Bain Capital Specialty Finance, Inc. — fact timeline
Source-grounded facts extracted from Bain Capital Specialty Finance, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Bain Capital Specialty Finance, Inc. shareholders approved Ratification of Selection of Independent Registered Public Accounting Firm at the 2026-05-21 meeting.
“the stockholders approved a proposal to ratify the selection of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026”
Shareholder Votes
Bain Capital Specialty Finance, Inc. shareholders approved Election of Class I Directors at the 2026-05-21 meeting.
“the stockholders re-elected Amy Butte, Thomas A. Hough and Clare S. Richer as Class I Directors of the Company, all of whom will serve until the 2029 annual meeting of the stockholders or until their respective successor is duly elected and qualified.”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported financial results for the first quarter ended March 31, 2026.
“On May 11, 2026, Bain Capital Specialty Finance, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported preliminary financial results for the first quarter ended March 31, 2026.
“On April 28, 2026, Bain Capital Specialty Finance, Inc. issued a press release announcing that it will (i) release its financial results for the quarter ended March 31, 2026 on Monday, May 11, 2026 after the close of the financial market and (ii) host a call on Tuesday, May 12, 2026 at 8:30 a.m. Eastern Time to discuss the financial results.”
Debt Financings
Bain Capital Specialty Finance, Inc. incurred senior notes of $350,000,000 with U.S. Bank Trust Company, National Association at 5.950% maturing March 1, 2031.
“The Fourth Supplemental Indenture relates to the Company's issuance of $350,000,000 aggregate principal amount of its 5.950% notes due 2031 (the “Notes”).”
Material Agreements
Bain Capital Specialty Finance, Inc. entered into Fourth Supplemental Indenture with U.S. Bank Trust Company, National Association valued at $350,000,000 aggregate principal amount (effective 2026-01-29).
“On January 29, 2026, Bain Capital Specialty Finance, Inc. (the “Company”) and U.S. Bank Trust Company, National Association (the “Trustee”), entered into a Fourth Supplemental Indenture (the “Fourth Supplemental Indenture”) to the Indenture between the Company and the Trustee, dated March 10, 2021 (the “Base Indenture,” and together with the Fourth Supplemental Indenture, the “Indenture”). The Fourth Supplemental Indenture relates to the Company’s issuance of $350,000,000 aggregate principal amount of its 5.950% notes due 2031 (the “Notes”).”
Material Agreements
Bain Capital Specialty Finance, Inc. entered into Underwriting Agreement with Wells Fargo Securities, LLC, J.P. Mogan Securities LLC and SMBC Nikko Securities America, Inc., as the representatives of the underwriters valued at $350 million (effective 2026-01-22).
“On January 22, 2026, Bain Capital Specialty Finance, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) by and among the Company, BCSF Advisors, LP (the “Adviser”), and Wells Fargo Securities, LLC, J.P. Mogan Securities LLC and SMBC Nikko Securities America, Inc., as the representatives of the underwriters, in connection with the issuance and sale of $350 million aggregate principal amount of the Company’s 5.950% Notes due 2031 (the “Offering”).”
Katherine Schneider was appointed as Secretary at Bain Capital Specialty Finance, Inc..
“The Board of Directors of the Company has appointed Katherine Schneider as Secretary of the Company, effective April 28, 2025.”
Thomas Emery resigned as Secretary at Bain Capital Specialty Finance, Inc..
“Thomas Emery has resigned from his role as Secretary of the Company, effective April 28, 2025.”
Thomas Emery was appointed as Secretary at Bain Capital Specialty Finance, Inc..
“The Board of Trustees of the Company has appointed Thomas Emery to replace Ms. Yeager as Secretary of the Company, effective February 12, 2025.”
Jessica Yeager was appointed as Vice President at Bain Capital Specialty Finance, Inc..
“The Board of Trustees of the Company has appointed Jessica Yeager as Vice President of the Company, effective February 12, 2025.”
Michael Treisman resigned as Vice President at Bain Capital Specialty Finance, Inc..
“Michael Treisman has resigned from his role as Vice President of the Company, effective February 12, 2025.”
Debt Financings
Bain Capital Specialty Finance, Inc. incurred senior notes of $350,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 5.950% per year maturing March 15, 2030.
“On February 6, 2025, Bain Capital Specialty Finance, Inc. (the “Company”) and U.S. Bank Trust Company, National Association (the “Trustee”), entered into a Third Supplemental Indenture (the “Third Supplemental Indenture”) to the Indenture between the Company and the Trustee, dated March 10, 2021 (the “Base Indenture,” and together with the Third Supplemental Indenture, the “Indenture”). The Third Supplemental Indenture relates to the Company’s issuance of $ 350,000,000 aggregate principal amount of its 5.950% notes due 2030 (the “Notes”).”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported first quarter ended March 31, 2024 results: revenue $74.5 million, net income $34.0 million or $0.53 per share, EPS $0.55.
“investments at fair value were in floating rate securities. RESULTS OF OPERATIONS For the three months ended March 31, 2024 and December 31, 2023, total investment income was $74.5 million and $74.9 million, respectively. The decrease in investment income was primarily due to a decrease in interest and dividend income, partially offset by an increase in other”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported financial results for the fourth quarter and fiscal year ended December 31, 2023.
“On February 27, 2024, Bain Capital Specialty Finance, Inc. (the “Company”) issued a press release announcing its financial results for the quarter and fiscal year ended December 31, 2023.”
Amit Joshi was appointed as Chief Financial Officer at Bain Capital Specialty Finance, Inc..
“Effective as of January 1, 2024, the Board of Directors of Bain Capital Specialty Finance, Inc. (the “Company”) appointed Amit Joshi as Chief Financial Officer of the Company.”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported the quarter ended September 30, 2023 results: revenue $72.4 million, net income $35.6 million, EPS $0.52.
