hard · Corporate Credit Analysis

A borrower has a $200 million builder basket and wants to pay a $50 million dividend. However, the 'limitation on debt' covenant is currently being breached.

Can the borrower still use the builder basket for the dividend?

  1. No, because restricted payments usually require that no default or event of default exists.
  2. No, unless they use the General Basket instead of the Builder Basket.
  3. Yes, provided the builder basket was created before the debt breach occurred.
  4. Yes, because the dividend is an equity event unrelated to the debt covenant.

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