Important Information

The specific investments identified and described are for illustrative purposes only and are not (and not intended to be) representative of the investments purchased, sold, or recommended by Lafayette Square. All case studies as of December 31, 2024 are included. Financial data included on each case study is as of acquisition.

This material discusses Lafayette Square's current efforts to provide significant managerial assistance to its borrowers and encourage meaningful borrower adoption as part of our investment processes across various investment strategies. Any such borrower engagement described herein will be implemented with respect to a portfolio investment solely to the extent Lafayette Square determines such initiative is consistent with its broader investment goals. Accordingly, the characteristics described in the case studies herein are not representative of current processes or outcomes for every strategy and may not be fully realized for all products or client accounts.
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Willingness for borrowers to adopt managerial assistance is only one of many considerations that Lafayette Square takes into account when making investment decisions. Such borrower engagement is not a uniformly defined characteristic, and information used to evaluate such engagement may not be readily available, complete, or accurate, and may vary across solution providers and borrowers. Because of the subjective nature of the impact of significant managerial assistance, there can be no guarantee that such factors considered will reflect the beliefs or values of any particular client. As a result of the above and other factors, it should not be assumed that any investment identified has or will be profitable. There can also be no guarantee that similar investment opportunities will be available in the future.