 6.00 | % | 11/2021 | 5,246 | 5,117 | 0.6 | 5,193 | |||||||||||||||||
Vitalyst, LLC | Senior loan | P + 4.25% | 7.75 | % | 09/2017 | 66 | 65 | - | 60 | |||||||||||||||||
Vitalyst, LLC | Senior loan | L + 5.25% | 6.50 | % | 09/2017 | 1,502 | 1,494 | 0.2 | 1,472 | |||||||||||||||||
229,743 | 226,624 | 28.1 | 228,921 | |||||||||||||||||||||||
Electronics | ||||||||||||||||||||||||||
Appriss Holdings, Inc. | Senior loan | L + 4.75% | 5.75 | % | 11/2020 | 902 | 867 | 0.1 | 902 | |||||||||||||||||
Appriss Holdings, Inc.* | Senior loan | L + 4.75% | 5.75 | % | 11/2020 | 20,894 | 20,634 | 2.6 | 20,894 | |||||||||||||||||
Compusearch Software Holdings, Inc.^ | Senior loan | L + 4.50% | 5.50 | % | 05/2021 | 1,318 | 1,315 | 0.2 | 1,318 | |||||||||||||||||
ECI Acquisition Holdings, Inc. | One stop | L + 6.25% | 7.25 | % | 03/2019 | 1,410 | 1,353 | 0.2 | 1,410 | |||||||||||||||||
ECI Acquisition Holdings, Inc.(4) | One stop | L + 6.25% | N/A | (5) | 03/2019 | - | (12 | ) | - | - | ||||||||||||||||
ECI Acquisition Holdings, Inc.*^ | One stop | L + 6.25% | 7.25 | % | 03/2019 | 21,779 | 21,516 | 2.7 | 21,779 | |||||||||||||||||
Gamma Technologies, LLC(4) | One stop | L + 5.50% | N/A | (5) | 06/2021 | - | (1 | ) | - | - | ||||||||||||||||
Gamma Technologies, LLC^ | One stop | L + 5.50% | 6.50 | % | 06/2021 | 18,138 | 17,972 | 2.2 | 18,138 | |||||||||||||||||
Park Place Technologies LLC(4) | One stop | L + 5.25% | N/A | (5) | 06/2022 | - | (2 | ) | - | (2 | ) | |||||||||||||||
Park Place Technologies LLC* | One stop | L + 5.25% | 6.25 | % | 06/2022 | 12,560 | 12,373 | 1.5 | 12,434 | |||||||||||||||||
Sloan Company, Inc., The | One stop | L + 6.25% | 7.25 | % | 04/2020 | 31 | 30 | - | 27 | |||||||||||||||||
Sloan Company, Inc., The | One stop | L + 6.25% | 7.25 | % | 04/2020 | 7,570 | 7,489 | 0.9 | 6,965 | |||||||||||||||||
Sovos Compliance (4) | One stop | L + 6.50% | N/A | (5) | 04/2022 | - | (5 | ) | - | - | ||||||||||||||||
Sovos Compliance*^ | One stop | L + 6.50% | 7.50 | % | 04/2022 | 19,850 | 19,572 | 2.4 | 19,850 | |||||||||||||||||
Sparta Holding Corporation(4) | One stop | L + 5.50% | N/A | (5) | 07/2020 | - | (29 | ) | - | - | ||||||||||||||||
Sparta Holding Corporation*^ | One stop | L + 5.50% | 6.50 | % | 07/2020 | 23,066 | 22,847 | 2.8 | 23,066 | |||||||||||||||||
Syncsort Incorporated(4) | One stop | L + 5.50% | N/A | (5) | 11/2021 | - | (2 | ) | - | (1 | ) | |||||||||||||||
Syncsort Incorporated*^ | One stop | L + 5.50% | 6.50 | % | 11/2021 | 16,735 | 16,407 | 2.0 | 16,567 | |||||||||||||||||
Systems Maintenance Services Holding, Inc.^ | Senior loan | L + 4.00% | 5.00 | % | 10/2019 | 2,617 | 2,608 | 0.3 | 2,617 | |||||||||||||||||
Watchfire Enterprises, Inc. | Second lien | L + 8.00% | 9.00 | % | 10/2021 | 9,435 | 9,251 | 1.2 | 9,435 | |||||||||||||||||
156,305 | 154,183 | 19.1 | 155,399 | |||||||||||||||||||||||
Grocery | ||||||||||||||||||||||||||
