KLIM purchases 4.9% of Great Elm Group at $2.11 per share
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 31 2025
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Should l Buy GEG?
Strategic Partnership Announcement: Great Elm Group has formed a strategic partnership with KLIM, which provides up to $150M in capital to enhance its real estate platform, including Monomoy REIT and other subsidiaries.
Financial Terms of the Deal: KLIM is offering an initial $100M term loan to Monomoy REIT, with an option for an additional $50M, while also acquiring 4.9% of GEG's common stock and a profits interest in the newly established Great Elm Real Estate Ventures.
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Analyst Views on GEG
About GEG
Great Elm Group, Inc. is an alternative asset management company. The Company is focused on growing a scalable and diversified portfolio of long-duration and permanent capital vehicles across credit, real estate, specialty finance, and other alternative strategies. The Company, together with its subsidiaries, manages Great Elm Capital Corp., a business development company, and Monomoy Properties REIT, LLC, an industrial-focused real estate investment trust, in addition to other investments. Its wholly owned subsidiaries include Great Elm Capital Management, Inc. (GECM), Great Elm Opportunities GP, Inc. (GEO GP), Great Elm Capital GP, LLC (GEC GP), Great Elm Investments, LLC (GEI), Great Elm FM Acquisition, Inc. (FM Acquisition), Great Elm DME Holdings, Inc. (DME Holdings), Great Elm DME Manager, LLC (DME Manager), Monomoy CRE, LLC (MCRE), Monomoy BTS Construction Management, LLC (MCM), and Monomoy BTS Corporation (MBTS), among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Great Elm Group Reports Q3 Financial Results
- Investment Loss: Great Elm Group reported an unrealized loss of $9.8 million in Q3, which negatively impacts the company's financial health and may influence future investment decisions and market confidence.
- Assets Under Management: As of March 31, 2026, fee-paying AUM totaled $528 million, with total AUM at $744 million, indicating the company's stability and position in the asset management sector.
- Revenue Growth: The company experienced a 7% increase in total revenue compared to the prior-year period, demonstrating enhanced competitiveness and the ability to adapt to changing economic conditions.
- Liquidity Position: With over $45 million in cash and equivalents, Great Elm Group's strong liquidity positions the company for future growth, enhancing its flexibility and capacity to respond to market opportunities.
See More
Great Elm Group Announces Financial Results Release Plans
- Financial Results Announcement: Great Elm Group plans to release its financial results for the quarter ending March 31, 2026, after market close on May 6, 2026, indicating the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on May 7, 2026, at 8:30 a.m. Eastern Time to discuss its fiscal Q3 results, which is expected to attract significant attention from investors and analysts.
- Participation Information: Interested parties can join the call by dialing +1 (877) 407-0752 or +1 (201) 389-0912 for international callers, ensuring broad dissemination of information and engagement.
- Company Overview: Great Elm Group focuses on managing a diversified portfolio of long-duration capital vehicles across credit, real estate, and specialty finance, highlighting its strategic positioning in the alternative asset management sector.
See More
Great Elm Capital Reports Q1 2026 Financial Results with Key Leadership Changes
- Leadership Change: Jason Reese was appointed CEO on May 4, 2026, succeeding Matt Kaplan, aiming to enhance governance through strengthened oversight and shareholder value protection, thereby boosting investor confidence.
- Financial Performance: As of March 31, 2026, net investment income reached $0.36 per share, growing approximately 13% quarter-over-quarter, despite total investment income declining to $9.5 million, demonstrating the company's resilience and profitability in a challenging market environment.
- Dividend Distribution: The Board approved a cash distribution of $0.25 per share for Q2 2026, resulting in an annualized yield of 18%, reflecting the company's ongoing commitment to stable cash flow and shareholder returns, enhancing investor appeal.
- Liquidity Position: As of March 31, 2026, the company held approximately $10 million in cash and equivalents, along with $50 million in revolving credit availability, ensuring flexibility to navigate future market fluctuations and further solidifying the company's financial foundation.
See More
Great Elm Capital Appoints New Executive Chairman
- Board Changes: Jason Reese has been appointed as Executive Chairman of Great Elm Capital, succeeding Matthew Drapkin, which is expected to enhance the board's management oversight and strategic execution capabilities.
- Fee Waiver: The company's investment adviser has waived all accrued incentive fees as of December 31, 2025, amounting to approximately $2.3 million, or $0.16 per share, which will directly enhance the company's net asset value and bolster shareholder confidence.
- Financial Performance: For the fourth quarter of 2025, net investment income was $4.4 million, or $0.31 per share, reflecting over 50% quarter-over-quarter growth, demonstrating the company's resilience and profitability in a challenging credit environment.
- Dividend Declaration: The board declared a distribution of $0.30 per share for the first quarter of 2026, resulting in an annualized yield of 19.2%, which is likely to attract more investor interest and enhance the company's stock performance.
See More
Great Elm Capital Appoints New Executive Chairman
- Board Changes: Jason Reese has been appointed as Executive Chairman of Great Elm Capital, succeeding Matthew Drapkin, who will remain as Vice Chairman, ensuring continuity and stability in corporate governance.
- Fee Waiver: The investment adviser of Great Elm Capital waived all accrued incentive fees as of December 31, 2025, totaling approximately $2.3 million, or $0.16 per share, which will directly enhance the company's net asset value.
- Financial Performance: For the fourth quarter of 2025, the company reported net investment income of $4.4 million, or $0.31 per share, reflecting over 50% growth quarter-over-quarter, demonstrating resilience and profitability in a challenging market environment.
