medium · Investment Banking

In an LBO, what is the effect of 'PIK' (Payment-in-Kind) interest on the 3 statements?

  1. It decreases Net Income on the IS and is added back as a non-cash expense on the CFS
  2. It increases cash flow because the company avoids paying cash interest.
  3. It steadily decreases the outstanding debt balance on the Balance Sheet as it accrues.
  4. It is treated purely as a dividend payment and therefore never appears on the Income Statement.

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