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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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  • Spanish travel technology firm Amadeus signed a 2.5 year €200m revolver this week. The facility is expected to remain undrawn and is designed to add flexibility to the company's financial structure.
  • All 15 banks invited to join GDF Suez’s €6bn loan facility supporting its £6.8bn takeover of the portion of International Power that it does not already own have committed to the self-arranged club deal.
  • Lenders have swarmed to Afreximbank’s blowout dual currency two year loan, with the borrower closing the facility at $631.6m-equivalent, well above the firm’s $300m target. The borrower scaled lenders back in the dollar tranche.
  • Cinven’s Italian aerospace engine manufacturer Avio and Charterhouse’s French clothing retailer Vivarte both launched amend and extend processes, as leveraged companies take advantage of a quiet LBO market to push out their debt maturities.
  • Leveraged finance bankers are hoping that the inevitably strong competition among arranging banks for popular LBO credits will not lead to the market over-reaching as it did in the summer of 2011. Then a lack of deals in the early part of the year led to aggression in pitching for mandates and an over-crowded primary market by the summer — leaving banks long on most deals.
  • French banks are increasingly the syndicated loan market’s scapegoat as lenders react to a sharp contraction in the product to a near two decade low.