Monroe Capital Corp Files 2023 Annual Report on Form 10-K
Ticker: MRCC · Form: 10-K · Filed: Mar 11, 2024 · CIK: 1512931
Sentiment: neutral
Topics: 10-K, Monroe Capital, Financial Report, Risk Factors, Annual Filing
TL;DR
<b>Monroe Capital Corp has filed its 2023 10-K annual report detailing its financial performance and business operations.</b>
AI Summary
MONROE CAPITAL Corp (MRCC) filed a Annual Report (10-K) with the SEC on March 11, 2024. Monroe Capital Corp filed its 10-K report for the fiscal year ending December 31, 2023. The filing covers the period from January 1, 2023, to December 31, 2023. The company's principal business address is 311 South Wacker Drive, Suite 6400, Chicago, IL 60606. The company is incorporated in New York (NY). The filing includes references to various risk factors, including business and structure risks, investments related risks, common stock risks, and risks associated with its 2026 Notes.
Why It Matters
For investors and stakeholders tracking MONROE CAPITAL Corp, this filing contains several important signals. This 10-K filing provides a comprehensive overview of Monroe Capital Corp's financial health, operational strategies, and risk exposures for the fiscal year 2023, crucial for investors assessing the company's stability and future prospects. The detailed risk factors outlined in the report, such as those related to investments and debt instruments like the 2026 Notes, are essential for understanding potential challenges and their impact on the company's performance.
Risk Assessment
Risk Level: medium — MONROE CAPITAL Corp shows moderate risk based on this filing. The company's 10-K filing highlights various risk factors, including business and structure risks, investments-related risks, common stock risks, and risks associated with its 2026 Notes, indicating potential challenges that could impact financial performance.
Analyst Insight
Investors should review the detailed risk factors section of the 10-K to understand potential headwinds for Monroe Capital Corp in the upcoming fiscal year.
Key Numbers
- 2023-12-31 — Fiscal Year End (CONFORMED PERIOD OF REPORT)
- 2024-03-11 — Filing Date (FILED AS OF DATE)
- 2023-01-01 — Reporting Period Start Date (2023-01-01 2023-12-31)
- 2023-12-31 — Reporting Period End Date (2023-01-01 2023-12-31)
Key Players & Entities
- MONROE CAPITAL Corp (company) — FILER
- MRCC (company) — tk
- 311 SOUTH WACKER DRIVE (address) — BUSINESS ADDRESS STREET 1
- SUITE 6400 (address) — BUSINESS ADDRESS STREET 2
- CHICAGO (address) — BUSINESS ADDRESS CITY
- IL (address) — BUSINESS ADDRESS STATE
- 60606 (address) — BUSINESS ADDRESS ZIP
- NY (address) — STATE OF INCORPORATION
FAQ
When did MONROE CAPITAL Corp file this 10-K?
MONROE CAPITAL Corp filed this Annual Report (10-K) with the SEC on March 11, 2024.
What is a 10-K filing?
A 10-K is a comprehensive annual financial report required by the SEC, covering audited financials, business operations, risk factors, and management discussion. This particular 10-K was filed by MONROE CAPITAL Corp (MRCC).
Where can I read the original 10-K filing from MONROE CAPITAL Corp?
You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by MONROE CAPITAL Corp.
What are the key takeaways from MONROE CAPITAL Corp's 10-K?
MONROE CAPITAL Corp filed this 10-K on March 11, 2024. Key takeaways: Monroe Capital Corp filed its 10-K report for the fiscal year ending December 31, 2023.. The filing covers the period from January 1, 2023, to December 31, 2023.. The company's principal business address is 311 South Wacker Drive, Suite 6400, Chicago, IL 60606..
Is MONROE CAPITAL Corp a risky investment based on this filing?
Based on this 10-K, MONROE CAPITAL Corp presents a moderate-risk profile. The company's 10-K filing highlights various risk factors, including business and structure risks, investments-related risks, common stock risks, and risks associated with its 2026 Notes, indicating potential challenges that could impact financial performance.
What should investors do after reading MONROE CAPITAL Corp's 10-K?
Investors should review the detailed risk factors section of the 10-K to understand potential headwinds for Monroe Capital Corp in the upcoming fiscal year. The overall sentiment from this filing is neutral.
Risk Factors
- Business and Structure Risk [medium — operational]: The company is exposed to risks related to its business and corporate structure.
- Investments Related Risk [medium — financial]: The company faces risks associated with its investment portfolio.
