MSD Investment Corp.

Overview

• HeadquartersBaltimore, United States²
• Incorporated inMD³
• Business address550 Madison Ave, 20Th Floor, New York, Ny 10022³
• Filer category, Emerging growth company³
• Legal formCorporation²
• Kind of organizationInvestment fund²
• LEI549300K4HV7AOWFSAO65²
• StatusActive²
• LEI statusIssued and current²
• Registered addressC/O THE CORPORATION TRUST INCORPORATED, 21093 Baltimore, United States²
• Registered withBusiness Services (Maryland Department of Assessments and Taxation), D22448138²

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We are a closed-end, externally managed, non-diversified management investment company that has elected to be regulated as a business development company (“ BDC ”) under the Investment Company Act of 1940, as amended (together with the rules and regulations promulgated thereunder, the “ 1940 Act ”). We were established as a Delaware limited liability company on February 18, 2021, and converted to MSD Investment, LLC, a Maryland limited liability company, on October 22, 2021. Prior to the Conversion (as defined below), the Company entered into purchase agreements with three affiliated entities (MSD Credit Opportunities Fund, L.P., MSD Credit Opportunities Master Fund, L.P., and SOF Investments II, L.P. (collectively, the “ Funds ”)) pursuant to which the Company agreed to acquire from the Funds certain investment assets (or participation interests therein pending re-documentation of the P…⁵ From its latest annual report

Corporate structure

MSD Investment Corp. is part of a group headed by MSD Partners, L.P.. 48 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What MSD Investment Corp. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Investments

Properties, in its own words

We do not own any real estate or other physical properties materially important to our operation. Our corporate headquarters are located at 550 Madison Avenue, 20th Floor, New York, New York, 10022, and are provided for by the Administrator in accordance with the terms of our Administration Agreement. We believe that our office facilities are suitable and adequate for our business as it is contemplated to be conducted.

Item 2 of the 10-K filed Mar 26, 2026.⁵

Leadership

Who has led MSD Investment Corp., and when. Pick a name to see everywhere that person has worked.

• Chief financial officerBrian S. Williams Sep 23, 2022 to Sep 23, 2022¹¹

Named in SEC Form D filings

People the company listed in its private-offering notices.

• Executive OfficerSaritha C. Reddy named Nov 29, 2023 to Mar 27, 2026¹⁸

Subsidiaries and ownership

Parent company (GLEIF)

• MSD Partners, L.P.²

Subsidiaries (Exhibit 21)

• MSD BDC CLO I, LLC Delaware⁴
• MSD BDC SPV I, LLC Delaware⁴
• MSD BDC SPV II, LLC Delaware⁴

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

• MSD Investment, LLCNov 18, 2021 to Dec 29, 2021³
• MSD Investment Corp., LLCApr 1, 2021 to Apr 1, 2021³

Timeline

1. Oct 15, 20268-K Entered a material agreement; New debt or obligation; Other events¹⁹
2. Oct 7, 20268-K Other events²⁰
3. Aug 14, 20268-K Other events²¹
4. Jul 31, 20268-K Entered a material agreement; New debt or obligation²²
5. Jul 1, 20268-K Unregistered sale of shares²³
6. Jun 12, 20268-K Entered a material agreement; New debt or obligation; Other events²⁴
7. Jun 9, 20268-K Other events²⁵
8. Jun 8, 20268-K Entered a material agreement; New debt or obligation²⁶
9. Dec 16, 20258-K Bylaws or fiscal year changed²⁷
10. Dec 5, 20258-K Entered a material agreement; New debt or obligation; Other events²⁸
11. Dec 2, 20258-K Other events²⁹
12. Nov 28, 20258-K Entered a material agreement; New debt or obligation³⁰
13. Jul 12, 2022Parent Directly consolidated by MSD Partners, L.P.²
14. Dec 28, 2021Founded MSD Investment Corp. is founded²

Calendar

When it reported results

1. Mar 5, 2025Reported quarterly or annual results³¹

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

186 filings to the SEC since October 2021: 4 annual reports, 14 quarterly reports, 60 major events, 53 insider forms, 10 large holders, 8 private raises, 37 other. The latest 20:

1. Oct 15, 20268-K EDGAR
2. Oct 7, 20268-K EDGAR
3. Sep 30, 2026424B3 EDGAR
4. Sep 29, 2026EFFECT EDGAR
5. Sep 28, 2026N-14 8C/A EDGAR
6. Aug 27, 2026N-14 8C EDGAR
7. Aug 14, 202610-Q EDGAR
8. Aug 14, 20268-K EDGAR
9. Jul 31, 20268-K EDGAR
10. Jul 1, 20268-K EDGAR
11. Jun 12, 20268-K EDGAR
12. Jun 9, 20268-K EDGAR
13. Jun 9, 202640-17G EDGAR
14. Jun 8, 20268-K EDGAR
15. May 15, 2026SCHEDULE 13G/A EDGAR
16. May 14, 202610-Q EDGAR
17. Mar 31, 2026DEF 14A EDGAR
18. Mar 27, 2026D/A EDGAR
19. Mar 26, 202610-K EDGAR
20. Feb 17, 2026424B3 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

44 open-market trades by officers, directors and large owners since October 2021: 43 buys and 1 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• Susan Lieberman Dell Separate Property TrustSCHEDULE 13G/A, 4 filings Nov 2, 2023 to May 15, 2026³²
• MSD CAPITAL, L.P.SCHEDULE 13G/A, 6 filings Nov 2, 2023 to Feb 17, 2026³³

Money raised

Private offerings the company reported to the SEC on Form D.

