medium · Private Credit & Debt underwriting-credit-analysis

A borrower identifies that it will breach its leverage covenant next quarter. The sponsor proposes an 'Equity Cure' of $10M.

If the Credit Agreement defines the cure as 'Deemed EBITDA' for the quarter it is injected and the three subsequent quarters, how does this impact the leverage ratio (Debt / LTM EBITDA)?

  1. It increases the denominator by $10M for the next four rolling periods.
  2. It only provides a cure for the specific quarter in which the breach occurred.
  3. It reduces the numerator (Debt) by $10M immediately.
  4. It has no effect on the LTM calculation since it is a one-time injection.

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