Morgan Stanley Leads $475M Covenant-Lite Loan at 12.35% Yield

MSMS

Morgan Stanley-led arranger group closed a $475 million four-year covenant-lite Term B loan for Stats Perform at S+700 with a 0% floor, 96.5 OID and 12.35% yield-to-maturity, plus a $75 million revolver. S&P could boost the borrower’s rating by up to two notches to B- upon refinancing completion.

1. Deal Structure and Terms

Morgan Stanley spearheaded a $475 million four-year covenant-lite Term B loan to Stats Perform, secured at S+700 with a 0% floor, an original issue discount of 96.5 and a yield-to-maturity of 12.35%. The financing package also includes a new $75 million multi-currency revolver.

2. Use of Proceeds and Sponsor Contribution

Proceeds will refinance a fully drawn $62 million revolver, $471 million of a covenant-lite first-lien term loan due July 2026 and a $140 million second-lien term loan due July 2027, alongside a $275 million equity contribution from Vista Equity Partners.

3. Credit Ratings and Potential Upgrade

The facility carries B-/B3 ratings, reflecting a recent Moody’s upgrade from CCC/B3, while S&P has placed the rating on CreditWatch with potential uplift to B- if the refinancing closes as proposed.

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