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
F•••••••• R••• S••••• L••
Also written as: Capital Goods; Frontline Road Safety Holdings II, LLC; Frontline Road Safety Investments, LLC; LLC - A; LLC - B; LLC Emerald JV LP
Principal held
at least $490M
sum of BDC pieces, a lower bound
Fair value
$470M
111c on cost, debt pieces
Unfunded
$52.7M
commitments not yet drawn
BDC lenders
8
8 on the latest quarter
Facilities
4
1 equity pieces beside them
Next maturity
Mar 1, 2032
no dated debt inside 24 months
On the tape since
Dec 31, 2021
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 |
|---|---|---|---|---|---|
| other lien unstated | at least $485M | 111c | S+475 bp PIK 2.30% | Mar 4, 2032 | 6 |
| first lien term loan first lien | at least $5.1M | 97c | S+500 bp | Mar 4, 2032 | 2 |
| revolver lien unstated | unknown | n/a | unstated | 2 | |
| delayed draw term loan lien unstated | unknown | n/a | unstated | 4 |
Equity pieces beside the debt: equity ($48.8M fair value, 2 BDCs)
Lenders
every BDC piece at the latest quarter end
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| B••••••••• P•••••• C••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan | n/a | n/a | |
| B••••••••• P•••••• C••••• F••• | unstated lien unstated Non-Affiliated Issuer | $24.5M | $23.8M 99c | S+475 bp PIK 2.00% |
| B••••••••• P•••••• C••••• F••• | revolver lien unstated Revolver | n/a | n/a | |
| B••••••••• P•••••• C••••• F••• | unstated lien unstated Non-Affiliated Issuer | $26.0M | $25.5M 98c | S+475 bp PIK 2.00% |
| B••••••••• P•••••• C••••• F••• | unstated lien unstated Non-Affiliated Issuer | $29.1M | $28.5M 98c | S+475 bp PIK 2.00% |
| B••••••••• P•••••• C••••• F••• | unstated lien unstated Non-Affiliated Issuer | $83.6M | $81.9M 99c | S+475 bp PIK 2.00% |
| B••••••••• P•••••• C••••• F••• | unstated lien unstated Non-Affiliated Issuer | $15.4M | $15.1M 99c | S+475 bp PIK 2.00% |
| B••••••••• S•••••• L•••••• F••• | unstated lien unstated Non-Affiliated Issuer | $4.8M | $4.7M 99c | S+475 bp PIK 2.00% |
| B••••••••• S•••••• L•••••• F••• | unstated lien unstated Non-Affiliated Issuer | $15.4M | $15.1M 99c | S+475 bp PIK 2.00% |
| B••••••••• S•••••• L•••••• F••• | unstated lien unstated Non-Affiliated Issuer | $2.8M | $2.8M 99c | S+475 bp PIK 2.00% |
| B••••••••• S•••••• L•••••• F••• | delayed draw term loan lien unstated Delayed Draw Term Loan | n/a | n/a | |
| B••••••••• S•••••• L•••••• F••• | unstated lien unstated Non-Affiliated Issuer | $5.4M | $5.3M 99c | S+475 bp PIK 2.00% |
| B••••••••• S•••••• L•••••• F••• | revolver lien unstated Revolver | n/a | n/a | |
| B••••••••• S•••••• L•••••• F••• | unstated lien unstated Non-Affiliated Issuer | $4.5M | $4.4M 98c | S+475 bp PIK 2.00% |
| F• K•• C•••••• C••• | unstated lien unstated | $5.0M | $4.9M 98c | S+480 bp |
| F• K•• C•••••• C••• | unstated lien unstated | $9.3M | $9.0M 97c | S+480 bp |
| F• K•• C•••••• C••• | unstated lien unstated | n/a | n/a | |
| F• K•• C•••••• C••• | unstated lien unstated | $107M | $104M 98c | S+500 bp PIK 2.30% |
| F• K•• C•••••• C••• | unstated lien unstated | $15.7M | $15.3M 97c | S+480 bp |
| F• K•• C•••••• C••• | unstated lien unstated | n/a | n/a | |
| K•• E••••••• U• D••••• L•••••• F••••• I••• | unstated lien unstated | $13.0M | $12.5M | S+475 bp |
| K•• E••••••• U• D••••• L•••••• F••••• I••• | unstated lien unstated | $24.7M | $24.0M | S+250 bp PIK 2.25% |
| K•• E••••••• U• D••••• L•••••• F••••• I••• | unstated lien unstated | $3.6M | $3.5M | S+250 bp PIK 2.25% |
