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Leveraged Loans

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Despite the allure of lower loan prices, CLO managers should print deals cautiously
Software loan sell-offs and the Iran war have caused US and European loans to price differently
Leveraged loans in stressed sectors like software carry refinancing risk
LBO financing includes $5.75bn term loan to be priced early next week
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  • Russia’s largest private financial institution Alfa Bank has asked lenders to add an 18 month tranche to its club deal. The borrower approached banks in January for a single tranche one year facility.
  • Mid-tier Russian bank Transcapitalbank has mandated the IFC to arrange a new ‘A/B’ structured loan. The IFC has contacted commercial lenders to participate in the ‘B’ portion of the deal.
  • Nigeria’s Fidelity Bank is due to sign a $100m syndicated loan in the next two weeks. This will make Fidelity the first of a trio of Nigerian banks to borrow money since they began approaching the international loan market in late October.
  • Western European corporate borrowers are lining up to tap the loan market in the coming few weeks to complete refinancings of deals way before their 2014 maturities. After a flurry of borrowers from peripheral Europe — including Enel and Fiat Industrial — got refinancings tucked away before any volatility emanating from the Italian election hit the market, now the likes of BASF and Vivendi are looking to replace their 2014 maturities.
  • Deutsche Bank and Oversea-Chinese Banking Corp took Chandra Sakti Utama Leasing’s $80m three year loan into general syndication this week, and are already confident that it will generate more than enough demand to increase the deal.
  • Some lenders have backed away from Focus Media’s $1.525bn leveraged buyout loan after US regulators started investigating the company, but bankers working on the deal are still confident they will be able to overcome the bad press — and they made a good start this week, generating a $75m commitment in senior syndication, writes Rashmi Kumar.