MyWebGrocer, Inc.(4) | One stop | L + 8.75% | N/A | (5) | 05/2018 | - | (10 | ) | - | (79 | ) | |||||||||||||||
MyWebGrocer, Inc.^ | One stop | L + 8.75% | 10.00 | % | 05/2018 | 14,271 | 14,130 | 1.7 | 13,557 | |||||||||||||||||
Teasdale Quality Foods, Inc. | Senior loan | L + 4.75% | 5.75 | % | 10/2020 | 557 | 552 | 0.1 | 557 | |||||||||||||||||
14,828 | 14,672 | 1.8 | 14,035 | |||||||||||||||||||||||
Healthcare, Education and Childcare | ||||||||||||||||||||||||||
Active Day, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2021 | - | (42 | ) | - | (24 | ) |
See Notes to Consolidated Financial Statements
9 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
December 31, 2015
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par | of | Fair | ||||||||||||||||||||
Type | Index (1) | Rate (2) | Date | Amount | Cost | Net Assets | Value | |||||||||||||||||||
Active Day, Inc.(4) | One stop | L + 6.00% | N/A(5) | 12/2021 | - | (2 | ) | - | (1 | ) | ||||||||||||||||
Active Day, Inc. | One stop | L + 6.00% | 7.00 | % | 12/2021 | 13,640 | 13,269 | 1.7 | 13,504 | |||||||||||||||||
Agilitas USA, Inc.^ | Senior loan | L + 4.00% | 5.00 | % | 10/2020 | 2,124 | 2,108 | 0.3 | 2,124 | |||||||||||||||||
Argon Medical Devices, Inc. | Senior loan | L + 4.75% | 5.75 | % | 12/2021 | 4,000 | 3,960 | 0.5 | 3,960 | |||||||||||||||||
Avalign Technologies, Inc.^ | Senior loan | L + 4.50% | 5.50 | % | 07/2021 | 1,136 | 1,131 | 0.1 | 1,125 | |||||||||||||||||
Avatar International, LLC (6) | One stop | L + 7.89% | 6.19% cash/2.95% PIK | 09/2016 | 1,648 | 1,644 | 0.1 | 1,004 | ||||||||||||||||||
Avatar International, LLC | One stop | L + 7.89% | 6.19% cash/2.95% PIK | 09/2016 | 658 | 657 | 0.1 | 658 | ||||||||||||||||||
Avatar International, LLC (6) | One stop | L + 7.89% | 6.19% cash/2.95% PIK | 09/2016 | 7,641 | 7,615 | 0.6 | 4,654 | ||||||||||||||||||
California Cryobank, LLC^ | One stop | L + 5.50% | 6.50 | % | 08/2019 | 1,550 | 1,539 | 0.2 | 1,550 | |||||||||||||||||
California Cryobank, LLC | One stop | L + 5.50% | 6.50 | % | 08/2019 | 43 | 42 | - | 43 | |||||||||||||||||
California Cryobank, LLC | One stop | P + 4.25% | 7.75 | % | 08/2019 | 22 | 20 | - | 22 | |||||||||||||||||
Certara L.P.(4) | One stop | L + 6.25% | N/A | (5) | 12/2018 | - | (13 | ) | - | - | ||||||||||||||||
Certara L.P.*^ | One stop | L + 6.25% | 7.25 | % | 12/2018 | 30,770 | 30,502 | 3.8 | 30,770 | |||||||||||||||||
CLP Healthcare Services, Inc.^ | Senior loan | L + 4.75% | 5.75 | % | 12/2020 | 8,743 | 8,659 | 1.1 | 8,699 | |||||||||||||||||
CPI Buyer, LLC (Cole-Parmer)*^ | Senior loan | L + 4.50% | 5.50 | % | 08/2021 | 7,920 | 7,666 | 0.9 | 7,612 | |||||||||||||||||
Curo Health Services LLC | Senior loan | L + 5.50% | 6.50 | % | 02/2022 | 1,985 | 1,968 | 0.2 | 1,969 | |||||||||||||||||
DCA Investment Holding, LLC | One stop | P + 4.25% | 7.75 | % | 07/2021 | 3 | 1 | - | 3 | |||||||||||||||||
