FiscalNote secures $75 million refinancing deal to extend debt maturities

Published 06/08/2025, 12:12
FiscalNote secures $75 million refinancing deal to extend debt maturities

WASHINGTON - FiscalNote Holdings, Inc. (NYSE:NOTE), currently carrying a total debt burden of $142.8 million and a debt-to-equity ratio of 1.45, has entered into agreements to refinance its senior debt and restructure its subordinated debt, the company announced Tuesday.

The AI-driven policy intelligence provider, with a current market capitalization of $106 million, will replace its current senior credit facility with a new $75 million senior secured term loan maturing in 2029, provided by funds managed by MGG Investment Group. The company plans to use excess proceeds from the new facility, along with new subordinated convertible debt, to refinance existing subordinated debt. According to InvestingPro analysis, the company has been facing challenges with debt servicing, making this refinancing crucial for its financial stability.

FiscalNote also reached an agreement with its largest long-term subordinated creditor to extend the maturity of its remaining balance to 2029. The company expects to close the transactions by mid-August, subject to customary closing conditions.

"This refinancing is another important step in strengthening FiscalNote for the long term," said Josh Resnik, CEO and President of FiscalNote. "It provides us with the flexibility and stability to execute with focus, scale our product-led growth strategy, and continue delivering the AI-powered policy and regulatory intelligence our customers rely on." The company maintains impressive gross profit margins of 78%, suggesting strong operational efficiency despite its financial challenges.

The company reaffirmed its full-year 2025 forecast of total revenues between $94 million and $100 million, with adjusted EBITDA between $10 million and $12 million. FiscalNote will report its financial results for the quarter ended June 30, 2025, after market close on August 7.

Craig-Hallum served as financial advisor and Polsinelli as legal counsel to FiscalNote in the transaction. Baker Tilly supported MGG with financial due diligence, while Proskauer Rose served as legal counsel to MGG.

FiscalNote provides AI-driven policy and regulatory intelligence solutions that help organizations identify and manage legal, regulatory, and legislative risks. The company’s platform, PolicyNote, is designed to help global organizations navigate complex regulatory environments. Based on InvestingPro’s Fair Value analysis, the stock appears undervalued at current levels, though investors should note that 13 additional exclusive ProTips and comprehensive financial analysis are available through the Pro Research Report.

The information in this article is based on a company press release statement.

In other recent news, FiscalNote Holdings, Inc. has completed the sale of its Australian subsidiary, TimeBase, to Thomson Reuters for $6.5 million. This divestiture is part of FiscalNote’s strategy to concentrate on its core policy and regulatory intelligence business while enhancing its financial position. Additionally, the company has expanded its global commercial presence, securing new customer agreements with multinational corporations such as Lenovo and Schneider Electric, driven by increased demand for its Global Policy Dashboard within the PolicyNote platform.

FiscalNote also announced the authorization of a potential reverse stock split, a move aimed at regaining compliance with the New York Stock Exchange’s listing requirements. The board has the discretion to implement the split at a ratio between 1:2 and 1:15 to maintain an average closing share price of at least $1.00, with a deadline set for October 10, 2025. Furthermore, FiscalNote’s PolicyNote platform has surpassed its legacy system in daily active users, attributed to its intuitive design and efficient onboarding process.

These developments reflect FiscalNote’s ongoing efforts to strengthen its market position and financial stability.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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