“investments at fair value were in floating rate securities. RESULTS OF OPERATIONS For the three months ended September 30, 2023 and June 30, 2023, total investment income was $72.4 million and $75.7 million, respectively. The decrease in investment income was primarily due to a decrease in interest income as a result of lower interest income and other income. Total”
Amit Joshi was appointed as Treasurer at Bain Capital Specialty Finance, Inc..
“Effective as of September 28, 2023, the Board of Directors of Bain Capital Specialty Finance, Inc. (the “Company”) appointed Amit Joshi as Treasurer of the Company.”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported the second quarter ended June 30, 2023 results: EPS Net investment income per share was $0.60. Guidance raised.
“Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”, “our” or “we”) today announced financial results for the second quarter ended June 30, 2023, and that its Board of Directors has declared a dividend of $0.42 per share for the third quarter of 2023.”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported preliminary financial results for the quarter ended June 30, 2023.
“On July 12, 2023, Bain Capital Specialty Finance, Inc. issued a press release announcing that it will (i) release its financial results for the quarter ended June 30, 2023 on Tuesday, August 8, 2023 after the close of the financial market”
Shareholder Votes
Bain Capital Specialty Finance, Inc. shareholders approved Renewal of authorization to sell shares of common stock at a price below net asset value at the 2023-05-25 meeting.
“Proposal II: By the vote shown below, the stockholders renewed the Company’s authorization, with approval from the Company’s Board of Directors, to sell shares of the Company’s common stock at a price below the then-current net asset value per share, subject to certain limitations. Votes For Votes Against Abstain Broker Non-Vote 30,447,392 1,881,884 630,128 Not applicable”
Shareholder Votes
Bain Capital Specialty Finance, Inc. shareholders approved Election of Amy Butte, Thomas A. Hough, and Clare S. Richer as Class I Directors at the 2023-05-25 meeting.
“Proposal I: By the vote shown below, the stockholders elected Amy Butte, Thomas A. Hough, and Clare S. Richer, each as a Class I Director, all of whom will serve until the 2026 annual meeting of the stockholders or until their respective successor is duly elected and qualified. The election of each nominee required a majority of the votes cast by all stockholders present, in person or by proxy, at the Annual Meeting. Name Votes For Votes Against Abstain Broker Non-Vote Amy Butte 22,460,214 9,923,436 575,754 Not applicable Thomas A. Hough 22,504,603 9,907,057 547,744 Not applicable Clare S. Richer 22,486,093 9,898,175 575,136 Not applicable”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported financial results for the quarter ended March 31, 2023.
“Item 2.02. Results of Operations and Financial Condition. On May 9, 2023, Bain Capital Specialty Finance, Inc. (the "Company") issued a press release announcing its financial results for the quarter ended March 31, 2023.”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported the fourth quarter and fiscal year ended December 31, 2022 results: revenue $62.4 million, net income $43.5 million, EPS $0.67.
“For the three months ended December 31, 2022 and September 30, 2022, total investment income was $62.4 million and $58.8 million, respectively. The increase in investment income was primarily due to an increase in interest income as a result of higher base rates. Total expenses (before taxes) for the three months ended December 31, 2022 and September 30, 2022 were $37.3 million and $28.7 million, respectively. The increase was primarily driven by an increase in incentive fees due to a higher Cumulative Net Return under the Company’s incentive fee structure that has a total return three-year look back feature. (6) Net investment income for the three months ended December 31, 2022 and September 30, 2022 was $24.2 million or $0.37 per share and $30.1 million or $0.47 per share, respectively. During the three months ended December 31, 2022, the Company had net realized and unrealized gains (losses) of $19.3 million. Net increase in net assets resulting from operations for the three months”
Material Agreements
Bain Capital Specialty Finance, Inc. amended Joinder Agreement with Zions Bancorporation, N.A., DBA California Bank & Trust, as assuming lender, MUFG Union Bank, N.A., as an issuing bank, and Sumitomo Mitsui Banking Corporation, as administrative agent and an issuing bank valued at from $635,000,000 to $665,000,000 (effective 2022-12-14).
“On December 14, 2022, Bain Capital Specialty Finance, Inc. (the “Company”) entered into the Increasing Lender/Joinder Lender Agreement (the “Joinder Agreement”), dated as of December 14, 2022, among the Company, Zions Bancorporation, N.A., DBA California Bank & Trust, as assuming lender, MUFG Union Bank, N.A., as an issuing bank, and Sumitomo Mitsui Banking Corporation, as administrative agent and an issuing bank, pursuant to Section 2.08(e) of the Senior Secured Revolving Credit Agreement, dated as of December 24, 2021 (as amended, supplemented, amended and restated, or otherwise modified from time to time, the “Credit Agreement”), among the Company, Sumitomo Mitsui Banking Corporation, as administrative agent, and the lenders and issuing bank party thereto. The Joinder Agreement provides for, among other things, an upsize in the total commitments from lenders under the revolving credit facility governed by the Credit Agreement from $635,000,000 to $665,000,000.”
Earnings Releases
Bain Capital Specialty Finance, Inc. reported the quarter ended September 30, 2022 results: net income $34.1 million or $0.53 per share, EPS $0.17.
“Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”, “our” or “we”) today announced financial results for the third quarter ended September 30, 2022”
Jessica Yeager was appointed as Secretary at Bain Capital Specialty Finance, Inc..
“appointed Jessica Yeager to the position of Secretary of the Company.”
Michael J. Boyle was appointed as Interested Class II Director at Bain Capital Specialty Finance, Inc..
“appointed Michael J. Boyle as an interested Class II director of the Company.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.