CAPITALA FINANCE CORP.

(CPTA)
  Report
End-of-day quote Nasdaq  -  2022-06-23
16.15 USD    0.00%
06/07Logan Ridge Finance Corporation Announces Full Repayment of the Legacy 5.75% Convertible Notes and 6.00% Notes Due May 31, 2022
AQ
05/13TRANSCRIPT : Logan Ridge Finance Corporation, Q1 2022 Earnings Call, May 13, 2022
CI
05/12LOGAN RIDGE FINANCE CORP. : Entry into a Material Definitive Agreement, Results of Operations and Financial Condition, Change in Directors or Principal Officers, Financial Statements and Exhibits (form 8-K)
AQ
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Business Summary
Logan Ridge Finance Corporation is a business development company. The Company’s investment objective is to generate both current income and capital appreciation through debt and equity investments. The Company invests in first lien loans, and, to a lesser extent, second lien loans and equity securities issued by lower middle-market and traditional middle-market companies. It offers customized financing to business owners, management teams and financial sponsors for change of ownership transactions, recapitalizations, strategic acquisitions, business expansion and other growth initiatives. The Company invests in middle market businesses that operate across a range of industries, such as aerospace/defense, business services, consumer products, education, food and beverage, healthcare, industrial and environmental services, logistics and distribution, manufacturing, and media and telecommunications. The Company's investment advisor is Mount Logan Management LLC (Mount Logan).
Sales per Business
20202021Delta
Investment and Related Activities2.55100%7.76100% +204.15%
USD in Million
Sales per region
20202021Delta
United States2.55100%7.76100% +204.15%
USD in Million
Managers
Name Title Age Since
Edward Joseph Goldthorpe Chairman, President & Chief Executive Officer 44 2021
Jason T. Roos Chief Financial Officer 42 2021
David Held Chief Compliance Officer 51 2021
Patrick Schafer Chief Investment Officer 35 2021
Brandon Satoren Secretary, Treasurer & Chief Accounting Officer - 2021
Katina Cole Jakubowski Head-Marketing & Communications - -
Members of the board
Name Title Age Since
Edward Joseph Goldthorpe Chairman, President & Chief Executive Officer 44 2021
Robert H. Warshauer Independent Director 63 2021
Alexander Duka Independent Director 54 2021
George Grunebaum Independent Director 58 2021
Kwon Chou Director - 2022
Equities
Vote QuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 2,711,068 2,701,633 99.7% 0 0.0% 99.7%
Shareholders
NameEquities%
Carroll Financial Associates, Inc. 173,462 6.40%
Joe B. Alala 92,345 3.41%
Punch & Associates Investment Management, Inc. 86,565 3.19%
Putnam Investment Management LLC 81,300 3.00%
Hamilton Lane Advisors LLC 77,467 2.86%
Mariner Investment Group LLC 71,229 2.63%
Larry Wayne Carroll 62,668 2.31%
Markham Hunt Broyhill 59,618 2.20%
Advisory Research, Inc. 57,718 2.13%
Sumitomo Mitsui DS Asset Management Co., Ltd. 55,334 2.04%
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