Mar 07, 2024

Serta and other Structuring Questions

Hi all, I'm prepping for a PC interview and was looking at J Crew, Serta, Chewy protections. Would Serta even be relevant if you're investing in a bilateral unitranche or term loan assuming you have other protections in place that restrict adding more senior debt? A bilateral loan doesn't have a lender group, so there wouldn't be anyone to prime you, right? Would it be included to account for the possibility that another lender joins the bank group on a pari basis? Are all of these provisions typically included in MM/LMM credit agreements?

In general, what other provisions might be included in MM/LMM credit agreements that we don't see in large cap, non-IG credits? Are there any good resources on this?

Thank you in advance!

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