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Private-Credit Borrower

PDI TA Holdings, Inc.

Enterprise software provider for the convenience-retail and petroleum-wholesale industries. PDI's platforms connect data and operations across fuel distribution, c-store back-office/ERP, loyalty and payments for tens of thousands of retail and wholesale locations. Its consumer-facing assets include GasBuddy.

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

8
BDC Lenders
18
Debt Positions

Lenders

PDI TA Holdings, Inc. is held by 8 BDC lenders in our parsed SEC filings: BXSL, CGBD, GBDC, MSDL, NMFC, OBDC, OBDE, TSLX.

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).

BDCTypeRateSpread (bps)Mark (% of par)Fair ValueMaturityFiling
BXSL1L Sr SecuredPIK60098.8$47M2031-02-032026-05-07
GBDC1L Sr SecuredPIK60098.0$11M2031-022026-05-04
MSDL1L Sr SecuredPIK60097.6$2M2031-02-032026-05-07
MSDL1L Sr SecuredPIK60097.8$27M2031-02-032026-05-07
TSLX1L Sr SecuredPIK600—$20M2031-022026-05-05
BXSL1L Sr SecuredSOFR55098.7$3M2031-02-032026-05-07
GBDC1L Sr SecuredSOFR55098.8$81K2031-022026-05-04
NMFC1L Sr SecuredSOFR55095.4$2M2031-022026-05-04
OBDC1L Sr SecuredSOFR55095.2$2M2031-022026-05-06
OBDE1L Sr SecuredSOFR55095.4$331K2031-022026-05-08
TSLX1L Sr SecuredSOFR550—$1M2031-022026-05-05
NMFC1L Sr SecuredPIK35095.4$21M2031-022026-05-04
NMFC1L Sr SecuredPIK35095.3$484K2031-022026-05-04
OBDC1L Sr SecuredPIK35095.5$21M2031-022026-05-06
OBDE1L Sr SecuredPIK35095.5$4M2031-022026-05-08
NMFC1L Sr Secured——-$6K2031-022026-05-04
OBDC1L Sr Secured———2031-022026-05-06
CGBD1L Sr SecuredSOFR55097.2$16M2031-02-012026-02-24 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.

  • minority investmentGenstar Capital makes strategic co-investment in PDI alongside TA AssociatesGenstar Capital invested in PDI on August 27, 2017 as a new co-lead sponsor; TA Associates retained a significant minority stake, and no financial terms were disclosed.2017-08-27 · per gencap.com
  • lboTA Associates makes majority investment in PDI (PDI TA Holdings, Inc. formed)TA Associates made a majority growth investment in PDI in May 2016, displacing Luminate Capital Partners as lead sponsor and forming the PDI TA Holdings, Inc. holding company structure; deal terms were not disclosed.per cspdailynews.com
  • minority investmentLuminate Capital Partners acquires PDI (Professional Datasolutions Inc.)San Francisco-based Luminate Capital Partners acquired PDI in April 2015, becoming its first institutional private equity backer and serving over 25,000 sites at the time of acquisition.per pditechnologies.com
No acquisition, ownership-change, or refinancing headlines for PDI TA Holdings, Inc. 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 PDI TA Holdings, Inc.

We haven’t indexed any headlines that name PDI TA Holdings, Inc.. That reflects our news-indexing coverage — not the borrower’s activity — so the absence is not a signal.

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.