Credit Investment Cases

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Investment CaseQuestion 1 of 4

Read the scenario below and answer the questions

Company Snapshot

  • Business: Mid-market packaging manufacturer serving food and consumer products
  • LTM Revenue: $500M
  • LTM EBITDA: $75M (15% margin)
  • Cyclicality: Moderate (input costs + volumes move in downturns)
  • Customer Concentration: Top 3 customers = 35% of revenue
  • Capex: ~3% of revenue
  • Working Capital: Can swing materially with inventory and receivables

Proposed Financing (Sponsor Acquisition)

  • Purchase Price: 8.0x LTM EBITDA → EV = $600M
  • Unitranche Term Loan: $300M
  • Revolver: $50M (undrawn at close)
  • Cash on Balance Sheet at Close: $10M
  • Pricing (Unitranche): SOFR + 650 bps (assume SOFR = 4% flat)
  • Fees: 1% upfront fee + 1% OID
  • Security: First lien on substantially all assets

Proposed Covenants (Starting Point)

  • Max Net Leverage: 5.0x (quarterly test)
  • Min Interest Coverage: 2.0x (quarterly test)
  • Min Liquidity: $25M

Downside Stress (Interviewer Assumption)

  • EBITDA declines 20% for a year in a recession, then recovers gradually.
Numeric AnswereasyDebtCredit Investment Cases

Based on the case, what is net leverage at close on the unitranche (assume revolver is undrawn)?

Enter as multiple (e.g., 4.2 for 4.2x)

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