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A private credit borrower in services: consumer
Nothing material in the last 200 days. Last change: 31 Mar 2025, New borrower on a BDC schedule.
Lender marks
Consensus Q3 2025 101¢, Q4 2025 101¢, Q1 2026 101¢, Q2 2026 100¢. Hover a line for one lender.
Lenders with a mark per quarter end: Q3 2025 2, Q4 2025 2, Q1 2026 2, Q2 2026 2. A mark is each lender’s own fair value over cost from its schedule of investments, filed about 45 days after the quarter ends; marks outside 5¢ to 110¢ on cost are left out.
Every lender’s mark by quarter, as a table
| Lender | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|
| Consensus | 101¢ | 101¢ | 101¢ | 100¢ |
| Bain Capital Private Credit | 101¢ | 101¢ | 101¢ | 100¢ |
| Bain Capital Specialty Finance, Inc. | 101¢ | 101¢ | 101¢ | 100¢ |
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| Bain Capital Private Credit | $17.9M | 100¢ | -1 pts |
| Bain Capital Specialty Finance, Inc. | $9.82M | 100¢ | -1 pts |
Every BDC piece · 2 positions across 2 lenderslargest principal first, with instrument and rate
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| Bain Capital Private Credit | subordinated debt unsecured or subordinated Subordinated Debt Spread 14.00% PIK Maturity Date 3/31/2031 | $17.9M | $17.8M 100c | S+1400 bp PIK 14.00% |
| Bain Capital Specialty Finance, Inc. | subordinated debt unsecured or subordinated Subordinated Debt Spread 14.00% PIK Interest Rate 14.00% Maturity Date 3/31/2031 | $9.8M | $9.8M 100c | S+1400 bp PIK 14.00% |
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
Capital structure as the BDCs see it
| Facility | Held | On cost | Pricing | Maturity | BDCs |
|---|---|---|---|---|---|
| unsecured or subordinated subordinated debt unsecured or subordinated | at least $27.7M | 100c | S+1400 bp PIK 14.00% | Mar 31, 2031 | 2 |
Through time
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Jun 30, 2026 | 2 | $27.7M | $27.5M | 100c | 2 |
| Mar 31, 2026 | 2 | $26.7M | $26.7M | 101c | 2 |
| Dec 31, 2025 | 2 | $42.5M | $42.5M | 101c | 3 |
| Sep 30, 2025 | 2 | $24.9M | $24.9M | 101c | 2 |
All 6 quartersShow fewer
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Jun 30, 2025 | 2 | $24.1M | $23.9M | 100c | 2 |
| Mar 31, 2025 | 2 | $23.3M | $23.0M | 100c | 2 |
What changed
Owner and people
- Skyknight Capital, L.P.
- graded chain currentderivedskyknightcapital.comconfidence 0.9
- Skyknight Capital, L.P. ownership stated current · credit outlook
- Freeman Spogli & Co. status unknown · credit outlook
The company this borrower is was matched by an identity-graded bridge; the owner is the firm its portfolio page or deal record names.
No person is named yet: no leadership page, deal announcement or filing DFX has read names this company’s chief executive, finance chief or treasurer, so no one is suggested.
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Position history
- Principal decreased$33.3M to $17.2M2026-03-31
- Principal increased$16.1M to $33.3M2025-12-31
- New positionat $8.3M2025-03-31
+1 more position change
Includes 3 days of DFX Intelligence. Then $199/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 $199/month unless canceled.