hard · Private Credit & Debt

A borrower reports GAAP EBITDA of $50M. The Credit Agreement defines 'Covenant EBITDA' to include: pro-forma synergies capped at 20% of EBITDA, run-rate adjustments for a mid-year acquisition ($5M annual impact), and $3M in one-time restructuring charges.

If the total debt is $250M, what is the leverage ratio for covenant compliance purposes, and how does it compare to the 'economic' leverage (GAAP)?

  1. Covenant 5.00x; GAAP 3.97x
  2. Covenant 3.68x; GAAP 4.70x
  3. Covenant 4.31x; GAAP 5.00x
  4. Covenant 3.97x; GAAP 5.00x

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