Saratoga Investment Solutions

About Saratoga Investment Solutions

Saratoga Investment Corp. is a publicly traded (NYSE: SAR) business development company (BDC) which provides customized financing solutions for middle market companies located in the United States. Saratoga’s senior investment professionals have over eighty years of combined experience investing more than $4 billion in middle market businesses.

Within the BDC, Saratoga manages both an SBIC-licensed subsidiary and a $300 million Collateralized Loan Obligation (CLO) fund. These diverse funding sources, combined with a permanent capital base, enable Saratoga to offer a broad range of financing solutions, including subordinated debt, first and second lien loans, one-stop and unitranche structures and equity co-investments.

As a solutions-oriented lender, Saratoga seeks to partner with business owners (equity sponsors, fundless sponsors, family-owned businesses) and management teams and craft capital structures that enable them to pursue their business plans. Saratoga focuses on the lower end of the middle market, targeting US-based cash flow positive companies with annual revenues between $10 and $100 million and EBITDA in excess of $2 million.


Wealth Management Intern

June 2019 - August 2019 Saratoga Springs, NY
“Very diverse daily responsibilities including: • Researched equity and fixed income asset classes using Morningstar and BlackRock software for client investment portfolios. • Constructed and completed Redtail workflows for post-meeting checklists, monthly newsletters, and onboarding clients. • Designed a Data Attestation form that disclosed the privacy policies of the firm’s various software and data security programs. • Conducted research on RIA pricing models such as retainer, AUM, and net worth to potentially implement into the firm.”

Financial Advisor Intern

June 2019 - August 2019 Saratoga Springs, NY
“I really enjoyed the hands on experience that came with working in a small business environment. In addition, I was able to take on a wide range of projects and improve skills I would not have ordinarily have used in a traditional internship ”
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