Knowledge Center

Wednesday, January 22, 2014

Commercial Lending and Equity Deal Terms for Middle Markets: Borrower and Lender Perspectives


January 23, 2014

This CLE webinar will discuss commercial loan and equity lending deal terms for middle market businesses in 2013, negotiation points from both borrower and lender perspectives, and the outlook for lending and deal terms in 2014. The panel will also discuss current documentation trends for intercreditor agreements and subordination provisions.


Middle market borrowers with good credit and strong collateral are able to obtain senior loans at pre-2008 levels with respect to pricing, higher leverage ratios and relaxed financial covenants. Other key developments include more permissive add-backs to EBITDA and equity cures rights with some limitations. 

Middle market companies continue to strengthen operating performance along with low default levels across the market. As a result, many lenders and borrowers are indicating optimism through increased lending activity seen throughout all levels of the middle market.

Listen as our authoritative panel of finance attorneys, lenders and M&A advisors discusses current market trends in loan documentation for middle market businesses from both borrower and lender sides and the outlook for market trends in 2014. The panel will also address trends in intercreditor agreements and subordination provisions.

To register or to get more information, please click HERE.


Shaan R. Kapoor, Vice President
Loop Capital Markets, Chicago

Ati Khatri
Horwood Marcus & Berk, Chicago

Bryan P. Rozum, Vice President
CapX Partners, Chicago

Brian Ruger, Vice President
Wells Fargo Regional Commercial Banking Office, Chicago

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