When To Take Dividend Recap?

As someone working in commercial banking we typically get requests for dividend recaps but turn most of them down due the need to stay within leveraged lending guidelines and lower risk appetite. With that being said, for those of you from the PE sponsor point of view:

  • Let's say you borrowed to acquire a portco previously. What are the factors that make you decide when is the right time to do a dividend recap and for how much?
  • How do you balance potential downside for relevering the company if the company takes a turn for the worst?
  • How do you balance the money you receive now with how it will impact equity value upon exit? 

Thanks for the responses. 

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