medium · Private Equity & LBOs

An investor identifies a 'Fulcrum Security' in a distressed company's capital structure.

What does this indicate?

  1. It is a specialized insurance policy that guarantees debt repayment in the event of default.
  2. It is the senior-most debt tranche that has the power to block any restructuring plan.
  3. It is the class of debt most likely to be converted into equity during a reorganization because the company's value ends at that layer.
  4. It is the common equity, which retains all upside potential once the debt is refinanced.

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