- Common Stock Related Risks [medium — financial]: Risks pertaining to the company's common stock are identified.
- 2026 Notes Related Risks [medium — financial]: Specific risks are associated with the company's 2026 Notes.
- General Risk Factors [medium — market]: The filing acknowledges general risks that could affect the company.
Filing Stats: 4,538 words · 18 min read · ~15 pages · Grade level 12.7 · Accepted 2024-03-11 16:42:14
Key Financial Figures
- $0.001 — ich Registered Common Stock, par value $0.001 per share MRCC The Nasdaq Global Select
- $15.00 — hares of our common stock at a price of $15.00 per share, resulting in net proceeds to
- $84.6 million — ounts and commissions, of approximately $84.6 million. On July 22, 2013, we completed a publi
- $14.05 — hares of our common stock at a price of $14.05 per share. On August 20, 2013, we also
- $56.0 million — of offering and underwriting costs, of $56.0 million. On April 20, 2015, we closed a public
- $14.85 — mon stock at a public offering price of $14.85 per share, raising approximately $36.4
- $36.4 million — $14.85 per share, raising approximately $36.4 million in gross proceeds. On May 18, 2015, we
- $5.5 million — $14.85 per share, raising approximately $5.5 million in gross proceeds pursuant to the under
- $1.7 million — writers' discounts and commissions were $1.7 million and offering costs were $0.3 million, r
- $0.3 m — re $1.7 million and offering costs were $0.3 million, resulting in net proceeds of app
- $39.9 million — ulting in net proceeds of approximately $39.9 million. On July 25, 2016, we closed a public
- $15.50 — mon stock at a public offering price of $15.50 per share, raising approximately $48.1
- $48.1 million — $15.50 per share, raising approximately $48.1 million in gross proceeds. On August 3, 2016, w
- $7.2 million — $15.50 per share, raising approximately $7.2 million in gross proceeds pursuant to the under
- $2.2 million — writers' discounts and commissions were $2.2 million and offering costs were $0.5 million, r
Filing Documents
- mrcc-20231231.htm (10-K) — 10272KB
- mrcc10-kexhibit45.htm (EX-4.5) — 136KB
- mrcc-2023x1231xex211.htm (EX-21.1) — 14KB
- mrcc-20231231xex231.htm (EX-23.1) — 3KB
- mrcc-20231231xex311.htm (EX-31.1) — 11KB
- mrcc-20231231xex312.htm (EX-31.2) — 11KB
- mrcc-20231231xex321.htm (EX-32.1) — 6KB
- mrcc-20231231xex971.htm (EX-97.1) — 36KB
- mrcc-20231231xex991.htm (EX-99.1) — 4KB
- mrcc-20231231_g1.jpg (GRAPHIC) — 22KB
- mrcc-20231231_g2.jpg (GRAPHIC) — 5KB
- mrcc-20231231_g3.jpg (GRAPHIC) — 136KB
- 0001512931-24-000014.txt ( ) — 42490KB
- mrcc-20231231.xsd (EX-101.SCH) — 81KB
- mrcc-20231231_cal.xml (EX-101.CAL) — 67KB
- mrcc-20231231_def.xml (EX-101.DEF) — 547KB
- mrcc-20231231_lab.xml (EX-101.LAB) — 781KB
- mrcc-20231231_pre.xml (EX-101.PRE) — 632KB
- mrcc-20231231_htm.xml (XML) — 8714KB
Risk Factors
Item 1A. Risk Factors 36
Unresolved Staff Comments
Item 1B. Unresolved Staff Comments 70
Cybersecurity
Item 1C. Cybersecurity 70
Properties
Item 2. Properties 73
Legal Proceedings
Item 3. Legal Proceedings 73
Mine Safety Disclosures
Item 4. Mine Safety Disclosures 73 PART II 74
Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities
Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 74
[Reserved]
Item 6. [Reserved] 81
Management's Discussion and Analysis of Financial Condition and Results of Operations
Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations 82
Quantitative and Qualitative Disclosures About Market Risk
Item 7A. Quantitative and Qualitative Disclosures About Market Risk 110
Financial Statements and Supplementary Data
Item 8. Financial Statements and Supplementary Data 112
Changes in and Disagreements with Accountants on Accounting and Financial Disclosure
Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 112
Controls and Procedures
Item 9A. Controls and Procedures 112
Other Information
Item 9B. Other Information 113
Disclosure Regarding Foreign Jurisdictions that Prevent Inspections
Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 113 PART III 113
Directors, Executive Officers and Corporate Governance
Item 10. Directors, Executive Officers and Corporate Governance 113
Executive Compensation
Item 11. Executive Compensation 113
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters
Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 113
Certain Relationships and Related Transactions, and Director Independence
Item 13. Certain Relationships and Related Transactions, and Director Independence 113
Principal Accountant Fees and Services
Item 14. Principal Accountant Fees and Services 113 PART IV 114
Exhibits and Financial Statement Schedules
Item 15. Exhibits and Financial Statement Schedules 114
Form 10-K Summary
