Carlyle Credit Solutions, Inc. 8-K

What Happened

• Carlyle Credit Solutions, Inc. filed an 8-K reporting an unregistered issuance and sale of 6,511,297 shares of Class I common stock for aggregate consideration of $122.5 million (issuance effective Jan 1, 2026; final number determined Jan 28, 2026). After the issuance, total Class I shares outstanding will be 100,324,152. The Company’s previously issued common stock was renamed and redesignated as Class I Common Stock effective Dec 23, 2025.
• The Board declared a dividend of $0.16 per share of Class I Common Stock on Jan 28, 2026, payable on or about Feb 26, 2026 to holders of record as of Jan 30, 2026; dividends will be paid in cash and may be reinvested under the Company’s dividend reinvestment plan.
• The share issuance was made under subscription agreements and exempt from registration under Section 4(a)(2) and Regulations D and S. Under the subscription terms, investors fund purchases five business days before the effective month and the NAV per share for the purchase is generally available within 20 business days after the effective date.

Key Details

• Shares issued: 6,511,297 Class I shares for $122.5 million.
• Outstanding after issuance: 100,324,152 Class I shares.
• Dividend: $0.16 per share, record date Jan 30, 2026, payable ~Feb 26, 2026 (cash or DRIP).
• Net asset value and offering status: NAV per Class I share $18.82 as of Dec 31, 2025; aggregate NAV ≈ $1.8 billion. Total shares issued across offerings: 121,160,412 for $2.4 billion (Initial Private Offering: 60,238,425 shares / $1.2B; New Continuous Offering: 60,921,987 shares / $1.2B). The Company intends to continue its New Continuous Offering monthly.

Why It Matters

• The company increased its outstanding share count and raised $122.5M through a private (unregistered) issuance, which affects the number of shares outstanding available to investors and reflects ongoing capital raising activity.
• The declared dividend provides a near-term cash payout (with optional reinvestment), and the reported NAV ($18.82/share and ~$1.8B aggregate) gives investors a recent valuation reference for the fund’s per-share value.
• The filing clarifies how new investors purchase shares (subscription agreements with NAV-based pricing determined post-effective date) and confirms the company is continuing regular unregistered share sales through its New Continuous Offering.