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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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  • Russian fertiliser firm Acron is set to sign a secured facility for around $300m this week from an extended club of banks. Demand for the credit was strong enough to push the loan up from its $200m launch amount.
  • Airport retailer Dubai Duty Free’s inclusion of an Islamic component in its $1.1bn loan facility plans may well prompt other conventional companies to reconsider Islamic finance as a useful funding source.
  • Some loan investors are balking at the leverage multiples being discussed on potential new LBOs, as the lack of supply in leveraged loans bites for banks desperate to underwrite deals.
  • A consortium of investors led by Duke Street Capital has acquired UK funeral services provider LM Funerals from Sovereign Capital, using a £37.5m bespoke financing package that comprised a small amount of senior debt and several tranches of subordinated financing.
  • Turkish conglomerate Dogus Holding is in the early stages of putting together a refinancing loan of $300m drawn from the European syndicated loan market. Dogus has not approached any banks yet but plans to in the upcoming weeks.
  • Ukrainian steel credit Metinvest has launched a $300m three year loan into general syndication. The borrower will mostly look to its relationship banking group for funds, although others have been invited to participate, according to a loans banker familiar with the deal.