Item 16. Form 10-K Summary 119
Signatures
Signatures 120 2 Table of Contents CERTAIN DEFINITIONS Except as otherwise specified in this Annual Report on Form 10-K ("Annual Report"), the terms: "we," "us," "our" and the "Company" refer to Monroe Capital Corporation, a Maryland corporation, and its consolidated subsidiaries; MC Advisors refers to Monroe Capital BDC Advisors, LLC, our investment adviser and a Delaware limited liability company; MC Management refers to Monroe Capital Management Advisors, LLC, our administrator and a Delaware limited liability company; Monroe Capital refers to Monroe Capital LLC, a Delaware limited liability company, and its subsidiaries and affiliates; and SLF refers to MRCC Senior Loan Fund I, LLC, an unconsolidated Delaware limited liability company, in which we co-invest with Life Insurance Company of the Southwest ("LSW") primarily in senior secured loans.
FORWARD-LOOKING STATEMENTS
FORWARD-LOOKING STATEMENTS This Annual Report on Form 10-K contains statements that constitute forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Statements that are not historical are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Some of the statements in this Annual Report on Form 10-K constitute forward-looking statements because they relate to future events or our future performance or future financial condition. These forward-looking statements are not historical facts, but rather are based on current expectations, estimates and projections about our company, our industry, our beliefs and our assumptions. The forward-looking statements contained in this Annual Report on Form 10-K involve risks and uncertainties, including statements as to: our future operating results; our business prospects and the prospects of our portfolio companies; the dependence of our future success on the general economy and its impact on the industries in which we invest; the impact of the ongoing military conflict in the Middle East and Europe and general uncertainty surrounding the financial and political stability of the United States, the United Kingdom, the European Union and China; the impact of a protracted decline in the liquidity of credit markets on our business; the impact of increased competition; the impact of higher interest and inflation rates and the risk of recession on our business prospects and the prospects of our portfolio companies; our contractual arrangements and relationships with third parties; the valuation of our investments in portfolio companies, particularly those having no liquid trading market; actual and potential conflicts of interest with MC Advisors, MC Management and other affiliates of Monroe Capital; the ability of our portfolio companies to achieve their
BUSINESS
ITEM 1. BUSINESS FORMATION OF OUR COMPANY We are a Maryland corporation, formed February 9, 2011, for the purpose of purchasing an initial portfolio of loans from two funds managed by Monroe Capital, raising capital in our initial public offering, which was completed in October 2012 (the "Initial Public Offering"), and thereafter operating as an externally managed business development company ("BDC") under the Investment Company Act of 1940 (the "1940 Act"), as amended. We are a closed-end, non-diversified investment company that has elected to be treated as a BDC under the 1940 Act. In addition, for tax purposes we have elected to be treated as a regulated investment company ("RIC") under the U.S. Internal Revenue Code of 1986, as amended (the "Code"), commencing with our taxable year ended December 31, 2012. Public Offerings of Common Stock The Initial Public Offering consisted of the sale of 5,750,000 shares of our common stock at a price of $15.00 per share, resulting in net proceeds to us, net of underwriting discounts and commissions, of approximately $84.6 million. On July 22, 2013, we completed a public offering of an additional 4,000,000 shares of our common stock at a price of $14.05 per share. On August 20, 2013, we also sold an additional 225,000 shares of our common stock at a price of $14.05 per share pursuant to the underwriters' partial exercise of the over-allotment option. These issuances during the year ended December 31, 2013 provided us with proceeds, net of offering and underwriting costs, of $56.0 million. On April 20, 2015, we closed a public offering of 2,450,000 shares of our common stock at a public offering price of $14.85 per share, raising approximately $36.4 million in gross proceeds. On May 18, 2015, we completed the sale of an additional 367,500 shares of our common stock, at a public offering price of $14.85 per share, raising approximately $5.5 million in gross proceeds pursuant to the underwriters' exercise of the over-allotm