DCA Investment Holding, LLC* | One stop | L + 5.25% | 6.25 | % | 07/2021 | 14,299 | 13,970 | 1.8 | 14,299 | |||||||||||||||||
Deca Dental Management LLC(4) | One stop | L + 6.25% | N/A | (5) | 07/2020 | - | (10 | ) | - | - | ||||||||||||||||
Deca Dental Management LLC | One stop | L + 6.25% | 7.25 | % | 07/2020 | 20 | 19 | - | 20 | |||||||||||||||||
Deca Dental Management LLC*^ | One stop | L + 6.25% | 7.25 | % | 07/2020 | 4,178 | 4,120 | 0.5 | 4,178 | |||||||||||||||||
Delta Educational Systems* | Senior loan | P + 4.75% | 8.25 | % | 12/2016 | 1,528 | 1,519 | 0.2 | 1,299 | |||||||||||||||||
Delta Educational Systems(4) | Senior loan | L + 6.00% | N/A | (5) | 12/2016 | - | - | - | (7 | ) | ||||||||||||||||
Dental Holdings Corporation | One stop | L + 5.50% | 6.50 | % | 02/2020 | 484 | 469 | 0.1 | 484 | |||||||||||||||||
Dental Holdings Corporation | One stop | P + 4.25% | 7.75 | % | 02/2020 | 242 | 231 | - | 242 | |||||||||||||||||
Dental Holdings Corporation | One stop | L + 5.50% | 6.50 | % | 02/2020 | 7,657 | 7,511 | 0.9 | 7,657 | |||||||||||||||||
Encore GC Acquisition, LLC(4) | Senior loan | L + 4.50% | N/A | (5) | 01/2020 | - | (8 | ) | - | - | ||||||||||||||||
Encore GC Acquisition, LLC* | Senior loan | L + 4.50% | 5.50 | % | 01/2020 | 3,475 | 3,433 | 0.4 | 3,475 | |||||||||||||||||
G & H Wire Company, Inc. | One stop | P + 4.50% | 8.00 | % | 12/2017 | 321 | 317 | - | 321 | |||||||||||||||||
G & H Wire Company, Inc.*^ | One stop | L + 5.75% | 6.75 | % | 12/2017 | 13,258 | 13,177 | 1.6 | 13,258 | |||||||||||||||||
GSDM Holdings Corp. | Senior loan | L + 4.25% | 5.25 | % | 06/2019 | 868 | 865 | 0.1 | 868 | |||||||||||||||||
Joerns Healthcare, LLC* | One stop | L + 5.00% | 6.00 | % | 05/2020 | 3,309 | 3,280 | 0.4 | 3,287 | |||||||||||||||||
Katena Holdings, Inc.(4) | One stop | L + 6.25% | N/A | (5) | 06/2021 | - | (8 | ) | - | - | ||||||||||||||||
Katena Holdings, Inc.(4) | One stop | L + 6.25% | N/A | (5) | 06/2021 | - | (1 | ) | - | - | ||||||||||||||||
Katena Holdings, Inc.^ | One stop | L + 6.25% | 7.25 | % | 06/2021 | 8,121 | 8,047 | 1.0 | 8,121 | |||||||||||||||||
Maverick Healthcare Group, LLC* | Senior loan | L + 9.50% | 9.25% cash/2.00% PIK | 12/2016 | 1,927 | 1,911 | 0.2 | 1,927 | ||||||||||||||||||
Pentec Acquisition Sub, Inc.(4) | Senior loan | L + 5.00% | N/A | (5) | 05/2017 | - | (1 | ) | - | - | ||||||||||||||||
Pentec Acquisition Sub, Inc.* | Senior loan | L + 5.00% | 6.25 | % | 05/2018 | 1,549 | 1,537 | 0.2 | 1,549 | |||||||||||||||||
Premise Health Holding Corp.(4) | One stop | L + 4.50% | N/A | (5) | 06/2020 | - | (19 | ) | - | - | ||||||||||||||||
Premise Health Holding Corp. | One stop | L + 4.50% | 5.50 | % | 06/2020 | 15,000 | 14,902 | 1.8 | 15,000 | |||||||||||||||||
Radiology Partners, Inc.(4) | One stop | L + 5.00% | N/A | (5) | 09/2020 | - | (36 | ) | - | - | ||||||||||||||||
