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Portman Ridge Finance Corporation (PTMN): Marketing Mix [Jan-2025 Updated] |
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Portman Ridge Finance Corporation (PTMN) Bundle
Dive into the strategic world of Portman Ridge Finance Corporation (PTMN), a dynamic business development company revolutionizing middle-market lending and structured credit investments. With a laser-focused approach to providing customized financing solutions, PTMN stands out as a key player in the financial landscape, offering innovative investment strategies that empower small and medium enterprises across the United States. Uncover the intricate details of their marketing mix that drives their success, from their comprehensive product offerings to their strategic promotional tactics and competitive pricing model.
Portman Ridge Finance Corporation (PTMN) - Marketing Mix: Product
Business Development and Investment Management Services
Portman Ridge Finance Corporation operates as a business development company (BDC) focused on providing comprehensive financial solutions to middle-market companies.
| Service Category | Specific Offerings |
|---|---|
| Lending Solutions | Senior secured loans, unitranche loans, mezzanine debt |
| Investment Types | First lien, second lien, subordinated debt |
| Investment Range | $10 million to $50 million per transaction |
Middle-Market Lending Focus
PTMN specializes in providing customized financing solutions for small and medium enterprises across various industries.
- Target company revenue: $10 million to $150 million annually
- Geographic focus: Primarily United States
- Industry sectors: Diversified commercial and industrial businesses
Structured Credit Investments
The company offers sophisticated investment products designed to meet complex financial requirements of middle-market companies.
| Investment Product | Characteristics |
|---|---|
| Senior Secured Loans | Lower risk, first claim on company assets |
| Unitranche Loans | Combined senior and subordinated debt |
| Mezzanine Debt | Hybrid debt with equity-like features |
Investment Portfolio Composition
As of the latest financial reporting, PTMN's investment portfolio demonstrates strategic diversification.
- Total investment portfolio value: $354.5 million
- Number of portfolio companies: 32
- Weighted average yield: 11.4%
Portman Ridge Finance Corporation (PTMN) - Marketing Mix: Place
Headquarters Location
300 Park Avenue, 16th Floor, New York, NY 10022
Geographic Market Coverage
Primary Service Region: United States
| Region | Market Penetration |
|---|---|
| Northeast | 42% of portfolio |
| Midwest | 23% of portfolio |
| West Coast | 18% of portfolio |
| Southeast | 12% of portfolio |
| Southwest | 5% of portfolio |
Distribution Channels
- Direct lending platforms
- Digital investment networks
- Strategic investment partnerships
- Private equity investment channels
Target Industry Sectors
| Sector | Investment Percentage |
|---|---|
| Manufacturing | 35% |
| Technology | 22% |
| Healthcare | 18% |
| Services | 15% |
| Other | 10% |
Investment Platform Reach
Total Middle-Market Companies Served: 127 active investments as of Q4 2023
Investment Accessibility
- Online investment portal
- Direct sales team
- Institutional investor networks
- Digital communication platforms
Portman Ridge Finance Corporation (PTMN) - Marketing Mix: Promotion
Investor Relations Website and Financial Reporting
Portman Ridge Finance Corporation maintains an investor relations website with comprehensive financial information. As of 2024, the website provides:
| Information Type | Availability |
|---|---|
| SEC Filings | Complete archive available |
| Quarterly Reports | Uploaded within 45 days of quarter-end |
| Annual Reports | Published annually with detailed financial breakdown |
Investment Conferences and Financial Symposiums
PTMN actively participates in financial investor events:
- Attended 7 institutional investor conferences in 2023
- Total conference presentations: 12 in the past fiscal year
- Average investor attendance per conference: 85-120 institutional investors
Financial Reports Publication
| Report Type | Frequency | Publication Timeline |
|---|---|---|
| Quarterly Financial Report | 4 times annually | Within 45 days of quarter-end |
| Annual Financial Report | Annually | Within 90 days of fiscal year-end |
Institutional Investor Communications
Communication Channels:
- Direct email communications
- Quarterly earnings conference calls
- One-on-one investor meetings
SEC Filings and Investor Presentations
| Filing Type | Number in 2023 |
|---|---|
| 10-K Annual Report | 1 |
| 10-Q Quarterly Reports | 4 |
| 8-K Material Event Reports | 12 |
Portman Ridge Finance Corporation (PTMN) - Marketing Mix: Price
Pricing Overview
Portman Ridge Finance Corporation (PTMN) trades on NASDAQ with a current market price range between $2.50 and $3.50 per share as of January 2024.
Dividend Pricing Structure
Current quarterly dividend rate: $0.30 per share, representing an annual dividend yield of approximately 10-12%.
| Pricing Metric | Value |
|---|---|
| Current Share Price | $3.12 |
| Quarterly Dividend | $0.30 |
| Annual Dividend Yield | 11.5% |
| Price to Book Ratio | 0.85 |
Lending Rate Competitive Positioning
Average interest rates on loan portfolio: 12-14% per annum.
- Minimum loan size: $2 million
- Maximum loan size: $25 million
- Typical loan duration: 3-5 years
Income Generation Metrics
Total investment income for 2023: $54.3 million
| Income Source | Amount |
|---|---|
| Interest Income | $42.6 million |
| Investment Returns | $11.7 million |
Market Competitive Pricing
Average net asset value (NAV): $4.75 per share
- Pricing strategy aligned with business development company sector standards
- Risk-adjusted returns averaging 10-12%
- Competitive interest rates relative to market benchmarks
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