hard · Corporate Credit Analysis

A leveraged borrower has a $100M Revolving Credit Facility. The facility has a springing maximum total-leverage covenant of 6.0x that triggers only when drawings exceed 35% of the commitment. The borrower carries $140M of total debt and $20M of EBITDA, with revolver drawings of $40M.

Which of the following is true?

  1. The covenant is not tested because drawings are below the threshold.
  2. The covenant is not tested because leverage is below 6.0x.
  3. The covenant is tested and the borrower is in breach.
  4. The covenant is always tested at every quarter end.

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