Radiology Partners, Inc.(4) | One stop | L + 5.00% | N/A | (5) | 09/2020 | - | (6 | ) | - | - | ||||||||||||||||
Radiology Partners, Inc.*^ | One stop | L + 5.00% | 6.00 | % | 09/2020 | 16,994 | 16,781 | 2.1 | 16,994 | |||||||||||||||||
Reliant Pro ReHab, LLC | Senior loan | P + 4.00% | 7.38 | % | 06/2017 | 197 | 192 | - | 197 | |||||||||||||||||
Reliant Pro ReHab, LLC* | Senior loan | L + 5.00% | 6.00 | % | 06/2017 | 3,205 | 3,188 | 0.4 | 3,205 | |||||||||||||||||
RXH Buyer Corporation(4) | One stop | L + 5.75% | N/A | (5) | 09/2021 | - | (53 | ) | - | - | ||||||||||||||||
RXH Buyer Corporation | One stop | P + 4.75% | 8.25 | % | 09/2021 | 10 | 6 | - | 10 | |||||||||||||||||
RXH Buyer Corporation*^ | One stop | L + 5.75% | 6.75 | % | 09/2021 | 17,568 | 17,235 | 2.2 | 17,568 | |||||||||||||||||
Southern Anesthesia and Surgical | One stop | L + 5.50% | 6.50 | % | 11/2017 | 2,735 | 2,712 | 0.3 | 2,735 | |||||||||||||||||
Southern Anesthesia and Surgical(4) | One stop | L + 5.50% | N/A | (5) | 11/2017 | - | (6 | ) | - | - | ||||||||||||||||
Southern Anesthesia and Surgical | One stop | L + 5.50% | 6.50 | % | 11/2017 | 5,624 | 5,564 | 0.7 | 5,624 | |||||||||||||||||
Surgical Information Systems, LLC^ | Senior loan | L + 3.00% | 4.01 | % | 09/2018 | 1,906 | 1,903 | 0.2 | 1,906 | |||||||||||||||||
U.S. Anesthesia Partners, Inc. | One stop | L + 5.00% | 6.00 | % | 12/2019 | 5,927 | 5,905 | 0.7 | 5,927 | |||||||||||||||||
WIL Research Company, Inc.* | Senior loan | L + 4.50% | 5.75 | % | 02/2018 | 754 | 750 | 0.1 | 754 | |||||||||||||||||
Young Innovations, Inc. (4) | Senior loan | L + 3.25% | N/A | (5) | 01/2018 | - | - | - | (2 | ) | ||||||||||||||||
Young Innovations, Inc.* | Senior loan | L + 4.25% | 5.25 | % | 01/2019 | 1,755 | 1,745 | 0.2 | 1,755 | |||||||||||||||||
214,794 | 211,865 | 25.7 | 210,323 | |||||||||||||||||||||||
Home and Office Furnishings, Housewares, and Durable Consumer | ||||||||||||||||||||||||||
1A Smart Start LLC* | Senior loan | L + 4.75% | 5.75 | % | 02/2022 | 2,132 | 2,112 | 0.2 | 2,126 | |||||||||||||||||
Floor & Decor Outlets of America, Inc.*^ | One stop | L + 6.50% | 7.75 | % | 05/2019 | 11,101 | 11,024 | 1.4 | 11,101 | |||||||||||||||||
Plano Molding Company, LLC* | One stop | L + 6.00% | 7.00 | % | 05/2021 | 18,070 | 17,908 | 2.2 | 18,070 |
See Notes to Consolidated Financial Statements
10 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
December 31, 2015
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par | of | Fair | ||||||||||||||||||||
Type | Index (1) | Rate (2) | Date | Amount | Cost | Net Assets | Value | |||||||||||||||||||
31,303 | 31,044 | 3.8 | 31,297 | |||||||||||||||||||||||
Insurance | ||||||||||||||||||||||||||
Captive Resources Midco, LLC (4) | One stop | L + 5.75% | N/A | (5) | 06/2020 | - | (21 | ) | - | - | ||||||||||||||||
Captive Resources Midco, LLC (4) | One stop | L + 5.75% | N/A | (5) | 06/2020 | - | (19 | ) | - | - | ||||||||||||||||