| K•• E••••••• U• D••••• L•••••• F••••• I••• | unstated lien unstated | $7.3M | $7.1M | S+250 bp PIK 2.25% |
| K•• E••••••• U• D••••• L•••••• F••••• I••• | unstated lien unstated | $7.6M | $7.4M | S+250 bp PIK 2.25% |
| K•• E••••••• U• D••••• L•••••• F••••• I••• | unstated lien unstated | $4.1M | $-115,000 | S+475 bp |
| K•• F• I••••• T•••• | unstated lien unstated | n/a | n/a | |
| K•• F• I••••• T•••• | unstated lien unstated | $667,000 | $648,000 97c | S+700 bp |
| K•• F• I••••• T•••• | unstated lien unstated | $4.2M | $4.0M 97c | S+480 bp |
| K•• F• I••••• T•••• | unstated lien unstated | $41.2M | $40.0M 98c | S+500 bp |
| K•• F• I••••• T•••• | unstated lien unstated | n/a | n/a | |
| K•• F• I••••• T•••• | unstated lien unstated | $6,000 | $6,000 100c | S+700 bp |
| K•• F• I••••• T•••• S••••• | unstated lien unstated | $27.8M | $27.0M 98c | S+500 bp |
| K•• F• I••••• T•••• S••••• | unstated lien unstated | n/a | n/a | |
| K•• F• I••••• T•••• S••••• | unstated lien unstated | $3.0M | $2.9M 97c | S+480 bp |
| O•• S••••• P•••••• L•••••• F••• •• L•• | delayed draw term loan lien unstated 2026 Delayed Draw Term Loan | n/a | n/a | |
| O•• S••••• P•••••• L•••••• F••• •• L•• | term loan first lien First Lien Debt | $100,000 | $24,000 96c | S+500 bp |
| T• R••• P•••• O•• S••••• P•••••• C••••• F••• | term loan first lien First Lien Debt | $5.0M | $1.2M 97c | S+500 bp |
| T• R••• P•••• O•• S••••• P•••••• C••••• F••• | delayed draw term loan lien unstated 2026 Delayed Draw Term 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 | 8 | $490M | $470M | 111c | 15 |
| Mar 31, 2026 | 6 | $466M | $454M | 112c | 15 |
| Dec 31, 2025 | 6 | $460M | $447M | 113c | 16 |
| Sep 30, 2025 | 6 | $405M | $402M | 110c | 10 |
| Jun 30, 2025 | 6 | $382M | $374M | 110c | 9 |
| Mar 31, 2025 | 6 | $285M | $279M | 109c | 10 |
| Dec 31, 2024 | 2 | $704M | $704M | 101c | 0 |
| Sep 30, 2024 | 2 | $329M | $328M | 101c | 0 |
| Jun 30, 2024 | 2 | $317M | $317M | 101c | 0 |
| Mar 31, 2024 | 2 | $307M | $307M | 101c | 0 |
| Dec 31, 2023 | 2 | $304M | $299M | 100c | 0 |
| Sep 30, 2023 | 2 | $272M | $268M | 100c | 0 |
| Jun 30, 2023 | 2 | $272M | $261M | 97c | 0 |
| Mar 31, 2023 | 2 | $260M | $249M | 97c | 0 |
| Dec 31, 2022 | 2 | $274M | $257M | 95c | 0 |
| Sep 30, 2022 | 2 | $262M | $249M | 97c | 0 |
| Dec 31, 2021 | 2 | $228M | $219M | 98c | 0 |
What changed
- Spread increasedJun 30, 2026
- New lender joined a facilityJun 30, 2026
- New lender joined a facilityJun 30, 2026
- PIK interest appearsJun 30, 2025
- Maturity extended (observed)Jun 30, 2025
- New lender joined a facilityMar 31, 2025
- Spread changed (observed)Mar 31, 2025
- Maturity extended (observed)Mar 31, 2025
- PIK interest appearsMar 31, 2025
- New lender joined a facilityMar 31, 2025
- New lender joined a facilityMar 31, 2025
- New lender joined a facilityMar 31, 2025
- PIK interest appearsMar 31, 2025
- PIK interest appearsMar 31, 2025
- Maturity extended (observed)Mar 31, 2025
- Maturity extended (observed)Mar 31, 2025
Sponsor
- T•• S••••••• G••••• L•••
- Form D signer consensus, grade Aestimated"Form D vehicle F•••••••• R••• S••••• Investments, LLC (2020-07-31), signers: Brandon L. Baudin; Gregory L. Elliott; Brad Staller"
Identity
- Group key
- FRONTLINE ROAD SAFETYderivedthe codename stem after legal suffixes and deal words
- Spellings
- 3 across 8 BDCsderived
- Industry
- Services: Businessreportedas one filer wrote it