DFX Intelligence
Private Credit Intelligence
The capital structure graph behind private markets. Who lent, to whom, under which sponsor, through which facility, how large the piece was, when it matures and what changed, with a filing behind every number. A BDC piece is that BDC's piece, a sum of pieces is a lower bound, and a sponsor is named with the evidence that names it.
Borrower
WorkWave Intermediate II, LLC
group grade Aon a schedule nowsponsor unattributed
Principal held
at least $435M
sum of BDC pieces, a lower bound
Fair value
$416M
99c on cost, debt pieces
Unfunded
$41.2M
commitments not yet drawn
BDC lenders
4
3 on the latest quarter
Facilities
4
0 equity pieces beside them
Next maturity
Sep 1, 2032
no dated debt inside 24 months
On the tape since
Dec 31, 2021
latest Jun 30, 2026
Events
14
dated, non-routine
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
| Facility | Held | On cost | Pricing | Maturity | BDCs |
|---|---|---|---|---|---|
| first lien term loan first lien | at least $324M | 98c | S+575 bp | Sep 1, 2032 | 2 |
| first lien revolver first lien | at least $111M | 99c | S+575 bp | Sep 30, 2032 | 3 |
| other lien unstated | unknown | n/a | unstated | 4 | |
| first lien delayed draw term loan first lien exited Jun 30, 2025 | at least $11.1M | 101c | S+650 bp PIK 3.25% | Jun 29, 2027 | 1 |
Lenders
every BDC piece at the latest quarter end
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| ARES CAPITAL CORP | unstated lien unstated | n/a | n/a | |
| ARES CAPITAL CORP | revolver first lien First lien senior secured revolving loan | $1.3M | $1.3M 100c | S+575 bp |
| ARES CAPITAL CORP | term loan first lien First lien senior secured loan | $144M | $141M 98c | S+575 bp |
| ARES STRATEGIC INCOME FUND | term loan first lien First lien senior secured loan | $180M | $177M 99c | S+575 bp |
| ARES STRATEGIC INCOME FUND | unstated lien unstated | n/a | n/a | |
| ARES STRATEGIC INCOME FUND | revolver first lien First lien senior secured revolving loan | $3.1M | $3.0M 106c | S+575 bp |
| HPS Corporate Lending Fund | revolver first lien Non-Affiliated Issuer | $11.6M | $1.3M 93c | S+575 bp |
| HPS Corporate Lending Fund | revolver first lien Non-Affiliated Issuer | $94.7M | $93.0M 99c | S+575 bp |
| HPS Corporate Lending Fund | revolver first lien 1st Lien Senior Secured Revolving Loan | n/a | n/a |
Through time
the borrower's pieces summed across BDCs, every quarter end
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Jun 30, 2026 | 3 | $435M | $416M | 99c | 0 |
| Mar 31, 2026 | 3 | $329M | $322M | 98c | 1 |
| Dec 31, 2025 | 3 | $433M | $417M | 100c | 2 |
| Sep 30, 2025 | 3 | $429M | $414M | 100c | 6 |
| Jun 30, 2025 | 2 | $92.2M | $92.2M | 100c | 4 |
| Mar 31, 2025 | 2 | $91.6M | $91.6M | 100c | 4 |
| Dec 31, 2024 | 2 | $102M | $102M | 100c | 5 |
| Sep 30, 2024 | 2 | $88.9M | $88.9M | 100c | 4 |
| Jun 30, 2024 | 2 | $81.8M | $70.9M | 100c | 2 |
| Mar 31, 2024 | 1 | $70.4M | $70.4M | 100c | 2 |
| Dec 31, 2023 | 1 | $70.4M | $70.4M | 100c | 0 |
| Sep 30, 2023 | 1 | $70.4M | $70.4M | 100c | 0 |
| Jun 30, 2023 | 1 | $90.4M | $90.4M | 100c | 2 |
| Mar 31, 2023 | 1 | $87.7M | $87.7M | 100c | 2 |
| Dec 31, 2022 | 1 | $84.7M | $84.7M | 100c | 1 |
| Sep 30, 2022 | 1 | $65.6M | $65.6M | 100c | 0 |
| Dec 31, 2021 | 1 | $61.6M | $61.6M | 100c | 1 |
What changed
- Mark recoveredJun 30, 2026
- PIK interest increasedMar 31, 2026
- Marked down across lendersMar 31, 2026
- Marked down (one lender)Mar 31, 2026
- PIK interest increasedMar 31, 2026
- Lender left a facilityMar 31, 2026
- Maturity extended (observed)Sep 30, 2025
- New lender joined a facilitySep 30, 2025
- New lender joined a facilitySep 30, 2025
- New lender joined a facilitySep 30, 2025
- Maturity extended (observed)Sep 30, 2025
- New lender joined a facilitySep 30, 2025
- Maturity extended (observed)Sep 30, 2025
- Maturity extended (observed)Sep 30, 2025
- New lender joined a facilitySep 30, 2025
- Spread changed (observed)Jun 30, 2025
- Spread changed (observed)Jun 30, 2025
- Facility left every BDC scheduleJun 30, 2025
- Spread changed (observed)Jun 30, 2025
- PIK interest appearsSep 30, 2024
- PIK interest appearsSep 30, 2024
- Lender left a facilityJun 30, 2024
- Spread changed (observed)Mar 31, 2024
- PIK interest appearsMar 31, 2024
- Spread increasedMar 31, 2024
- PIK interest appearsMar 31, 2024
- Spread changed (observed)Sep 30, 2023
- PIK interest appearsDec 31, 2022
- PIK interest appearsDec 31, 2022
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- WORKWAVEderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 4 BDCsderived