National Director Bank of America Rockledge, FL, United States
This presentation will provide an overview of the current credit markets and perspectives for the coming months in senior bank, non-bank, and mezzanine debt markets, particularly given the new interest rate environment. Panelists will help attendees understand key underwriting considerations for both new and existing ESOPs. The presentation will also share key credit insights and lender perspectives as it relates to underwriting and evaluating new and existing credit facilities. NCEO Resource: Leveraged ESOPs and Employee Buyouts
Learning Objectives:
Understand the current credit and economic environment with a focus on senior and institutional loan markets
Develop a basic understanding of a senior lender's approach to underwriting ESOP loans in the middle market for both new and existing ESOPs
Demonstrate perspective on key structural considerations as it relates to various debt financing alternatives
