Saratoga Investment Corp. Files Q3 2024 10-Q

Ticker: SAV · Form: 10-Q · Filed: Jan 8, 2025 · CIK: 1377936

Saratoga Investment Corp. 10-Q Filing Summary
FieldDetail
CompanySaratoga Investment Corp. (SAV)
Form Type10-Q
Filed DateJan 8, 2025
Risk Levellow
Pages14
Reading Time17 min
Key Dollar Amounts$0.001
Sentimentneutral

Sentiment: neutral

Topics: 10-Q, quarterly-report, financials

TL;DR

Saratoga Investment Corp. filed its 10-Q for Nov 30, 2024. Check financials.

AI Summary

Saratoga Investment Corp. filed its 10-Q for the quarterly period ended November 30, 2024. The company, formerly known as GSC Investment Corp., is incorporated in Maryland and headquartered in New York. Its common stock is registered on a national exchange.

Why It Matters

This filing provides investors with the latest financial performance and operational details of Saratoga Investment Corp. for the third quarter of fiscal year 2024.

Risk Assessment

Risk Level: low — This is a standard quarterly financial filing (10-Q) and does not inherently present new risks.

Key Players & Entities

  • SARATOGA INVESTMENT CORP. (company) — Registrant
  • GSC INVESTMENT CORP. (company) — Former company name
  • November 30, 2024 (date) — Quarterly period ended
  • 20250108 (date) — Filing date
  • 535 Madison Avenue (location) — Principal executive offices address

FAQ

What is the exact name of the registrant?

The exact name of the registrant is SARATOGA INVESTMENT CORP.

For what period is this quarterly report?

This quarterly report is for the period ended November 30, 2024.

In which state was Saratoga Investment Corp. incorporated?

Saratoga Investment Corp. was incorporated in Maryland.

What is the company's principal executive office address?

The company's principal executive office is located at 535 Madison Avenue, New York, New York 10022.

What was the former name of Saratoga Investment Corp.?

The company was formerly known as GSC INVESTMENT CORP.

Filing Stats: 4,307 words · 17 min read · ~14 pages · Grade level 8.9 · Accepted 2025-01-08 16:01:16

Key Financial Figures

  • $0.001 — ich registered Common Stock, par value $0.001 per share SAR The New York Stock Exchan

Filing Documents

Notes to Consolidated Financial Statements as of November 30, 2024 (unaudited)

Notes to Consolidated Financial Statements as of November 30, 2024 (unaudited) 28 Item 2.

Management's Discussion and Analysis of Financial Condition and Results of Operations

Management's Discussion and Analysis of Financial Condition and Results of Operations 108 Item 3.

Quantitative and Qualitative Disclosures About Market Risk

Quantitative and Qualitative Disclosures About Market Risk 149 Item 4.

Controls and Procedures

Controls and Procedures 150 PART II. OTHER INFORMATION 151 Item 1.

Legal Proceedings

Legal Proceedings 151 Item 1A.

Risk Factors

Risk Factors 151 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 152 Item 3. Defaults Upon Senior Securities 152 Item 4. Mine Safety Disclosures 152 Item 5. Other Information 152 Item 6. Exhibits 153

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Consolidated Financial Statements

Item 1. Consolidated Financial Statements Saratoga Investment Corp. Consolidated November 30, 2024 February 29, 2024 (unaudited) ASSETS Investments at fair value Non-control/Non-affiliate investments (amortized cost of $ 852,158,089 and $ 1,035,879,751 , respectively) $ 875,707,680 $ 1,019,774,616 Affiliate investments (amortized cost of $ 37,627,241 and $ 26,707,415 , respectively) 39,803,456 27,749,137 Control investments (amortized cost of $ 77,556,847 and $ 117,196,571 , respectively) 44,582,096 91,270,036 Total investments at fair value (amortized cost of $ 967,342,177 and $ 1,179,783,737 , respectively) 960,093,232 1,138,793,789 Cash and cash equivalents 147,614,810 8,692,846 Cash and cash equivalents, reserve accounts 102,549,213 31,814,278 Interest receivable (net of reserve of $ 68,735 and $ 9,490,340 , respectively) 7,462,134 10,298,998 Management fee receivable 327,368 343,023 Other assets 1,871,192 1,163,225 Current income tax receivable 1,931 99,676 Total assets $ 1,219,919,880 $ 1,191,205,835 LIABILITIES Revolving credit facilities $ 52,500,000 $ 35,000,000 Deferred debt financing costs, revolving credit facilities ( 1,467,001 ) ( 882,122 ) SBA debentures payable 214,000,000 214,000,000 Deferred debt financing costs, SBA debentures payable ( 5,072,871 ) ( 5,779,892 ) 8.75% Notes Payable 2025 20,000,000 20,000,000 Discount on 8.75% notes payable 2025 ( 35,045 ) ( 112,894 ) Deferred debt financing costs, 8.75% notes payable 2025 ( 1,460 ) ( 4,777 ) 7.00% Notes Payable 2025 12,000,000 12,000,000 Discount on 7.00 % notes payable 2025 ( 100,675 ) ( 193,175 ) Deferred debt financing costs, 7.00 % notes payable 2025 ( 12,257 ) ( 24,210 ) 7.75% Notes Payable 2025 5,000,000 5,000,000 Deferred debt financing costs, 7.75 % notes payable 2025 ( 33,209 ) ( 74,531 ) 4.375% Notes Payable 2026 175,000,000 175,000,000 P

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