1. Nov 14, 2023Raised $750,000 in a private offering of equity Form D: 250 investors so far Form D
2. Dec 21, 2021Raised $3.5 billion in a private offering of equity Form D: 696 investors so far Form D

SEC filer profile

How MSD Investment Corp. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARMSD Investment Corp.¹
• CIK0001849894
• Employer ID (EIN)87-4195402⁵
• Filer statusNon-accelerated filer an emerging growth company; not a smaller reporting company; not a shell company⁵
• Incorporated inMaryland⁵
• Fiscal year endsDecember 31¹
• Business address550 Madison Ave, 20Th Floor, New York, NY 10022¹
• Phone212.303.4758¹
• Shares outstanding149,006,848 as of Aug 14, 2026⁹
• Public float$0 as of Mar 25, 2026⁷
• AuditorDeloitte & Touche LLP, New York, New York PCAOB ID 34⁵
• On EDGAR sinceApr 1, 2021¹
• Filings196 in all: 8-K (60), 4 (42), 10-Q (14), 3 (8), 40-APP/A (8), 40-17G (6), D/A (6), 10-K (4)¹
  All 31 form types

  40-APP (4), DEF 14A (4), N-14 8C/A (4), SC 13G/A (4), SCHEDULE 13G/A (4), 10-12G/A (2), 4/A (2), 424B3 (2), APP NTC (2), APP ORDR (2), CORRESP (2), D (2), EFFECT (2), N-14 8C (2), SC 13G (2), 10-12G (1), 3/A (1), DEF 14C (1), N-23C-2 (1), N-54A (1), PRE 14A (1), PRE 14C (1), UPLOAD (1)

• Latest filingsAnnual report (10-K) Mar 26, 2026
  Quarterly report (10-Q) Aug 14, 2026
  Proxy statement (DEF 14A) Mar 31, 2026
  Latest 8-K (8-K) Oct 15, 2026

Securities registered for trading

From the cover page of the 10-K filed Mar 26, 2026 (Section 12(b) of the Exchange Act).⁵

Risk factors and legal proceedings

The risks MSD Investment Corp. names in Item 1A of its 10-K filed Mar 26, 2026: 44 risks under these headings, as written.⁵

• Risks Related to Our Business and Structure
• Our ability to achieve our investment objective depends on our Adviser’s ability to manage and support our investment process. If our Adviser were to lose a significant number of its key professionals, fail to attract or retain talent, or terminate the Investment Advisory Agreement, our ability to achieve our investment objective could be significantly harmed.
• We borrow money, which magnifies the potential for gain or loss and may increase the risk of investing in us.
• Defaults under our current borrowings or any future borrowing facility or notes may adversely affect our business, financial condition, results of operations and cash flows.
• We are subject to risks associated with the 2023 Debt Securitization.
• Refinancing Risk
• The requirement that we invest a sufficient portion of our assets in qualifying assets could preclude us from investing in accordance with our current business strategy; conversely, the failure to invest a sufficient portion of our assets in qualifying assets could result in our failure to maintain our status as a BDC.
• Regulations governing our operation as a BDC and RIC affect our ability to raise capital and the way in which we raise additional capital or borrow for investment purposes, which may have a negative effect on our growth. As a BDC, the necessity of raising additional capital may expose us to risks, including risks associated with leverage.
• Regulations governing our ownership of loans, as well as uncertainty surrounding such regulation, may affect our ability to invest efficiently, which could negatively impact our business and results of operations.
• We are subject to risks related to corporate social responsibility.
• We operate in a highly competitive market for investment opportunities, which could reduce returns and result in losses.
• New or modified laws or regulations governing our operations could adversely affect our business.

Legal proceedings

Neither we nor the Adviser are currently subject to any material legal proceedings, nor, to our knowledge, are any material legal proceedings threatened against us or them. From time to time, we and/or the Adviser may be a party to certain legal proceedings in the ordinary course of business, including proceedings relating to the enforcement of our rights under contracts with our portfolio companies. Our business is also subject to extensive regulation, which may result in regulatory proceedings against us. While the outcome of these legal or regulatory proceedings cannot be predicted with certainty, we do not expect that these proceedings will have a material effect upon our financial condition or results of operations.

The opening of Item 3, Legal Proceedings.⁵