hard · Debt Capital Markets

A Senior Note portability threshold is 5.25x. Pro-forma for a sale, Debt is $2,100 million and EBITDA is $400 million. The issuer has $100 million of unrestricted cash and $50 million of restricted cash.

Is the 101% put triggered?

  1. No, because net leverage is 5.00x (using unrestricted cash).
  2. Yes, because gross leverage is 5.25x and indentures rarely allow cash netting for Change of Control.
  3. Yes, because any leverage above 5.0x is considered 'Highly Leveraged' and triggers the CoC put automatically.
  4. No, because net leverage is 4.88x (using all cash).

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