medium · Private Credit & Debt loan-structures-instruments

A lender provides a 'springing' leverage covenant set at 6.0x that only activates when revolver utilization exceeds 35%. The company has a $50M revolver (currently $15M drawn) and $250M in term debt.

If EBITDA is $40M, is the company in compliance if the covenant threshold is 6.0x?

  1. Yes, because the covenant is not currently active.
  2. No, because any revolver draw triggers the test.
  3. Yes, because the leverage ratio is 5.0x.
  4. No, because the leverage ratio is 6.6x.

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