The names past the first three in each section on this page are hidden. Create a free account to reveal 5 records a month, or get Private Credit Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Patriot Growth Insurance Services, LLC

Borrower · Insurance
group grade Aon a schedule nowsponsor Summit Partners, L.P. inferred
No date on record · this record
See every lender's markFind rescue capital
More
Special situations PE firms

What matters now

  1. $440M
    principal outstanding

    $440M principal held by 19 lenders; matures Oct 2028.

    Q2 2026 · Refinancing is due in 24 months at a 99¢ mark.

    FactBDC schedules of investments, 30 Jun 2026; a sum of the BDCs' pieces, a lower bound
Mark path, consensus per quarter end
Q2 2025: 101¢Q3 2025: 101¢Q4 2025: 101¢Q1 2026: 100¢Q2 2026: 99¢101¢ · 101¢ · 101¢ · 100¢ · 99¢Q2 2025 to Q2 2026
Where each lender marks it on the first lien term loan, 2 points apart
98¢Consensus: 99¢GOLUB CAPITAL BDC: 100¢Morgan Stanley Direct Lending Fund: 98¢another lender: 98¢another lender: 100¢another lender: 98¢another lender: 99¢another lender: 99¢another lender: 100¢another lender: 98¢another lender: 100¢another lender: 98¢another lender: 100¢another lender: 98¢another lender: 98¢100¢
Principal held
at least $440M
sum of BDC pieces, a lower bound
Fair value
$430M
99c on cost, debt pieces
Unfunded
$14.7M
commitments not yet drawn
BDC lenders
23
19 on the latest quarter
Facilities
6
0 equity pieces beside them
Next maturity
Oct 1, 2028
no dated debt inside 24 months
On the tape since
Dec 31, 2021
latest Jun 30, 2026
Events
6
dated, non-routine
Lender marks
each lender's own fair value over cost at Jun 30, 2026, folded to one row per lender
LenderExposureCurrent markQoQ change
Blackstone Private Credit Fund$111M98¢-3 pts
GOLUB CAPITAL BDC, Inc.$84.6M100¢-1 pts
Morgan Stanley Direct Lending Fund$49.9M98¢-3 pts

19 lenders hold this credit

Each lender named with its own mark, its exposure and every piece it holds, from its schedule of investments.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Every BDC piece · 51 positions across 19 lenderslargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
GOLUB CAPITAL BDC, Inc.term loan first lien
One stop 1 | Non-Affiliated Issuer
$71.5M$70.6M
100c
S+500 bp
Blackstone Private Credit Fundrevolver lien unstated$61.4M$59.6M
98c
S+500 bp
Morgan Stanley Direct Lending Fundterm loan first lien
Investment First Lien Debt Reference Rate and Spread S + 5.00% Interest Rate 8.88% Maturit
$48.5M$47.3M
98c
SOFR+5 bp
Blackstone Private Credit Fundrevolver lien unstated
Non-Affiliated Issuer
$26.4M$25.9M
99c
S+500 bp
Blackstone Private Credit Fundrevolver lien unstated
Non-Affiliated Issuer
$23.6M$22.9M
97c
S+500 bp
View all 12 positionslargest principal first
BDCInstrumentPrincipalFair valueRate
GOLUB CAPITAL BDC, Inc.term loan first lien
One stop 2 | Non-Affiliated Issuer
$9.7M$9.6M
100c
S+500 bp
GOLUB CAPITAL BDC, Inc.term loan first lien
One stop 4 | Non-Affiliated Issuer
$3.4M$3.3M
99c
S+500 bp
Morgan Stanley Direct Lending Fundterm loan first lien
Investment First Lien Debt Reference Rate & Spread S + 5.00% Interest Rate 8.88% Maturity
$1.5M$1.4M
98c
SOFR+5 bp
GOLUB CAPITAL BDC, Inc.term loan first lien
One stop 3 | Non-Affiliated Issuer
$0-$21,000
66c
S+500 bp
Morgan Stanley Direct Lending Fundterm loan first lien
Investment First Lien Debt Reference Rate and Spread S + 5.00% Interest Rate 8.88% Maturit
$0-$86,000
374c
SOFR+5 bp
Blackstone Private Credit Fundrevolver lien unstated
Revolver
Not disclosedNot disclosedS+500 bp
Morgan Stanley Direct Lending Fundrevolver first lien
First Lien Debt Commitment Type Revolver Commitment Expiration Date 10/16/2028
Not disclosedNot disclosedS+5 bp
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
first lien term loan first lienat least $274M99cSOFR+500 bpOct 31, 202814
revolver lien unstatedat least $120M98cS+500 bpOct 16, 20282
first lien delayed draw term loan first lienat least $44.6M98cSOFR+500 bpOct 31, 20286
first lien revolver first lienat least $888,000n/aSOFR+500 bpOct 31, 20285
other lien unstatedunknownn/aunstated1
All 6 facilitiesheld first, largest first
FacilityHeldOn costPricingMaturityBDCs
delayed draw term loan lien unstated
exited Sep 30, 2025
unknownn/aS+500 bpunstated2
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 202619$440M$430M99c0
Mar 31, 202619$441M$438M100c0
Dec 31, 202519$447M$446M101c0
Sep 30, 202519$533M$531M101c0
All 17 quarters
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 202518$438M$437M101c0
Mar 31, 202519$350M$350M101c0
Dec 31, 202417$788M$785M101c0
Sep 30, 202414$297M$296M101c0
Jun 30, 202411$183M$182M101c0
Mar 31, 202413$176M$174M101c0
Dec 31, 202312$173M$170M100c0
Sep 30, 202311$160M$149M99c0
Jun 30, 202311$156M$141M98c0
Mar 31, 202311$180M$157M122c0
Dec 31, 20229$204M$175M98c0
Sep 30, 20224$29.6M$28.8M99c0
Dec 31, 20211$11.6M$11.5M101c0
What changed

+25 additional dated changes on this borrower

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Every change including routine ones
Identity
Group key
PATRIOT GROWTH INSURANCE SERVICESderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 23 BDCsderived
Industry
Insurancereportedas one filer wrote it
Capital chain

Patriot Growth Insurance Services, LLC sits on 16 traced paths of capital across the graphs.

PE sponsor to borrower to facility to lenderSponsor to borrower to facility to lender

DFX traced 16 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Position history

168 field-level changes across filed schedules, latest first
  • Spread tightened5.00% to 0.05%
    2026-06-30
  • Spread tightened5.00% to 0.05%
    2026-06-30
  • Principal increased$0 to $4.5M
    2026-03-31

+165 more position changes

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Each line is one position compared between two consecutive BDC schedules of investments: principal, fair value mark, spread, PIK and maturity, as filed with the SEC.

›Connections

every published relationship on the graph

+1 connection on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX