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.
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Borrower
L• P•••••••• B••••• I••
Consumer Staples Distribution & Retailgroup grade Aon a schedule nowsponsor unattributed
Also written as: LJ P•••••••• Co-Invest, L.P
Principal held
at least $60.2M
sum of BDC pieces, a lower bound
Fair value
$67.9M
100c on cost, debt pieces
Unfunded
$10.9M
commitments not yet drawn
BDC lenders
2
2 on the latest quarter
Facilities
3
2 equity pieces beside them
Next maturity
Oct 1, 2031
no dated debt inside 24 months
On the tape since
Dec 31, 2022
latest Jun 30, 2026
Events
10
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 $57.7M | 100c | SOFR+565 bp | Oct 31, 2031 | 2 |
| first lien delayed draw term loan first lien | at least $2.4M | 100c | SOFR+565 bp | Oct 31, 2031 | 1 |
| second lien delayed draw term loan second lien exited Sep 30, 2023 | unknown | n/a | unstated | 1 |
Lenders
every BDC piece at the latest quarter end
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| A••• C•••••• C••• | unstated lien unstated | n/a | n/a | |
| A••• C•••••• C••• | equity equity Limited partnership interests | n/a | $8.2M 71c | |
| A••• C•••••• C••• | unstated lien unstated | n/a | n/a | |
| A••• C•••••• C••• | term loan first lien First lien senior secured loan | $38.9M | $38.6M 99c | S+550 bp |
| M•• I••••••••• C•••• | delayed draw term loan first lien First Lien Debt Delayed Draw Term Loan Reference Rate and Spread S + 5.65% Interest Rate F | $2.4M | $2.4M 100c | SOFR+565 bp |
| M•• I••••••••• C•••• | delayed draw term loan first lien First Lien Debt Commitment Type Delayed Draw Commitment Expiration Date 10/31/2031 | n/a | n/a | |
| M•• I••••••••• C•••• | delayed draw term loan first lien First Lien Debt Delayed Draw Term Loan Add on Reference Rate and Spread S + 5.65% Interest | n/a | $-25,000 96c | SOFR+565 bp |
| M•• I••••••••• C•••• | delayed draw term loan first lien First Lien Debt Commitment Type Delayed Draw Commitment Expiration Date 10/31/2031 | n/a | n/a | |
| M•• I••••••••• C•••• | term loan first lien First Lien Debt Reference Rate and Spread S + 5.65% Interest Rate Floor 1.00% Interest Rat | $18.8M | $18.6M 100c | SOFR+565 bp |
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 | 2 | $60.2M | $59.7M | 100c | 0 |
| Mar 31, 2026 | 2 | $60.3M | $59.8M | 100c | 0 |
| Dec 31, 2025 | 2 | $60.3M | $56.1M | 94c | 0 |
| Sep 30, 2025 | 2 | $60.6M | $56.0M | 93c | 0 |
| Jun 30, 2025 | 2 | $60.8M | $56.3M | 93c | 0 |
| Mar 31, 2025 | 2 | $60.9M | $77.4M | 95c | 0 |
| Dec 31, 2024 | 2 | $60.9M | $58.7M | 97c | 0 |
| Sep 30, 2024 | 2 | $61.2M | $59.7M | 98c | 0 |
| Jun 30, 2024 | 2 | $61.5M | $59.7M | 98c | 0 |
| Mar 31, 2024 | 2 | $61.5M | $60.2M | 99c | 0 |
| Dec 31, 2023 | 2 | $61.7M | $61.0M | 100c | 0 |
| Sep 30, 2023 | 2 | $61.9M | $61.6M | 101c | 0 |
| Jun 30, 2023 | 2 | $62.1M | $61.3M | 100c | 0 |
| Mar 31, 2023 | 2 | $55.9M | $54.9M | 99c | 0 |
| Dec 31, 2022 | 2 | $55.2M | $53.4M | 98c | 0 |
What changed
- Spread changed (observed)Jun 30, 2026
- Maturity extended (observed)Jun 30, 2026
- Maturity extended (observed)Jun 30, 2026
- Maturity extended (observed)Mar 31, 2026
- Spread changed (observed)Mar 31, 2026
- Mark recoveredMar 31, 2026
- Mark recoveredMar 31, 2026
- Maturity extended (observed)Mar 31, 2026
- Spread changed (observed)Mar 31, 2026
- Maturity extended (observed)Mar 31, 2026
- Maturity extended (observed)Mar 31, 2026
- Facility left every BDC scheduleSep 30, 2023
- New borrower on a BDC scheduleDec 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
- LJ PERIMETERderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 2 BDCsderived
- Industry
- Consumer Staples Distribution & Retailreportedas one filer wrote it