Captive Resources Midco, LLC*^ | One stop | L + 5.75% | 6.75 | % | 06/2020 | 26,328 | 26,027 | 3.2 | 26,328 | |||||||||||||||||
Higginbotham Insurance Agency, Inc.* | Senior loan | L + 5.25% | 6.25 | % | 11/2021 | 1,311 | 1,298 | 0.2 | 1,304 | |||||||||||||||||
Internet Pipeline, Inc.(4) | One stop | L + 7.25% | N/A | (5) | 08/2021 | - | (1 | ) | - | - | ||||||||||||||||
Internet Pipeline, Inc. | One stop | L + 7.25% | 8.25 | % | 08/2022 | 4,948 | 4,819 | 0.6 | 4,948 | |||||||||||||||||
RSC Acquisition, Inc.(4) | Senior loan | L + 5.25% | N/A | (5) | 11/2022 | - | (11 | ) | - | (5 | ) | |||||||||||||||
RSC Acquisition, Inc.(4) | Senior loan | L + 4.75% | N/A | (5) | 11/2020 | - | (1 | ) | - | - | ||||||||||||||||
RSC Acquisition, Inc. | Senior loan | L + 5.25% | 6.25 | % | 11/2022 | 3,453 | 3,376 | 0.4 | 3,418 | |||||||||||||||||
36,040 | 35,467 | 4.4 | 35,993 | |||||||||||||||||||||||
Investment Funds and Vehicles | ||||||||||||||||||||||||||
Senior Loan Fund LLC (3)(8) | Subordinated debt | L + 8.00% | 8.19 | % | 05/2020 | 82,730 | 82,730 | 10.1 | 82,730 | |||||||||||||||||
Leisure, Amusement, Motion Pictures and Entertainment | ||||||||||||||||||||||||||
Competitor Group, Inc. | One stop | L + 7.75% | 9.00 | % | 11/2018 | 1,177 | 1,170 | 0.1 | 806 | |||||||||||||||||
Competitor Group, Inc.* | One stop | L + 9.25% | 9.00% cash/1.50% PIK | 11/2018 | 12,378 | 12,276 | 1.1 | 9,284 | ||||||||||||||||||
Self Esteem Brands, LLC(4) | Senior loan | L + 4.00% | N/A | (5) | 02/2020 | - | (4 | ) | - | - | ||||||||||||||||
Self Esteem Brands, LLC^ | Senior loan | L + 4.00% | 5.00 | % | 02/2020 | 3,669 | 3,654 | 0.4 | 3,669 | |||||||||||||||||
Teaching Company, The(4) | One stop | L + 6.25% | N/A | (5) | 08/2020 | - | (1 | ) | - | - | ||||||||||||||||
Teaching Company, The | One stop | L + 6.25% | 7.25 | % | 08/2020 | 19,069 | 18,803 | 2.3 | 19,069 | |||||||||||||||||
Titan Fitness, LLC(4) | One stop | L + 6.50% | N/A | (5) | 09/2019 | - | (16 | ) | - | - | ||||||||||||||||
Titan Fitness, LLC(4) | One stop | L + 6.50% | N/A | (5) | 09/2019 | - | (45 | ) | - | - | ||||||||||||||||
Titan Fitness, LLC(4) | One stop | L + 6.50% | N/A | (5) | 09/2019 | - | (16 | ) | - | - | ||||||||||||||||
Titan Fitness, LLC* | One stop | L + 6.50% | 7.75 | % | 09/2019 | 13,292 | 13,099 | 1.6 | 13,292 | |||||||||||||||||
49,585 | 48,920 | 5.5 | 46,120 | |||||||||||||||||||||||
Mining, Steel, Iron and Non-Precious Metals | ||||||||||||||||||||||||||
Benetech, Inc. | One stop | P + 7.75% | 11.25 | % | 10/2017 | 303 | 298 | - | 192 | |||||||||||||||||
Benetech, Inc.* | One stop | L + 9.00% | 10.25 | % | 10/2017 | 4,628 | 4,606 | 0.5 | 4,165 | |||||||||||||||||
4,931 | 4,904 | 0.5 | 4,357 | |||||||||||||||||||||||
Oil and Gas | ||||||||||||||||||||||||||
Drilling Info, Inc.(4)(7) | One stop | L + 5.00% | N/A | (5) | 06/2018 | - | (1 | ) | - | - | ||||||||||||||||
