NYSE : SAR

Saratoga Investment Corp. — Company profile

Financials · Asset Management · United States

Last price 13.62 USD (Oct 30, 2026, 4:00 PM EDT) · Market cap 211.92M

Overview · Financial statements · Key statistics · Dividends · Company profile · Price history · Reports

Company profile

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. The fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.

Details

NameSaratoga Investment Corp.
SectorFinancials
IndustryAsset Management
Employees0
Founded2007
Ipo Date2007-03-23
CeoChristian Oberbeck
CountryUnited States
ExchangeNYSE
Fiscal YearMarch - February
Reporting CurrencyUSD
IsinUS80349A2087
Cusip80349A208
Cik0001377936
Stock TypeCommon Stock

Key executives

NameTitle
Christian Long OberbeckChairman, President and Chief Executive Officer
Henri Johann SteenkampChief Compliance Officer, Secretary, Treasurer, Chief Financial Officer and Director
David M. DeSantisChief Operating Officer, Portfolio Manager and Senior MD
Michael Joseph GrisiusCo-Managing Partner and CIO
Richard A. Petrocelli CPAManaging Director
Paul B. WestManaging Director
Marissa Mann AndrewsManaging Director
Thomas V. Inglesby J.D.MD and Portfolio Manager
John F. MacMurrayMD and Portfolio Manager
Charles G. Phillips IVMD and Portfolio Manager

Contact

Address535 Madison Avenue, Fourth Floor, New York, New York 10022, United States
Phone212 906 7800