medium · Private Credit & Debt underwriting-credit-analysis

A borrower, Zenith Materials, generated $80 million in Adjusted EBITDA. Existing debt is $320 million. The Credit Agreement accordion provides for a ratio-based basket if Total Net Leverage ≤ 4.5x. Zenith draws a $60 million incremental loan.

If the Credit Agreement defines 'Total Net Leverage' to include only unrestricted cash up to $20 million, and Zenith has $35 million in cash, what is the pro-forma leverage for the accordion test?

  1. 4.75x
  2. 4.50x
  3. 4.31x
  4. 4.25x

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