M&A - New Mountain Private Credit Fund

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Form Type: 8-K

Filing Date: 2025-01-31

Corporate Action: Merger

Type: New

Accession Number: 000158064225000608

Filing Summary: On December 17, 2024, New Mountain Private Credit Fund completed its acquisition of New Mountain Guardian III BDC, L.L.C. pursuant to a Merger Agreement dated October 11, 2024. In this transaction, GIII was merged into the Fund, which continued as the surviving entity. Unitholders of GIII were provided the opportunity to transfer their units to the Fund in exchange for common shares of beneficial interest. As a result of the Rollover Transaction and a Private Offering, the Fund issued 39,025,005 Shares totaling $975,625,123. Additionally, on January 30, 2025, the Fund's Board of Trustees declared a distribution of $0.19 per Share to shareholders of record as of January 31, 2025, payable on or about February 28, 2025. The NAV per Share was determined to be $25.07 as of December 31, 2024, with an aggregate NAV of approximately $978.2 million.

Additional details:

Item 3 02 Rolling Transaction: Acquisition of New Mountain Guardian III BDC, L.L.C.


Item 3 02 Merger Agreement Date: 2024-10-11


Item 3 02 Shares Issued: 39,025,005


Item 3 02 Aggregate Principal Amount: $975,625,123


Item 7 01 January 2025 Distribution: $0.19 per Share


Item 8 01 Nav Per Share: $25.07


Item 8 01 Total Nav: $978.2 million


Item 8 01 Fair Value Investment Portfolio: $1,495.6 million


Item 8 01 Debt Outstanding: $574.7 million


Item 8 01 Debt Capacity: $850.0 million


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