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Lev Fin Business Course / Certs

Posted: Sun Apr 06, 2025 8:46 pm
by Anonymous User
I'm a midlevel associate in lev fin and just don't get credit agreements. I'm ok with the legal side but I don't understand why a certain activity is considered a restricted payment or why a certain line item is included in the indebtedness definition. I'm thinking of taking some business classes or sth along those lines to better understand the business side and how clients look at this stuff but I don't really know where to start. Do you have any recommendations for classes or reading materials?

Re: Lev Fin Business Course / Certs

Posted: Thu Apr 17, 2025 10:03 pm
by Chapter Eleven
It's all negotiation-based between borrower and lender. Not much of a secret. Capital is generally a commodity so the economic environment, lender appetite, and competition dictate what goes and whatnot in those agreements.

Hypothetical discussion:
L: Here is your 1L debt @ 5% quarterly payments.
B: But you're competition is offering it @ 4.5%.
L: Then we can offer less restrictive covenants.
B: That's sweet. Can we remove X line in A covenant?
L: Fine, you're in a non-cyclical business, so the collateral will not fluctuate in value. We can do it.

If you are curious about the finance side of the business, lenders will analyze the business model of the company and its financial statements with the main intent to understand if the borrower can repay in full at the pre-specified dates the interest and principal. Everything else: Collateral, covenants, monitoring, etc. are there as additional protection so the lender is protected on the downside (acceleration, having a say on transactions that may impact revenue, etc.).

This one is a recommended read on this topic from the business side (less than 200 pages, and very clear): https://www.amazon.com/Pragmatists-Guid ... 0132855232