Drilling Info, Inc.(7) | One stop | L + 5.00% | 6.00 | % | 06/2018 | 346 | 344 | - | 346 | |||||||||||||||||
Drilling Info, Inc.^ | One stop | L + 5.00% | 6.00 | % | 06/2018 | 893 | 886 | 0.1 | 893 | |||||||||||||||||
Drilling Info, Inc.(4)(7) | One stop | L + 5.00% | N/A | (5) | 06/2018 | - | (8 | ) | - | - | ||||||||||||||||
1,239 | 1,221 | 0.1 | 1,239 | |||||||||||||||||||||||
Personal and Non-Durable Consumer Products | ||||||||||||||||||||||||||
C.B. Fleet Company, Incorporated(4) | Senior loan | L + 4.75% | N/A | (5) | 12/2021 | - | (6 | ) | - | (6 | ) | |||||||||||||||
C.B. Fleet Company, Incorporated | Senior loan | L + 4.75% | N/A | (5) | 12/2021 | - | - | - | - | |||||||||||||||||
C.B. Fleet Company, Incorporated* | Senior loan | L + 4.75% | 5.75 | % | 12/2021 | 1,360 | 1,347 | 0.2 | 1,347 | |||||||||||||||||
Georgica Pine Clothiers, LLC | One stop | L + 5.50% | 6.50 | % | 11/2021 | 6 | 5 | - | 5 | |||||||||||||||||
Georgica Pine Clothiers, LLC | One stop | L + 5.50% | 6.50 | % | 11/2021 | 5,765 | 5,652 | 0.7 | 5,707 | |||||||||||||||||
The Hygenic Corporation(4) | Senior loan | L + 5.00% | N/A | (5) | 10/2019 | - | (4 | ) | - | - | ||||||||||||||||
The Hygenic Corporation* | Senior loan | L + 5.00% | 6.00 | % | 10/2020 | 3,267 | 3,226 | 0.4 | 3,267 | |||||||||||||||||
Massage Envy, LLC(4) | One stop | L + 7.25% | N/A | (5) | 09/2018 | - | (8 | ) | - | - | ||||||||||||||||
Massage Envy, LLC* | One stop | L + 7.25% | 8.50 | % | 09/2018 | 15,570 | 15,392 | 1.9 | 15,570 | |||||||||||||||||
Orthotics Holdings, Inc(3)(4) | One stop | L + 5.00% | N/A | (5) | 02/2020 | - | (1 | ) | - | (4 | ) | |||||||||||||||
Orthotics Holdings, Inc*(3) | One stop | L + 5.00% | 6.00 | % | 02/2020 | 1,384 | 1,370 | 0.2 | 1,342 | |||||||||||||||||
Orthotics Holdings, Inc(4) | One stop | L + 5.00% | N/A | (5) | 02/2020 | - | (14 | ) | - | (42 | ) | |||||||||||||||
Orthotics Holdings, Inc(4) | One stop | L + 5.00% | N/A | (5) | 02/2020 | - | (13 | ) | - | (38 | ) | |||||||||||||||
Orthotics Holdings, Inc* | One stop | L + 5.00% | 6.00 | % | 02/2020 | 8,439 | 8,351 | 1.0 | 8,186 | |||||||||||||||||
Team Technologies Acquisition Company(4) | Senior loan | L + 5.00% | N/A | (5) | 12/2017 | - | (2 | ) | - | - | ||||||||||||||||
Team Technologies Acquisition Company^ | Senior loan | L + 5.00% | 6.25 | % | 12/2017 | 4,770 | 4,745 | 0.6 | 4,763 | |||||||||||||||||
Team Technologies Acquisition Company | Senior loan | L + 5.50% | 6.75 | % | 12/2017 | 879 | 870 | 0.1 | 885 | |||||||||||||||||
41,440 | 40,910 | 5.1 | 40,982 | |||||||||||||||||||||||
Personal, Food and Miscellaneous Services | ||||||||||||||||||||||||||
Community Veterinary Partners, LLC | One stop | L + 5.50% | N/A | (5) | 10/2021 | - | - | - | - | |||||||||||||||||
Community Veterinary Partners, LLC | One stop | L + 5.50% | N/A | (5) | 10/2021 | - | - | - | - | |||||||||||||||||
Community Veterinary Partners, LLC* | One stop | L + 5.50% | 6.50 | % | 10/2021 | 2,485 | 2,461 | 0.3 | 2,460 |
