Integrity Marketing Group (Integrity Marketing Acquisition, LLC)
Integrity Marketing Group is a distributor of life, health and wealth insurance products, connecting insurance carriers with the agents, agencies and advisors who sell to consumers. It operates an omnichannel technology platform that supports marketing, quoting, enrollment and customer service across the insurance distribution chain, with a heavy focus on the senior market (Medicare and life) segment. The company has grown largely by acquiring insurance marketing organizations (IMOs/FMOs).
Company profile. Written by an AI model from public web sources; not checked for copying; not taken from the company's or the lender's SEC filing. — distinct from the SEC Schedule-of-Investments pricing data below. · AI-generated analysis. Not investment advice. May contain errors.
Lenders
Integrity Marketing Group is held by 7 BDC lenders in our parsed SEC filings: BXSL, CCAP, GBDC, ICMB, MSDL, OBDC, OCSL.
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). Lenders whose newest filing no longer names this borrower are listed separately under “Exited” below.
| BDC | Type | Rate | Cash spread (bps) | Mark (% of par) | Fair Value | Maturity | Filing |
|---|---|---|---|---|---|---|---|
| BXSL | 1L Sr Secured | SOFR | 500 | 99.7 | $163M | 2028-08-25 | 2026-08-06 |
| CCAP | 1L Sr Secured | SOFR | 500 | 100.0 | $20M | 2028-08-31 | 2026-08-10 |
| GBDC | 1L Sr Secured | SOFR | 500 | 99.9 | $48M | 2028-08 | 2026-08-03 |
| ICMB | 1L Sr Secured | SOFR | 500 | 100.0 | $7M | 2028-08-25 | 2026-08-14 |
| MSDL | 1L Sr Secured | SOFR | 500 | 100.0 | $36M | 2028-08-25 | 2026-08-06 |
| OBDC | 1L Sr Secured | SOFR | 500 | 100.0 | $97M | 2028-08 | 2026-08-05 |
| OCSL | 1L Sr Secured | SOFR | 500 | 99.9 | $27M | 2028-08-25 | 2026-08-05 |
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 under the oversight of each BDC’s board (often by the adviser as valuation designee), so figures are estimates as of the period end each filing reports, not its filing date, and are not directly comparable across managers. Informational only; not investment advice or a valuation.
Equity and other positions
Current positions that are not funded debt (equity, preferred, units) — counted among the BDCs that hold this borrower, but they carry no loan spread, so they sit outside the pricing table. Source: SEC EDGAR (public).
| BDC | Type | Fair Value | Filing |
|---|---|---|---|
| MSDL | Preferred Equity | $3M | 2026-08-06 |
| CCAP | Preferred Equity | $3M | 2026-08-10 |
| CCAP | Common Equity | $1M | 2026-08-10 |
| GBDC | One Stop · Senior Secured | $0 | 2026-08-03 |
| MSDL | First Lien Debt · Senior Secured | $0 | 2026-08-06 |
| OBDC | Senior Secured · Senior Secured | $0 | 2026-08-05 |
| OBDC | Senior Secured · Senior Secured | $0 | 2026-08-05 |
Exited
Exited or inactive lenders: last-filed positions, not current. Excluded from every count and figure above.
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.
- acquisitionIntegrity Acquires TC FinancialIntegrity acquired TC Financial, a Minneapolis-based independent marketing organization specializing in life, health insurance, and annuities.
- acquisitionIntegrity Acquires The Quantum GroupIntegrity entered into a definitive agreement to acquire The Quantum Group, an independent fixed indexed annuity and life insurance distribution company based in Scottsdale, Arizona; financial terms were not disclosed.
- acquisitionIntegrity Acquires Innovative Underwriters from Guardian LifeIntegrity entered into a definitive agreement to acquire Innovative Underwriters, a brokerage general agency and subsidiary of The Guardian Life Insurance Company of America, which would become a division of Integrity's Ash Brokerage partner; financial terms were not disclosed.
- acquisitionIntegrity Acquires Consolidated Marketing Group (CMG)Integrity acquired Consolidated Marketing Group, an independent Medicare-focused marketing organization based in Knoxville, Tennessee; financial terms were not disclosed.
- acquisitionIntegrity Acquires HGI (Hubert Humphrey's Insurance Brokerage)Integrity entered into an agreement to acquire HGI, one of the nation's most prominent life insurance brokerages, with founder Hubert Humphrey becoming a Managing Partner in Integrity; financial terms were not disclosed.
- acquisitionIntegrity Acquires The Diversified CompaniesIntegrity acquired The Diversified Companies, a leading independent marketing organization based in Parsippany, New Jersey; financial terms were not disclosed.
- minority investmentSilver Lake Leads $1.2 Billion Strategic Minority Investment in IntegritySilver Lake led a $1.2 billion minority-stake investment in Integrity Marketing Group; Harvest Partners remained the largest institutional investor and HGGC a significant investor, while Integrity's founders, management, and employees stayed majority shareholders.
- minority investmentHarvest Partners Completes Strategic Growth Investment Alongside HGGCFunds managed by Harvest Partners completed a new growth investment in Integrity Marketing Group alongside existing investors HGGC and management; terms were not disclosed.
- minority investmentHGGC Completes Growth Equity Investment in Integrity Marketing GroupHGGC, a middle-market private equity firm co-founded by Steve Young, completed a growth equity investment in Integrity Marketing Group; Integrity's existing owners retained a significant stake.
Headlines mentioning Integrity Marketing Group
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.