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As of 10 Oct 2026 · demonstration dates

Portfolio reports show the current active book. Closed and archived borrowers, including their history, are available in All Borrowers.

Brakeholt Engineered Products Co.

Industrials — From reviewed document

Portfolio: Active

Selected-quarter financials received. Status, position terms and analyst notes reflect current records.

LTM financial analysis — unadjusted

EBITDA $10.0M · Leverage 4.60x · Interest coverage 2.17x. Sources: Q3 2025, Q4 2025, Q1 2026, Q2 2026. These analytics are separate from supplied covenant actuals.

Analyst status: Performing📍 —📅 2026-04-01🏢 —
all covenants pass, credit mark 95% of par

Analyst notes

Imported 4 financial quarters. Contractual rules first tested 2026-Q2. Reviewed investment positions included.

Positions

InstrumentCommitmentRateFloorMaturityPIKFV Q3 2025FV Q4 2025FV Q1 2026FV Q2 2026
Unitranche$12.0MSOFR + 600 bps—2031-04-01————$11.4M

Income Statement Spread ($M)

Line ItemQ3 2025Q4 2025Q1 2026Q2 2026Δ QoQ
Revenue20.020.020.020.0→ 0.0%
COGS(12.0)(12.0)(12.0)(12.0)→ 0.0%
Gross Profit8.08.08.08.0→ 0.0%
Gross Margin %40.0%40.0%40.0%40.0%→ 0.0%
SG&A(3.5)(6.0)(6.0)(6.5)↑ 8.3%
EBITDA4.52.02.01.5↓ 25.0%
EBITDA Margin %22.5%10.0%10.0%7.5%↓ 25.0%
D&A(0.5)(0.4)(0.4)(0.3)↓ 25.0%
Interest Expense(1.2)(1.1)(1.1)(1.2)↑ 9.1%
Tax(0.3)(0.2)(0.2)(0.1)↓ 50.0%
Net Income2.50.30.3-0.1↓ 133.3%

Balance Sheet ($M)

ItemQ3 2025Q4 2025Q1 2026Q2 2026Δ QoQ
Total Assets100.099.098.096.0↓ 2.0%
Total Debt48.047.046.546.0↓ 1.1%
Cash8.08.08.07.0↓ 12.5%
Equity44.044.043.542.0↓ 3.4%

LTM Credit Metrics — unadjusted

Four consecutive quarters of EBITDA and interest; debt is the ending balance. Incomplete history is unavailable. These are analytical ratios, not covenant certificate results.

MetricQ3 2025Q4 2025Q1 2026Q2 2026
LTM leverage (unadjusted)———4.60x
LTM interest coverage (unadjusted)———2.17x

Submission evidence

Periods without a separate retained submission: Q3 2025, Q4 2025, Q1 2026. Earlier financials may be supporting history within an initial upload.

Covenant Compliance

Total leverage

Pass

Contractual calculation — retained evidence · Calculation verified

Calculated value (before agreement rounding)
4x
Reported
4.00x
Governing threshold
≤ 4.50x
Reconciliation
Matched
Review
Not reviewed
Difference (calculated − reported)
0x

Formula: Eligible gross debt / LTM contractual EBITDA

Window: 2025-Q3, 2025-Q4, 2026-Q1, 2026-Q2 · Effective: 2026-Q2

Agreement: 03-Credit-Agreement.pdf: PDF page 2; 03-Credit-Agreement.pdf: PDF page 1

Tested value: 4x · Exact threshold comparison

Open retained workings and review history

Senior leverage

Pass

Contractual calculation — retained evidence · Calculation verified

Calculated value (before agreement rounding)
3x
Reported
3.00x
Governing threshold
≤ 3.50x
Reconciliation
Matched
Review
Not reviewed
Difference (calculated − reported)
0x

Formula: Eligible senior debt / LTM contractual EBITDA

Window: 2025-Q3, 2025-Q4, 2026-Q1, 2026-Q2 · Effective: 2026-Q2

Agreement: 03-Credit-Agreement.pdf: PDF page 2; 03-Credit-Agreement.pdf: PDF page 1

Tested value: 3x · Exact threshold comparison

Open retained workings and review history

Minimum LTM EBITDA

Pass

Contractual calculation — retained evidence · Calculation verified

Calculated value (before agreement rounding)
$11.5M
Reported
$11.5M
Governing threshold
≥ $9.50M
Reconciliation
Matched
Review
Not reviewed
Difference (calculated − reported)
$0M

Formula: LTM contractual EBITDA

Window: 2025-Q3, 2025-Q4, 2026-Q1, 2026-Q2 · Effective: 2026-Q2

Agreement: 03-Credit-Agreement.pdf: PDF page 2; 03-Credit-Agreement.pdf: PDF page 1

Tested value: $11.5M · Exact threshold comparison

Open retained workings and review history

Interest coverage

Pass

Contractual calculation — retained evidence · Calculation verified

Calculated value (before agreement rounding)
2.5x
Reported
2.50x
Governing threshold
≥ 2.25x
Reconciliation
Matched
Review
Not reviewed
Difference (calculated − reported)
0x

Formula: LTM contractual EBITDA / LTM contractual interest

Window: 2025-Q3, 2025-Q4, 2026-Q1, 2026-Q2 · Effective: 2026-Q2

Agreement: 03-Credit-Agreement.pdf: PDF page 2; 03-Credit-Agreement.pdf: PDF page 1

Tested value: 2.5x · Exact threshold comparison

Open retained workings and review history

Fixed charge coverage

Pass

Contractual calculation — retained evidence · Calculation verified

Calculated value (before agreement rounding)
1.9x
Reported
1.90x
Governing threshold
≥ 1.50x
Reconciliation
Matched
Review
Not reviewed
Difference (calculated − reported)
0x

Formula: LTM contractual EBITDA less unfinanced capex, cash taxes and distributions / cash interest plus scheduled principal

Window: 2025-Q3, 2025-Q4, 2026-Q1, 2026-Q2 · Effective: 2026-Q2

Agreement: 03-Credit-Agreement.pdf: PDF page 2; 03-Credit-Agreement.pdf: PDF page 1

Tested value: 1.9x · Exact threshold comparison

Open retained workings and review history

Fair Value History

Q3 2025
Unavailable
0/1 positions marked
Q4 2025
Unavailable
0/1 positions marked
Q1 2026
Unavailable
0/1 positions marked
Q2 2026
$11.4M
95% of par