See Notes to Consolidated Financial Statements
11 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
December 31, 2015
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par | of | Fair | ||||||||||||||||||||
Type | Index (1) | Rate (2) | Date | Amount | Cost | Net Assets | Value | |||||||||||||||||||
Focus Brands Inc.*^ | Second lien | L + 9.00% | 10.25 | % | 08/2018 | 11,195 | 11,127 | 1.4 | 11,195 | |||||||||||||||||
Ignite Restaurant Group, Inc (Joe's Crab Shack)^ | One stop | L + 7.00% | 8.00 | % | 02/2019 | 4,787 | 4,735 | 0.6 | 4,787 | |||||||||||||||||
PetVet Care Centers LLC | Senior loan | L + 4.50% | 5.50 | % | 12/2020 | 1,228 | 1,209 | 0.2 | 1,228 | |||||||||||||||||
PetVet Care Centers LLC | Senior loan | L + 4.50% | 5.50 | % | 12/2019 | 205 | 195 | - | 205 | |||||||||||||||||
PetVet Care Centers LLC^ | Senior loan | L + 4.50% | 5.50 | % | 12/2020 | 5,881 | 5,790 | 0.7 | 5,881 | |||||||||||||||||
Vetcor Merger Sub LLC | One stop | L + 6.00% | 7.00 | % | 04/2021 | 973 | 965 | 0.1 | 973 | |||||||||||||||||
Vetcor Merger Sub LLC(4) | One stop | L + 6.00% | N/A | (5) | 04/2021 | - | (5 | ) | - | - | ||||||||||||||||
Vetcor Merger Sub LLC(4) | One stop | L + 6.00% | N/A | (5) | 04/2021 | - | (4 | ) | - | - | ||||||||||||||||
Vetcor Merger Sub LLC*^ | One stop | L + 6.00% | 7.00 | % | 04/2021 | 25,119 | 24,674 | 3.1 | 25,119 | |||||||||||||||||
Veterinary Specialists of North America, LLC(4) | One stop | L + 5.00% | N/A | (5) | 11/2020 | - | (10 | ) | - | - | ||||||||||||||||
Veterinary Specialists of North America, LLC(4) | One stop | L + 5.00% | N/A | (5) | 11/2020 | - | (1 | ) | - | - | ||||||||||||||||
Veterinary Specialists of North America, LLC* | One stop | L + 5.00% | 6.00 | % | 11/2020 | 2,716 | 2,697 | 0.3 | 2,716 | |||||||||||||||||
54,589 | 53,833 | 6.7 | 54,564 | |||||||||||||||||||||||
Printing and Publishing | ||||||||||||||||||||||||||
Brandmuscle, Inc.(4) | Senior loan | L + 4.75% | N/A | (5) | 12/2021 | - | (1 | ) | - | - | ||||||||||||||||
Brandmuscle, Inc. | Senior loan | L + 4.75% | 5.75 | % | 12/2021 | 4,985 | 4,911 | 0.6 | 4,935 | |||||||||||||||||
Market Track, LLC* | One stop | L + 7.00% | 8.00 | % | 10/2019 | 2,191 | 2,169 | 0.3 | 2,191 | |||||||||||||||||
Market Track, LLC(4) | One stop | L + 7.00% | N/A | (5) | 10/2019 | - | (8 | ) | - | - | ||||||||||||||||
Market Track, LLC | One stop | L + 7.00% | 8.00 | % | 10/2019 | 2,157 | 2,139 | 0.3 | 2,157 | |||||||||||||||||
Market Track, LLC | One stop | L + 7.00% | 8.00 | % | 10/2019 | 1,330 | 1,307 | 0.2 | 1,330 | |||||||||||||||||
Market Track, LLC*^ | One stop | L + 7.00% | 8.00 | % | 10/2019 | 28,902 | 28,590 | 3.5 | 28,902 | |||||||||||||||||
39,565 | 39,107 | 4.9 | 39,515 | |||||||||||||||||||||||
Retail Stores | ||||||||||||||||||||||||||
Benihana, Inc. | One stop | P + 4.75% | 8.25 | % | 07/2018 | 651 | 610 | 0.1 | 608 | |||||||||||||||||
