8-K

MSC INCOME FUND, INC. (MSIF)

8-K 2026-01-08 For: 2026-01-08
View Original
Added on April 07, 2026

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

__________________________________________________________________________

FORM 8-K

__________________________________________________________________________

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of

the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) January 8, 2026

__________________________________________________________________________

MSC Income Fund, Inc.

(Exact name of registrant as specified in its charter)

Maryland 814-00939 45-3999996
(State or other jurisdiction of<br><br>incorporation) (Commission File Number) (IRS Employer Identification No.) 1300 Post Oak Boulevard, 8th Floor, Houston, Texas 77056
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(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (713) 350-6000

Not Applicable

___________________________________________________________________________________

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the

registrant under any of the following provisions:

o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol Name of each exchange on which registered
Common Stock, par value $0.001 per share MSIF New York Stock Exchange<br><br>NYSE Texas

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act

of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition

period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the

Exchange Act. o

Item 2.02Results of Operations and Financial Condition.

On January 8, 2026, the Registrant issued a press release. A copy of such press release is attached hereto as Exhibit 99.1

and is incorporated herein by reference.

The information disclosed under this Item 2.02, including Exhibit 99.1 hereto, is being furnished and shall not be deemed

“filed” for purposes of Section 18 of the Securities Exchange Act of 1934 and shall not be deemed incorporated by

reference into any filing made under the Securities Act of 1933, except as expressly set forth by specific reference in such

filing.

Item 9.01Financial Statements and Exhibits.

(d) Exhibits

99.1 Press release dated January 8, 2026
104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be

signed on its behalf by the undersigned hereunto duly authorized.

MSC Income Fund, Inc.
Date: January 8, 2026 By: /s/ Cory E. Gilbert
Name:      Cory E. Gilbert
Title:        Chief Financial Officer

MSIF-2026.1.8-EX-99.1 - Private Loans Exhibit 99.1

NEWS RELEASE
Contacts:<br><br>MSC Income Fund, Inc.<br><br>Dwayne L. Hyzak, CEO, dhyzak@mainstcapital.com<br><br>Cory E. Gilbert, CFO, cgilbert@mainstcapital.com<br><br>713-350-6000<br><br>Dennard Lascar Investor Relations<br><br>Ken Dennard / ken@dennardlascar.com<br><br>Zach Vaughan / zvaughan@dennardlascar.com<br><br>713-529-6600

MSC Income Fund Announces Fourth Quarter 2025 Private Loan Portfolio

Activity

HOUSTON – January 8, 2026 – MSC Income Fund, Inc. (NYSE: MSIF) (“MSC Income” or the

“Fund”) is pleased to announce the following recent activity in its private loan portfolio. During the

fourth quarter of 2025, MSC Income originated new or increased commitments in its private loan

portfolio of $131.8 million and funded total investments across its private loan portfolio with a cost

basis totaling $100.9 million.

The following represent notable new private loan commitments and investments during the fourth

quarter of 2025:

•$12.0 million in a first lien senior secured term loan, $3.4 million in a first lien senior secured

revolver, $13.7 million in first lien senior secured delayed draw term loans and $0.9 million in

equity to a manufacturer and distributor of high-quality coffee, tea and other beverage

solutions;

•$12.9 million in a first lien senior secured term loan, $2.6 million in a first lien senior secured

revolver and $13.8 million in a first lien senior secured delayed draw term loan to a provider of

satellite operations and command software for defense and intelligence platforms;

•$21.6 million in a first lien senior secured term loan, $6.2 million in a first lien senior secured

revolver and $0.6 million in equity to a manufacturer of medium and high-voltage disconnect

switches and substation solutions for electrical utilities and transmission applications;

•$16.0 million in a first lien senior secured term loan, $2.5 million in a first lien senior secured

revolver and $0.5 million in equity to a provider of applied behavior analysis therapy

supporting children diagnosed with autism spectrum disorder in centers across the country;

•$15.9 million in a first lien senior secured term loan to a provider of digital marketing and web-

development solutions;

•Increased commitment of $3.4 million in an incremental first lien senior secured revolver to a

wholesaler of closeout and value-priced products; and

•Increased commitment of $0.6 million in an incremental first lien senior secured term loan and

$1.9 million in an incremental first lien senior secured delayed draw term loan to a provider of

specialized welding and related energy infrastructure services.

As of December 31, 2025, MSC Income’s private loan portfolio included total investments at cost of

approximately $821.7 million across 81 unique companies. The private loan portfolio, as a percentage

of cost, included 92.1% invested in first lien senior secured debt investments and 7.9% invested in

equity investments or other securities.

ABOUT MSC INCOME FUND, INC.

The Fund (www.mscincomefund.com) is a principal investment firm that primarily provides debt

capital to private companies owned by or in the process of being acquired by a private equity fund.

The Fund’s portfolio investments are typically made to support leveraged buyouts, recapitalizations,

growth financings, refinancings and acquisitions of companies that operate in diverse industry sectors.

The Fund seeks to partner with private equity fund sponsors and primarily invests in secured debt

investments within its private loan investment strategy. The Fund also maintains a portfolio of

customized long-term debt and equity investments in lower middle market companies, and through

those investments, the Fund has partnered with entrepreneurs, business owners and management teams

in co-investments with Main Street Capital Corporation (NYSE: MAIN) (“Main Street”) utilizing the

customized “one-stop” debt and equity financing solutions provided in Main Street’s lower middle

market investment strategy. The Fund’s private loan portfolio companies generally have annual

revenues between $25 million and $500 million. The Fund’s lower middle market portfolio companies

generally have annual revenues between $10 million and $150 million.

ABOUT MSC ADVISER I, LLC

MSC Adviser I, LLC (“MSCA”) is a wholly-owned subsidiary of Main Street that is registered as an

investment adviser under the Investment Advisers Act of 1940, as amended. MSCA serves as the

investment adviser and administrator of the Fund in addition to several other advisory clients.