- Dividend Distribution: The board declared a distribution of $0.30 per share for the first quarter of 2026, resulting in an annualized yield of 19.2%, highlighting the company's commitment to shareholder returns and effective cash flow management.
See More
GREAT ELM CAPITAL CORP. REVEALS 2025 FOURTH QUARTER AND ANNUAL FINANCIAL RESULTS ALONG WITH APPOINTMENT OF NEW EXECUTIVE CHAIRMAN OF THE BOARD
Fourth Quarter Financial Results: Great Elm Capital Corp. has announced its financial results for the fourth quarter of 2025.
Full Year Financial Results: The company also released its financial results for the entire year of 2025.
New Executive Chairman: A new Executive Chairman of the Board has been appointed as part of the announcement.
Corporate Updates: The announcements include significant updates regarding the company's leadership and financial performance.
See More
Great Elm Group Reports Q3 Financial Results
- Investment Loss: Great Elm Group reported an unrealized loss of $9.8 million in Q3, which negatively impacts the company's financial health and may influence future investment decisions and market confidence.
- Assets Under Management: As of March 31, 2026, fee-paying AUM totaled $528 million, with total AUM at $744 million, indicating the company's stability and position in the asset management sector.
- Revenue Growth: The company experienced a 7% increase in total revenue compared to the prior-year period, demonstrating enhanced competitiveness and the ability to adapt to changing economic conditions.
- Liquidity Position: With over $45 million in cash and equivalents, Great Elm Group's strong liquidity positions the company for future growth, enhancing its flexibility and capacity to respond to market opportunities.
See More
Great Elm Group Announces Financial Results Release Plans
- Financial Results Announcement: Great Elm Group plans to release its financial results for the quarter ending March 31, 2026, after market close on May 6, 2026, indicating the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on May 7, 2026, at 8:30 a.m. Eastern Time to discuss its fiscal Q3 results, which is expected to attract significant attention from investors and analysts.
- Participation Information: Interested parties can join the call by dialing +1 (877) 407-0752 or +1 (201) 389-0912 for international callers, ensuring broad dissemination of information and engagement.
- Company Overview: Great Elm Group focuses on managing a diversified portfolio of long-duration capital vehicles across credit, real estate, and specialty finance, highlighting its strategic positioning in the alternative asset management sector.
See More
Great Elm Capital Reports Q1 2026 Financial Results with Key Leadership Changes
- Leadership Change: Jason Reese was appointed CEO on May 4, 2026, succeeding Matt Kaplan, aiming to enhance governance through strengthened oversight and shareholder value protection, thereby boosting investor confidence.
- Financial Performance: As of March 31, 2026, net investment income reached $0.36 per share, growing approximately 13% quarter-over-quarter, despite total investment income declining to $9.5 million, demonstrating the company's resilience and profitability in a challenging market environment.
- Dividend Distribution: The Board approved a cash distribution of $0.25 per share for Q2 2026, resulting in an annualized yield of 18%, reflecting the company's ongoing commitment to stable cash flow and shareholder returns, enhancing investor appeal.
- Liquidity Position: As of March 31, 2026, the company held approximately $10 million in cash and equivalents, along with $50 million in revolving credit availability, ensuring flexibility to navigate future market fluctuations and further solidifying the company's financial foundation.
See More
Great Elm Capital Appoints New Executive Chairman
- Board Changes: Jason Reese has been appointed as Executive Chairman of Great Elm Capital, succeeding Matthew Drapkin, which is expected to enhance the board's management oversight and strategic execution capabilities.
- Fee Waiver: The company's investment adviser has waived all accrued incentive fees as of December 31, 2025, amounting to approximately $2.3 million, or $0.16 per share, which will directly enhance the company's net asset value and bolster shareholder confidence.
- Financial Performance: For the fourth quarter of 2025, net investment income was $4.4 million, or $0.31 per share, reflecting over 50% quarter-over-quarter growth, demonstrating the company's resilience and profitability in a challenging credit environment.
- Dividend Declaration: The board declared a distribution of $0.30 per share for the first quarter of 2026, resulting in an annualized yield of 19.2%, which is likely to attract more investor interest and enhance the company's stock performance.
See More
Great Elm Capital Appoints New Executive Chairman
- Board Changes: Jason Reese has been appointed as Executive Chairman of Great Elm Capital, succeeding Matthew Drapkin, who will remain as Vice Chairman, ensuring continuity and stability in corporate governance.
- Fee Waiver: The investment adviser of Great Elm Capital waived all accrued incentive fees as of December 31, 2025, totaling approximately $2.3 million, or $0.16 per share, which will directly enhance the company's net asset value.
- Financial Performance: For the fourth quarter of 2025, the company reported net investment income of $4.4 million, or $0.31 per share, reflecting over 50% growth quarter-over-quarter, demonstrating resilience and profitability in a challenging market environment.
- Dividend Distribution: The board declared a distribution of $0.30 per share for the first quarter of 2026, resulting in an annualized yield of 19.2%, highlighting the company's commitment to shareholder returns and effective cash flow management.
See More
GREAT ELM CAPITAL CORP. REVEALS 2025 FOURTH QUARTER AND ANNUAL FINANCIAL RESULTS ALONG WITH APPOINTMENT OF NEW EXECUTIVE CHAIRMAN OF THE BOARD
Fourth Quarter Financial Results: Great Elm Capital Corp. has announced its financial results for the fourth quarter of 2025.
Full Year Financial Results: The company also released its financial results for the entire year of 2025.
New Executive Chairman: A new Executive Chairman of the Board has been appointed as part of the announcement.
Corporate Updates: The announcements include significant updates regarding the company's leadership and financial performance.
See More
