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Private-Credit Borrower

Patriot Growth Insurance Services, LLC

National insurance-brokerage services firm partnering with employee-benefits and property & casualty agencies across the United States; ranks among the largest U.S. insurance brokers.

Company profile compiled from public sources (company filings, rating-agency reports, and press releases) — distinct from the SEC Schedule-of-Investments pricing data below.

7
BDC Lenders
17
Debt Positions

Lenders

Patriot Growth Insurance Services, LLC is held by 7 BDC lenders in our parsed SEC filings: ARCC, BXSL, CCAP, GBDC, MSDL, NCDL, 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).

BDCTypeRateSpread (bps)Mark (% of par)Fair ValueMaturityFiling
ARCC1L Sr SecuredSOFR50098.7$15M2028-102026-04-28
BXSL1L Sr SecuredSOFR50098.6$4M2028-10-162026-05-07
BXSL1L Sr SecuredSOFR500100.0$4M2028-10-162026-05-07
CCAP1L Sr SecuredSOFR50099.4$9M2028-10-312026-05-13
CCAP1L Sr SecuredSOFR50099.4$3M2028-10-312026-05-13
CCAP1L Sr SecuredSOFR50099.4$984K2028-10-312026-05-13
GBDC1L Sr SecuredSOFR50099.5$3M2028-102026-05-04
GBDC1L Sr SecuredSOFR50099.8$72M2028-102026-05-04
GBDC1L Sr SecuredSOFR50099.8$10M2028-102026-05-04
MSDL1L Sr SecuredSOFR500100.0$49M2028-10-162026-05-07
MSDL1L Sr SecuredSOFR500——2028-10-162026-05-07
MSDL1L Sr SecuredSOFR50099.9$1M2028-10-162026-05-07
NCDL1L Sr SecuredSOFR50098.8$7M2028-10-162026-05-07
PSBD1L Sr SecuredSOFR50099.5$2M2028-10-162026-05-06
PSBD1L Sr SecuredSOFR50099.5$5M2028-10-162026-05-06
CCAP1L Sr SecuredFIXED——-$4K2028-10-312026-05-13
GBDC1L Sr SecuredFIXED——-$3K2028-102026-05-04

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.

  • sponsor changeSummit Partners transitions from majority to minority owner upon GI Partners recapitalizationConcurrent with GI Partners' majority investment, Summit Partners—the prior majority owner since Patriot's 2019 founding—converted to a significant minority ownership position, representing a formal sponsor change at the controlling level.2021-09-21 · per jamiesoncf.com
  • minority investmentSummit Partners backs founding of Patriot Growth Insurance ServicesPatriot was formed in January 2019 with financial backing from growth equity investor Summit Partners, launching as a national retail insurance agency in collaboration with 17 independent agencies and TRUE Network Advisors.per summitpartners.com
No acquisition, ownership-change, or refinancing headlines for Patriot Growth Insurance Services, LLC are in our verified news index yet. Most BDC borrowers are private companies, so ownership events are not always public; absence reflects our indexing coverage, not the borrower’s deal activity.

Headlines mentioning Patriot Growth Insurance Services, LLC

Public headlines that name Patriot Growth Insurance Services, LLC, matched by company name and shown most-recent first. A mention is not an endorsement, a rating, or investment advice — verify anything material against the original source. Source: Google News.

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.