medium · Debt Capital Markets

A borrower has a 6.0x maintenance covenant. It has $600 million in Total Debt and $110 million in EBITDA.

If the company issues an additional $100 million in debt to fund a share buyback, what happens to its compliance?

  1. It breaches the covenant because EBITDA was not adjusted for the buyback.
  2. It remains compliant because buybacks are usually permitted under debt incurrence tests.
  3. It remains compliant with a 6.36x ratio.
  4. It breaches the covenant as leverage rises to 6.36x.

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