Calabrio, Inc.
Cloud-first workforce engagement management and customer-experience intelligence software for contact centers, providing workforce management, quality management and analytics via its Calabrio ONE suite.
Company profile compiled from public sources (company filings, rating-agency reports, and press releases) — distinct from the SEC Schedule-of-Investments pricing data below.
Lenders
Calabrio, Inc. is held by 5 BDC lenders in our parsed SEC filings: AGTC, GBDC, MRCC, NMFC, PSBD.
Cross-lender loan pricing
Each row is one debt tranche at the BDC’s most recent filing that holds this borrower, widest spread first. Mark is the position’s fair value as a percent of par (100 = par). Spread is shown in basis points over the benchmark in the Rate column, normalized from each filing’s as-reported units — rows quoting different benchmarks are still not directly comparable. Compare like-for-like: a second-lien tranche, a different vintage, or an older filing should price wider even when the credit view is identical — check the Type and Filing columns before reading a gap as disagreement. Source: SEC EDGAR (public). Rows marked stale are from an earlier filing than the lender’s latest — the borrower is absent from its newest filing (exited, repaid, or reported under a different name).
| BDC | Type | Rate | Cash spread (bps) | Mark (% of par) | Fair Value | Maturity | Filing |
|---|---|---|---|---|---|---|---|
| AGTC | 1L Sr Secured | SOFR | 400 | 77.1 | $9M | 2032-11 | 2026-08-07 |
| PSBD | 1L Sr Secured | SOFR | 400 | 77.9 | $2M | 2032-11-26 | 2026-08-05 |
| GBDC | 1L Sr Secured | SOFR | 550 | 100.0 | $202K | 2027-04 | 2025-11-18 stale |
| GBDC | 1L Sr Secured | SOFR | 550 | 100.0 | $74M | 2027-04 | 2025-11-18 stale |
| GBDC | 1L Sr Secured | SOFR | 550 | 100.0 | $5M | 2027-04 | 2025-11-18 stale |
| MRCC | 1L Sr Secured | SOFR | 550 | 100.0 | $3M | 2027-04-16 | 2025-08-11 stale |
| MRCC | 1L Sr Secured | SOFR | 550 | 100.6 | $497K | 2027-04-16 | 2025-08-11 stale |
| NMFC | 1L Sr Secured | SOFR | 550 | 100.0 | $2M | 2027-04 | 2025-11-03 stale |
| NMFC | 1L Sr Secured | SOFR | 550 | 100.0 | $12M | 2027-04 | 2025-11-03 stale |
Marks reflect each BDC’s own fair-value estimates as reported to the SEC, not traded prices. Private-credit loans are predominantly Level 3 under ASC 820 — valued from unobservable inputs and determined in good faith by each BDC’s board, so figures are estimates as of the filing date and are not directly comparable across managers. Informational only; not investment advice or a valuation.
Ownership & deal activity
Ownership and acquisition events compiled from public sources and audited against the linked source. Each event links to its source; “(reported)” marks a lower-confidence item. Verify anything material against the original source.
- acquisitionCalabrio, Inc. acquires Verint Systems in ~$1.24B take-privateCalabrio, Inc. completed its acquisition of Nasdaq-listed Verint Systems at $20.50 per share in cash (aggregate ~$1.24B), funded by third-party debt arranged by Banco Santander; Verint was delisted and became a wholly-owned subsidiary of Calabrio.
- buyoutThoma Bravo completes acquisition of Calabrio; Golub Capital provides financingThoma Bravo completed its acquisition of Calabrio from KKR, with Golub Capital (a BDC lender) providing committed debt financing for the transaction.
- sponsor changeThoma Bravo announces definitive agreement to acquire Calabrio from KKR for >$1BThoma Bravo announced a definitive agreement to acquire Calabrio from KKR at an enterprise value reported by sources familiar with the matter as exceeding $1 billion including debt; financial details were not formally disclosed.
- acquisitionCalabrio acquires Swedish WFM vendor TeleoptiCalabrio, backed by KKR, acquired Teleopti, a Swedish workforce management software specialist, to create a combined cloud-first customer experience intelligence platform.
- lboKKR acquires majority stake in Calabrio for ~$200MKKR paid approximately $200 million to acquire a majority stake (~85%) in Calabrio, shifting the company from venture-backed growth to private-equity-driven scale.
Headlines mentioning Calabrio, Inc.
Reading this table
When two business development companies lend to the same borrower, comparing how each marks the loan is a starting question, not a verdict. In plain English: a wider spread (e.g. S+575 vs S+525) or a lower mark (e.g. 96 vs 100 cents on the dollar) can mean that lender is pricing in more risk — but marks can also differ for reasons other than a credit view: a different tranche (second lien should price wider than first lien on the same company), a different vintage or entry point, an older filing date, or each manager’s own fair-value methodology. Compare like-for-like — check the Type and Filing columns before reading a gap as disagreement. Each row is one debt position at one BDC’s most recent filing. Source: SEC EDGAR Schedule of Investments (public).
Want to read these numbers like an analyst? Free Oxford Ledge lessons: reading a BDC’s Schedule of Investments, key credit metrics, and the Five Cs of credit analysis.