Benihana, Inc.*^ | One stop | L + 6.00% | 7.25 | % | 01/2019 | 15,397 | 15,109 | 1.8 | 15,089 | |||||||||||||||||
CVS Holdings I, LP | One stop | L + 6.25% | 7.25 | % | 08/2021 | 1,928 | 1,892 | 0.2 | 1,928 | |||||||||||||||||
CVS Holdings I, LP(4) | One stop | L + 6.25% | N/A | (5) | 08/2020 | - | (4 | ) | - | - | ||||||||||||||||
CVS Holdings I, LP*^ | One stop | L + 6.25% | 7.25 | % | 08/2021 | 20,523 | 20,139 | 2.5 | 20,523 | |||||||||||||||||
Cycle Gear, Inc. | One stop | L + 6.00% | 7.00 | % | 01/2020 | 72 | 58 | - | 72 | |||||||||||||||||
Cycle Gear, Inc. | One stop | L + 6.00% | 7.00 | % | 01/2020 | 6,470 | 6,353 | 0.8 | 6,470 | |||||||||||||||||
DTLR, Inc.*^ | One stop | L + 6.50% | 7.50 | % | 10/2020 | 11,481 | 11,371 | 1.4 | 11,366 | |||||||||||||||||
Elite Sportswear, L.P.(4) | Senior loan | L + 5.00% | N/A | (5) | 03/2020 | - | (6 | ) | - | - | ||||||||||||||||
Elite Sportswear, L.P. | Senior loan | L + 5.00% | 6.00 | % | 03/2020 | 2,842 | 2,794 | 0.3 | 2,842 | |||||||||||||||||
Express Oil Change, LLC* | Senior loan | L + 5.00% | 6.00 | % | 12/2017 | 496 | 492 | 0.1 | 496 | |||||||||||||||||
Marshall Retail Group, LLC, The(4) | One stop | L + 6.00% | N/A | (5) | 08/2020 | - | (9 | ) | - | (44 | ) | |||||||||||||||
Marshall Retail Group, LLC, The | One stop | L + 6.00% | 7.47 | % | 08/2019 | 585 | 564 | 0.1 | 475 | |||||||||||||||||
Marshall Retail Group, LLC, The^ | One stop | L + 6.00% | 7.00 | % | 08/2020 | 12,300 | 12,180 | 1.4 | 11,685 | |||||||||||||||||
Paper Source, Inc.(4) | One stop | L + 6.25% | N/A | (5) | 09/2018 | - | (7 | ) | - | - | ||||||||||||||||
Paper Source, Inc.*^ | One stop | L + 6.25% | 7.25 | % | 09/2018 | 12,856 | 12,784 | 1.6 | 12,856 | |||||||||||||||||
RCPSI Corporation(4) | One stop | L + 5.75% | N/A | (5) | 04/2020 | - | (3 | ) | - | - | ||||||||||||||||
RCPSI Corporation*^ | One stop | L + 5.75% | 6.75 | % | 04/2021 | 22,344 | 21,949 | 2.7 | 22,344 | |||||||||||||||||
Restaurant Holding Company, LLC | Senior loan | L + 7.75% | 8.75 | % | 02/2019 | 4,831 | 4,799 | 0.6 | 4,589 | |||||||||||||||||
Rubio's Restaurants, Inc* | Senior loan | L + 4.75% | 6.00 | % | 11/2018 | 3,974 | 3,974 | 0.5 | 3,974 | |||||||||||||||||
Sneaker Villa, Inc.*^ | One stop | L + 7.75% | 8.75 | % | 12/2020 | 12,530 | 12,405 | 1.5 | 12,405 | |||||||||||||||||
Specialty Commerce Corp.(4) | One stop | L + 6.00% | N/A | (5) | 07/2017 | - | (3 | ) | - | - | ||||||||||||||||
Specialty Commerce Corp. | One stop | L + 6.00% | 7.50 | % | 07/2017 | 4,073 | 4,056 | 0.5 | 4,073 | |||||||||||||||||
133,353 | 131,497 | 16.1 | 131,751 | |||||||||||||||||||||||
Telecommunications | ||||||||||||||||||||||||||
Arise Virtual Solutions, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2018 | - | (1 | ) | - | (6 | ) | |||||||||||||||
Arise Virtual Solutions, Inc.^ | One stop | L + 6.00% | 7.25 | % | 12/2018 | 1,490 |