Press Releases June 22, 2026 08:30 AM

Saratoga Investment Corp. to Report Fiscal First Quarter 2027 Financial Results and Hold Conference Call

Saratoga Investment Corp. Announces Q1 Fiscal 2027 Results Release and Conference Call

By Marcus Reed
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SAR

Saratoga Investment Corp., a business development company specializing in customized financing for U.S. middle-market businesses, will release its fiscal first quarter 2027 financial results on July 7, 2026, with a follow-up conference call scheduled for July 8, 2026. The company focuses on senior and unitranche leveraged loans, mezzanine debt, and equity investments to support various business financing needs, managing multiple CLO funds and SBIC-licensed subsidiaries.

Saratoga Investment Corp. to Report Fiscal First Quarter 2027 Financial Results and Hold Conference Call
SAR
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Key Points

  • Saratoga will report fiscal Q1 2027 results after market close on July 7, 2026, with a conference call on July 8.
  • The company specializes in middle-market business financing primarily through debt products such as senior and unitranche loans and mezzanine debt, targeting ownership changes, acquisitions, and growth initiatives.
  • It manages substantial collateralized loan obligation (CLO) funds and maintains a diverse funding base, leveraging its SBIC licenses and permanent capital to provide flexible financial solutions.

NEW YORK, June 22, 2026 (GLOBE NEWSWIRE) -- Saratoga Investment Corp. (NYSE:SAR), a business development company, will report its financial results for the fiscal quarter ended May 31, 2026, on Tuesday July 7, 2026, after market close. A conference call to discuss the financial results will be held on Wednesday July 8, 2026. Details for the conference call are provided below.

Who:Christian L. Oberbeck, Chairman and Chief Executive Officer David DeSantis, Chief Operating Officer, Portfolio Manager, and Senior Managing Director Henri J. Steenkamp, Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary  When:Wednesday, July 8, 2026 10:00 a.m. Eastern Time (ET)   How:Webcast: Interested parties may access a live webcast of the call and find the Q4 2026 presentation by going to the “Events & Presentations” section of Saratoga Investment Corp.’s investor relations website, Saratoga events and presentations. A replay of the webcast will also be available for a limited time at Saratoga events and presentations.   Call: To access the call by phone, please go to Registration Link, and you will be provided with dial in details. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time.  Information:Saratoga Investment Corp.’s Form 10-Q for the fiscal quarter ended May 31, 2026, will be filed on July 7, 2026, with the Securities and Exchange Commission.

About Saratoga Investment Corp.

Saratoga Investment is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses. The Company invests primarily in senior and unitranche leveraged loans and mezzanine debt, and, to a lesser extent, equity to provide financing for change of ownership transactions, strategic acquisitions, recapitalizations and growth initiatives in partnership with business owners, management teams and financial sponsors. Saratoga Investment’s objective is to create attractive risk-adjusted returns by generating current income and long-term capital appreciation from its debt and equity investments. Saratoga Investment has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended, and is externally managed by Saratoga Investment Advisors, LLC, an SEC-registered investment advisor focusing on credit-driven strategies. Saratoga Investment Corp. owns two active SBIC-licensed subsidiaries, having surrendered its first license after repaying all debentures for that fund following the end of its investment period and subsequent wind-down. Furthermore, it manages a $350 million collateralized loan obligation (“CLO”) fund that is in wind-down and co-manages a joint venture (“JV”) fund that owns a $400 million collateralized loan obligation (“JV CLO”) fund.  It also owns 52% of the Class F and 100% of the subordinated notes of the CLO, 87.5% of both the unsecured loans and membership interests of the JV and 87.5% of the Class E-R notes of the JV CLO. The Company’s diverse funding sources, combined with a permanent capital base, enable Saratoga Investment to provide a broad range of financing solutions.

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Contact:

Henri Steenkamp
Saratoga Investment Corp.
212-906-7800


Risks

  • Dependence on the middle-market leveraged loan and mezzanine debt markets, which can be sensitive to economic downturns and credit market conditions.
  • The winding down of CLO funds may impact future fee income and capital management strategies.
  • Regulatory and compliance risks associated with operating as a business development company and managing SBIC-licensed subsidiaries.

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