Gladstone Investment

Gladstone Investment is a publicly traded business development company (BDC) that specializes in providing debt and equity financing to lower middle-market companies. It was founded in 2005 and is headquartered in McLean, Virginia.
The company aims to invest in companies with revenues between $20 million and $100 million, typically in the form of senior secured debt, subordinated debt, and equity investments. Gladstone Investment's focus is on companies operating in the industrial products and services, business services, consumer products and services, and specialty industrial sectors.
Gladstone Investment is managed by Gladstone Management Corporation, a subsidiary of Gladstone Capital Corporation. The company is listed on the NASDAQ under the ticker symbol GAIN and is regulated by the Securities and Exchange Commission (SEC).
Gladstone Investment has a diverse portfolio of investments in various industries and has a track record of generating consistent returns for its shareholders. The company's investment strategy is to partner with management teams and provide capital and support to help businesses grow and succeed.
In addition to its investment activities, Gladstone Investment also offers financial and operational support to its portfolio companies through its team of professionals with expertise in areas such as finance, accounting, operations, and marketing.
Overall, Gladstone Investment aims to generate stable returns for its shareholders while also supporting the growth and success of its portfolio companies.

1. Investment focus: Gladstone Investment primarily focuses on investing in lower middle market companies in the United States. This provides a unique and targeted approach to their investment strategy, allowing them to specialize in a specific segment of the market.
2. Long-term ownership: Unlike many other investment firms, Gladstone Investment holds onto their investments for longer periods of time, typically 7-10 years. This long-term approach allows them to build lasting partnerships with their portfolio companies and work towards sustained growth and success.
3. Shareholder-friendly structure: The company is externally managed by its parent company Gladstone Management Corporation, which is majority-owned by its management team. This structure aligns the interests of the management team and shareholders, as it incentivizes the management to create value for the shareholders.
4. Diverse portfolio: Gladstone Investment has a diverse portfolio of investments across various industries, including aerospace, manufacturing, and healthcare. This helps to mitigate risk and provides potential for long-term growth.
5. Established track record: The company has a proven track record of successfully investing in and managing lower middle market companies. Gladstone Investment’s portfolio has consistently provided positive returns to its shareholders since its inception in 2005.
6. Active involvement: Gladstone Investment takes an active approach to managing its portfolio companies by providing operational and strategic support. The management team has significant experience in various industries and can provide valuable guidance to its portfolio companies.
7. Quarterly dividends: The company pays quarterly dividends to its shareholders, making it an attractive option for investors seeking regular income.
8. Publicly traded: Gladstone Investment is a publicly traded company, providing investors with the opportunity to easily buy and sell shares on major stock exchanges.
9. Strong financial performance: Over the years, Gladstone Investment has shown strong financial performance, with consistently increasing revenues and assets under management. This has helped to build trust and confidence in the company among investors.
10. Commitment to ESG: Gladstone Investment has a focus on Environmental, Social, and Governance (ESG) issues and considers them in their investment decisions. The company believes that sustainable and responsible practices can lead to long-term value creation for both shareholders and portfolio companies.

Gladstone Investment Corporation is a closed-end, non-diversified management investment company that invests in debt and equity securities of small and mid-sized private businesses in the United States. The company's business model is to provide capital and strategic support to small and medium-sized businesses in exchange for equity or debt positions. It primarily targets companies with annual revenues between $25 million and $150 million and a strong management team. Gladstone Investment focuses on making buyouts, recapitalizations, refinancings, and growth investments. The company aims to generate both current income and long-term capital appreciation for its investors. It also provides consulting, financial, and technical assistance to its portfolio companies to help them grow and achieve their strategic objectives.

1. Gladstone Investment Corporation is a publicly traded investment company that focuses on private middle-market businesses.
2. It was founded in 2005 and is headquartered in McLean, Virginia.
3. The company is named after its co-founder, David Gladstone, who has over 30 years of experience in the industry.
4. Gladstone Investment has a diverse investment portfolio, with holdings in industries such as manufacturing, healthcare, consumer products, and energy.
5. The company’s investment strategy is focused on making long-term equity or debt investments in businesses with strong management teams, stable cash flow, and the potential for growth.
6. Gladstone Investment has a team of professionals who have significant experience in investing, transaction structuring, and corporate finance.
7. The company is a business development company (BDC), which means it must distribute 90% of its taxable income to shareholders as dividends in order to maintain its preferred tax status.
8. As of 2020, Gladstone Investment had a market capitalization of over $600 million and managed over $1 billion in assets.
9. Gladstone Investment has a track record of successful investments, with over 40% of its portfolio companies experiencing growth during its ownership.
10. In addition to its investments in private companies, Gladstone Investment also actively manages a portfolio of publicly traded stocks and bonds to generate additional income.
11. The company has been recognized for its investor relations, winning awards for its annual reports and website design.
12. Gladstone Investment is committed to corporate social responsibility and has a program that supports community initiatives and charities.
13. The company also has a strong focus on promoting diversity and inclusion in its workforce and among its portfolio companies.
14. Gladstone Investment has been listed on the Nasdaq stock exchange since its initial public offering in 2005.
15. In 2020, Gladstone Investment celebrated its 15th anniversary, marking over a decade of successful investments and partnerships with middle-market businesses.