Sign in

Jordan Wathen

Research Analyst at Wells Fargo

Jordan Wathen is an Equity Research Associate at Wells Fargo based in Charlotte, North Carolina, where he focuses on equity research and financial sector analysis. At Wells Fargo, Wathen contributes to coverage of a range of publicly traded financial companies and supports senior analysts in both qualitative and quantitative research efforts, although specific company names he covers and detailed performance metrics are not publicly disclosed. He began his professional research career at Wells Fargo and previously contributed investment articles for outlets such as The Motley Fool, demonstrating a commitment to rigorous, accessible equity analysis. Wathen holds relevant industry credentials including FINRA securities licenses applicable to sell-side research roles.

Jordan Wathen's questions to GOLUB CAPITAL BDC (GBDC) leadership

Question · Q4 2025

Jordan Wathen inquired about the current availability and quality of equity co-investment opportunities in the market, specifically asking if the rise of continuation funds has led to more such opportunities for GBDC.

Answer

David Golub, CEO of GBDC, explained that Golub Capital has a strong track record with approximately 400 equity co-investments over 20 years, performing at the level of a top-tier private equity firm. He stated that GBDC has not observed any meaningful change in its approach or the availability of equity co-investments, nor has he seen an increase in opportunities due to continuation vehicles.

Ask follow-up questions

Fintool

Fintool can predict GOLUB CAPITAL BDC logo GBDC's earnings beat/miss a week before the call

Question · Q4 2025

Jordan Wathen with Wells Fargo inquired about the current availability and quality of equity co-investment opportunities in the market, specifically asking if the rise of continuation funds has increased deal flow for such investments.

Answer

David Golub, CEO of GBDC, highlighted Golub Capital's strong track record with over 400 equity co-investments in 20 years, achieving IRR equivalent to top-tier private equity firms. He stated that GBDC has not observed any significant change in its approach or the availability/quality of these co-investments, while refraining from commenting on broader industry trends.

Ask follow-up questions

Fintool

Fintool can write a report on GOLUB CAPITAL BDC logo GBDC's next earnings in your company's style and formatting