DFX Intelligence
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Borrower
F••••••• S••••• H•••••••• L••
Banking, Finance, Insurance & Real Estategroup grade Aon a schedule nowsponsor unattributed
Principal held
at least $10.4M
sum of BDC pieces, a lower bound
Fair value
$9.5M
92c on cost, debt pieces
Unfunded
n/a
commitments not yet drawn
BDC lenders
3
2 on the latest quarter
Facilities
1
0 equity pieces beside them
Next maturity
Apr 25, 2031
no dated debt inside 24 months
On the tape since
Jun 30, 2023
latest Jun 30, 2026
Events
3
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 $10.4M | 92c | SOFR+225 bp | Apr 25, 2031 | 2 |
Lenders
every BDC piece at the latest quarter end
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| G•••••• S•••• P•••••• C••••• C•••• | term loan first lien 1st L•••/S••••• S•••••• D••• I••••••• Financial Services I••••••• R••• 5.89% R•••••••• R•• | $9.5M | $8.8M 92c | SOFR+225 bp |
| S••••• C•••• C•••••• C••• | term loan first lien F•••• L••• - T••• L••• | $835,000 | $774,000 93c | S+225 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 | $10.4M | $9.5M | 92c | 0 |
| Mar 31, 2026 | 2 | $29.2M | $24.4M | 83c | 0 |
| Dec 31, 2025 | 2 | $58.6M | $56.9M | 97c | 0 |
| Sep 30, 2025 | 2 | $27.7M | $27.7M | 100c | 0 |
| Jun 30, 2025 | 2 | $21.8M | $21.7M | 99c | 0 |
| Mar 31, 2025 | 1 | $17.9M | $17.9M | 99c | 0 |
| Dec 31, 2024 | 2 | $10.4M | $10.5M | 100c | 0 |
| Sep 30, 2024 | 1 | $5.0M | $5.0M | 100c | 0 |
| Jun 30, 2024 | 1 | $2.0M | $2.0M | 100c | 0 |
| Mar 31, 2024 | 1 | $1.5M | $1.5M | 100c | 0 |
| Dec 31, 2023 | 1 | $2.9M | $2.9M | 100c | 0 |
| Sep 30, 2023 | 1 | $3.9M | $3.9M | 100c | 0 |
| Jun 30, 2023 | 1 | $798,000 | $0 | n/a | 0 |
What changed
- Mark recoveredJun 30, 2026
- Marked down across lendersMar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Maturity extended (observed)Jun 30, 2024
- Maturity extended (observed)Jun 30, 2024
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- FRANKLIN SQUAREderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 3 BDCsderived
- Industry
- Banking, Finance, Insurance & Real Estatereportedas one filer wrote it